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 expect 2019 to be a year where P/E mattered way more than “E”. We remain positive on markets in 2019,…

We see equity markets with attractive risk/reward and a price dynamic similar to 2009 (rising above fundament…

The positive outlook is anchored by the collapse in sentiment, low investor equity positioning (see Slide 9),…

We are entering earnings season and the key question on investors mind is whether the softness and “tape bo…

More reports are available in the Research Library.



Bottom Line: Cycle recovery intact – Potential pause in Q2 pending - The lows esta…

While traders are understandably nervous following the Q1 surge in equity markets ba…

In this week’s video, we begin by discussing two noteworthy technical events devel…

In the short-term, the S&P is into its next resistance band between a 62% retracemen…

At the industry group and stock level, secular growth (Software, IT Services, Med Te…

More reports are available in the Research Library.



New this week: Buy Ideas - BIIB, EOG, LYB, ORLY, ROK; Short Ideas - PPL

The Doctor Quant Model (DQM, slide 3) 12/31 long portfolio underperformed the S&P 50…

New this week: Buy Ideas - BA, ITW, MTB; Short Ideas - KMX, MAT

New this week: Buy Ideas - AEP, DFS, EOG, GM, NSC, PRU, TPR; Short Ideas - ARNC, DIS…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 2…

Over the past 7 days, the FS CryptoFX Agg Index increased by 8.2%, compared with a 0…

We remain positive on Crypto in 2019 and the best projects will be those with strong…

Crypto currencies are approaching another key inflection point, as they retest their…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 4.3%, compared with a 1…

More reports are available in the Research Library.



Last week’s trade talks in Beijing ended on a positive note with Trump saying he i…

Negotiations between the Democratic House and Republicans seem to be slipping away f…

Policy speculation ranges from intent to declare national emergency at the border to…

The nine most terrifying words in the English language are, 'I'm from the government…

Can failure of both bills lay the groundwork for an eventual exit strategy to the lo…

More reports are available in the Research Library.




We expect 2019 to be a year where P/E mattered way more than “E”. We remain positive on markets in 2019,…

We see equity markets with attractive risk/reward and a price dynamic similar to 2009 (rising above fundament…

The positive outlook is anchored by the collapse in sentiment, low investor equity positioning (see Slide 9),…

More reports are available in the Research Library.



Bottom Line: Cycle recovery intact – Potential pause in Q2 pending - The lows esta…

While traders are understandably nervous following the Q1 surge in equity markets ba…

In this week’s video, we begin by discussing two noteworthy technical events devel…

More reports are available in the Research Library.




New this week: Buy Ideas - BIIB, EOG, LYB, ORLY, ROK; Short Ideas - PPL

The Doctor Quant Model (DQM, slide 3) 12/31 long portfolio underperformed the S&P 50…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 2…

Over the past 7 days, the FS CryptoFX Agg Index increased by 8.2%, compared with a 0…

We remain positive on Crypto in 2019 and the best projects will be those with strong…

More reports are available in the Research Library.




Last week’s trade talks in Beijing ended on a positive note with Trump saying he i…

Negotiations between the Democratic House and Republicans seem to be slipping away f…

Policy speculation ranges from intent to declare national emergency at the border to…

More reports are available in the Research Library.





We expect 2019 to be a year where P/E mattered way more than “E”. We remain positive on markets in 2019,…

We see equity markets with attractive risk/reward and a price dynamic similar to 2009 (rising above fundament…

The positive outlook is anchored by the collapse in sentiment, low investor equity positioning (see Slide 9),…

We are entering earnings season and the key question on investors mind is whether the softness and “tape bo…

More reports are available in the Research Library.



Bottom Line: Cycle recovery intact – Potential pause in Q2 pending - The lows esta…

While traders are understandably nervous following the Q1 surge in equity markets ba…

In this week’s video, we begin by discussing two noteworthy technical events devel…

In the short-term, the S&P is into its next resistance band between a 62% retracemen…

More reports are available in the Research Library.



New this week: Buy Ideas - BIIB, EOG, LYB, ORLY, ROK; Short Ideas - PPL

The Doctor Quant Model (DQM, slide 3) 12/31 long portfolio underperformed the S&P 50…

New this week: Buy Ideas - BA, ITW, MTB; Short Ideas - KMX, MAT

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 2…

Over the past 7 days, the FS CryptoFX Agg Index increased by 8.2%, compared with a 0…

We remain positive on Crypto in 2019 and the best projects will be those with strong…

Crypto currencies are approaching another key inflection point, as they retest their…

More reports are available in the Research Library.



Last week’s trade talks in Beijing ended on a positive note with Trump saying he i…

Negotiations between the Democratic House and Republicans seem to be slipping away f…

Policy speculation ranges from intent to declare national emergency at the border to…

The nine most terrifying words in the English language are, 'I'm from the government…

More reports are available in the Research Library.