Fundstrat Annual Forum: Live Q&A with Mark Newton

Wednesday, November 5, 1:00PM ET
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Event Agenda

This session was part of Fundstrat’s 2025 Annual Forum: Defining the Next Decade on Wall Street, a four-part event exploring how investors can capitalize on Wall Street’s greatest transformation in a generation. You can learn more about the forum and watch replays of all sessions here.

Fundstrat’s Mark Newton shares his technical outlook into year-end and 2026, highlighting the trends, cycles, and sector rotations that could drive the next stage of this bull market and the signals he’s watching as breadth, rates, and sentiment shift beneath the surface.

Key Discussion Points:

-Why the technical setup still supports a push toward S&P 7,000 before year-end.
-How market breadth and sector rotation will determine whether the rally extends into 2026.
-The near-term playbook for small caps, tech, and cyclicals if rates and the dollar roll over.
-What a weaker dollar and lower Treasury yields could mean for equities and gold.
-What early warning signs could hint at a pullback in 2026?
-Is this still a mid-cycle bull that most investors are underestimating?

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Panel of Speakers

Tom Lee

Mark L. Newton, CMT AC

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.

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