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





We expect a strong 4Q19 EPS results season (playing out so far), with the resulting impact on equities being …

Don’t Fear 4Q19 SPX EPS decline; market has already discounted it, looking to 2020. Preliminary U.S.-China …

The stock market party seemed like it was over after New Year’s Day—but just for a few days. That’s wha…

We expect “shallow” 2019 earnings recession to end by 2Q2020 and a broader and more cyclical market in 20…

Even after a recent big stock runups, it seems to me that the runway for BABA and Tencent remains long.

More reports are available in the Research Library.



Market cycle remains supportive of further upside through 2020 - The longer-term ma…

A bullish secular backdrop into the 2030’s - Our long-term outlook remains unchang…

Fear of heights after the Q4 rally? – Stay calm - With major US indices at new cyc…

Short-term shallow pause within a bullish longer-term cycle backdrop and Tactical/in…

We continue to expect pullbacks to be short-lived and shallower than most expect giv…

More reports are available in the Research Library.



Buy Ideas - ALXN, JNJ, NSC Short Ideas - FISV, HES, MKTX, NRG, SHW

We have several new observations from the broad-based S&P 1500 ERM review - The posi…

New this week: Buy Ideas - ADP, ARNC, HAS, HIG, TXN Short Ideas - STX

New this week: Buy Ideas - ADSK, AMGN, AMT, CF, COP, EOG, GE, LMT, MA, MTB, NOC, TTW…

New this week: Buy Ideas - FLS, JNJ, NVDA, Short Ideas - CMG, DISH, FISV

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 10.5%, compared with a …

We see several positive convergences that enhance the use case and also the economic…

Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 0…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 0.5%, compared with a 0…

Over the past 7 days, the FS CryptoFX Agg Index increased by 1.8%, compared with a 1…

More reports are available in the Research Library.



Impeachment trial looks headed to Senate this week, questions: short or drawn-out; w…

Congress returns from holiday break with new tension caused by crisis in Middle East…

New year will start for President Trump with key trade victories: Senate approval of…

House impeached President but Speaker Pelosi delays sending indictment to Senate, no…

Trade and budget agreements demonstrate that both President Trump and Speaker Pelosi…

More reports are available in the Research Library.




We expect a strong 4Q19 EPS results season (playing out so far), with the resulting impact on equities being …

Don’t Fear 4Q19 SPX EPS decline; market has already discounted it, looking to 2020. Preliminary U.S.-China …

The stock market party seemed like it was over after New Year’s Day—but just for a few days. That’s wha…

More reports are available in the Research Library.



Market cycle remains supportive of further upside through 2020 - The longer-term ma…

A bullish secular backdrop into the 2030’s - Our long-term outlook remains unchang…

Fear of heights after the Q4 rally? – Stay calm - With major US indices at new cyc…

More reports are available in the Research Library.




Buy Ideas - ALXN, JNJ, NSC Short Ideas - FISV, HES, MKTX, NRG, SHW

We have several new observations from the broad-based S&P 1500 ERM review - The posi…

New this week: Buy Ideas - ADP, ARNC, HAS, HIG, TXN Short Ideas - STX

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 10.5%, compared with a …

We see several positive convergences that enhance the use case and also the economic…

Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 0…

More reports are available in the Research Library.




Impeachment trial looks headed to Senate this week, questions: short or drawn-out; w…

Congress returns from holiday break with new tension caused by crisis in Middle East…

New year will start for President Trump with key trade victories: Senate approval of…

More reports are available in the Research Library.





We expect a strong 4Q19 EPS results season (playing out so far), with the resulting impact on equities being …

Don’t Fear 4Q19 SPX EPS decline; market has already discounted it, looking to 2020. Preliminary U.S.-China …

The stock market party seemed like it was over after New Year’s Day—but just for a few days. That’s wha…

We expect “shallow” 2019 earnings recession to end by 2Q2020 and a broader and more cyclical market in 20…

More reports are available in the Research Library.



Market cycle remains supportive of further upside through 2020 - The longer-term ma…

A bullish secular backdrop into the 2030’s - Our long-term outlook remains unchang…

Fear of heights after the Q4 rally? – Stay calm - With major US indices at new cyc…

Short-term shallow pause within a bullish longer-term cycle backdrop and Tactical/in…

More reports are available in the Research Library.



Buy Ideas - ALXN, JNJ, NSC Short Ideas - FISV, HES, MKTX, NRG, SHW

We have several new observations from the broad-based S&P 1500 ERM review - The posi…

New this week: Buy Ideas - ADP, ARNC, HAS, HIG, TXN Short Ideas - STX

New this week: Buy Ideas - ADSK, AMGN, AMT, CF, COP, EOG, GE, LMT, MA, MTB, NOC, TTW…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 10.5%, compared with a …

We see several positive convergences that enhance the use case and also the economic…

Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 0…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 0.5%, compared with a 0…

More reports are available in the Research Library.



Impeachment trial looks headed to Senate this week, questions: short or drawn-out; w…

Congress returns from holiday break with new tension caused by crisis in Middle East…

New year will start for President Trump with key trade victories: Senate approval of…

House impeached President but Speaker Pelosi delays sending indictment to Senate, no…

More reports are available in the Research Library.