Fundstrat Direct
Fundstrat Research Only Available to Banks and Hedge Funds...
Until Now
Finally, you have access to the top-tier research on Wall Street.
We provide individuals with the same quality of research banks and hedge funds receive to make their investment decisions. Now, you can invest on a level playing field.
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Receive our weekly newsletter and invitations to upcoming events and appearances featuring Tom Lee, the Fundstrat research team, and our network of experts.
Join Tom Lee's Free Community for Investors
Receive our weekly newsletter and invitations to upcoming events and appearances featuring Tom Lee, the Fundstrat research team, and our network of experts.
Top Wall Street Strategist
Tom Lee
Macro and Crypto Research at the Highest Level
Tom Lee is recognized as one of Wall Street’s top-ranked institutional analysts, with a loyal following for decades. The former chief U.S. Equities Strategist at JP Morgan is on a mission: to give individuals the research and tools to make informed investment decisions and level the playing field. Banks and Hedge Funds go to Tom for his authoritative research and advice. Now you can have access to the same high-level research by becoming a Fundstrat Direct member
Testimonials
What our clients think about our premium research
Peter Najarian
Market Rebellion
“Tom Lee is one of the most talented analysts on the street.”
Robert C. Doll
Nuveen Asset Management LLC
“We use Tom Lee because he does his homework”
Institutional Investor
INVESTMENT NEWS SITE
“Tom does a huge amount of work and he doesn’t rely on hunches. All of his arguments are data driven.”
The Cointelegraph
CRYPTO NEWS SITE
Thomas Lee was one of the first “traditional finance” professionals talking about Bitcoin.
What Our Clients Say
Fundstrat Direct Macro Analysis
Macro Research
Using comprehensive and differentiated data sets, including census data; economic activity; and historical, demographic and social trends, we look at key drivers and relative valuations for the 11 primary sectors as well as industry groups.
With a focus on businesses with pricing power or secular opportunities, we look to identify investment opportunities for our clients before the consensus discovers these companies.
Fundstrat Direct provides a roadmap for investors to understand the current equity market environment and the tools to generate outperformance.
Fundstrat Direct Crypto
Crypto Research
We are recognized as one of the only institutional research firms providing comprehensive market analysis and price analytics for cryptocurrencies and blockchain technology.
Fundstrat Direct is the pioneering thought leader in this rapidly growing investment space. Our digital assets research bridges the gap between the tech and investment worlds, providing investors with a framework for understanding fundamental valuations and market risks, and critical benchmarking tools.
We estimate more than 10% of all crypto funds, representing ~33% of crypto assets under management, as our paying clients. We are effectively the only paid research subscription service in crypto with widespread adoption.
The Complete Packages
Macro + Crypto
Get all the research that Fundstrat Direct has to offer in one neat package.
Macro Research
A roadmap to understand the current equity market environment and the tools to generate outperformance.
Crypto Research
Our digital assets research bridges the gap between the tech and investment worlds, providing investors with a framework for understanding fundamental valuations and market risks, and critical benchmarking tools.
Our Research In the News
All the buzz around our premium market analysis
Our Research Heads
A Team of Finance and Market Experts Dedicated to Clients
Thomas J. Lee, CFA
Co-Founder, Head of Research
Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.
L. Thomas Block
Washington Policy Strategist
Former Chief of Staff in the House, and Legislative Staff Director in the Senate. 21 years at J.P. Morgan as Global Head of Government Relations.
Sean Farrell
Head of Crypto Strategy
Sean Farrell is the Head of Crypto Strategy at Fundstrat Direct. Prior to joining Fundstrat Direct, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.
Mark L. Newton, CMT
Head of Technical Strategy
Mark has more than 25 years of buy and sell-side experience in the financial services industry. He formerly worked with Diamondback Capital Management and Morgan Stanley as their technical strategist.