• fundstrat market research
  • fundstrat thomas lee

Providing the best fundamental strategy and independent research with top priority on our clients’ needs and interests.

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.

 

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We see Europe HY yield up 49 bps in past 2 week more as a sector call rather than a market call. Still, we v…

We see for the first time all year, Energy is attractive from all Portfolio Strategy, Quantitative and Techni…

We are long-term constructive on bitcoin and the fundamental value creation associated with blockchain. As w…

We see "search for carry" still in play but could become “search for scary” next year.

We see GBTC at $688 and with 20% NAV premium is an attractive way to gain exposure to Bitcoin (down from 100%…

More reports are available in the Research Library.


We see cyclical rebound/recovery broadening as a growing number of economy sensitive…

We see Cyclicals pullback to support. our expectation remains that recent pullbacks …

Senate Finance Committee starts “mark-up” consideration of Senate version of Rep…

We revisit Energy as Oil nears next resistance. The Energy complex remains one of th…

House Republicans introduce a 429 page major rewrite of US tax code. After the fail…

More reports are available in the Research Library.



The improving technical picture, along with the highest share of quantitatively attr…

The headwinds developing from an inversion of the VIX term structure (4M contract is…

The long-term yield curve (30Y less 10Y) has impressive and impeccable track record …

Energy Investment grade CDS is the best performing sector YTD, nearly best high-yiel…

Update on "Stocks are the “new” bonds" strategy.






We see Europe HY yield up 49 bps in past 2 week more as a sector call rather than a market call. Still, we v…

We see for the first time all year, Energy is attractive from all Portfolio Strategy, Quantitative and Techni…

We are long-term constructive on bitcoin and the fundamental value creation associated with blockchain. As w…

We see "search for carry" still in play but could become “search for scary” next year.

We see GBTC at $688 and with 20% NAV premium is an attractive way to gain exposure to Bitcoin (down from 100%…

More reports are available in the Research Library.


We see cyclical rebound/recovery broadening as a growing number of economy sensitive…

We see Cyclicals pullback to support. our expectation remains that recent pullbacks …

Senate Finance Committee starts “mark-up” consideration of Senate version of Rep…

We revisit Energy as Oil nears next resistance. The Energy complex remains one of th…

House Republicans introduce a 429 page major rewrite of US tax code. After the fail…

More reports are available in the Research Library.


The improving technical picture, along with the highest share of quantitatively attr…

The headwinds developing from an inversion of the VIX term structure (4M contract is…

The long-term yield curve (30Y less 10Y) has impressive and impeccable track record …

Energy Investment grade CDS is the best performing sector YTD, nearly best high-yiel…

Update on "Stocks are the “new” bonds" strategy.