Macro Update & Top Ideas - March 2026
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Event Agenda
In this special report:
-The single oil market signal Tom is tracking daily to gauge whether the equity bull case is intact
-Mark's maximum downside target for the S&P and the exact price levels on $NVDA and $AAPL he's watching to assess whether tech holds
-Why US equities are structurally better positioned than Europe and Asia through this conflict, and why that matters for where you allocate
-A signal in gold that has appeared only five times in 50 years, and what it has historically meant for stocks in the months that followed
-The short gold / long crypto trade: Tom's year-long view, and the specific technical setup Mark is waiting for before putting it on
-Fundstrat's just-updated Top 5 large-cap ideas and Top 5 SMID ideas, with Mark's technical read on every name
-Private credit: Tom's current read on the headline risk and whether it poses a systemic threat to the broader market
Markets are moving fast. This session gives you the framework to follow them.
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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.