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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.
Client Login
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.
Client Login
Fundstrat In The News
See more in Latest News
STRATEGY (Lee): Facebook’s Libra Crypto fir…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Services for disruption (Sli…
WEEKEND ALPHA (Racanelli): A Market Nagged by…
June 14, 2019
June 14, 2019
Markets added one more nagging concern to fret over: potential military conflict in the Mideast. No, it’s n…
STRATEGY (Lee): Inflation expectations rising…
June 13, 2019
June 13, 2019
The central thesis of market skeptics is that multiple political risks (China/US and Brexit and Trump general…
SIGNAL FROM NOISE (Racanelli): Bricks and Mor…
June 12, 2019
June 12, 2019
“Let’s retire the scary term “Retail Apocalypse,” shall we? It’s oft repeated in the media and on…
WEEKEND ALPHA (Racanelli): Who Flipped the Sw…
June 7, 2019
June 7, 2019
It was the Fed. Ultimately, that’s who was responsible for last week’s 4.4% lightning quick turnaround ra…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Q2 correction in Cyclic…
June 11, 2019
June 11, 2019
Did last week’s equity 6.5% surge move markets too far, too fast? From a trading s…
TECHNICALS (Sluymer): Don’t get too bearish…
June 4, 2019
June 4, 2019
Why are we not more bearish? – Weekly data likely to bottom in Q3 with positive di…
TECHNICALS (Sluymer): Trading rebound likely …
May 28, 2019
May 28, 2019
Trading rebound likely this week but weekly momentum data suggest further churn into…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 19, 2019
June 19, 2019
New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…
QUANT (Doctor): DQM – Longs trailed the SPW…
June 13, 2019
June 13, 2019
The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 12, 2019
June 12, 2019
New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 5, 2019
June 5, 2019
New this week: Buy Ideas - ADBE, BIIB, BKNG, BMY, BWA, CL, F, IBM, LEN, MNST, MSI, M…
QUANT (Doctor): The CARI Trade: Cross Asset R…
June 3, 2019
June 3, 2019
The Credit Convergence Strategy: Exploitable anomalies across the Capital Structure
More reports are available in the Research Library.
CRYPTO (Lee): Facebook’s Libra Crypto first…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Ser…
CRYPTO (Lee): As stealth Bitcoin rally nears …
June 17, 2019
June 17, 2019
In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 17, 2019
June 17, 2019
Bitcoin climbed to $9,400 level over the weekend, near the key price level $10,000. …
CRYPTO TECHNICALS (Sluymer): June crypto pull…
June 12, 2019
June 12, 2019
Daily RSI momentum beginning to turn up from neutral consistent with strong trending…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 10, 2019
June 10, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 12.1%, compared with a …
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: F…
June 17, 2019
June 17, 2019
White House meeting expected this week with Congressional leaders to deal with Octob…
POLICY (T. Block): Tom Block’s Takeaways: M…
June 10, 2019
June 10, 2019
Crisis created, crisis averted, precedent of tariffs as policy weapon established.
POLICY (T. Block): Tom Block’s Takeaways: C…
June 3, 2019
June 3, 2019
Congress returns after week-long recess. House will pass $19 billion disaster relie…
POLICY (T. Block): Tom Block’s Takeaways: C…
May 28, 2019
May 28, 2019
Congress out for Memorial Day recess, returns June 4th to pass Emergency Disaster Re…
POLICY (T. Block): Tom Block’s Takeaways: A…
May 20, 2019
May 20, 2019
While China/US trade talks appear stalled, President Trump delayed Section 232 tarif…
More reports are available in the Research Library.
STRATEGY (Lee): Facebook’s Libra Crypto fir…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Services for disruption (Sli…
WEEKEND ALPHA (Racanelli): A Market Nagged by…
June 14, 2019
June 14, 2019
Markets added one more nagging concern to fret over: potential military conflict in the Mideast. No, it’s n…
STRATEGY (Lee): Inflation expectations rising…
June 13, 2019
June 13, 2019
The central thesis of market skeptics is that multiple political risks (China/US and Brexit and Trump general…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Q2 correction in Cyclic…
June 11, 2019
June 11, 2019
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.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 19, 2019
June 19, 2019
New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…
QUANT (Doctor): DQM – Longs trailed the SPW…
June 13, 2019
June 13, 2019
The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 12, 2019
June 12, 2019
New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…
More reports are available in the Research Library.
CRYPTO (Lee): Facebook’s Libra Crypto first…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Ser…
CRYPTO (Lee): As stealth Bitcoin rally nears …
June 17, 2019
June 17, 2019
In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 17, 2019
June 17, 2019
Bitcoin climbed to $9,400 level over the weekend, near the key price level $10,000. …
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: F…
June 17, 2019
June 17, 2019
White House meeting expected this week with Congressional leaders to deal with Octob…
POLICY (T. Block): Tom Block’s Takeaways: M…
June 10, 2019
June 10, 2019
Crisis created, crisis averted, precedent of tariffs as policy weapon established.
POLICY (T. Block): Tom Block’s Takeaways: C…
June 3, 2019
June 3, 2019
Congress returns after week-long recess. House will pass $19 billion disaster relie…
More reports are available in the Research Library.
STRATEGY (Lee): Facebook’s Libra Crypto fir…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Services for disruption (Sli…
WEEKEND ALPHA (Racanelli): A Market Nagged by…
June 14, 2019
June 14, 2019
Markets added one more nagging concern to fret over: potential military conflict in the Mideast. No, it’s n…
STRATEGY (Lee): Inflation expectations rising…
June 13, 2019
June 13, 2019
The central thesis of market skeptics is that multiple political risks (China/US and Brexit and Trump general…
SIGNAL FROM NOISE (Racanelli): Bricks and Mor…
June 12, 2019
June 12, 2019
“Let’s retire the scary term “Retail Apocalypse,” shall we? It’s oft repeated in the media and on…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Q2 correction in Cyclic…
June 11, 2019
June 11, 2019
Did last week’s equity 6.5% surge move markets too far, too fast? From a trading s…
TECHNICALS (Sluymer): Don’t get too bearish…
June 4, 2019
June 4, 2019
Why are we not more bearish? – Weekly data likely to bottom in Q3 with positive di…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 19, 2019
June 19, 2019
New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…
QUANT (Doctor): DQM – Longs trailed the SPW…
June 13, 2019
June 13, 2019
The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 12, 2019
June 12, 2019
New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 5, 2019
June 5, 2019
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.
CRYPTO (Lee): Facebook’s Libra Crypto first…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Ser…
CRYPTO (Lee): As stealth Bitcoin rally nears …
June 17, 2019
June 17, 2019
In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 17, 2019
June 17, 2019
Bitcoin climbed to $9,400 level over the weekend, near the key price level $10,000. …
CRYPTO TECHNICALS (Sluymer): June crypto pull…
June 12, 2019
June 12, 2019
Daily RSI momentum beginning to turn up from neutral consistent with strong trending…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: F…
June 17, 2019
June 17, 2019
White House meeting expected this week with Congressional leaders to deal with Octob…
POLICY (T. Block): Tom Block’s Takeaways: M…
June 10, 2019
June 10, 2019
Crisis created, crisis averted, precedent of tariffs as policy weapon established.
POLICY (T. Block): Tom Block’s Takeaways: C…
June 3, 2019
June 3, 2019
Congress returns after week-long recess. House will pass $19 billion disaster relie…
POLICY (T. Block): Tom Block’s Takeaways: C…
May 28, 2019
May 28, 2019
Congress out for Memorial Day recess, returns June 4th to pass Emergency Disaster Re…
More reports are available in the Research Library.