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At the start of last week, I released my updated sector recommendations (Sectors Update) and Whispers (Previous Whispers) where I continued to suggest that my work had not been supporting the sustainability of the bounce that started at the late May low near 3810. That low was breached this morning. Last week was challenging for equity investors as two of my concern areas, inflation/hawkish Fed and estimate revisions heading lower, reared their ugly heads. The start to this week wasn’t any prettier.
During this week, I have been immersed in doing my monthly deep dive into my 4,000 U.S. single stock database looking at every respective company’s ASM indicator, which is my proprietary earnings revision metric, and flagging what the overall ERM model is flagging as favorable.
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Thomas J. Lee
Head of Research
Type | Publication | Mon | Tue | Wed | Thu | Fri | Monthly | |
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Reports |
First Word The best market research out there -- on a near-daily basis. |
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Intraday Alerts These are released periodically after crucial market developments. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Webinars & Videos |
Macro Minute Video Daily video commentary on market conditions & key events. |
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Outlook Webinars We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights! |
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Granny Shots Webinars | ||||||||
CEO Interview Webinars | Quarterly | |||||||
Appearances Archive | Real-Time | |||||||
Allocation Tools |
"Super Granny" Shots Stock List Granny Shots we expect to tactically outperform and underperform. |
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Granny Shots Stock List Thematic investment stock picks that aim to outperform the S&P 500. |
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Sector Allocation A sector allocation strategy that is designed to outperform the S&P 500 while taking minimal risk. |
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Market Alerts |
⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
Real-Time |
Mark L. Newton
Head of Technical Strategy
Type | Publication | Mon | Tue | Wed | Thu | Fri | Monthly | |
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Reports |
Daily Technical Strategy Daily commentary on market trends and short term opportunities. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Webinars & Videos |
Daily Technical Strategy Daily commentary on market trends and short term opportunities. |
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Live Technical Analysis | ||||||||
Outlook Webinars We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights! |
Yearly | |||||||
Appearances Archive | Real-Time | |||||||
Allocation Tools |
Newton's Upticks Stock List Technically derived, intermediate-term picks of attractive risk/reward opportunities from the S&P 500. |
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Market Alerts |
⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
L. Thomas Block
Washington Policy Strategy
Type | Publication | Mon | Tue | Wed | Thu | Fri | Monthly | |
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Reports |
US Policy Weekly update on developments in Washington DC and how they may impact Wall Street. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Market Alerts |
⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
Real-Time |
Sean Farrell & Crypto Team
Type | Publication | Mon | Tue | Wed | Thu | Fri | Monthly | |
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Reports |
Market Update Stay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news. |
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Weekly Strategy Weekly summary of market events and updates on our key theses. |
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Funding Fridays Are 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! |
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Crypto Concepts We periodically provide in-depth research on the leading protocols, companies, and funds shaping the crypto ecosystem. |
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Liquid Ventures A recurring research note focused on delivering unique insights into high-risk investment opportunities within the crypto ecosystem, primarily centered on early-stage or small-cap tokens. |
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Deep Research We periodically provide in-depth research on the leading protocols, companies, and funds shaping the crypto ecosystem. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Webinars & Videos |
Outlook Webinars Ongoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms. |
Yearly | ||||||
Crypto Comments |
Daily Technical Strategy From Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge. |
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Allocation Tools |
Crypto Core Strategy A powerful tool designed to help crypto investors build a crypto portfolio that outperforms the industry’s king – bitcoin – regardless of market conditions. |
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Market Alerts |
⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
Real-Time |
FS Insight Research Team
Type | Publication | Mon | Tue | Wed | Thu | Fri | Monthly | |
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Reports | First to Market | |||||||
*Earnings Daily This note provides investors with a myriad of useful metrics to measure the progress of earnings season |
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Signal From Noise Highlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective. |
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Community Questions We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals! |
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FS Insight Academy Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way. |
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Webinars & Videos |
Free Macro Webinars Live webinars and Q&A with our research team and high-profile industry leaders. |
Quarterly | ||||||
Free Crypto Webinars Live webinars and Q&A with our research team and high-profile industry leaders. |
Quarterly |
*Daily reporting during each quarterly earnings season.