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





Equity markets have been rattled in the past few days, falling 3%, rattling the confidence of markets and rai…

We discuss how a peculiar seasonality exists with homebuilders, which rally from Oct 20th to April 30th by an…

While a large portion of the sell-off is due to demand concerns given higher interest rates (hurting affordab…

We discuss how the sell-off in October has led to such an oversold condition in S&P 500 internals.

More reports are available in the Research Library.



Stress-test of October lows underway heading into this week’s index option expirat…

Secondary retest underway as part of a broader intermediate-term seasonal low

In this week’s video, we review the current technical backdrop for US equity marke…

In this video, we review 2 technical events investors and traders should be aware of…

We continue to view the pending rebound as part of the latter stages of a 4-year cyc…

More reports are available in the Research Library.



Macro-Enabled Spreadsheets for DQM Nov Portfolio

The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…

New this week: Buy Ideas - APH, BLK, COP, FDX, GILD, HUM, INTU, ITW, MMM, NKE, ROP; …

New this week: Buy Ideas - ADBE, BWA, CINF, DIS, DUK, GS, MA, MSI, PG, USB; Short Id…

New this week: Buy Ideas - AET, AXP, EOG, HD, HON, ITW, JNJ, LYB, UPS, WAT; Short Id…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 13.0%, compared with a …

Reflexivity and technicals play a disproportionate role in price performance of bitc…

在本期Kelsey的三问时间中, 我与我们团队的分析师 Ken Xuan 重点讨…

BTC’s collapse below important technical support between 5800-6000 raises the ques…

Over the past 7 days, the FS CryptoFX Agg Index increased by 0.9%, compared with a 2…

More reports are available in the Research Library.



Final vote count appears to give House Democrats a gain of between 30 to 35 seats, a…

Trump and his Administration will face real opposition for the first time since his …

在本期Kelsey的三问时间中, 我与我们团队的分析师 轩 晓峰 (ken.xu…

Senate looks likely to remain Republican, Democrats appear near a takeover of the US…

Midterm election is three weeks away. My projections: Republicans have net gain of o…

More reports are available in the Research Library.




Equity markets have been rattled in the past few days, falling 3%, rattling the confidence of markets and rai…

We discuss how a peculiar seasonality exists with homebuilders, which rally from Oct 20th to April 30th by an…

While a large portion of the sell-off is due to demand concerns given higher interest rates (hurting affordab…

More reports are available in the Research Library.



Stress-test of October lows underway heading into this week’s index option expirat…

Secondary retest underway as part of a broader intermediate-term seasonal low

In this week’s video, we review the current technical backdrop for US equity marke…

More reports are available in the Research Library.




Macro-Enabled Spreadsheets for DQM Nov Portfolio

The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…

New this week: Buy Ideas - APH, BLK, COP, FDX, GILD, HUM, INTU, ITW, MMM, NKE, ROP; …

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 13.0%, compared with a …

Reflexivity and technicals play a disproportionate role in price performance of bitc…

在本期Kelsey的三问时间中, 我与我们团队的分析师 Ken Xuan 重点讨…

More reports are available in the Research Library.




Final vote count appears to give House Democrats a gain of between 30 to 35 seats, a…

Trump and his Administration will face real opposition for the first time since his …

在本期Kelsey的三问时间中, 我与我们团队的分析师 轩 晓峰 (ken.xu…

More reports are available in the Research Library.





Equity markets have been rattled in the past few days, falling 3%, rattling the confidence of markets and rai…

We discuss how a peculiar seasonality exists with homebuilders, which rally from Oct 20th to April 30th by an…

While a large portion of the sell-off is due to demand concerns given higher interest rates (hurting affordab…

We discuss how the sell-off in October has led to such an oversold condition in S&P 500 internals.

More reports are available in the Research Library.



Stress-test of October lows underway heading into this week’s index option expirat…

Secondary retest underway as part of a broader intermediate-term seasonal low

In this week’s video, we review the current technical backdrop for US equity marke…

In this video, we review 2 technical events investors and traders should be aware of…

More reports are available in the Research Library.



Macro-Enabled Spreadsheets for DQM Nov Portfolio

The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…

New this week: Buy Ideas - APH, BLK, COP, FDX, GILD, HUM, INTU, ITW, MMM, NKE, ROP; …

New this week: Buy Ideas - ADBE, BWA, CINF, DIS, DUK, GS, MA, MSI, PG, USB; Short Id…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 13.0%, compared with a …

Reflexivity and technicals play a disproportionate role in price performance of bitc…

在本期Kelsey的三问时间中, 我与我们团队的分析师 Ken Xuan 重点讨…

BTC’s collapse below important technical support between 5800-6000 raises the ques…

More reports are available in the Research Library.



Final vote count appears to give House Democrats a gain of between 30 to 35 seats, a…

Trump and his Administration will face real opposition for the first time since his …

在本期Kelsey的三问时间中, 我与我们团队的分析师 轩 晓峰 (ken.xu…

Senate looks likely to remain Republican, Democrats appear near a takeover of the US…

More reports are available in the Research Library.