FS Insight
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.
Tom Lee
Co-founder and Head of Research
Charles Hoskinson
CEO & Founder of Cardano
Tom Lee
Co-founder and Head of Research
Charles Hoskinson
CEO & Founder of Cardano
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 decisions 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 FS Insight will you find institutional grade actionable ideas customized for RIAs and individuals. No matter which product you choose, you’ll receive the insight that hundreds of institutions in 23 countries already receive, such as “Tom Lee’s First Word” and Timely Live Market Blasts — and much more — straight to your inbox
Tom Lee hosts webinars!
Why FS Insight?
Because We Deliver Quality Financial Research
+67%
WW International shortly after we featured it in Signal from Noise, it showed huge gains, to the delight of our members.
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.
64.6% outperformance
Since inception in January 2019, our Granny Shots stock picks have beaten the S&P 500 by 64.6% through September 2022.
100+ Finance Mentions
Tom Lee and FS Insight were featured more than 100 times on major U.S. news channels in the past year.
Premium Research Trial
Start with a free first month! This enticing offer gives you a chance to see the powerful value of FS Insight for yourself.
3,480+ Finance Reports
We’ve released more than 3,480 reports about the markets thus far, with many more to come.
What Our Clients Say
FSI Macro Analysis
Macro Research
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.
FS Insight provides a roadmap for investors to understand the current equity market environment and the tools to generate outperformance.
FSI Digital Assets
Crypto Research
We are recognized as one of the only institutional research firms providing comprehensive market analysis and price analytics for cryptocurrencies and blockchain technology.
FS Insight is the 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.
Choose one of our yearly plans to save nearly 15%
The Complete Package
Macro + Crypto
Get all the research that FS Insight 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 64.6 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
Omega Advisors
“Tom provides excellent analytical and creative research which focuses on variant perceptions from consensus expectations”
Robert C. Doll
Nuveen Asset Management LLC
“We use Tom Lee because he does his homework”
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
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
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.
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
Head of Digital Asset Strategy
Sean Farrell is the Head of Digital Asset Strategy at FS Insight. Prior to joining FS Insight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.
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, 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, CFA
Head of Global Portfolio Strategy & Asset Allocation
Industry veteran, Morgan Stanley, Robert Baird, Brown Brothers Harriman, and Fortress Investment Group.
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.
John Bush
Research Associate
John Bush is a Research Associate at FS Insight. 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.
Matt Cerminaro
Research Associate
Matt Cerminaro is a Research Associate at FS Insight. Prior to joining Fundstrat, Matt interned at Fitch Ratings and was a frequent contributor on Seeking Alpha under the pseudonym "The Black Sheep". Matt graduated from Union College with a B.A. in Economics, minor in Classics, and was a member of the Dutchman football team.
Henry Contreras
Digital Asset Strategy Associate
Henry Contreras is an Associate of Digital Asset Strategy at FS Insight. Prior to joining FS Insight, Henry worked at BlackRock as a Corporate Finance rotational analyst. Henry holds a B.B.A in Finance from The College of William and Mary.
Tom Couture
Digital Asset Strategy Associate
Tom Couture is an Associate of Digital Asset Strategy at FS Insight. Prior to working at FS Insight, Tom worked at KPMG as a management consultant in their Financial Services Solutions group. Tom holds a B.A. in Finance and Business analytics from Villanova University.
JB DeGroft
Digital Asset Strategy Associate
JB DeGroft is an Associate of Digital Asset Strategy at FS Insight. He most recently worked at Citi as a credit analyst covering Industrial and Professional Service companies. Prior to this he worked at a cybersecurity start-up and in Wealth Management at Merrill Lynch.
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
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.
Carrie Presley
Head of Media Production
Carrie has over 10 years of corporate accounting experience and is nationally recognized for instructional innovations in technology. Most recently, Carrie founded a blockchain software engineering and education company, developing programs for decentralized applications.
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.
Alexa Sinsheimer
Research Associate
Alexa is a Research Associate at FS Insight. She most recently worked at a sustainable e-commerce start-up, where she managed strategy and operations. She holds a B.A. in Political Science from the University of Pennsylvania.
Walter Teng, CFA
Vice President of Digital Asset Strategy
Walter Teng is the Vice President of Digital Asset Strategy at FS Insight. Previously, he has held roles at Amazon and other PropTech startups. Walter holds a BA in Economics from University of Michigan and Msc in Financial Analysis from London Business School.
Lazlo Vekony
Web Developer
Lazlo Vekony is a senior full stack web developer at FS Insight. With close to a decade of web development experience he develops and maintains the FS Insight website and its servers.
