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.
Tom Lee
Co-founder and Head of Research
Michael J. Saylor
Guest Speaker, CEO of MicroStrategy
Tom Lee
Co-founder and Head of Research
Matt Hougan
CIO at Bitwise
Tom Lee
Co-founder and Head of Research
Rob Viglione
Co-Founder and CEO of Horizen Labs
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
Tom Lee hosts webinars!
Why FSInsight?
Because We Deliver The Best 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.
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.
2,395+ Finance Reports
Over 2,395 reports about the market have been released so far by FSInsight.
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.
FSInsight 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 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.
Choose one of our yearly plans to save nearly 15%
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Macro
FSI Macro
billed anuallyCode: BLACK21SPECIALWhat's included?Webinars and MediaWebinarsWe host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights!WeeklyComing SoonFireside ChatsWeekly interviews with our research heads about market opportunities and important updates.ResearchWeekdaysTom Lee's First WordThe best market research out there -- on a near-daily basis.On market eventsTom Lee's Intraday WordThese are released periodically after crucial market developments.DailyDaily Technical StrategyDaily commentary on market trends and short term opportunities.WeeklyComing SoonWallStreet’s WhispersExclusive insights based on discussions with institutional clients.WeeklyQuantFocus Clarity Through AIQuantitative market research utilizing industry-leading analytical methods.WeeklyUS PolicyWeekly update on developments in Washington DC and how they may impact Wall Street.WeeklyWeekly RoadmapWeekly summary of market events and updates on our key theses.Earnings seasonEarnings DailyA multi-faceted update of earnings developments.Stock ListsUpdated quarterlyGranny ShotsThematic investment stock picks that aim to outperform the S&P 500.Updated monthlyComing SoonBrian’s DunksSingle stock pics that are poised to outperform the index by leveraging sector outperformance and earning revisions strategies.Updated monthlyFSI Sector AllocationA sector allocation strategy that is designed to outperform the S&P 500 while taking minimal risk.Updated weeklySignal From NoiseHighlights a company that is considerably different from its peers with an in-depth analysis.Updated monthlyComing SoonQuantFocus Bits!List of ETFs based on quantitative models that should outperform the S&P 500 on a monthly basis.And More!FSI AcademyOur main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.Community QuestionsWe gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!Community InterviewsGet questions answered directly by our research heads and guest speakers.Get access to all the macro research on FSInsight -
Macro
FSI Macro
billed anuallyCode: BLACK21MONTHLYWhat's included?Webinars and MediaWebinarsWe host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights!WeeklyComing SoonFireside ChatsWeekly interviews with our research heads about market opportunities and important updates.ResearchWeekdaysTom Lee's First WordThe best market research out there -- on a near-daily basis.On market eventsTom Lee's Intraday WordThese are released periodically after crucial market developments.DailyDaily Technical StrategyDaily commentary on market trends and short term opportunities.WeeklyComing SoonWallStreet’s WhispersExclusive insights based on discussions with institutional clients.WeeklyQuantFocus Clarity Through AIQuantitative market research utilizing industry-leading analytical methods.WeeklyUS PolicyWeekly update on developments in Washington DC and how they may impact Wall Street.WeeklyWeekly RoadmapWeekly summary of market events and updates on our key theses.Earnings seasonEarnings DailyA multi-faceted update of earnings developments.Stock ListsUpdated quarterlyGranny ShotsThematic investment stock picks that aim to outperform the S&P 500.Updated monthlyComing SoonBrian’s DunksSingle stock pics that are poised to outperform the index by leveraging sector outperformance and earning revisions strategies.Updated monthlyFSI Sector AllocationA sector allocation strategy that is designed to outperform the S&P 500 while taking minimal risk.Updated weeklySignal From NoiseHighlights a company that is considerably different from its peers with an in-depth analysis.Updated monthlyComing SoonQuantFocus Bits!List of ETFs based on quantitative models that should outperform the S&P 500 on a monthly basis.And More!FSI AcademyOur main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.Community QuestionsWe gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!Community InterviewsGet questions answered directly by our research heads and guest speakers.Get access to all the macro research on FSInsight -
Crypto
FSI Digital Assets
billed anuallyCode: BLACK21SPECIALWhat's included?Webinars and MediaWebinarsOngoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms.WeeklyCrypto ChatsDigestible videos expanding on important market events and metrics that are shaping cryptocurrency markets.ResearchDailyCrypto Daily ReportStay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news.Intra monthCrypto First Word from Tom LeeHear directly from Tom Lee about important cryptocurrency developments.WeeklyCrypto Technical StrategyFrom Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.WeeklyCrypto WeeklyA must-read summarizing our key thoughts about the crypto market, price action, and developing trends.WeeklyFunding FridaysAre you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested!WeeklyComing SoonCrypto EventsNever miss another conference, a high-impact software update, or an event that could be market-moving!Intra-monthDeep Research ReportsOur consulting business delivers incredible deep research reports to highlight the economics and viability of exciting crypto projects.Update dailyBitcoin Misery IndexKeep track of bitcoin sentiment to plan your digital assets strategy.And More!FSI AcademyOur main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.Community QuestionsWe gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!Community InterviewsGet questions answered directly by our research heads and guest speakers.Get access to all the crypto research on FSInsight -
Crypto
FSI Digital Assets
billed anuallyCode: BLACK21MONTHLYWhat's included?Webinars and MediaWebinarsOngoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms.WeeklyCrypto ChatsDigestible videos expanding on important market events and metrics that are shaping cryptocurrency markets.ResearchDailyCrypto Daily ReportStay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news.Intra monthCrypto First Word from Tom LeeHear directly from Tom Lee about important cryptocurrency developments.WeeklyCrypto Technical StrategyFrom Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.WeeklyCrypto WeeklyA must-read summarizing our key thoughts about the crypto market, price action, and developing trends.WeeklyFunding FridaysAre you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested!WeeklyComing SoonCrypto EventsNever miss another conference, a high-impact software update, or an event that could be market-moving!Intra-monthDeep Research ReportsOur consulting business delivers incredible deep research reports to highlight the economics and viability of exciting crypto projects.Update dailyBitcoin Misery IndexKeep track of bitcoin sentiment to plan your digital assets strategy.And More!FSI AcademyOur main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.Community QuestionsWe gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!Community InterviewsGet questions answered directly by our research heads and guest speakers.Get access to all the crypto research on FSInsight
The Complete Package
Macro + Crypto
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
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 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, 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.
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
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
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.
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
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
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
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
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
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
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.
