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





Long-lived investment themes are a good place to start looking for stocks, and one that’s been written abou…

3Q19 EPS season is kicking off...91% beating and 4.8% beat magnitude... great start

We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic.

At this point, almost three years into President Donald Trump’s term, if Twitter hadn’t been invented, yo…

Skechers has proven its mettle and ability to expand profitably in the big markets rivals seem to ignore

More reports are available in the Research Library.



The technical backdrop remains bullish for equities supportive of an upside break-ou…

Our bullish outlook for Q4 well into 2020 remains intact as most risk assets pull ba…

Short-term pullback on track but don’t expect the perfect entry point

A short term pullback is underway following the rebound in September back to resista…

Today’s note reviews equity markets globally followed by a closer look at the more…

More reports are available in the Research Library.



New this week: Buy Ideas - ADP, ALXN, BLK, CAT, CFG, CMI, EXPE, MNST, MO, MXIM, NUE,…

Buy Ideas - AIV, CCI, CHD, CL, F, MTB, NTAP, PLD, PPL, TXN, XOM, XRAY; Short Ideas -…

New this week: Buy Ideas - DOV, HAS, MRK, NSC, RE, T; Short Ideas - AMD, CTSH, MSCI,…

New this week: Buy Ideas - AIV, AMP, APH, BWA, D, JNJ, LNC, MXIM, TPR; Short Ideas -…

New this week: Buy Ideas - CBRE, GOOGL, GWW, LYB, MS, NCLH, NWL, QRVO; Short Ideas -…

More reports are available in the Research Library.



After a brief bounce that stalled at first resistance levels last week, most cryptoc…

Another peaceful week for Bitcoin relative to its usual volatility: Bitcoin earned a…

After basing above 7.5-7.7K support BTC (8472) popped yesterday into next resistance…

Bitcoin traded 19% lower than the prior week. Two major drops on Tuesday and Thursda…

For now, unfortunately, BTC is in the penalty box and needs to mark time to repair t…

More reports are available in the Research Library.



Impeachment continues to drive daily headlines out of DC; vote may be as early as ye…

Can Congress work while pursuing impeachment? November 19 deadline looms for fundin…

Impeachment investigation moves forward in House, though it appears to have little R…

Trump goes to UN for meetings with allies and trading partners. Potential great oppo…

Wednesday is decision day for the Fed and while there is near unanimous agreement th…

More reports are available in the Research Library.




Long-lived investment themes are a good place to start looking for stocks, and one that’s been written abou…

3Q19 EPS season is kicking off...91% beating and 4.8% beat magnitude... great start

We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic.

More reports are available in the Research Library.



The technical backdrop remains bullish for equities supportive of an upside break-ou…

Our bullish outlook for Q4 well into 2020 remains intact as most risk assets pull ba…

Short-term pullback on track but don’t expect the perfect entry point

More reports are available in the Research Library.




New this week: Buy Ideas - ADP, ALXN, BLK, CAT, CFG, CMI, EXPE, MNST, MO, MXIM, NUE,…

Buy Ideas - AIV, CCI, CHD, CL, F, MTB, NTAP, PLD, PPL, TXN, XOM, XRAY; Short Ideas -…

New this week: Buy Ideas - DOV, HAS, MRK, NSC, RE, T; Short Ideas - AMD, CTSH, MSCI,…

More reports are available in the Research Library.



After a brief bounce that stalled at first resistance levels last week, most cryptoc…

Another peaceful week for Bitcoin relative to its usual volatility: Bitcoin earned a…

After basing above 7.5-7.7K support BTC (8472) popped yesterday into next resistance…

More reports are available in the Research Library.




Impeachment continues to drive daily headlines out of DC; vote may be as early as ye…

Can Congress work while pursuing impeachment? November 19 deadline looms for fundin…

Impeachment investigation moves forward in House, though it appears to have little R…

More reports are available in the Research Library.





Long-lived investment themes are a good place to start looking for stocks, and one that’s been written abou…

3Q19 EPS season is kicking off...91% beating and 4.8% beat magnitude... great start

We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic.

At this point, almost three years into President Donald Trump’s term, if Twitter hadn’t been invented, yo…

More reports are available in the Research Library.



The technical backdrop remains bullish for equities supportive of an upside break-ou…

Our bullish outlook for Q4 well into 2020 remains intact as most risk assets pull ba…

Short-term pullback on track but don’t expect the perfect entry point

A short term pullback is underway following the rebound in September back to resista…

More reports are available in the Research Library.



New this week: Buy Ideas - ADP, ALXN, BLK, CAT, CFG, CMI, EXPE, MNST, MO, MXIM, NUE,…

Buy Ideas - AIV, CCI, CHD, CL, F, MTB, NTAP, PLD, PPL, TXN, XOM, XRAY; Short Ideas -…

New this week: Buy Ideas - DOV, HAS, MRK, NSC, RE, T; Short Ideas - AMD, CTSH, MSCI,…

New this week: Buy Ideas - AIV, AMP, APH, BWA, D, JNJ, LNC, MXIM, TPR; Short Ideas -…

More reports are available in the Research Library.



After a brief bounce that stalled at first resistance levels last week, most cryptoc…

Another peaceful week for Bitcoin relative to its usual volatility: Bitcoin earned a…

After basing above 7.5-7.7K support BTC (8472) popped yesterday into next resistance…

Bitcoin traded 19% lower than the prior week. Two major drops on Tuesday and Thursda…

More reports are available in the Research Library.



Impeachment continues to drive daily headlines out of DC; vote may be as early as ye…

Can Congress work while pursuing impeachment? November 19 deadline looms for fundin…

Impeachment investigation moves forward in House, though it appears to have little R…

Trump goes to UN for meetings with allies and trading partners. Potential great oppo…

More reports are available in the Research Library.