Our Publications
First To Market
Our First to Market daily note blends just-the-facts, before-opening-bell news with an overview of developing stories for a compelling picture of world markets in a compact, hard-hitting frame. We filter through the noise to bring you a real feel for the day's financial pulse.
- A detailed view of the most pivotal financial happenings of the day, to keep you in the loop
- Real-time price movements and analysis to help you gauge market sentiment
- The futures insights and market trends you need to know to make informed decisions
- Coverage of significant geopolitical events and their potential market impact
- A list of essential events every investor should know about to navigate the markets effectively
Signal From Noise
In a world brimming with data on technologies, companies, industries, and trends, SFN is a beacon of clarity and herald of opportunity. Amid the market’s cacophony, we hear the signal and amplify it in service of your sound investment decisions.
- In-depth analysis of current macro trends, helping you see the bigger picture
- Handpicked pivotal stocks that play an integral role in the market's narrative
- Various inputs – e.g. supply chains, distribution networks, development strategies – examined
- Examination of consumer and market behavior
- Clear, actionable insights rooted in complex market data and trend analysis
Sample Reports
Skip to the AI Beat
Stripe’s payment volume surged 25% to $1 trillion last year; business was cash-flow positive in 2023, revenue-automation now a ‘giant part’ of it
Fundstrat Team
Artificial Intelligence
“AI can benefit humanity in the form of free doctors, free tutors, free education, more media and entertainment, better wealth advisors and lawyers, more robotics, better digital health, better materials design; much better resource discovery: lithium, cobalt, nickel...
Fundstrat Team
Latest Publications
Good Grit
Last week was a challenging one for markets. Still, the overall message to us, says Fundstrat Head of Research Tom Lee, is that "companies are delivering strong earnings and investors are still wary that inflation might be accelerating."...
Fundstrat Team
The More Things Change
Lazard beat Q1 profit estimates, buoyed by strength in North America deal-making across healthcare, industrials, tech, and financial institutions (RT)
Fundstrat Team
How to Fix Things
"Culture, opportunity, & rewards retained our folks, not some lousy contract." — Dug Song, co-founder of Cisco-acquired cybersecurity firm Duo Security, in an X post about why his company never used noncompete agreements, which the FTC has moved to ban...
Fundstrat Team
Costs and Limits
“You can bet against the U.S. political system. Don’t bet against the U.S. economy.” — World Bank chief economist Indermit Gill
Fundstrat Team
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