Don’t miss this opportunity to access Mark Newton’s technical stock analysis and top stock picks.

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

Don't take our word for it.

What Our Clients Think About Our Research

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Wall Street Research for Individual Investors

Mark Your Calendar

TECHNICAL STOCK ANALYSIS WITH WALL STREET EXPERT MARK NEWTON

Join us on Wednesday, September 2 at 2pm ET

No commitment · Cancel anytime

Don’t Navigate Markets Alone

We established Fundstrat to give retail investors a place where they could feel 100% comfortable exploring the world of investments without ever feeling pressured.

Our mandate is to provide you with our latest macro, equity and crypto strategies. We are data-driven and focused on producing unique, non-consensus independent research.

In our experience, the only way anyone can achieve their best results is if they fully trust & understand their investments first.


Which is why when we work with our community, we believe in providing the same research banks & hedge fund managers receive, but combining it with the support & the necessary resources to help you execute on your investment strategy.

Meet Mark Newton

As a former Managing Member/Owner of Newton Advisors LLC, Mark has more than 25 years of buy-side and sell-side experience in the financial services industry. He formerly worked with Diamondback Capital Management and with Morgan Stanley in New York City as their technical strategist.

Before moving to the New York City area in 2004, Mark traded equity options as a market maker/floor trader at the CBOE and worked in risk management.


Mark is a member of the Market Technicians Association and a former member of the CBOE, CBOT, and PHLX. You’ve seen his many appearances on CNBC, FOX Business and Bloomberg, and now we’re inviting you to speak to him on our monthly live technical analysis.

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Who is this Broadcast for?

Investors
Investors who want to navigate the market and take control of their own portfolio

Financial Advisors
Financial Advisors who want the inside scoop on where the markets are headed.

Investment Professionals
Investment Pros who want access to the same level of institutional knowledge as asset managers.

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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.

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