Everyone's talking about Boomers and Zoomers.
We're watching Gen X.

They're at peak earning and buying power. They're starting to inherit from their parents. And many are supporting children and aging parents at the same time. Fundstrat's latest report digs into Gen X's unique financial position, and what it could mean for investors.

Enter your email, and we'll send you the report.

Why Join Fundstrat Direct?

MEMBERSHIP BENEFITS

Fundstrat helps you invest confidently with the same research banks and hedge funds use to navigate markets.

Daily Strategy from Tom Lee & Fundstrat Team

Stay ahead of consensus with daily updates on key developments, catalysts, and opportunities ahead.

Monthly Market Update & Top Ideas Webinar

Attend engaging webinars with Tom & team featuring our top ideas and near-term market outlook.

Real-Time Market Alerts

Analysis on market-moving events and actionable opportunities delivered instantly from us to you.

Crypto Strategy & Alerts

Our crypto team combines early adopter expertise with deep market experience to deliver actionable insights.

Curated Stock Lists

Choose the portfolio that best suits your investment style, preferred asset class, and time horizon.

Live Analysis on Your Holdings

An engaging monthly webinar featuring live analysis on member-submitted stocks and questions.

Join Fundstrat →

Don't take our word for it.

Member Feedback

Join thousands of investors who rely on Tom Lee's research to navigate the market.

4.9

Based on 900+ reviews on Google

B

Bill Day

I've managed my own investments for years but have NEVER had the success I'm having now since becoming a Fundstrat Direct subscriber. I'm almost 3 years in and my results thus far have been excellent. Plus, I've learned so much about investing from a macro and technical perspective from Tom, Mark, and team. I'm a super satisfied subscriber!

M

Michael C

Even with 50+ years of Stock Market investing, I learn something new and important each time Tom speaks. The FSI decision to add technical analysis to the platform is a huge help in making timely stock decisions. Since joining over 2 years ago my returns have greatly exceeded the market. Thanks!

J

John W

Tom Lee and his group are the best. I've used 3 or 4 different companies in the past and none of them come close to providing the information and actionable ideas of Fundstrat. If the price seems excessive, I can assure you it's not. I quickly paid for my yearly subscription with one or two trades.

S

Shad S

Of all of my market subscriptions and daily analysis commentary I consume, this service is my top pick of all of them. No marketing, just facts. Tom's clarity of thought and common sense explanations of the forces driving the market helps me stay with a cool head. FSInsights is critical to keeping me on track for better than S&P returns.

G

Gabriela H

Tom's insights are one of a kind. His analytical skills are solid — he combines data with fundamentals and technical views. I look forward to his daily emails and do not trade or invest without knowing his views!

R

Roger D

The most insightful, reasoned, and researched of any service I have ever subscribed to — bar none.

This report is provided for informational and educational purposes only. It does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Fundstrat Direct is an independent research company and is not a registered investment advisor. All investments involve risk, including the possible loss of principal. IPO and pre-IPO investments carry additional risks including illiquidity, lockup periods, and valuation uncertainty. Valuations referenced are estimates based on publicly available reporting and are subject to change. Member reviews reflect individual experiences and may not be representative of all subscribers. Past performance is not indicative of future results. See full disclosures at fundstratdirect.com.

 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.

150 East 52nd St
New York, NY 10022
® 2026 Fundstrat Direct. All rights reserved.

View FINRA BrokerCheck profiles for our Registered Representatives.

Inside this report

1

Peak power, overlooked

Why Gen X is hitting its stride in earning and buying power right as the spotlight stays on every other generation.

2

The wealth
transfer begins

Gen X is starting to inherit from their parents. A look at the assets now in motion as that shift accelerates.

3

 The sandwich
squeeze

Supporting children and aging parents at once. How that dual pressure shapes the way Gen X spends, saves, and invests — and Fundstrat's read on what it could mean from here

Trusted by Institutions.
Built for Individual Investors.

For years, hedge funds and asset managers have relied on Fundstrat's research to navigate fast-moving markets. We deliver that same analysis directly to individual investors; data-driven, independent, and built to help you think the way professionals do.

Meet Tom Lee

30+ years on Wall Street. Top-ranked by Institutional Investor every year since 1998. You've seen him on CNBC, Bloomberg, Fox Business, and Yahoo Finance. 

Tom doesn't tell you what to think. He shows you how to read the market so you can decide which opportunities to act on.

Co-Founder & Head of Research, Fundstrat