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Tom Lee, CFA
Tom Lee is the Co-Founder and Head of Research at FS Insight by Fundstrat. He is one of the most widely recognized and followed macro strategists on Wall Street. A CFA Charterholder, Tom previously served as Chief Equity Strategist at J.P. Morgan Chase & Co. (1999–2014).
Tom is best known for his research-driven methodology to determine higher-probability outcomes for equity markets. He is equally acclaimed for identifying top-performing stocks aligned with major secular themes, including digital assets, AI, demographic megatrends, and technology.
Tom is a frequent CNBC Contributor and has been professionally recognized for his work, holding top rankings by Institutional Investor for over 15 years. His data-driven approach, summarized as “analysis, not opinions,” is valued by clients for being both contrarian and highly differentiated.
Follow Thomas Tom on X @Fundstrat and on Instagram @RealFundstrat.
Mark L. Newton, CMT
Mark L. Newton is the Head of Technical Strategy at FS Insight by Fundstrat. Mark has more than 25 years of buy and sell-side experience.
He formerly worked with Diamondback Capital Management and Morgan Stanley as their technical strategist. Before moving to the New York City area in 2004, Mark traded equity options as a market maker/floor trader at the CBOE and worked in risk management. Mark is a member of the Market Technicians Association and a former member of the CBOE, CBOT, and PHLX.
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Frequently Asked Questions
You may change your membership in account settings at any time. If upgrading from a monthly plan to a yearly plan, any time remaining in the monthly membership at the time of the upgrade will be prorated into the cost of the yearly membership.
Here at FS Insight we offer Macro research and Digital Assets research. Our pro plan is a combination of both our Macro and Digital Assets research. If you are not interested in following crypto, our macro plan is the best plan for you.
We are able to offer our yearly membership at a slight discount to our monthly membership for those interested in paying for the full year upfront. If you are looking for monthly installments, please check out our monthly plans. We do not currently offer a buy now pay later service.
You may cancel monthly or yearly memberships anytime in account settings. Cancellations must be made before the end of the billing cycle (30 days for monthly, 1 year for yearly) to avoid renewal. Renewals start a new billing period, and we do not offer refunds after the renewal date. Yearly memberships are non-refundable once renewed and no partial refunds are given for mid-term cancellations.
We’re now pleased to offer our members a pause functionality, which might be a better fit for those who are looking to cancel their membership. When electing to pause, users can put their membership on hold for as long as three months, for any reason, once a year. This way users can lock in their membership price, without having to worry about paying potentially higher fees when they join back after canceling. If a user doesn’t re-activate their membership before the three month period ends, it’ll be automatically reactivated. We will send a reminder for the same three days prior.
Both FS Insight and Fundstrat provide readers with institutional-grade, evidence-based research from our team led by Tom Lee. However, Fundstrat is intended for institutional clients. At a considerably higher price point, it comes with direct access to Tom and our other research heads. This can take the form of phone consultations, in-person meetings, bespoke research requests, and appearances at client events.
