Prices as of 2026-04-22 09:31:09 ET
Ticker Appearances
Daily Technical Strategy
SPX and QQQ should hit support into early April but for now still premature
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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Daily Technical Strategy
GOOGL & Memory Stock breakdown likely a short-term headwind for Technology
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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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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Daily Technical Strategy
Equity rally remains captive to WTI Crude oil and Interest rates
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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First Word
February 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US TOMORROW AT 2PM ET FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET...
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Signal From Noise
Daily Technical Strategy
Data Storage & Fiber Optics still look incredibly strong
NEAR-TERM US EQUITY TRENDS ARE BULLISH, AND WEDNESDAY’S RECOVERY HELPED TO CARVE OUT A SHORT-TERM TRADING LOW DESPITE A FEW DAYS OF CONSOLIDATION SINCE LATE...
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First Word
Our eyes are on the "new Fed" Chair announcement Friday. We continue to see shallow pullbacks and a new high for S&P 500 in August.
I spent the last two days doing zooms and one-on-ones with our institutional investor clients in NYC, and I have a snapshot of sentiment as...
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First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
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First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
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Daily Technical Strategy
SPX and QQQ should hit support into early April but for now still premature
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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Daily Technical Strategy
GOOGL & Memory Stock breakdown likely a short-term headwind for Technology
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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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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Daily Technical Strategy
Equity rally remains captive to WTI Crude oil and Interest rates
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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First Word
February 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US TOMORROW AT 2PM ET FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET...
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Signal From Noise
Daily Technical Strategy
Data Storage & Fiber Optics still look incredibly strong
NEAR-TERM US EQUITY TRENDS ARE BULLISH, AND WEDNESDAY’S RECOVERY HELPED TO CARVE OUT A SHORT-TERM TRADING LOW DESPITE A FEW DAYS OF CONSOLIDATION SINCE LATE...
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First Word
Our eyes are on the "new Fed" Chair announcement Friday. We continue to see shallow pullbacks and a new high for S&P 500 in August.
I spent the last two days doing zooms and one-on-ones with our institutional investor clients in NYC, and I have a snapshot of sentiment as...
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First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
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First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
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Daily Technical Strategy
SPX and QQQ should hit support into early April but for now still premature
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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Daily Technical Strategy
GOOGL & Memory Stock breakdown likely a short-term headwind for Technology
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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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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Daily Technical Strategy
Equity rally remains captive to WTI Crude oil and Interest rates
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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First Word
February 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US TOMORROW AT 2PM ET FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET...
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Daily Technical Strategy
Data Storage & Fiber Optics still look incredibly strong
NEAR-TERM US EQUITY TRENDS ARE BULLISH, AND WEDNESDAY’S RECOVERY HELPED TO CARVE OUT A SHORT-TERM TRADING LOW DESPITE A FEW DAYS OF CONSOLIDATION SINCE LATE...
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First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
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First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
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First Word
Equities consolidated the past 2 days, healthy digestion of 3% MTD gains. Probabilities favor stocks rising post-July FOMC rate decision.
VIDEO: For the last 2 days markets open higher but close down for the day. To us, this is equities consolidating after being up 3%...
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First Word
S&P 500 up 2.6% in July so far. Next week big macro (FOMC, jobs, tariffs) but we expect stocks to finish July strong.
VIDEO: July is already up nearly 3% and we think stocks will finish July strong. Seasonally, July is a favorable month and 2025 is certainly...
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