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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.
Client Login
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.
Client Login
Fundstrat Institutional Research
FLASH: COVID-19 UPDATE: Daily cases rise to 1…
November 6, 2020
November 6, 2020
Today (Thursday) is D+2 after 2020 election day, and markets are ending this week on a very good note. Equit…
FLASH: COVID-19 UPDATE: USA COVID-19 cases ex…
November 5, 2020
November 5, 2020
Today (Wednesday) is D+1 after the 2020 election day, and the outcome of the Presidential election is still u…
FLASH: COVID-19 UPDATE: Election night —…
November 4, 2020
November 4, 2020
The focus of this note is the 2020 Election results. We will be sending this note without having any conclus…
FLASH: COVID-19 UPDATE: Less uncertain is inc…
November 3, 2020
November 3, 2020
Soft lockdowns, or rollbacks, are underway in the US. This is a necessary step. And it is hopefully suffici…
FLASH: COVID-19 UPDATE: Daily cases 7D delta …
November 2, 2020
November 2, 2020
This upcoming week is a biggie. Equity markets have struggled with equilibrium (stability) in the past few w…
FLASH: COVID-19 UPDATE: US daily cases less l…
October 30, 2020
October 30, 2020
A state of COVID-19 in 8 bullets: - COVID-19 rising in Northern hemisphere --> US and Europe - COVID-19 fadi…
WEEKEND ALPHA (Racanelli): Stocks Fall Again;…
October 30, 2020
October 30, 2020
This has been an ugly week for the stock market with the Standard and Poor’s 500 index declining 5.6% and a…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): ERM Conclusions, Data …
October 12, 2020
October 12, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): Sector Update, Tactica…
September 25, 2020
September 25, 2020
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
FUNDSTRAT (BRauscher): ERM Conclusions, Stay …
September 14, 2020
September 14, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): BTC tests 15K …
November 5, 2020
November 5, 2020
BTC surges through 13.8K resistance = another long-term bullish technical developmen…
TECHNICALS (Sluymer): Another tactical low de…
November 3, 2020
November 3, 2020
After a 9-10% equity index correction into month end, tactical indicators are overso…
TECHNICALS (Sluymer): Short-term correction l…
October 27, 2020
October 27, 2020
Is the recent equity sell-off the beginning of a more major correction? Our view rem…
More reports are available in the Research Library.
CRYPTO SPECIAL REPORT: Flexa: On a mission to…
November 3, 2020
November 3, 2020
AMP digital collateral token designed to decentralize risk in payment transactions
CRYPTO SPECIAL REPORT: Zilliqa: Making a comp…
October 22, 2020
October 22, 2020
Zilliqa Research Pte. LTD. (“the Company”) is the software and services company …
CRYPTO TECHNICALS (Sluymer): What next after BTC’s surge toward…
October 22, 2020
October 22, 2020
CRYPTO TECHNICALS (Sluymer): What next after …
October 22, 2020
October 22, 2020
After surging through resistance at the August highs near 12.5K over the past week,…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 5, 2020
November 5, 2020
New this week: Buy Ideas - ABBV, ADBE, ADSK, BIIB, CPB, EMN, EOG, FE, GRMN, HAS, IPG…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 29, 2020
October 29, 2020
New this week: Buy Ideas - CMI, FLS, PNW Short Ideas - APA, EFX, ES, HAL, HES, MMC,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 22, 2020
October 22, 2020
Buy Ideas - AMAT, BBY, CAH, CSCO, F, GILD, GL, GOOGL, LOW, OMC Short Ideas - ACN, CD…
More reports are available in the Research Library.
WEEKEND ALPHA (Racanelli): Stocks up 7.3% in …
November 6, 2020
November 6, 2020
After notching four consecutive days of gains, the S&P 500 took a well-deserved bre…
WEEKEND ALPHA (Racanelli): Stocks Down 0.5% o…
October 23, 2020
October 23, 2020
One of the top market rules for me, maybe even "rule #1," is never to try to impose …
WEEKEND ALPHA (Racanelli): In Choppy Week for…
October 16, 2020
October 16, 2020
Equity markets were choppy over the past week. And while impacted by the stalemate i…
More reports are available in the Research Library.
POLICY (T. Block): “It’s tough to make pr…
November 2, 2020
November 2, 2020
With 90+ million votes already cast there is a likelihood of record voter turnout. V…
POLICY (T. Block): Stimulus likely a lame duc…
October 26, 2020
October 26, 2020
With just a week to go to the election it looks like the clock has run out on a new …
POLICY (T. Block): Is this the week for a sti…
October 19, 2020
October 19, 2020
With rise in unemployment claims, and growing pressure from Democrats, will Speaker …
More reports are available in the Research Library.
FLASH: COVID-19 UPDATE: Daily cases rise to 1…
November 6, 2020
November 6, 2020
Today (Thursday) is D+2 after 2020 election day, and markets are ending this week on a very good note. Equit…
FLASH: COVID-19 UPDATE: USA COVID-19 cases ex…
November 5, 2020
November 5, 2020
Today (Wednesday) is D+1 after the 2020 election day, and the outcome of the Presidential election is still u…
FLASH: COVID-19 UPDATE: Election night —…
November 4, 2020
November 4, 2020
The focus of this note is the 2020 Election results. We will be sending this note without having any conclus…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): BTC tests 15K …
November 5, 2020
November 5, 2020
BTC surges through 13.8K resistance = another long-term bullish technical developmen…
TECHNICALS (Sluymer): Another tactical low de…
November 3, 2020
November 3, 2020
After a 9-10% equity index correction into month end, tactical indicators are overso…
TECHNICALS (Sluymer): Short-term correction l…
October 27, 2020
October 27, 2020
Is the recent equity sell-off the beginning of a more major correction? Our view rem…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): ERM Conclusions, Data …
October 12, 2020
October 12, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): Sector Update, Tactica…
September 25, 2020
September 25, 2020
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
FUNDSTRAT (BRauscher): ERM Conclusions, Stay …
September 14, 2020
September 14, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
WEEKEND ALPHA (Racanelli): Stocks up 7.3% in …
November 6, 2020
November 6, 2020
After notching four consecutive days of gains, the S&P 500 took a well-deserved bre…
WEEKEND ALPHA (Racanelli): Stocks Down 0.5% o…
October 23, 2020
October 23, 2020
One of the top market rules for me, maybe even "rule #1," is never to try to impose …
WEEKEND ALPHA (Racanelli): In Choppy Week for…
October 16, 2020
October 16, 2020
Equity markets were choppy over the past week. And while impacted by the stalemate i…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 5, 2020
November 5, 2020
New this week: Buy Ideas - ABBV, ADBE, ADSK, BIIB, CPB, EMN, EOG, FE, GRMN, HAS, IPG…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 29, 2020
October 29, 2020
New this week: Buy Ideas - CMI, FLS, PNW Short Ideas - APA, EFX, ES, HAL, HES, MMC,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 22, 2020
October 22, 2020
Buy Ideas - AMAT, BBY, CAH, CSCO, F, GILD, GL, GOOGL, LOW, OMC Short Ideas - ACN, CD…
More reports are available in the Research Library.
CRYPTO SPECIAL REPORT: Flexa: On a mission to…
November 3, 2020
November 3, 2020
AMP digital collateral token designed to decentralize risk in payment transactions
CRYPTO SPECIAL REPORT: Zilliqa: Making a comp…
October 22, 2020
October 22, 2020
Zilliqa Research Pte. LTD. (“the Company”) is the software and services company …
CRYPTO TECHNICALS (Sluymer): What next after BTC’s surge toward…
October 22, 2020
October 22, 2020
CRYPTO TECHNICALS (Sluymer): What next after …
October 22, 2020
October 22, 2020
After surging through resistance at the August highs near 12.5K over the past week,…
More reports are available in the Research Library.
POLICY (T. Block): “It’s tough to make pr…
November 2, 2020
November 2, 2020
With 90+ million votes already cast there is a likelihood of record voter turnout. V…
POLICY (T. Block): Stimulus likely a lame duc…
October 26, 2020
October 26, 2020
With just a week to go to the election it looks like the clock has run out on a new …
POLICY (T. Block): Is this the week for a sti…
October 19, 2020
October 19, 2020
With rise in unemployment claims, and growing pressure from Democrats, will Speaker …
More reports are available in the Research Library.
Macro View
FLASH: COVID-19 UPDATE: Daily cases rise to 1…
November 6, 2020
November 6, 2020
Today (Thursday) is D+2 after 2020 election day, and markets are ending this week on a very good note. Equit…
FLASH: COVID-19 UPDATE: USA COVID-19 cases ex…
November 5, 2020
November 5, 2020
Today (Wednesday) is D+1 after the 2020 election day, and the outcome of the Presidential election is still u…
FLASH: COVID-19 UPDATE: Election night —…
November 4, 2020
November 4, 2020
The focus of this note is the 2020 Election results. We will be sending this note without having any conclus…
FLASH: COVID-19 UPDATE: Less uncertain is inc…
November 3, 2020
November 3, 2020
Soft lockdowns, or rollbacks, are underway in the US. This is a necessary step. And it is hopefully suffici…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): BTC tests 15K …
November 5, 2020
November 5, 2020
BTC surges through 13.8K resistance = another long-term bullish technical developmen…
TECHNICALS (Sluymer): Another tactical low de…
November 3, 2020
November 3, 2020
After a 9-10% equity index correction into month end, tactical indicators are overso…
TECHNICALS (Sluymer): Short-term correction l…
October 27, 2020
October 27, 2020
Is the recent equity sell-off the beginning of a more major correction? Our view rem…
TECHNICALS (Sluymer): Short-term correction l…
October 27, 2020
October 27, 2020
Is the recent equity sell-off the beginning of a more major correction? Our view rem…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 5, 2020
November 5, 2020
New this week: Buy Ideas - ABBV, ADBE, ADSK, BIIB, CPB, EMN, EOG, FE, GRMN, HAS, IPG…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 29, 2020
October 29, 2020
New this week: Buy Ideas - CMI, FLS, PNW Short Ideas - APA, EFX, ES, HAL, HES, MMC,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 22, 2020
October 22, 2020
Buy Ideas - AMAT, BBY, CAH, CSCO, F, GILD, GL, GOOGL, LOW, OMC Short Ideas - ACN, CD…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 14, 2020
October 14, 2020
Buy Ideas - AIV, BK, CCI, CL, CMI, DXC, EXC, GE, GWW, KLAC, MCHP, MET, MMM, PBCT, PM…
More reports are available in the Research Library.
CRYPTO SPECIAL REPORT: Flexa: On a mission to…
November 3, 2020
November 3, 2020
AMP digital collateral token designed to decentralize risk in payment transactions
CRYPTO SPECIAL REPORT: Zilliqa: Making a comp…
October 22, 2020
October 22, 2020
Zilliqa Research Pte. LTD. (“the Company”) is the software and services company …
CRYPTO TECHNICALS (Sluymer): What next after BTC’s surge toward…
October 22, 2020
October 22, 2020
CRYPTO TECHNICALS (Sluymer): What next after …
October 22, 2020
October 22, 2020
After surging through resistance at the August highs near 12.5K over the past week,…
Crypto (Grider): Regulatory Actions Highlight…
October 9, 2020
October 9, 2020
DeFi, exchange tokens & off-shore ICOs offer risks, but DOJ news is net positive, an…
More reports are available in the Research Library.
POLICY (T. Block): “It’s tough to make pr…
November 2, 2020
November 2, 2020
With 90+ million votes already cast there is a likelihood of record voter turnout. V…
POLICY (T. Block): Stimulus likely a lame duc…
October 26, 2020
October 26, 2020
With just a week to go to the election it looks like the clock has run out on a new …
POLICY (T. Block): Is this the week for a sti…
October 19, 2020
October 19, 2020
With rise in unemployment claims, and growing pressure from Democrats, will Speaker …
POLICY (T. Block): Stimulus: Keep Hope Alive;…
October 12, 2020
October 12, 2020
Stimulus talks resume after President calls them off, President would like a big win…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): ERM Conclusions, Data …
October 12, 2020
October 12, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): Sector Update, Tactica…
September 25, 2020
September 25, 2020
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
FUNDSTRAT (BRauscher): ERM Conclusions, Stay …
September 14, 2020
September 14, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): ERM Conclusions, Still…
August 7, 2020
August 7, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
WEEKEND ALPHA (Racanelli): Stocks up 7.3% in …
November 6, 2020
November 6, 2020
After notching four consecutive days of gains, the S&P 500 took a well-deserved bre…
WEEKEND ALPHA (Racanelli): Stocks Down 0.5% o…
October 23, 2020
October 23, 2020
One of the top market rules for me, maybe even "rule #1," is never to try to impose …
WEEKEND ALPHA (Racanelli): In Choppy Week for…
October 16, 2020
October 16, 2020
Equity markets were choppy over the past week. And while impacted by the stalemate i…
WEEKEND ALPHA (Racanelli): Trump Recovery Pos…
October 9, 2020
October 9, 2020
If I had to identify the biggest development in the past week, it is the miraculous …
More reports are available in the Research Library.
