First to Market
Trust That the President Loves the Stock Market
CHART OF THE DAY GOOD MORNING! The president’s early Monday morning comments further strengthened the case that he is in a mutually beneficial symbiotic relationship...
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First Word
March 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US AT 2PM ET ON 3/24 FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. TO DOWNLOAD THE SLIDE DECK FOR OUR...
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Macro Minute Video
Video: Macro Minute: March 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
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
Finally Some Geopolitical Relief, But Today's Bounce Lacked Juice
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
Neither SPX, QQQ, nor "Mag 7" closed high enough to have confidence of any rebound
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 Continues, DHS Remains Closed
The White House released a statement Monday morning that: “…the United States of America and the country of Iran, have had, over the last two...
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First to Market
Did the Fed Open a Dovish Backdoor Last Week?
CHART OF THE DAY GOOD MORNING! The Federal Reserve's decision to hold rates steady at least week's Federal Open Market Committee meeting was largely anticipated....
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Snapshot
Signal From Noise
Beyond Hormuz – Iran Pushes Cybersecurity to the Forefront
The conflict in Iran continues, and as a result, shipping through the Strait of Hormuz remains largely suspended, with the flow of ships through the...
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Daily Technical Strategy
Semiconductor stocks need to be watched carefully into next week
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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