July Market Update & Top Stock Ideas
Where the market stands at the year's halfway point — and the names Fundstrat is watching into the second half.
with Tom Lee & Mark Newton
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LIVE WEBINAR
16 July, 2026 @ 2PM ET
Don't take our word for it.
Member Feedback
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Bill Day
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John W
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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.
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WHAT WE'LL COVER
One hour. The macro picture, the charts, and the ideas in focus.
A working session with the team — here's how the time is spent.
The macro picture
Tom Lee walks through where the data sits today and the framework he's using to read what may come next.
Live Q&A
Bring your questions. The team takes them live at the end of the session.
The technical read
Mark Newton, CMT, on the levels and trends that matter right now — and how to think about the setup on the charts.
Top stock ideas in focus
The top 5 & bottom 5 stocks Fundstrat's research team is paying attention to this month, and the reasoning behind them.
Get the research before you make your next move.
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SAVE YOUR SEAT
WHAT MEMBERSHIP INCLUDES
Daily macro research
Technical analysis
Stock lists & model portfolios
Live webinars
Member community
Sector & thematic research
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average rating from members
900+
reviews on Google
25+
years of Wall Street experience behind the research
MEET THE EXPERTS
Strategists trusted by investors and institutions.
Tom Lee
Head of Research, Fundstrat
With over 25 years on Wall Street, Tom Lee, a leading financial strategist, frequently featured on CNBC, simplifying the macroeconomic landscape.
Mark Newton, CMT
Head of Technical Strategy
Decades of experience reading market trends. Mark translates the charts into a plain-language view of what's happening across markets — and why it matters.
WHY FUNDSTRAT DIRECT
Wall Street's research without the Wall Street walls.
Fundstrat Direct gives individual investors access to the same caliber of research that banks and hedge funds rely on, translated into plain language you can actually use.
Fundstrat Direct gives individual investors access to the same caliber of research that banks and hedge funds rely on, translated into plain language you can actually use.
THE HARD PART
Knowing when it matters
The hardest part of investing often isn't picking a name — it's timing. When to act, when to wait. Our research is built to help you think through those moments with a clear framework.
THE NOISE
Cutting through the headlines
Markets throw new headlines at you every day. We distill what's signal and what's noise, so you're not trying to read everything at once.
THE PAYOFF
Investing with confidence
The goal isn't just a pick — it's the confidence to make your own decisions and stick with them.
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