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





Since WWII, there have been 3 precedent "markets going nowhere" instances like today. In 3 of 3 case, the res…

A relatively mild CEO warning about 2020 sent the stock reeling over 10%

A funny thing happened in the U.S. stock market last week. I don’t want to get Biblical on you but it seems…

We believe much of the recent violent rotation is an “unwind” of this bearish positioning. Bottom line - …

I’m beginning to think that the trajectory of the U.S. stock market could easily be a daily TV soap opera. …

More reports are available in the Research Library.



A short term pullback is underway following the rebound in September back to resista…

Today’s note reviews equity markets globally followed by a closer look at the more…

Another short-term pullback likely - With the S&P back to resistance at the upper en…

In this week’s video we begin with a review of the short-term technical outlook fo…

Our proprietary weekly Quadrant Balance momentum data continues to suggest the equit…

More reports are available in the Research Library.



New this week: Buy Ideas - AIV, AMP, APH, BWA, D, JNJ, LNC, MXIM, TPR; Short Ideas -…

New this week: Buy Ideas - CBRE, GOOGL, GWW, LYB, MS, NCLH, NWL, QRVO; Short Ideas -…

New this week: Buy Ideas - LEN, TRIP, VLO; Short Ideas - IFF, MHK, NI

More reports are available in the Research Library.



But we are waiting for Bitcoin Misery Index to fall to 50 before becoming aggressive

Over the past 7 days, the FS CryptoFX Agg Index decreased by 0.6%, compared with a 1…

Bitcoin Misery Index continues to weaken, waiting for 50 for “buy signal”

Very early evidence of another short-term trading low developing - BTC is once again…

With hash power at ~75 EH/s our analysis suggests total breakeven cost for S9 is ~$8…

More reports are available in the Research Library.



Wednesday is decision day for the Fed and while there is near unanimous agreement th…

With just 16 legislative days until October 1 and the beginning of the new US fiscal…

Congress returns after its month-long recess facing budget deadline, pressure on gun…

• After China announced new tariffs on $75 billion of US goods sold to China Presi…

The Trump Administration appears to be taking some small steps away from the brink w…

More reports are available in the Research Library.




Since WWII, there have been 3 precedent "markets going nowhere" instances like today. In 3 of 3 case, the res…

A relatively mild CEO warning about 2020 sent the stock reeling over 10%

A funny thing happened in the U.S. stock market last week. I don’t want to get Biblical on you but it seems…

More reports are available in the Research Library.



A short term pullback is underway following the rebound in September back to resista…

Today’s note reviews equity markets globally followed by a closer look at the more…

Another short-term pullback likely - With the S&P back to resistance at the upper en…

More reports are available in the Research Library.




New this week: Buy Ideas - AIV, AMP, APH, BWA, D, JNJ, LNC, MXIM, TPR; Short Ideas -…

New this week: Buy Ideas - CBRE, GOOGL, GWW, LYB, MS, NCLH, NWL, QRVO; Short Ideas -…

More reports are available in the Research Library.



But we are waiting for Bitcoin Misery Index to fall to 50 before becoming aggressive

Over the past 7 days, the FS CryptoFX Agg Index decreased by 0.6%, compared with a 1…

Bitcoin Misery Index continues to weaken, waiting for 50 for “buy signal”

More reports are available in the Research Library.




Wednesday is decision day for the Fed and while there is near unanimous agreement th…

With just 16 legislative days until October 1 and the beginning of the new US fiscal…

Congress returns after its month-long recess facing budget deadline, pressure on gun…

More reports are available in the Research Library.





Since WWII, there have been 3 precedent "markets going nowhere" instances like today. In 3 of 3 case, the res…

A relatively mild CEO warning about 2020 sent the stock reeling over 10%

A funny thing happened in the U.S. stock market last week. I don’t want to get Biblical on you but it seems…

We believe much of the recent violent rotation is an “unwind” of this bearish positioning. Bottom line - …

More reports are available in the Research Library.



A short term pullback is underway following the rebound in September back to resista…

Today’s note reviews equity markets globally followed by a closer look at the more…

Another short-term pullback likely - With the S&P back to resistance at the upper en…

In this week’s video we begin with a review of the short-term technical outlook fo…

More reports are available in the Research Library.



New this week: Buy Ideas - AIV, AMP, APH, BWA, D, JNJ, LNC, MXIM, TPR; Short Ideas -…

New this week: Buy Ideas - CBRE, GOOGL, GWW, LYB, MS, NCLH, NWL, QRVO; Short Ideas -…

More reports are available in the Research Library.



But we are waiting for Bitcoin Misery Index to fall to 50 before becoming aggressive

Over the past 7 days, the FS CryptoFX Agg Index decreased by 0.6%, compared with a 1…

Bitcoin Misery Index continues to weaken, waiting for 50 for “buy signal”

Very early evidence of another short-term trading low developing - BTC is once again…

More reports are available in the Research Library.



Wednesday is decision day for the Fed and while there is near unanimous agreement th…

With just 16 legislative days until October 1 and the beginning of the new US fiscal…

Congress returns after its month-long recess facing budget deadline, pressure on gun…

• After China announced new tariffs on $75 billion of US goods sold to China Presi…

More reports are available in the Research Library.