Welcome to Fundstrat
A differentiated approach to market strategy and sector research

We are an independent research boutique, providing market strategy and sector research. Our differentiated approach is based on what we call fundamental strategy. That is, our research process combines both top-down strategy and bottoms-up fundamental views, to develop a roadmap of practical and useful investment insights for our clients.


Download our Brochure


Welcome to Fundstrat
A differentiated approach to market strategy and sector research

We are an independent research boutique, providing market strategy and sector research. Our differentiated approach is based on what we call fundamental strategy. That is, our research process combines both top-down strategy and bottoms-up fundamental views, to develop a roadmap of practical and useful investment insights for our clients.


Download our Brochure





Buy “high value-add” stocks and avoid “wage intensity.” Using measures of labor intensity and value-a…

Key message is to focus on Value-style investing….

We see higher interest rates is increasingly evident as the story in 2018, reversing nearly a 30-year trend. …

We see a larger correction as healthy, but still see 2018 as a strong year for equities. Higher interest rate…

We see parabolic rise means we need to “rest” but it is a bullish full year signal.

More reports are available in the Research Library.



After a 6-day 8+% surge from the 200-dma back to widely watched resistance near the …

After February’s broad-based, take no prisoners, sell-off, almost all stocks are o…

Recent recommendations continue to be the more attractive/timely technical ideas in …

We highlight further technical evidence of a tactical rotation developing away from …

We see the market cycle that began in early 2016 is likely to remain supportive of e…

More reports are available in the Research Library.



Macro-Enabled Spreadsheets for DQM Feb Portfolio

The Doctor Quant Model outperformed the S&P 500 Equal Weight benchmark in January, w…

Macro-Enabled Spreadsheets for DQM Jan Portfolio

The Doctor Quant Model outperformed the S&P 500 Equal Weight benchmark in December, …

The Doctor Quant Model (DQM) trailed the S&P 500 Equal Weight benchmark in November,…

More reports are available in the Research Library.



Stay focused on the large-cap/ quality protocol/platforms. We continue to recommend…

We analyzed all prior bitcoin declines and a natural question is what kind of price …

We see positive developments on the horizon even if it is still a de-risking mindset…

Bitcoin and Ethereum have reached next important technical support levels that shoul…

We favor a continued rotation into the large-cap tokens although it has been a terri…

More reports are available in the Research Library.



Special election on March 13 for US House vacancy in Pennsylvania’s 18th Congressi…

I was in a meeting Monday with Senate Leaders McConnell and Schumer where they both …

Thursday, February 8 is the next government shutdown deadline as the current Continu…

State of the Union likely to focus on “monumental” first year of Trump Administr…

The President may be great at negotiating real estate transactions but he appears no…

More reports are available in the Research Library.




Buy “high value-add” stocks and avoid “wage intensity.” Using measures of labor intensity and value-a…

Key message is to focus on Value-style investing….

We see higher interest rates is increasingly evident as the story in 2018, reversing nearly a 30-year trend. …

More reports are available in the Research Library.



After a 6-day 8+% surge from the 200-dma back to widely watched resistance near the …

After February’s broad-based, take no prisoners, sell-off, almost all stocks are o…

Recent recommendations continue to be the more attractive/timely technical ideas in …

More reports are available in the Research Library.




Macro-Enabled Spreadsheets for DQM Feb Portfolio

The Doctor Quant Model outperformed the S&P 500 Equal Weight benchmark in January, w…

Macro-Enabled Spreadsheets for DQM Jan Portfolio

More reports are available in the Research Library.



Stay focused on the large-cap/ quality protocol/platforms. We continue to recommend…

We analyzed all prior bitcoin declines and a natural question is what kind of price …

We see positive developments on the horizon even if it is still a de-risking mindset…

More reports are available in the Research Library.




Special election on March 13 for US House vacancy in Pennsylvania’s 18th Congressi…

I was in a meeting Monday with Senate Leaders McConnell and Schumer where they both …

Thursday, February 8 is the next government shutdown deadline as the current Continu…

More reports are available in the Research Library.





Buy “high value-add” stocks and avoid “wage intensity.” Using measures of labor intensity and value-a…

Key message is to focus on Value-style investing….

We see higher interest rates is increasingly evident as the story in 2018, reversing nearly a 30-year trend. …

We see a larger correction as healthy, but still see 2018 as a strong year for equities. Higher interest rate…

More reports are available in the Research Library.



After a 6-day 8+% surge from the 200-dma back to widely watched resistance near the …

After February’s broad-based, take no prisoners, sell-off, almost all stocks are o…

Recent recommendations continue to be the more attractive/timely technical ideas in …

We highlight further technical evidence of a tactical rotation developing away from …

More reports are available in the Research Library.



Macro-Enabled Spreadsheets for DQM Feb Portfolio

The Doctor Quant Model outperformed the S&P 500 Equal Weight benchmark in January, w…

Macro-Enabled Spreadsheets for DQM Jan Portfolio

The Doctor Quant Model outperformed the S&P 500 Equal Weight benchmark in December, …

More reports are available in the Research Library.



Stay focused on the large-cap/ quality protocol/platforms. We continue to recommend…

We analyzed all prior bitcoin declines and a natural question is what kind of price …

We see positive developments on the horizon even if it is still a de-risking mindset…

Bitcoin and Ethereum have reached next important technical support levels that shoul…

More reports are available in the Research Library.



Special election on March 13 for US House vacancy in Pennsylvania’s 18th Congressi…

I was in a meeting Monday with Senate Leaders McConnell and Schumer where they both …

Thursday, February 8 is the next government shutdown deadline as the current Continu…

State of the Union likely to focus on “monumental” first year of Trump Administr…

More reports are available in the Research Library.