The challenge
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.
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.
Without a consistent analytical framework, it's hard to hold your positions through volatility or know when to change course.
Institutions pay hundreds of thousands for research desks. As an individual investor, that intelligence was simply never available to you. Until now.
Dozens of conflicting opinions every day. No clear framework for deciding what to act on and what to ignore.
Near-Daily Updates
1
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.
What's in your daily feed
Tom Lee's flagship macro take. Data-driven, direct, actionable.
Mark Newton's chart signals and key levels for the day.
Real-time market updates from our team.
Pre-market briefing covering equities, macro, and geopolitics.
A setup for the week ahead, published Sunday evening.
Washington D.C. developments and how they affect your portfolio.
Stock Lists · Sector Allocation
2
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?
Your curated lists, updated regularly
Macro + bottom-up driven selections. Rebalanced monthly.
High-conviction small and mid-cap names. Rebalanced monthly.
Technically-derived, tactical selections from the S&P 500. Updated at Mark's discretion.
Which S&P 500 sectors to overweight or underweight via ETFs. Monthly update.
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
What's in your daily feed
Typically 5–10 minutes, available before market open.
Cuts through the noise, offering clarity on macro data.
Focus on actionable near-term positioning, avoiding abstract commentary.
Emphasizes 'less crisis, more opportunity' and has accurately predicted major market turns.
Watch on the go—ideal for commutes or morning coffee.
Near-Daily Updates
1
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.
What's in your daily feed
Tom Lee's flagship macro take. Data-driven, direct, actionable.
Mark Newton's chart signals and key levels for the day.
Real-time market updates from our team.
Pre-market briefing covering equities, macro, and geopolitics.
A setup for the week ahead, published Sunday evening.
Washington D.C. developments and how they affect your portfolio.
Monthly Webinars · Annual Outlooks
4
Your calendar of live access
Tom Lee + Mark Newton, live Q&A, top stock ideas
Mark Newton reviews member-submitted stocks in real time
Tom Lee's full macro thesis and top ideas for the year
Mark Newton's sector positioning and key levels for the year
Leaders across tech, policy, and markets
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
Crypto intelligence, built on the macro framework
Quick-hitting analysis on market developments and catalysts
Managed allocation across BTC, stablecoins, and altcoins, designed to outperform BTC alone
Exposure via miners, financial services, and digital asset treasuries — no wallet required
In-depth analysis of protocols, companies, and funds
Technical + fundamental review of major digital assets
Full-Cycle Coverage
1
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.
What's in your daily feed
Tom Lee's flagship macro take. Data-driven, direct, actionable.
Mark Newton's evening chart signals and key levels for the session ahead.
Real-time market updates from our team.
Pre-market briefing covering equities, macro, and geopolitics.
A setup for the week ahead, published Friday evening.
Washington D.C. developments and how they affect your portfolio.
Stock Lists · Sector Allocation
2
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.
Your curated lists, updated regularly
Macro + bottom-up driven selections. Rebalanced monthly.
High-conviction small and mid-cap names. Rebalanced monthly.
Technically-derived, tactical selections from the S&P 500. Updated at Mark's discretion.
Which S&P 500 sectors to overweight or underweight via ETFs. Monthly update.
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
What's in your daily feed
Typically 5–10 minutes.
Cuts through the noise, offering clarity on macro data.
Focus on actionable near-term positioning, avoiding abstract commentary.
Emphasizes 'less crisis, more opportunity' and has accurately predicted major market turns.
Watch on the go—ideal for commutes or morning coffee.
Monthly Webinars · Annual Outlooks
4
Your calendar of live access
Tom Lee + Mark Newton, live Q&A, top stock ideas
Mark Newton reviews member-submitted stocks in real time
Leaders across tech, policy, and markets
Tom Lee's full macro thesis and top ideas for the year
Mark Newton's sector positioning and key levels for the year
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
Crypto intelligence, built on the macro framework
Quick-hitting analysis on market developments and catalysts
Managed allocation across BTC, stablecoins, and altcoins, designed to outperform BTC alone
Exposure via miners, financial services, and digital asset treasuries — no wallet required
In-depth analysis of protocols, companies, and funds
Technical + fundamental review of major digital assets
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
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.
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 access to Tom and Mark, along with annual outlook presentations. Get a front-row view of Wall Street insights without needing a prime brokerage.
Near-daily crypto commentary plus the Crypto Core Strategy — a managed allocation across BTC, stablecoins, and select altcoins designed to outperform BTC alone.
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.
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.
Start your 30-day free trial today. Cancel anytime. The only thing you have to lose is the information disadvantage.
Then $249/month after trial · Cancel anytime · No long-term contract
Member Reviews
Join thousands of investors who rely on Fundstrat to navigate the market. Rated 4.9 stars across 900+ Google reviews.
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.
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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.