Macro Update & Top Ideas - April 2026
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Event Agenda
In this month's Macro Update & Top Ideas webinar, Tom Lee and Mark Newton share their full read on this market, including what they think most investors are still getting wrong.
Inside this session, Tom and Mark cover:
-Why retail bearishness through this entire rally may signal more upside ahead, not less, and what Tom sees happening in Q4
-How the Warsh Fed transition could change the policy regime and what that means for equities
-The exact Bitcoin and Ethereum levels Mark Newton is watching right now
-What the upcoming IPOs of OpenAI, SpaceX, and Anthropic could mean for markets and the broader wealth effect
-Fundstrat's top 5 large-cap and top 5 SMID cap stock ideas for the month, with live technical analysis on every name
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Panel of Speakers
Tom Lee, CFA AC
Co-founder and Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
Mark L. Newton, CMT AC
Head of Technical Strategy
Mark Newton brings over 25 years of buy- and sell-side market experience to his role as Head of Technical Strategy at Fundstrat. Prior to joining Fundstrat, he was the Managing Member and Owner of Newton Advisors LLC, and previously worked at Diamondback Capital Management and Morgan Stanley as a Technical Strategist. Earlier in his career, he traded equity options as a market maker and floor trader on the CBOE and has extensive experience in risk management. He is a member of the Market Technicians Association and a former member of the CBOE, CBOT, and PHLX. Mark regularly shares his market insights and technical perspectives on CNBC, FOX Business, Yahoo Finance, NYSE TV, and Bloomberg.
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