The challenge

The market is noisy.

Most of it is working against you.

Cable TV makes you anxious. Financial Twitter needs you clicking. Most "research" is either too late, too shallow, or too biased to be actionable. Meanwhile, institutional investors operate from a completely different information set, one built on data, models, and decades of pattern recognition.

Reactive, not proactive

By the time the news hits your feed, the move has already been made. You're always a step behind the people who see it coming.

No clear conviction

Without a consistent analytical framework, it's hard to hold your positions through volatility or know when to change course.

An uneven playing field

Institutions pay hundreds of thousands for research desks. As an individual investor, that intelligence was simply never available to you. Until now.

Signal buried in noise

Dozens of conflicting opinions every day. No clear framework for deciding what to act on and what to ignore.

Here's what changes when you subscribe to  Fundstrat and why thousands of investors say it's the research they wish they'd found years earlier.

Near-Daily Updates

1

Wake up with a clear view of the market.

Before the opening bell, you'll have already read Tom Lee's First Word, his flagship macro analysis, data-driven and direct. By mid-morning, Mark Newton's Daily Technical Strategy has mapped the key levels and chart signals worth watching. And if something moves intraday, an Intraday Alert tells you what it means. 

This is research that used to cost tens of thousands per year from institutional desks. You get it every single morning, in plain language, with a clear bottom line.

Research from the team:

What's in your daily feed

First Word

Tom Lee's flagship macro take. Data-driven, direct, actionable.

Daily Technical Strategy

Mark Newton's chart signals and key levels for the day.

FlashInsights

Real-time market updates from our team.

First to Market

Pre-market briefing covering equities, macro, and geopolitics.

Your Weekly Roadmap

A setup for the week ahead, published Sunday evening.

US Policy Update

Washington D.C. developments and how they affect your portfolio.

Stock Lists · Sector Allocation

2

Stop guessing.
Know what to own.

When deciding which stocks to own, which sectors to overweight, and when the thesis changes. That's exactly what Fundstrat's curated lists deliver. 

Every list is rebalanced on a clear cadence, with commentary explaining the rationale. No guessing. No ambiguity. Just a clean answer to the question: what should I own right now? 

Four distinct approaches to stock selection

Your curated lists, updated regularly

Large-Cap Top Ideas

Macro + bottom-up driven selections. Rebalanced monthly.

SMID-Cap Top Ideas

High-conviction small and mid-cap names. Rebalanced monthly.

Newton's Upticks

Technically-derived, tactical selections from the S&P 500. Updated at Mark's discretion.

Sector Allocation

Which S&P 500 sectors to overweight or underweight via ETFs. Monthly update.

Tom Lee, in your ear, before the open.

 There's a reason Tom Lee is one of the most sought-after voices on CNBC. He has a rare gift: taking enormous complexity, Fed decisions, inflation prints, earnings revisions, geopolitical shifts, and distilling it to what actually matters for your portfolio right now. 

 The Macro Minute is a near-daily video, typically under ten minutes, where Tom walks through the most important market data and what it means for your positioning. It's the clearest, most actionable ten minutes you'll spend before the market opens. 

Tom's Macro Minute Video

3

Research from the team:

What's in your daily feed

Near-daily video

Typically 5–10 minutes, available before market open.

Evidence-based macro analysis

Cuts through the noise, offering clarity on macro data.

Clear positioning takeaways

Focus on actionable near-term positioning, avoiding abstract commentary.

Tom's framework

Emphasizes 'less crisis, more opportunity' and has accurately predicted major market turns.

Mobile accessibility

Watch on the go—ideal for commutes or morning coffee.

Near-Daily Updates

1

Wake up with a clear view of the market.

Before the opening bell, you'll have already read Tom Lee's First Word, his flagship macro analysis, data-driven and direct. By mid-morning, Mark Newton's Daily Technical Strategy has mapped the key levels and chart signals worth watching. And if something moves intraday, an Intraday Alert tells you what it means. 

This is research that used to cost tens of thousands per year from institutional desks. You get it every single morning, in plain language, with a clear bottom line.

Research from the team:

What's in your daily feed

First Word

Tom Lee's flagship macro take. Data-driven, direct, actionable.

Daily Technical Strategy

Mark Newton's chart signals and key levels for the day.

FlashInsights

Real-time market updates from our team.

First to Market

Pre-market briefing covering equities, macro, and geopolitics.

Your Weekly Roadmap

A setup for the week ahead, published Sunday evening.

US Policy Update

Washington D.C. developments and how they affect your portfolio.

A front-row seat to Wall Street's thinking. 

Monthly Webinars · Annual Outlooks

4

Monthly conversations with the heads of research

Your calendar of live access

Monthly Market Update Webinar

Tom Lee + Mark Newton, live Q&A, top stock ideas

Monthly Live Stock Analysis

Mark Newton reviews member-submitted stocks in real time

Annual Market Outlook

Tom Lee's full macro thesis and top ideas for the year

Annual Technical Outlook

Mark Newton's sector positioning and key levels for the year

Special Guest Webinars

Leaders across tech, policy, and markets

Digital assets, decoded by the people who got it right.

Fundstrat was one of the earliest institutional voices to take crypto seriously — and among the most accurate in forecasting its major moves. That expertise is baked into your Macro subscription. 

You get near-daily crypto commentary from the research team, plus access to the Crypto Core Strategy — a managed allocation across Bitcoin, stablecoins, and select altcoins, built to outperform holding BTC alone. There's also a Crypto Equities Portfolio for investors who prefer exposure through miners, financial services firms, and digital asset treasuries rather than direct token ownership. 

The team cuts through the hype and panic that dominate crypto media, grounding their analysis in Fundstrat's macro framework. You'll know what's noise and what actually matters. 

Crypto Updates · Crypto Strategy

5

Two ways to position in digital assets

Crypto intelligence, built on the macro framework

Near-Daily Crypto Commentary

Quick-hitting analysis on market developments and catalysts

Crypto Core Strategy

Managed allocation across BTC, stablecoins, and altcoins, designed to outperform BTC alone

Crypto Equities Portfolio

Exposure via miners, financial services, and digital asset treasuries — no wallet required

Deep Research Reports

In-depth analysis of protocols, companies, and funds

Monthly Crypto Update Webinar

Technical + fundamental review of major digital assets

Full-Cycle Coverage

1

A clear view of the market, from open to close.

Navigate the markets with institutional-grade clarity at every critical juncture. Ground your portfolio with Tom Lee's flagship First Word for direct, data-driven macro analysis. When the market is moving, FlashInsights keeps you sharp with real-time, mid-day commentary. Then, after the closing bell, Mark Newton’s Daily Technical Strategy maps out the key chart levels and technical signals to watch for the next day. 

This is research that used to cost tens of thousands per year on institutional desks. You get it delivered in plain language, with a clear bottom line. 

Research from the team:

What's in your daily feed

First Word

Tom Lee's flagship macro take. Data-driven, direct, actionable.

Daily Technical Strategy

Mark Newton's evening chart signals and key levels for the session ahead.

FlashInsights

Real-time market updates from our team.

First to Market

Pre-market briefing covering equities, macro, and geopolitics.

Your Weekly Roadmap

A setup for the week ahead, published Friday evening.

US Policy Update

Washington D.C. developments and how they affect your portfolio.

Stock Lists · Sector Allocation

2

Stop guessing.
Make informed choices.

Put our research to work to help you decide which stocks to own, which sectors to overweight, and when the thesis changes. That's exactly what Fundstrat's curated lists deliver.

Every list is rebalanced on a clear cadence, with commentary explaining the rationale behind each thesis. Instead of just guessing, take control of your portfolio with an evidence-based understanding of each decision you make. 

Four distinct approaches to stock selection

Your curated lists, updated regularly

Large-Cap Top Ideas

Macro + bottom-up driven selections. Rebalanced monthly.

SMID-Cap Top Ideas

High-conviction small and mid-cap names. Rebalanced monthly.

Newton's Upticks

Technically-derived, tactical selections from the S&P 500. Updated at Mark's discretion.

Sector Allocation

Which S&P 500 sectors to overweight or underweight via ETFs. Monthly update.

Tom Lee, in your ear.

There's a reason Tom Lee is one of the most sought-after voices on CNBC. He has a rare gift: taking enormous complexity, Fed decisions, inflation prints, earnings revisions, geopolitical shifts, and distilling it to what actually matters for your portfolio right now. 

The Macro Minute is a near-daily video, typically under ten minutes, where Tom walks through the most important market data and what it means for your positioning. It's the clearest, most actionable ten minutes you'll spend before next trading session.

Tom's Macro Minute Video

3

Research from the team:

What's in your daily feed

Near-daily video

Typically 5–10 minutes.

Evidence-based macro analysis

Cuts through the noise, offering clarity on macro data.

Clear positioning takeaways

Focus on actionable near-term positioning, avoiding abstract commentary.

Tom's framework

Emphasizes 'less crisis, more opportunity' and has accurately predicted major market turns.

Mobile accessibility

Watch on the go—ideal for commutes or morning coffee.

A front-row seat to Wall Street's thinking. 

Monthly Webinars · Annual Outlooks

4

Monthly conversations with the heads of research

Your calendar of live access

Monthly Market Update Webinar

Tom Lee + Mark Newton, live Q&A, top stock ideas

Monthly Live Stock Analysis

Mark Newton reviews member-submitted stocks in real time

Special Guest Webinars

Leaders across tech, policy, and markets

Annual Market Outlook

Tom Lee's full macro thesis and top ideas for the year

Annual Technical Outlook

Mark Newton's sector positioning and key levels for the year

Digital assets, decoded by some of the first people to really get them

Fundstrat was one of the earliest institutional voices to take crypto seriously, and among the most respected for its insightful research into this constantly evolving asset class. That expertise is baked into our crypto research.

You get near-daily crypto commentary from the research team, plus access to the Crypto Core Strategy — a managed allocation across bitcoin, stablecoins, and select altcoins, built to outperform holding BTC alone. There's also a Crypto Equities Portfolio for investors who prefer exposure through miners, financial services firms, and digital asset treasuries rather than direct crypto ownership.

The team cuts through the hype and panic that dominate crypto media, grounding their analysis in Fundstrat's macro framework. You'll know what's noise and what actually matters. 

Crypto Updates · Crypto Strategy

5

Two ways to position in digital assets

Crypto intelligence, built on the macro framework

Near-Daily Crypto Commentary

Quick-hitting analysis on market developments and catalysts

Crypto Core Strategy

Managed allocation across BTC, stablecoins, and altcoins, designed to outperform BTC alone

Crypto Equities Portfolio

Exposure via miners, financial services, and digital asset treasuries — no wallet required

Deep Research Reports

In-depth analysis of protocols, companies, and funds

Monthly Crypto Update Webinar

Technical + fundamental review of major digital assets

When it matters most, you'll know right away.

Flash Insights

6

Markets don't wait for the morning report. A Fed comment, an earnings surprise, a geopolitical development — these move markets in minutes, and the window for action is narrow. 

Flash Insights are real-time alerts sent directly from the research heads the moment something actionable emerges. Not speculation. Not recycled news. 

Direct, concise, research-backed commentary on what just happened and what you should be thinking about. 

Everything Included · Pro Plan

Six reasons your portfolio will never be the same.

Near-Daily Research

Tom Lee's First Word, Mark Newton's Daily Technical Strategy, pre-market briefings, and weekly roadmaps — research before most people have had their first coffee.

Tom's Macro Minute Video

A near-daily video from Tom Lee walking you through the market data and what it means. The clearest, most actionable ten minutes before the open.

Monthly Webinars + Annual Outlooks

Monthly access to Tom and Mark, along with annual outlook presentations. Get a front-row view of Wall Street insights without needing a prime brokerage.

Crypto Strategy & Portfolio

Near-daily crypto commentary plus the Crypto Core Strategy — a managed allocation across BTC, stablecoins, and select altcoins designed to outperform BTC alone.

Curated Stock & Sector Lists

Four distinct, regularly updated lists — Large-Cap, SMID-Cap, Newton's Upticks, and Sector Allocation — giving you clear answers on what to own and where to tilt.

Flash Insights

Real-time alerts from the research heads the moment something actionable happens. Not aggregated news — direct, concise, research-backed commentary you can act on immediately.

The market opens Monday.
Be ready this time.

Start your 30-day free trial today. Cancel anytime. The only thing you have to lose is the information disadvantage.

Start Your 30-Day Free Trial →

Then $249/month after trial · Cancel anytime · No long-term contract

Member Reviews

Don't take our word for it.

Join thousands of investors who rely on Fundstrat to navigate the market. Rated 4.9 stars across 900+ Google reviews.

Wall Street Research for Individual Investors

The market doesn't wait. Neither should you.

Institutional investors navigate markets empowered by research from teams of analysts. Now you can, too. Now you can, too. Get Tom Lee's data-driven market insights, the same consensus-beating research that's made him one of Wall Street's most sought-after strategists, delivered directly to your inbox.

Start Your 30-Day Free Trial →

No commitment · Cancel anytime

4.9

On reviews

1000+

Google reviews

30 Days

Free trial, zero risk

Daily Research

Before the bell

© All Rights Reserved.

Member reviews shown are not compensated. They reflect the individual experiences of the members quoted, may not be representative of the experience of other members, and are not a guarantee of future results. Investing involves risk, and nothing herein is investment advice.