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





We still expect markets to perform well into year-end and see the S&P 500 reaching ~3,025 by year-end despite…

The gains seen in Financials since 2012 have been less about leverage growth of US households (leverage is do…

We are buyers of overall market weakness and do not think FANG-xiety is warranted.

Still constructive on equities and see new highs in coming weeks. Our YE target is 3,025

The new highs in advance/decline line suggest new highs for S&P 500 soon

More reports are available in the Research Library.



Oversold short-term trades underway but a higher high is needed to signal an improve…

Weekly momentum turns negative heading into a seasonally weak period

At the risk of stating the obvious, the Crypto technical backdrop continues to deter…

August 7, 2018

August 7, 2018

TECHNICALS (Sluymer): Stay overweight US equities – 6+month laggards are timely lo…

Growth vs Value – More rotation likely as 2017-2018 uptrends begin to fray/reverse

More reports are available in the Research Library.



Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

Macro-Enabled Spreadsheets for DQM July Portfolio

Looking ahead, we are still OW Financials and Industrials; paring back Energy exposu…

The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…

Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

More reports are available in the Research Library.



We believe the ETH decline is more due to the Bitmex futures/swap launch, as analyze…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 16.6%, compared with a …

Crossover investors are key to driving higher crypto prices and on-ramps to drive pr…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 14.0%, compared with a …

Bitcoin should be a core holding for crypto investors. Think of it as the “B” i…

More reports are available in the Research Library.



Republicans are only defending one seat in a state that Clinton won, but polls show …

Polls show the race a tie, a Democratic win would be a strong indication that a blue…

Trade debate appears to have taken a more positive turn with agreement to talk rathe…

Trump’s Supreme Court (SCOTUS) nominee may unleash a new round of partisan bickeri…

More reports are available in the Research Library.




We still expect markets to perform well into year-end and see the S&P 500 reaching ~3,025 by year-end despite…

The gains seen in Financials since 2012 have been less about leverage growth of US households (leverage is do…

We are buyers of overall market weakness and do not think FANG-xiety is warranted.

More reports are available in the Research Library.



Oversold short-term trades underway but a higher high is needed to signal an improve…

Weekly momentum turns negative heading into a seasonally weak period

At the risk of stating the obvious, the Crypto technical backdrop continues to deter…

More reports are available in the Research Library.




Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

Macro-Enabled Spreadsheets for DQM July Portfolio

Looking ahead, we are still OW Financials and Industrials; paring back Energy exposu…

More reports are available in the Research Library.



We believe the ETH decline is more due to the Bitmex futures/swap launch, as analyze…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 16.6%, compared with a …

Crossover investors are key to driving higher crypto prices and on-ramps to drive pr…

More reports are available in the Research Library.




Republicans are only defending one seat in a state that Clinton won, but polls show …

Polls show the race a tie, a Democratic win would be a strong indication that a blue…

Trade debate appears to have taken a more positive turn with agreement to talk rathe…

More reports are available in the Research Library.





We still expect markets to perform well into year-end and see the S&P 500 reaching ~3,025 by year-end despite…

The gains seen in Financials since 2012 have been less about leverage growth of US households (leverage is do…

We are buyers of overall market weakness and do not think FANG-xiety is warranted.

Still constructive on equities and see new highs in coming weeks. Our YE target is 3,025

More reports are available in the Research Library.



Oversold short-term trades underway but a higher high is needed to signal an improve…

Weekly momentum turns negative heading into a seasonally weak period

At the risk of stating the obvious, the Crypto technical backdrop continues to deter…

August 7, 2018

August 7, 2018

TECHNICALS (Sluymer): Stay overweight US equities – 6+month laggards are timely lo…

More reports are available in the Research Library.



Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

Macro-Enabled Spreadsheets for DQM July Portfolio

Looking ahead, we are still OW Financials and Industrials; paring back Energy exposu…

The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…

More reports are available in the Research Library.



We believe the ETH decline is more due to the Bitmex futures/swap launch, as analyze…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 16.6%, compared with a …

Crossover investors are key to driving higher crypto prices and on-ramps to drive pr…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 14.0%, compared with a …

More reports are available in the Research Library.



Republicans are only defending one seat in a state that Clinton won, but polls show …

Polls show the race a tie, a Democratic win would be a strong indication that a blue…

Trade debate appears to have taken a more positive turn with agreement to talk rathe…

Trump’s Supreme Court (SCOTUS) nominee may unleash a new round of partisan bickeri…

More reports are available in the Research Library.