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FSInsight

Research Only Available to Banks and Hedge Funds…

Until Now

Finally, you have access to the top-tier research on Wall Street.

We provide individuals with the same quality of research banks and hedge funds receive to make their investment decisions. Now, you can invest on a level playing field.

2 weeks ago
Thu, November 18, 10AM ET
FSI Annual Virtual Conference 2021 Navigating into Year End - Can the Rally Last?
Lee

Tom Lee

Co-founder and Head of Research

FSI Annual Virtual Conference 2021 Navigating into Year End - Can the Rally Last?

Michael J. Saylor

Guest Speaker, CEO of MicroStrategy

14 hours ago
Thu, December 2, 11AM ET
Horizen: A Sidechain Platform for Developers
Sean Square V12

Sean Farrell

Head of Digital Asset Strategy

Horizen: A Sidechain Platform for Developers

Rob Viglione

Co-Founder and CEO of Horizen Labs

2 days ago
Tue, November 30, 2PM ET
Bitwise: Crypto Index Funds Built for Investment Professionals

Top Wall Street Strategist

Tom Lee

Macro and Crypto Research at the Highest Level

Tom Lee is recognized as one of Wall Street’s top-ranked institutional analysts, with a loyal following for decades. The former chief U.S. Equities Strategist at JP Morgan is on a mission: to give individuals the research and tools to make the informed investment descisions and level the playing field. Banks and Hedge Funds go to Tom for his authoritative research and advice. Now you can have access to the same high-level research by becoming an FSInsight.com member

Timely Insights from Tom Lee

Only on FSInsight will you find institutional grade actionable ideas that are customized especially for RIAs and individuals. No matter which product you choose, you’ll receive the kind of keen insight that hundreds of institutions in 23 countries already get, like “Tom’s Takes” and Timely Live Market Blasts—and much more—straight to your inbox

Did you know?
Tom Lee hosts webinars!

Why FSInsight?

Because We Deliver The Best Financial Research

Research in 23 countries

We have global reach, our research is used by clients in 23 countries.

80% of Macro and Crypto

Fundstrat's research products are used by global asset managers representing 80% of active assets under management.

72.9% outperformance

Since inception in January 2019, our Granny Shots stock picks have beat the S&P 500 by 72.9% through November 2021.

100+ Finance Mentions

Tom Lee, and FSInsight were featured more than a 100 times on major U.S. news channels in the past year.

Premium Research Trial

Start out for free for your first month! This is an enticing offer to prove the uniquely powerful value of FSInsight.

2,405+ Finance Reports

Over 2,405 reports about the market have been released so far by FSInsight.

What Our Clients Say

FSI Macro Analysis

Macro Research

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169
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Using comprehensive and differentiated data sets, including census data; economic activity; and historical, demographic and social trends, we look at key drivers and relative valuations for the 11 primary sectors as well as industry groups.

With a focus on businesses with pricing power or secular opportunities, we look to identify investment opportunities for our clients before the consensus discovers these companies.

FSInsight provides a roadmap for investors to understand the current equity market environment and the tools to generate outperformance.

FSI Digital Assets

Crypto Research

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$
79
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We are recognized as one of the only institutional research firms providing comprehensive market analysis and price analytics for crypto-currencies and blockchain technology.

FSInsight is pioneering thought leader in this rapidly growing investment space. Our digital assets research bridges the gap between the tech and investment worlds, providing investors with a framework for understanding fundamental valuations and market risks, and critical benchmarking tools.

We estimate more than 10% of all crypto funds, representing ~33% of crypto assets under management, as our paying clients. We are effectively the only paid research subscription service in crypto with widespread adoption.

FSI Pro

The Complete Package

Macro + Crypto

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$
219
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Get all the research that FSInsight has to offer in one neat package.

Macro Research

A roadmap to understand the current equity market environment and the tools to generate outperformance.

Crypto Research

Our digital assets research bridges the gap between the tech and investment worlds, providing investors with a framework for understanding fundamental valuations and market risks, and critical benchmarking tools.

Taking Granny Shots

Our Financial Quant Model Presents You with Higher Reward Opportunities

Benefit from Multiple Tailwinds

  • Granny Shots portfolio contains stocks that appear in at least two of our six investment strategies (3 tactical + 3 thematic)
  • These stocks are likely to benefit from multiple tailwinds and help drive outperformance

Overweight 3 Tactical Strategies

  • Style Tilt – What’s working, Value or Growth?
  • Seasonality – Industries likely to outperform in the next 6 months
  • PMI Recovery – Sectors and styles benefiting from a PMI recovery above 50

Deliver Consistent Outperformance

  • In the NBA “granny style” underhand shots often help players improve their free throw rate
  • In the stock market Granny Shots have beaten the S&P 500 cummalitvely by over 72.9 bps* since inception (Jan 2019)

Overweight 3 Thematic Strategies

  • Millennials – Stocks with high exposure to Millennials
  • AI/Automation – The solution to the global labor shortage
  • Asset Intensity – Stocks that benefit from a rise in long term inflation

Our Research In the News

All the buzz around our premium market analysis

Testimonials

What our clients think about our premium research

Steve Einhorn

Steve Einhorn

Omega Advisors

“Tom provides excellent analytical and creative research which focuses on variant perceptions from consensus expectations”
Robert C. Doll

Robert C. Doll

Nuveen Asset Management LLC

“We use Tom Lee because he does his homework”
Institutional Investor

Institutional Investor

INVESTMENT NEWS SITE

“Tom does a huge amount of work and he doesn’t rely on hunches. All of his arguments are data driven.”
The Cointelegraph

The Cointelegraph

CRYPTO NEWS SITE

Thomas Lee was one of the first “traditional finance” professionals talking about Bitcoin.

Our Team

A Team of Finance and Market Experts Dedicated to Clients

Tom Lee

Thomas J. Lee, CFA

Co-Founder, Head of Research

Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.

Thomas Block

L. Thomas Block

Washington Policy Strategist

Former Chief of Staff in the House, and Legislative Staff Director in the Senate. 21 years at J.P. Morgan as Global Head of Government Relations.

Sean Farrell

Sean Farrell

Head of Digital Asset Strategy

Sean Farrell is the Head of Digital Asset Strategy at FSInsight. Prior to joining FSInsight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.

Adam Gould

Adam Gould, CFA

Head of Quantitative Research

Adam has over 20 years of experience on Wall Street. He worked at Morgan Stanley and Empirical Research Partners where he designed and developed quantitative equity models and other portfolio strategy themes.

Mark L. Newton

Mark L. Newton, CMT

Head of Technical Strategy

Mark has more than 25 years of buy and sell-side experience in the financial services industry. He formerly worked with Diamondback Capital Management and Morgan Stanley as their technical strategist.

Brian Rauscher

Brian Rauscher, CFA

Head of Global Portfolio Strategy & Asset Allocation

Industry veteran, Morgan Stanley, Robert Baird, Brown Brothers Harriman, and Fortress Investment Group.

Ken Xuan

Ken Xuan, CFA, FRM

Head of Data Science Research

Data scientist with expertise in applied mathematics and statistical analysis. Ken was an operations strategy consultant at West Monroe Partners.

Armando Aguilar

Armando Aguilar

Digital Asset Strategy Senior Associate

Armando Aguilar is a Digital Asset Strategy Senior Associate at FSInsight. Armando has over 5 years of experience in the international capital markets covering the Latin America and Caribbean region having previously worked at BNP Paribas and Natixis.

John Bush

John Bush

Research Associate

John Bush is a Research Associate at FSInsight. He was previously an intern at Chimera Investment Corporation, a mortgage REIT. He holds a B.S. in Operations Research and Information Engineering from Cornell University.

Diego Czul

Diego Czul

Web Developer

Prior to joining Fundstrat, Diego Czul founded Crypto Terminal, an AI and NLP powered portal for crypto news. Expert on technology, web development and online marketing.

Jonathan Lesser

Jonathan Lesser

Vice President

At RW Baird & Co., he was responsible for developing the Global Portfolio Strategy data platform. He worked at Fortress Investment Group as well as at Brown Brothers Harriman.

Will McEvoy

Will McEvoy

Digital Asset Strategy Senior Associate

Will McEvoy is a Digital Asset Strategy Senior Associate at FSInsight. Previously he was Assistant Vice President at Dynasty Financial Partners, where he built the firm’s Strategic Finance & Analysis product. Most recently, he devised research on the implementation of stablecoins within traditional asset management.

Jax Nussbaum

Jax Nussbaum

Research Associate

Jax Nussbaum is a Research Associate at FSInsight. He most recently worked as a Business Analyst at Monday Properties, a commercial real estate investor and operator.

Carrie Presley

Carrie Presley

Head of Media Production

Carrie develops instructional programs while cultivating the FSInsight investor community through various mediums such as video and social media.

Chris Robb

Chris Robb

Senior Writer

Prior to joining Fundstrat, Chris was Senior Research Analyst at Dentons. Previously he was a Policy & Supervision Analyst at the Conference of State Bank Supervisors.

Jack Runge

Jack Runge

Digital Asset Strategy Associate

Jack Runge is a Digital Asset Strategy Associate at FSInsight. He was previously at Capital One’s Auto Finance division where he helped revamp their pricing structure and modeling around loan-level cash flow and dealer financial health predictions. Jack holds a B.S. in Nuclear Engineering from Texas A&M.

Walter Teng

Walter Teng

Digital Asset Strategy Associate

Walter Teng is a Digital Asset Strategy Associate at FSInsight. Previously, he has held roles at Amazon and other PropTech startups. Walter holds a BA in Economics from University of Michigan, Msc in Financial Analysis from London Business School, and has passed 3 levels of the CFA Examinations.

Lazlo Vekony

Lazlo Vekony

Web Developer

Lazlo Vekony is a senior full stack web developer at FSInsight. With close to a decade of web development experience he develops and maintains the FSInsight website and its servers.

Institutional-Grade Financial Research

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$
79
/mo

Get access to our institutional-grade research from $79 / month when billed annually and get notified first about Tom Lee's LIVE market updates.

Tom Lee on CNBC