FSInsight Research


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FSinsight.com produces primary research along the following verticals:

  • Macro Research led by Thomas Lee a widely-recognized market authority and commentator, whose views regularly appear in the media. (He was formerly at J.P. Morgan (1999-2014), where he was Chief Equity Strategist from 2007 to 2014.
  • Portfolio Strategy led by Brian Rauscher (Head of Global Portfolio Strategy, former Chief Portfolio Strategist at Robert W. Baird & Co).
  • Quantitative Strategy led by Ken Xuan (Head of Data Science Research, former operations strategy consultant at West Monroe Partners).
  • Technical Analysis Strategy led by Robert Sluymer (Senior Technical Strategist with over 26 years of experience, formerly with RBC Capital Markets).
  • Washington Policy Strategy led by Tom Block (president of Tom Block Consults, a public-policy consulting firm. Prior to that, Mr. Block had a 21-year career at J.P. Morgan, serving as global head of government relations).

FSInsight is lead by Tom Lee, former Chief Equity Strategist at JPMorgan. This FSI research team has nearly 80 combined years of institutional sell-side research experience. Their approach is data intensive and seeks to take advantage of anomalies that identify sectors and stocks which have the potential to outperform the market. Tools are aligned with this focus and help clients to make better informed decisions. FSinsight.com concentrates on delivering analysis, not opinions, and as an independent research provider, clients are assured that the work is tailored to provide fresh and innovative intelligence to aid in their investment process.

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  • * This sample research report is published by FSInsight and is being posted with permission from FSInsight. The views expressed in this article are solely those of the author and/or FSInsight and IB does not endorse or recommend any investment, trades or trading strategies discussed in the article. This material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IB to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.