First to Market
Tech Holdings Getting Harder to Diversify
CHART OF THE DAY GOOD MORNING! Some of the biggest stock-related headlines last week involved the announcement that AMD had secured a long-term deal to...
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Your Weekly Roadmap
Revived Trade Tensions Precede Late-Week Dip
Good evening, For close to half a year, Fundstrat Head of Research Tom Lee has been referring to the V-shaped rally we've experienced since April...
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First to Market
Nobels Add to Returns on Basic Science Funding
CHART OF THE DAY GOOD MORNING! We have written before about the importance of funding for basic scientific research, funding that the Trump administration has...
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First to Market
We’re Doomscrolling Less. That May Not Be So Good For Markets.
CHART OF THE DAY GOOD MORNING! There's been a well-documented trend in recent months of younger people becoming fascinated with older, retro technologies. Witness pop...
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First to Market
Less House, Less Spending?
CHART OF THE DAY GOOD MORNING! Back in the day, MTV's long-running show "Cribs" featured celebrities taking viewers on tours of their ginormous, amenity-laden, resort-like...
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FSI Sector Allocation
FSI Sector Allocation - October 2025 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Despite seasonality-based expectations to the contrary, the U.S. stock market ended...
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