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   high-profile special guests. Incredible value and market insights!
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   On market events
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   Weekly
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   Weekly update on developments in Washington DC and how they may impact Wall
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   Earnings season
   Earnings Daily
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   Updated bi-weekly
   Signal From Noise
   Highlights timely market themes and sectors with corresponding stocks,
   cutting through the day-to-day market “noise” for a distinct perspective.
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   Thematic investment stock picks that aim to outperform the S&P 500.
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   through key financial concepts and topics in an understandable way.
   Community Questions
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   Webinars
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   exclusive research offerings from our team of analysts and leading
   cryptocurrency firms.
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   shaping cryptocurrency markets.
   Research
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   Crypto Market Update
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   and the most relevant news.
   Intra month
   Crypto First Word from Tom Lee
   Hear directly from Tom Lee about important cryptocurrency developments.
   Weekly
   Crypto Technical Strategy
   From Bitcoin, Ethereum and Solana to other coins, our Head of Technical
   Strategy highlights important price movement to help give you an edge.
   Weekly
   Crypto Strategy
   A must-read summarizing our key thoughts about the crypto market, price
   action, and developing trends.
   Weekly
   Funding Fridays
   Are you looking for investment opportunities in the crypto space? We explore
   early-stage crypto opportunities in this note about where the smart money is
   being invested!
   Intra-month
   Deep Research Reports
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   highlight the economics and viability of exciting crypto projects.
   And More!
   FSI Academy
   Our main goal is to make you a better investor! This series will guide you
   through key financial concepts and topics in an understandable way.
   Community Questions
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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



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OUR RESEARCH IN THE NEWS


ALL THE BUZZ AROUND OUR PREMIUM MARKET ANALYSIS


VIDEO: THERE'S STILL 'GAS IN THE TANK' IN THIS STOCK MARKET RALLY, SAYS
FUNDSTRAT'S TOM LEE



Apr 8, 2024
4 days ago


VIDEO: THE FED MAY CUT MORE THAN THREE TIMES THIS YEAR, SAYS FUNDSTRAT'S TOM LEE



Apr 4, 2024
1 week ago


VIDEO: NVIDIA STOCK STILL HAS ROOM 'TO PUSH HIGHER': STRATEGIST



Apr 1, 2024
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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.

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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.


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