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
95 min ago last updated -> 2023-10-02 18:55:15 Time now: 2023-10-02 20:30:54
  1. Labor

Labor

  • First Word
Fri October 7, 2022

Will Sep payrolls affirm JOLTS showing softening labor? Both ISMs point to softer PPI and CPI ahead. HY relative strength is notable.

This week, incoming data points to a concrete softening of the jobs market: As the first week of October comes to an end, equities have managed to post solid gains. Those wary (most) view this as an oversold bounce. But given the significant moves in...

Udayaditya Barua AB2PHF206XA Unsplash
Fsiblast
  • First Word
Mon June 6, 2022
Tomlee Treachery but not despair --> high-velocity decline means high-speed recovery
Fsiblast
  • First Word
Mon June 6, 2022

Nasdaq outperformed post dot-com crash. Yup. And structural labor shortage strengthens demand for Technology in 2022

Signs of economic slowing are becoming more prevalent, allaying concerns that the economy is so "hot" that the Fed needs to further accelerate rate hikes. But the unknown is how quickly inflationary pressures abate. As our clients know, we believe goods inflation will decline faster than consensus expects, which in...

Tomlee Treachery but not despair --> high-velocity decline means high-speed recovery
Fsiblast
  • First Word
Wed May 18, 2022
Tomlee Clues continue to emerge for weakening labor = bad news is good for market stability
Fsiblast
  • First Word
Wed May 18, 2022

Clues continue to emerge for weakening labor = bad news is good for market stability

WEBINAR ALERT: 5/19 AT 2PM ET FOR FSINSIGHT MEMBERS We are delighted to announce we are hosting a webinar with Tom DeMark, founder of DeMark Analytics.Equities have been in a relentless downturn since the start of 2022.While valuations have become considerably more attractive, and sentiment rock bottom, investors are still...

Tomlee Clues continue to emerge for weakening labor = bad news is good for market stability
Fsiblast
  • First Word
Fri October 22, 2021
Tomlee 2020 thoughts --> EPS +10% + P/E flat (even upside) = S&P 500 > 3,450 and maybe 3,500-3,600
Fsiblast
  • First Word
Fri October 22, 2021

The "Great Resignation" --> 6 supply reasons labor market tightness is "transitory"

#2 PARTICIPATION RATE:  PARTICIPATION RATE MATCHING FEB 2020 MEANS 3.7 MILLION PEOPLE LOOKING FOR WORK Look at the participation rate, fyi, we also show this by age.  - Participation rate is 61.6% now vs 63.4% Feb 2020, down 1.8% points - This is 3.7 million in additional labor supply -...

Tomlee 2020 thoughts --> EPS +10% + P/E flat (even upside) = S&P 500 > 3,450 and maybe 3,500-3,600
Cryptonewsletter
  • Crypto Strategy
Wed September 8, 2021
Increasing Outlook: Sentiment & FY 2020 Forecast Support a “Non-Speculative” Bitcoin Price of $16,500 20
Cryptonewsletter
  • Crypto Strategy
Wed September 8, 2021

Labor Day Leverage Check

On Tuesday, the market experienced cascade of liquidations as nearly $4.0 billion of long positions across the entire crypto market were wiped out. Approximately $1.0 billion of $BTC long positions and $855 million of $ETH long positions were liquidated.Tuesday’s liquidations were possibly exacerbated by the leverage embedded in the Ethereum...

Increasing Outlook: Sentiment & FY 2020 Forecast Support a “Non-Speculative” Bitcoin Price of $16,500 20
Signalfromnoise
  • Signal From Noise
Wed December 11, 2019
Vito Racanelli Conservative Election Win Should Boost UK Stocks
Signalfromnoise
  • Signal From Noise
Wed December 11, 2019

Conservative Election Win Should Boost UK Stocks

Conservative Election Win Should Boost Lagging UK Stocks - Polls Are Calling for a Conservative Majority in U.K, but Advantage Is Narrowing - Another hung Parliament Almost as Bad as a Labor Win; Postpones Brexit Action If you’ve been around Wall Street long enough, no doubt you’ve heard many elections...

Vito Racanelli Conservative Election Win Should Boost UK Stocks
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