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





The We Company (WE) recently filed an S-1 registration statement for an IPO to be priced next month.

Equity markets have fallen 4% since the 10Y-2Y US yield curve went negative. This is the 3rd panic in market…

Over past five years low interest rates have spurred buybacks; M&A could be next

The S&P 500 fell a breathtaking 7% in the 4 days following 7/31 FOMC meeting, and the plunge in the US 10-yr …

The President did it again. It often seems to me that if an investor were forced to limit his or her attentio…

More reports are available in the Research Library.



Weekly indicators suggest further chop into late Q3 before heading higher

As we noted here last week, short-term extremes (Put-call, VIX, etc.) were supportiv…

Overbought back to oversold - In less than a week, the S&P has corrected from overbo…

This week’s video begins with a review of the S&P highlighting that, after the rec…

As traders and the media focus on this week’s FOMC meeting there are two more impo…

More reports are available in the Research Library.



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

New this week: Buy Ideas - ABC, ATVI, BBY, BMY, CAH, CBOE, CCI, CFG, CF, CTL, DRI, E…

New this week: Buy Ideas - AAPL, APH, CE, KSS, MAC, MCK, NOC, RL, SBAC, SIVB, SWK, T…

New this week: Buy Ideas - BWA, DRI, EMR, FB, LRCX, MO, MRK, NTRS, PFE, PLD, ROK, ST…

More reports are available in the Research Library.



Open Access key September milestone for developers, partners and coin holders

Retesting 9-10K support reinforced by rising 20-week (100-dma)

Over the past 7 days, crypto markets were broadly down as the FS CryptoFX Agg Index …

BTC’s correction/consolidation continues with BTC stalling at its summer downtrend…

Bitcoin and exchange tokens primarily drove the overall gains in crypto markets. Bes…

More reports are available in the Research Library.



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

China responded to President Trump’s threat to impose a 10% tariff on $300 billion…

President Trump signed the two-year spending and debt ceiling legislation, he signed…

NO FED CUT IN SEPTEMBER. We think consensus is too dovish. I would be surprised if…

Budget agreement to lift Budget caps and suspend debt ceiling a genuine bipartisan a…

More reports are available in the Research Library.




The We Company (WE) recently filed an S-1 registration statement for an IPO to be priced next month.

Equity markets have fallen 4% since the 10Y-2Y US yield curve went negative. This is the 3rd panic in market…

Over past five years low interest rates have spurred buybacks; M&A could be next

More reports are available in the Research Library.



Weekly indicators suggest further chop into late Q3 before heading higher

As we noted here last week, short-term extremes (Put-call, VIX, etc.) were supportiv…

Overbought back to oversold - In less than a week, the S&P has corrected from overbo…

More reports are available in the Research Library.




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

New this week: Buy Ideas - ABC, ATVI, BBY, BMY, CAH, CBOE, CCI, CFG, CF, CTL, DRI, E…

More reports are available in the Research Library.



Open Access key September milestone for developers, partners and coin holders

Retesting 9-10K support reinforced by rising 20-week (100-dma)

Over the past 7 days, crypto markets were broadly down as the FS CryptoFX Agg Index …

More reports are available in the Research Library.




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

China responded to President Trump’s threat to impose a 10% tariff on $300 billion…

President Trump signed the two-year spending and debt ceiling legislation, he signed…

More reports are available in the Research Library.





The We Company (WE) recently filed an S-1 registration statement for an IPO to be priced next month.

Equity markets have fallen 4% since the 10Y-2Y US yield curve went negative. This is the 3rd panic in market…

Over past five years low interest rates have spurred buybacks; M&A could be next

The S&P 500 fell a breathtaking 7% in the 4 days following 7/31 FOMC meeting, and the plunge in the US 10-yr …

More reports are available in the Research Library.



Weekly indicators suggest further chop into late Q3 before heading higher

As we noted here last week, short-term extremes (Put-call, VIX, etc.) were supportiv…

Overbought back to oversold - In less than a week, the S&P has corrected from overbo…

This week’s video begins with a review of the S&P highlighting that, after the rec…

More reports are available in the Research Library.



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

New this week: Buy Ideas - ABC, ATVI, BBY, BMY, CAH, CBOE, CCI, CFG, CF, CTL, DRI, E…

New this week: Buy Ideas - AAPL, APH, CE, KSS, MAC, MCK, NOC, RL, SBAC, SIVB, SWK, T…

More reports are available in the Research Library.



Open Access key September milestone for developers, partners and coin holders

Retesting 9-10K support reinforced by rising 20-week (100-dma)

Over the past 7 days, crypto markets were broadly down as the FS CryptoFX Agg Index …

BTC’s correction/consolidation continues with BTC stalling at its summer downtrend…

More reports are available in the Research Library.



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

China responded to President Trump’s threat to impose a 10% tariff on $300 billion…

President Trump signed the two-year spending and debt ceiling legislation, he signed…

NO FED CUT IN SEPTEMBER. We think consensus is too dovish. I would be surprised if…

More reports are available in the Research Library.