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  • 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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Longest stretch ever that US Value underperformed Growth and Global Value.

We do not believe Bitcoin is a fraud nor is it a ponzi scheme. Rather, blockchain r…

We continue to favor a barbell sector strategy. We still like FANG (FAANNG) but see…

Harvey forecast to create $200b “uninsured losses”… aid auto rental market

If historical precedent applies, we see the S&P 500 is set for about a ~4%-5% declin…

More reports are available in the Research Library.


We see short-term indicators, tracking 2-4 week shifts now overbought and poised to …

Trump enamored with cutting deal with Democrats, allows President to leverage his vi…

We see short-term indicators likely to move into overbought territory and peak in th…

Trump and Congress appear to have leveraged aid for Hurricane Harvey into plan to de…

Macro-Enabled Spreadsheets for DQM Aug 31 Portfolio

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.





Longest stretch ever that US Value underperformed Growth and Global Value.

We do not believe Bitcoin is a fraud nor is it a ponzi scheme. Rather, blockchain r…

We continue to favor a barbell sector strategy. We still like FANG (FAANNG) but see…

Harvey forecast to create $200b “uninsured losses”… aid auto rental market

If historical precedent applies, we see the S&P 500 is set for about a ~4%-5% declin…

More reports are available in the Research Library.


We see short-term indicators, tracking 2-4 week shifts now overbought and poised to …

Trump enamored with cutting deal with Democrats, allows President to leverage his vi…

We see short-term indicators likely to move into overbought territory and peak in th…

Trump and Congress appear to have leveraged aid for Hurricane Harvey into plan to de…

Macro-Enabled Spreadsheets for DQM Aug 31 Portfolio

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.