Merch  Store
Gift

Get your first month free when signing up for FSI Pro.

    Macro Research
  • Tom Lee's First Word
    Macro Strategy
    Thomas J Lee, CFA
    • First Word
    • Intraday Word
    • Macro Minute
  • Technical Strategy
    Technical Strategy
    Mark Newton, CMT
    • Intro
    • Daily Technical Strategy
    • Live Technical Stock Analysis
    • FAQ
  • Policy Strategy
    Policy Strategy
    Tom Block
    • US Policy
    • Fed Watch
  • Weekly Roadmap
  • Signal from Noise
    Signal from Noise
    • Intro
    • Publications
    • FAQ
  • Earnings Daily
  • Macro Videos
  • Stock Lists
  • Sector Allocation
    Sector Allocation
    • Intro
    • Current Outlook
    • Prior Outlooks
    • Performance
    • ETF Sectors
    • Allocation Tools
    • FAQ
  • Granny Shots
    Granny Shots
    Thomas J Lee, CFA
    • Intro
    • Stock List
    • Performance
    • Commentary
    • Historical
    • FAQ
  • Newtons's Upticks
    Newtons's Upticks
    Mark Newton, CMT
    • Upticks Stock List
    • Upticks Performance
  • Core Strategy
    Crypto Core Strategy
    Sean Farrell
    • Intro
    • Current Core Strategy
    • Performance
    • Historical Changes
    • Tools
  • Crypto Research
  • Market Update
  • Strategy
  • Funding Fridays
  • DeFi Digest
  • Concepts
  • Comments
  • Liquid Ventures
  • Technical Analysis
  • Miscellaneous
  • Deep Research
  • Media
  • Core Strategy
  • Resources
  • Webinars
  • ⚡ FlashInsights
  • Onboarding
    Onboarding
    • Research Guide
    • Stock Lists Guide
    • Crypto Research Guide
  • FSI Academy
  • Community Activities
  • Refer Friends and Family
  • Merch Store
  • Archives
    Archives
    • Quantitative Strategy
    • Wall Street Whispers
    • Alpha City
    • Live Sector and Stock Analysis
    • Brian's Dunks
FS Insight logo
Research

Macro Research

Actionable, timely investment insight and strategy

Crypto Research

Dynamic and industry leading research on digital assets

⚡️ FlashInsights

New

Real-time market commentary about macro and crypto events from our research heads

FSI Academy

Our research team provides educational guides for investors of all skill levels

Onboarding

New

All of our research reports explained to help you navigate the financial markets

Community Activities

New

Take part in fun activities every month with the FSI community

Webinars

Join our exclusive webinars covering markets and how to achieve outperformance

Stock Lists

Granny Shots

Tom Lee’s list of companies poised to benefit from multiple macroeconomic tailwinds.

Newton's Upticks

New

Mark Newton’s technically derived selections from the S&P 500.

FSI Sector Allocation

Our proprietary S&P 500 sector allocation strategy.

Crypto Core Strategy

New

An allocation strategy in stablecoins, altcoins, and bitcoin seeking to outperform BTC.

Quantitative Strategy

Pleaceholder text //TODO

Webinars
Company

Contact Us

Send your questions to the FSI Team about our recommendations and research

About Us

Check out the FS Insight roster and past achievements of team members

Our Services

See all the services we offer to our retail clients

Refer Friends and Family

Get rewarded for sharing the benefits of FS Insight with the people around you

Gift Cards

Give a fellow investor the perfect present that they'll open every day of the year

In the News

Find the latest media mentions of FS Insight and its team in the news

Testimonials

Our best advertisement is simply the testimonials of happy members, which we receive on a daily basis

Account Settings

Change your email address, password, notification settings and your membership status

Merch Store

Visit our official store and shop for exclusive FS Insight and Fundstrat items

Contact Us
FS Insight logo
Home
Macro Research
  • First Word
  • Macro Minute
  • Technical Strategy
  • Your Weekly Roadmap
  • Signal From Noise
  • US Policy
  • Fed Watch
  • Earnings Daily
  • Macro Videos
Crypto Research
  • Crypto Market Update
  • Crypto Strategy
  • Crypto Funding Fridays
  • Crypto Technical Analysis
  • Crypto DeFi Digest
  • Crypto Concepts
  • Crypto Comments
  • Crypto Liquid Ventures
  • Miscellaneous
  • Deep Research
  • Crypto Videos
  • Crypto Core Strategy
Stock Lists
  • Granny Shots
  • FSI Sector Allocation
  • Newton's Upticks
  • Crypto Core Strategy
Webinars ⚡️ FlashInsights FSI Academy Community Activities
Onboarding
  • Welcome to FS Insight!
  • Research Guide
  • Stock Lists Guide
  • Crypto Research Guide
In the News Our Services Contact Us
Twitter
Facebook
Telegram
Sign In Start Your FREE Trial
82 min ago last updated -> 2023-10-02 18:55:15 Time now: 2023-10-02 20:17:58
  1. equity

equity

  • First Word
Wed December 21, 2022

A drop in inflation towards 2% is "the catalyst" for macro and equities as it should drive significant drop in equity and bond volatility. 18 of 19 times, stocks higher

This past week, one of my long-time clients (and friend) acknowledges stocks have fallen so much in 2022 that a turn eventually happens, but asked:"What will get retail investors to buy stocks again?" Most investors will say the catalyst is when "earnings bottom." We disagreeWe...

Daily cases at 160,293 (-80,106 vs. 7D ago), current hospitalization at 90,375 (-25,600 vs. 7D ago), daily deaths at 2,533 (+19 vs. 7D ago)
Fsiblast
  • First Word
Mon August 8, 2022
Tomlee Humza Khalil OgAY QGBm7E Unsplash
Fsiblast
  • First Word
Mon August 8, 2022

Equity recovery still seen with "contempt" as many still use 2000-2003 and 2008 lens = rally in face of skepticism

Over the past week or so, a few charts have been making their way across trading desks. These are charts comparing 2022 to the 2000-2003 bear market and the GFC's 2008 bear market. A few trading-oriented clients noted this and I found these two instances on twitter and reddit.the message...

Tomlee Humza Khalil OgAY QGBm7E Unsplash
Fsiblast
  • First Word
Wed April 20, 2022
Tomlee Since 1945,  post-tax day equity returns strongest when big tax hit involved = strengthens case for near-term upside
Fsiblast
  • First Word
Wed April 20, 2022

Since 1945, post-tax day equity returns strongest when "big tax hit" involved = strengthens case for near-term upside

If someone asked me to describe 2022 so far, it is a "pie in the face" year. The world is facing several key turning points (inflation, supply chains, monetary policy, war) and these combined effects are impacting equities, bonds and commodities in a way not seen in the past 30...

Tomlee Since 1945,  post-tax day equity returns strongest when big tax hit involved = strengthens case for near-term upside
  • Daily Technical Strategy
Wed March 30, 2022
Mark Small caps start to lag again, while Equity Put call ratio hits lowest levels of the year   
  • Daily Technical Strategy
Wed March 30, 2022

Small caps start to lag again, while Equity Put call ratio hits lowest levels of the year   

SPX and QQQ rally stalled out but no evidence of trend change by 3/30 close.  Consolidation is more likely than not over the next 2 weeks into mid-April.AAPL nearing January 2022 highs likely to serve as important resistance for Tech.Healthcare’s Wholesale Drug/Supplier group is one of the strongest areas within...

Mark Small caps start to lag again, while Equity Put call ratio hits lowest levels of the year   
  • Daily Technical Strategy
Tue February 22, 2022
Mark Biggest S&P Reversal since February- What’s Next?
  • Daily Technical Strategy
Tue February 22, 2022

5 Key reasons why Equity lows should be near

Tuesday’s strong showing in rebounding off the lows after Monday evening’s “down” open is a reason to think this recent geopolitical tension might not be all that bearishWhile Consumer Discretionary was hit hard in Tuesday’s session, Financials held up relatively well along with the Defensive groups5 Key technical reasons are...

Mark Biggest S&P Reversal since February- What’s Next?
  • Daily Technical Strategy
Mon February 14, 2022
Mark Biggest S&P Reversal since February- What’s Next?
  • Daily Technical Strategy
Mon February 14, 2022

Equity Put/call reaches 2nd highest level since April ‘20

Last Friday’s break of SPX 4450 turned trends back to negative in the short run, and while bounces look possible in the days ahead to over 4500, more strength over 4590 is going to be necessary before thinking US Equity markets are “out of the woods”Gold, silver have advanced back...

Mark Biggest S&P Reversal since February- What’s Next?
Fsiblast
  • First Word
Tue June 8, 2021
Tomlee

Equity markets "de-equitize" faster in 2021 = upside + $3.2T dry powder

To me, this is positive for equities.  After all, if interest rates are stabilizing, this reduces the "tail risk" for equity markets.  It was in March when many pundits were talking about 10-yr soaring to 4%-plus within 12 months and how this would crush equity P/E.  But now, the 10-yr...

Viewsfromtom
  • Tom Lee's Equity Strategy
Fri September 13, 2019
Tomlee Fundamental equity managers want to know…what’s up with these violent rotations?
Viewsfromtom
  • Tom Lee's Equity Strategy
Fri September 13, 2019

Fundamental equity managers want to know…what’s up with these violent rotations?

I just completed a two-day roadshow meeting with our institutional investor clients in Boston/ Providence. The good news is that I found multiple instances where my fundamental equity long-only clients widened their YTD relative performance in the month of August (they bought the dip!). But a few issues seemed to...

Tomlee Fundamental equity managers want to know…what’s up with these violent rotations?
  • Chart of the Week
Tue August 27, 2019
Tomlee High Yield Confirms Equity Highs
  • Chart of the Week
Tue August 27, 2019

High Yield Confirms Equity Highs

Tomlee High Yield Confirms Equity Highs
free content
Technicalanalysis
  • Technical Strategy
Fri August 2, 2019
file-6 Market Red
Technicalanalysis
  • Technical Strategy
Fri August 2, 2019

Another look back at 2016 as a guide through Q3 weakness

This week’s market sell-off on renewed tariff concerns has understandably alarmed investors to reduce risk and seek safety. However, what I find interesting technically is that this risk-off move continues to track the 2016 market cycle surprisingly well and suggests the correction window will likely be short-lived. As readers here...

file-6 Market Red
free content
Viewsfromtom
  • Tom Lee's Equity Strategy
Fri August 2, 2019
Tomlee FOMC Seal
Viewsfromtom
  • Tom Lee's Equity Strategy
Fri August 2, 2019

The Fed Cut and Trump Tariff are fueling the "asset light" trade

It seems these days the markets are a broken record. The latest, confusing Fed cut (was it dovish? hawkish? we think somewhere in between), coupled with Trump's latest tariff announcement and a 2.4% drop in the S&P 500 over two days is a scenario that should no longer surprise markets....

Tomlee FOMC Seal
FS Insight logo
YouTube Facebook Twitter Telegram
150 East 52nd St, 3rd Floor
New York, NY 10022

Our Work

  • Home
  • Our Services
  • Gift Cards
  • Refer Friends and Family
  • In the News
  • FSI Academy

Company

  • About Us
  • Contact Us
  • Careers
  • Merch Store

Resources

  • Webinars
  • ⚡ FlashInsights
  • Latest Updates
  • Onboarding Page
  • Account Settings
  • Terms and Conditions
  • Privacy Policy

Subscribe to our Free Research Reports

An institutional-grade report delivered to your inbox every week.

This is your default message. :)

© 2023 FS Insight. All rights reserved.

Illustrations by Karl Wimer.

Download the App Download the App