FS Insight (aka Fundstrat aka FSInsight) — Local services in New York

I stuck with Tom during the recent market despite the preponderant arguments for a retest of market lows. His eclectic analysis is primarily common sense based on analysis of important underlying trends that move the economy, the market and the psychology of policymakers and investors. He starts with long term trends about demography and ends with analysis of near-real-time data.

I've heard some comments by Tom about his approach, but this review is my assessment based on reading and listening to Tom.

Only a seasoned, successful analyst with a capable staff could execute Tom's approach. I believe he'll continue to call markets correctly. I didn't hesitate when the upturn he forecast took longer to gel because I understood his reasoning. Even when I believe he's wrong, I'll use his insights to better adjust my positions. I can't say that about the black-box forecasters and pontificators, who provide little insight beyond the conclusions of their models.

His views aren't boxed in by a statistical model. He focuses on changing sets of then-significant variables. At one point, his staff tracked coronavirus trends for insights about economic activity. Later, he tracked near-real-time data on business activity and price changes to anticipate changes in inflation and Fed policy.

I taught econometrics and know that models have some limited uses, but that data has limitless uses for insightful analysts. Now I study behavioral economics, which is condemned as heresy by classical economists since it considers human psychology and decision-making.

Tom seems to find limitless uses for data. He analyses data sets relevant to the major economic and market variables as they exist from time to time. Tom kept his analytic eye on both the real and monetary economies. He tracked detailed time series of infection rates to assess their impact on the real economy (e.g. availability of chicken and production of cars) and then near-real-time data on new and used cars sold and their prices, etc.

This approach has been especially effective in a period when the pandemic dramatically impacted the real economy: S & D of labor and material inputs, final products and services. The monetary economy: relatively high inflation and historically low interest rates, although related to the consequences of the pandemic, are distinct factors.

I wrote this extensive comment to explain that, to me, Tom's accurate forecasts are based on a sound methodology that few analysts have the staff and personal abilities to execute. I'm glad that he not only executes this eclectic approach with diligence and creatively, but also has the mettle to consistently adhere to...

I would give these guys a 10 star rating if I could.

Look, if you want to make informed investment decisions to profitably manage your portfolio, the service from Tom Lee and FS Insight has my highest recommendation.

I'm a little guy - a so called, 'retail investor' but FS Insight equips me with market research and insight historically available only to the big investment managers, hedge funds and institutional investors. Their communications are written or spoken in plain language that isn't excessively burdened by jargon. Their views are made easy to understand and assess even to those new to financial markets.

I know some dismiss FS Insight as being 'perma bulls' -- well, after reading and using their insight for more than two years, I can safely say that view is bull. It's pretty simple -- I have made considerable investment gains by using the information I obtain from FS Insight to inform my own investment thesis. I don't have access to the depth or diversity of information I get from FS Insight anywhere else.

This is a service you simply can't pass up. I should know - for calendar 2022 I engaged one of the big asset managers to manage my portfolio. I was miserable and after their fees, I lost more than the market. 2023 is a different story - I'm back in the drivers seat, armed with FS Insight's institutional grade research, I'm beating the market by 350 bps through 6/30.

The pro's at FS Insight are not 'perma bulls', they are smart, unbiased and present a view grounded in research and their collective deep market experience. You can disagree with FS Insight but I caution against laughing off this group as too heavily biased toward a bull case. What's that line about laughing all the way to the bank?

Tom, Mark Newton, Tireless Ken and the rest of the crew - I can't imagine investing without your market views. Keep up the great work. You're making a huge difference!

FYI - I'm a retired Ernst & Young Partner and have been around the capital markets my...

Tom, Mark and the whole team including the crypto guys, tirelesss Ken and Tom Block are first a team of excellent character and have repeatedly gone the extra mile to provide timely insight as well as multiple comprehensive investment strategies for investors.

I first want to express my gratitude to them for providing and outstanding service that offers a plethora of options for putting money to work. From conservative to aggressive approaches, I have personally found their guidance to be comprehensive and easy to use.

The information Fundstrat provides is broad in scope and allows me to choose winning equities on a consistent basis. From ETFs to individual stocks, crypto, and the bond market, there are multiple avenues for me to grow my portfolio. Moreover, there are daily updates that offer key insights to the ever changing and volatile market. Based on this information, I have been given the confidence to ride out storms where many have sold into their losses and ended up in a favorable position.

I believe that whether you are an individual retail investor or an institutional entity, there is ample opportunity to capitalize on market movement and beat the S & P 500 consistently resulting in high returns. Highly...