FS Insight
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.
Sean Farrell AC
Head of Crypto Strategy
Louis LaValle
Executive Vice President, Hedge Fund Solutions
Sean Farrell AC
Head of Crypto Strategy
Chris Sullivan
Co-Founder & Co-Portfolio Manager, Hyperion Decimus
Sean Farrell AC
Head of Crypto Strategy
Louis LaValle
Executive Vice President, Hedge Fund Solutions
Sean Farrell AC
Head of Crypto Strategy
Chris Sullivan
Co-Founder & Co-Portfolio Manager, Hyperion Decimus
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 decisions 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 FS Insight will you find institutional grade actionable ideas customized for RIAs and individuals. No matter which product you choose, you’ll receive the insight that hundreds of institutions in 23 countries already receive, such as “Tom Lee’s First Word” and Timely Live Market Blasts — and much more — straight to your inbox
Tom Lee hosts webinars!
Why FS Insight?
Because We Deliver Quality 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.
101.16% outperformance
Since inception in January 2019, our Granny Shots stock picks have beaten the S&P 500 by 101.16% through February 2024.
100+ Finance Mentions
Tom Lee and FS Insight were featured more than 100 times on major U.S. news channels in the past year.
Premium Research Trial
Start with a free first month! This enticing offer gives you a chance to see the powerful value of FS Insight for yourself.
6,325+ Finance Reports
We’ve released more than 6,325 reports about the markets thus far, with many more to come.
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.
FS Insight provides a roadmap for investors to understand the current equity market environment and the tools to generate outperformance.
FSI Crypto
Crypto Research
We are recognized as one of the only institutional research firms providing comprehensive market analysis and price analytics for cryptocurrencies and blockchain technology.
FS Insight is the 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%
The Complete Package
Macro + Crypto
Get all the research that FS Insight 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 cumulatively by over 101.16 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
Peter Najarian
Market Rebellion
“Tom Lee is one of the most talented analysts on the street.”
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 Crypto Strategy
Sean Farrell is the Head of Crypto Strategy at FS Insight. Prior to joining FS Insight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.
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.
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.
Tom Couture
Vice President of Crypto Strategy
Tom Couture is the Vice President of Crypto Strategy at FS Insight. Prior to working at FS Insight, Tom worked at KPMG as a management consultant in their Financial Services Solutions group. Tom holds a B.A. in Finance and Business analytics from Villanova 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.
Kent Fung
Vice President
Kent Fung is a Vice President at FS Insight. Prior to joining FS Insight, Kent was a senior operational risk research anaiyst at Algorithmics, an IBM company.
Carrie Presley
Head of Media Production
Carrie has over 10 years of corporate accounting experience and is nationally recognized for instructional innovations in technology. Most recently, Carrie founded a blockchain software engineering and education company, developing programs for decentralized applications.
Alexa Sinsheimer
Research Associate
Alexa Sinsheimer is a Research Associate at Fundstrat Global Advisors. She graduated Cum Laude from the University of Pennsylvania with a B.A. in Political Science and a concentration in Political Economy.
Maximilian Motz
Research Associate FS Insight
Max Motz is a Research Associate at FS Insight. Prior to working at FS Insight, Max interned at Diamond Standard where he spent his time writing a comprehensive 44-page book on diamond investments. Max graduated magna cum laude from Tulane University with a B.S. in Finance and Computer Science and a minor in Accounting.
Ilan Farabi
Research Associate FS Insight
Ilan Farabi is a Research Associate at Fundstrat Global Advisors. Previously, he interned in Financial Planning and Software Development for MassMutual and United Wholesale Mortgage. Ilan graduated from The University of Michigan with a B.S. in Economics and a minor in Computer Science.
