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





Funny what a couple of words from the right person can do. It’s true that happy times can follow on a comme…

The deepening inversion of the front-end of the yield curve is a good news/bad news story. As we published a…

Jerry Seinfeld (to George Costanza): “If every instinct you have is wrong, then the opposite would have to …

For many years, it was obvious that Technology would eventually target Financial Services for disruption (Sli…

Markets added one more nagging concern to fret over: potential military conflict in the Mideast. No, it’s n…

More reports are available in the Research Library.



Cycle backdrop remains bullish through YE through 2020 - While another short-term pu…

Did last week’s equity 6.5% surge move markets too far, too fast? From a trading s…

Why are we not more bearish? – Weekly data likely to bottom in Q3 with positive di…

More reports are available in the Research Library.



New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…

The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …

New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…

New this week: Buy Ideas - ADBE, BIIB, BKNG, BMY, BWA, CL, F, IBM, LEN, MNST, MSI, M…

The Credit Convergence Strategy: Exploitable anomalies across the Capital Structure

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 15.7%, compared with a …

For many years, it was obvious that Technology would eventually target Financial Ser…

In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…

Bitcoin climbed to $9,400 level over the weekend, near the key price level $10,000. …

Daily RSI momentum beginning to turn up from neutral consistent with strong trending…

More reports are available in the Research Library.



Trump and Xi meet this week in Japan at the G-20 and the expectation is that they wi…

White House meeting expected this week with Congressional leaders to deal with Octob…

Crisis created, crisis averted, precedent of tariffs as policy weapon established.

Congress returns after week-long recess. House will pass $19 billion disaster relie…

Congress out for Memorial Day recess, returns June 4th to pass Emergency Disaster Re…

More reports are available in the Research Library.




Funny what a couple of words from the right person can do. It’s true that happy times can follow on a comme…

The deepening inversion of the front-end of the yield curve is a good news/bad news story. As we published a…

Jerry Seinfeld (to George Costanza): “If every instinct you have is wrong, then the opposite would have to …

More reports are available in the Research Library.



Cycle backdrop remains bullish through YE through 2020 - While another short-term pu…

Did last week’s equity 6.5% surge move markets too far, too fast? From a trading s…

More reports are available in the Research Library.




New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…

The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …

New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 15.7%, compared with a …

For many years, it was obvious that Technology would eventually target Financial Ser…

In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…

More reports are available in the Research Library.




Trump and Xi meet this week in Japan at the G-20 and the expectation is that they wi…

White House meeting expected this week with Congressional leaders to deal with Octob…

Crisis created, crisis averted, precedent of tariffs as policy weapon established.

More reports are available in the Research Library.





Funny what a couple of words from the right person can do. It’s true that happy times can follow on a comme…

The deepening inversion of the front-end of the yield curve is a good news/bad news story. As we published a…

Jerry Seinfeld (to George Costanza): “If every instinct you have is wrong, then the opposite would have to …

For many years, it was obvious that Technology would eventually target Financial Services for disruption (Sli…

More reports are available in the Research Library.



New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…

The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …

New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…

New this week: Buy Ideas - ADBE, BIIB, BKNG, BMY, BWA, CL, F, IBM, LEN, MNST, MSI, M…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 15.7%, compared with a …

For many years, it was obvious that Technology would eventually target Financial Ser…

In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…

Bitcoin climbed to $9,400 level over the weekend, near the key price level $10,000. …

More reports are available in the Research Library.



Trump and Xi meet this week in Japan at the G-20 and the expectation is that they wi…

White House meeting expected this week with Congressional leaders to deal with Octob…

Crisis created, crisis averted, precedent of tariffs as policy weapon established.

Congress returns after week-long recess. House will pass $19 billion disaster relie…

More reports are available in the Research Library.