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 believe sentiment has reached an extreme bearish level that historically is a major contrarian buy signal.

We believe the collapse of the stock in recent days is a sign that a lot of bad news is priced in. GE may be…

Inversions of the 5Y-3Y happen with excessive frequency (73 times since 1954 vs 9 recessions) and therefore i…

The correction in equity markets that started in early October has turned into a “rout” as margin calls, …

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

More reports are available in the Research Library.



While this week’s breakdown by US equity indices below their Q4 lows can only be v…

In this week's Technical Roadmap video, we review the US equity markets and discuss …

The technical backdrop for equities remains weak as the S&P once again stress tests …

In this week’s video we begin with a discussion of the 4-year market cycle that be…

Short-term indicators, tracking multi-week shifts are oversold and beginning to bott…

More reports are available in the Research Library.



OW Financials, Tech, and UW Com Services, Industrials and Utilities

New this week: Buy Ideas - CL, CSCO, GILD, IBM, IRM, JNJ, TRV; Short Ideas - AMD, AP…

New this week: Buy Ideas - ABBV, ADBE, ADSK, BA, CAT, FDX, LYB, MA, MS, ORCL, PAYX, …

New this week: Buy Ideas - ORLY, UPS; Short Ideas - ANET, GPN, HES

New this week: Buy Ideas - AMGN, BIIB, CB, EOG, GOOG, KLAC, ROK, WFC; Short Ideas - …

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 10.2%, compared with a …

When we established our fair values on Bitcoin, we relied on two methodologies—a …

In addition to revisiting the 2014-2015 bear market parallels, today’s note highli…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.3%, compared with a …

自九月以来比特币全网算力从57 EH/s下降到36 EH/s。根据Fundstrat挖 …

More reports are available in the Research Library.



Trump likes the reality television aspect of the shutdown but Christmas spirit may a…

Trade continues to be large issue for the Trump Administration. The arrest last week…

President Trump made headlines on trade while in Argentina at the G20 when he agreed…

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

More reports are available in the Research Library.




We believe sentiment has reached an extreme bearish level that historically is a major contrarian buy signal.

We believe the collapse of the stock in recent days is a sign that a lot of bad news is priced in. GE may be…

Inversions of the 5Y-3Y happen with excessive frequency (73 times since 1954 vs 9 recessions) and therefore i…

More reports are available in the Research Library.



While this week’s breakdown by US equity indices below their Q4 lows can only be v…

In this week's Technical Roadmap video, we review the US equity markets and discuss …

The technical backdrop for equities remains weak as the S&P once again stress tests …

More reports are available in the Research Library.




OW Financials, Tech, and UW Com Services, Industrials and Utilities

New this week: Buy Ideas - CL, CSCO, GILD, IBM, IRM, JNJ, TRV; Short Ideas - AMD, AP…

New this week: Buy Ideas - ABBV, ADBE, ADSK, BA, CAT, FDX, LYB, MA, MS, ORCL, PAYX, …

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 10.2%, compared with a …

When we established our fair values on Bitcoin, we relied on two methodologies—a …

In addition to revisiting the 2014-2015 bear market parallels, today’s note highli…

More reports are available in the Research Library.




Trump likes the reality television aspect of the shutdown but Christmas spirit may a…

Trade continues to be large issue for the Trump Administration. The arrest last week…

President Trump made headlines on trade while in Argentina at the G20 when he agreed…

More reports are available in the Research Library.





We believe sentiment has reached an extreme bearish level that historically is a major contrarian buy signal.

We believe the collapse of the stock in recent days is a sign that a lot of bad news is priced in. GE may be…

Inversions of the 5Y-3Y happen with excessive frequency (73 times since 1954 vs 9 recessions) and therefore i…

The correction in equity markets that started in early October has turned into a “rout” as margin calls, …

More reports are available in the Research Library.



While this week’s breakdown by US equity indices below their Q4 lows can only be v…

In this week's Technical Roadmap video, we review the US equity markets and discuss …

The technical backdrop for equities remains weak as the S&P once again stress tests …

In this week’s video we begin with a discussion of the 4-year market cycle that be…

More reports are available in the Research Library.



OW Financials, Tech, and UW Com Services, Industrials and Utilities

New this week: Buy Ideas - CL, CSCO, GILD, IBM, IRM, JNJ, TRV; Short Ideas - AMD, AP…

New this week: Buy Ideas - ABBV, ADBE, ADSK, BA, CAT, FDX, LYB, MA, MS, ORCL, PAYX, …

New this week: Buy Ideas - ORLY, UPS; Short Ideas - ANET, GPN, HES

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 10.2%, compared with a …

When we established our fair values on Bitcoin, we relied on two methodologies—a …

In addition to revisiting the 2014-2015 bear market parallels, today’s note highli…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.3%, compared with a …

More reports are available in the Research Library.



Trump likes the reality television aspect of the shutdown but Christmas spirit may a…

Trade continues to be large issue for the Trump Administration. The arrest last week…

President Trump made headlines on trade while in Argentina at the G20 when he agreed…

More reports are available in the Research Library.