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Increased Geopolitical Conflict And Surging Oil Prices Drag Down Stocks
Good evening, Stocks are on course for their worst week since early October, driven down by a wave of attacks across the Middle East. The...
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Crypto - Comments
Will Hyperliquid Steal the Weekend Show Again Amid Macro Volatility?
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Upticks
Upticks - March 2026
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my daily notes will transition from mark. newton@fsinsight. com to mark. newton@fundstratdirect. com....
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US Policy
War Dominates News, Texas Big Midterm Primary
Markets and public policy are all being driven by the conflict with Iran, the global implications, and the potential shock to oil supplies. As has been widely reported, 20%...
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First to Market
Why Are Software Stocks Bucking The Broader Stock Market Selloff?
CHART OF THE DAY GOOD MORNING! Software stocks’ gains over the past four days despite escalating geopolitical conflict signal that moats are not so easy...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Oil surge to $80 prompts White House reaction. The strength in software, MAG7 and crypto continue to stand out
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from tom. lee@fsinsight. com to tom. lee@fundstratdirect. com. Please...
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Crypto - Comments
Is this Another False Breakout for Crypto?
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Daily Technical Strategy
Agriculture rally getting underway; Grains should be overweighted
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my daily notes will transition from mark. newton@fsinsight. com to mark. newton@fundstratdirect. com....
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Sector Allocation
March 2026 Sector Allocation Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Even though the S&P 500’s decline in February was somewhat muted,...
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