• 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 continue to favor EPS growers, which is not the same as favoring “growth stocks…

We see crypto-currencies as likely to continue gaining traction in coming years. We…

We see potential catalysts on the horizon and arguments for the Telcos sector to gai…

We see good risk/reward in FANG, Materials, Technology, Industrials, Financials and …

We see further gains with FANG and alternative FANG but barbell with Energy, Financi…

More reports are available in the Research Library.


We see a 50% probability of a 10% correction in the S&P 500 over the next few months…

Sector rotation continues to be short lived measured in weeks rather than months. Fi…

Equity indexes are again attempting short-term rebounds.  Although a trading bounce…

Macro-Enabled Spreadsheets for DQM June 30 Portfolio

The current monthly run of the Doctor Quant Model or DQM continued to increase Energ…

More reports are available in the Research Library.



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 continue to favor EPS growers, which is not the same as favoring “growth stocks…

We see crypto-currencies as likely to continue gaining traction in coming years. We…

We see potential catalysts on the horizon and arguments for the Telcos sector to gai…

We see good risk/reward in FANG, Materials, Technology, Industrials, Financials and …

We see further gains with FANG and alternative FANG but barbell with Energy, Financi…

More reports are available in the Research Library.


We see a 50% probability of a 10% correction in the S&P 500 over the next few months…

Sector rotation continues to be short lived measured in weeks rather than months. Fi…

Equity indexes are again attempting short-term rebounds.  Although a trading bounce…

Macro-Enabled Spreadsheets for DQM June 30 Portfolio

The current monthly run of the Doctor Quant Model or DQM continued to increase Energ…

More reports are available in the Research Library.


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.