Near-Daily Updates
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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
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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
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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
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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
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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
What Our Clients Think About Our Research
TECHNICAL STOCK ANALYSIS WITH WALL STREET EXPERT MARK NEWTON
Join us on Wednesday, September 2 at 2pm ET
No commitment · Cancel anytime
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.
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.
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.