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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 In The News
See more in Latest News
WEEKEND ALPHA (Racanelli): The Fed Hints at R…
June 22, 2019
June 22, 2019
Funny what a couple of words from the right person can do. It’s true that happy times can follow on a comme…
STRATEGY (Lee): Long-term yield curve still 1…
June 21, 2019
June 21, 2019
The deepening inversion of the front-end of the yield curve is a good news/bad news story. As we published a…
SIGNAL FROM NOISE (Racanelli): What Everyone …
June 19, 2019
June 19, 2019
Jerry Seinfeld (to George Costanza): “If every instinct you have is wrong, then the opposite would have to …
STRATEGY (Lee): Facebook’s Libra Crypto fir…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Services for disruption (Sli…
WEEKEND ALPHA (Racanelli): A Market Nagged by…
June 14, 2019
June 14, 2019
Markets added one more nagging concern to fret over: potential military conflict in the Mideast. No, it’s n…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Cycle backdrop remains …
June 25, 2019
June 25, 2019
Cycle backdrop remains bullish through YE through 2020 - While another short-term pu…
TECHNICALS (Sluymer): Q2 correction in Cyclic…
June 11, 2019
June 11, 2019
Did last week’s equity 6.5% surge move markets too far, too fast? From a trading s…
TECHNICALS (Sluymer): Don’t get too bearish…
June 4, 2019
June 4, 2019
Why are we not more bearish? – Weekly data likely to bottom in Q3 with positive di…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 19, 2019
June 19, 2019
New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…
QUANT (Doctor): DQM – Longs trailed the SPW…
June 13, 2019
June 13, 2019
The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 12, 2019
June 12, 2019
New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 5, 2019
June 5, 2019
New this week: Buy Ideas - ADBE, BIIB, BKNG, BMY, BWA, CL, F, IBM, LEN, MNST, MSI, M…
QUANT (Doctor): The CARI Trade: Cross Asset R…
June 3, 2019
June 3, 2019
The Credit Convergence Strategy: Exploitable anomalies across the Capital Structure
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 24, 2019
June 24, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 15.7%, compared with a …
CRYPTO (Lee): Facebook’s Libra Crypto first…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Ser…
CRYPTO (Lee): As stealth Bitcoin rally nears …
June 17, 2019
June 17, 2019
In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 17, 2019
June 17, 2019
Bitcoin climbed to $9,400 level over the weekend, near the key price level $10,000. …
CRYPTO TECHNICALS (Sluymer): June crypto pull…
June 12, 2019
June 12, 2019
Daily RSI momentum beginning to turn up from neutral consistent with strong trending…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: T…
June 24, 2019
June 24, 2019
Trump and Xi meet this week in Japan at the G-20 and the expectation is that they wi…
POLICY (T. Block): Tom Block’s Takeaways: F…
June 17, 2019
June 17, 2019
White House meeting expected this week with Congressional leaders to deal with Octob…
POLICY (T. Block): Tom Block’s Takeaways: M…
June 10, 2019
June 10, 2019
Crisis created, crisis averted, precedent of tariffs as policy weapon established.
POLICY (T. Block): Tom Block’s Takeaways: C…
June 3, 2019
June 3, 2019
Congress returns after week-long recess. House will pass $19 billion disaster relie…
POLICY (T. Block): Tom Block’s Takeaways: C…
May 28, 2019
May 28, 2019
Congress out for Memorial Day recess, returns June 4th to pass Emergency Disaster Re…
More reports are available in the Research Library.
WEEKEND ALPHA (Racanelli): The Fed Hints at R…
June 22, 2019
June 22, 2019
Funny what a couple of words from the right person can do. It’s true that happy times can follow on a comme…
STRATEGY (Lee): Long-term yield curve still 1…
June 21, 2019
June 21, 2019
The deepening inversion of the front-end of the yield curve is a good news/bad news story. As we published a…
SIGNAL FROM NOISE (Racanelli): What Everyone …
June 19, 2019
June 19, 2019
Jerry Seinfeld (to George Costanza): “If every instinct you have is wrong, then the opposite would have to …
More reports are available in the Research Library.
TECHNICALS (Sluymer): Cycle backdrop remains …
June 25, 2019
June 25, 2019
Cycle backdrop remains bullish through YE through 2020 - While another short-term pu…
TECHNICALS (Sluymer): Q2 correction in Cyclic…
June 11, 2019
June 11, 2019
Did last week’s equity 6.5% surge move markets too far, too fast? From a trading s…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 19, 2019
June 19, 2019
New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…
QUANT (Doctor): DQM – Longs trailed the SPW…
June 13, 2019
June 13, 2019
The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 12, 2019
June 12, 2019
New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 24, 2019
June 24, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 15.7%, compared with a …
CRYPTO (Lee): Facebook’s Libra Crypto first…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Ser…
CRYPTO (Lee): As stealth Bitcoin rally nears …
June 17, 2019
June 17, 2019
In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: T…
June 24, 2019
June 24, 2019
Trump and Xi meet this week in Japan at the G-20 and the expectation is that they wi…
POLICY (T. Block): Tom Block’s Takeaways: F…
June 17, 2019
June 17, 2019
White House meeting expected this week with Congressional leaders to deal with Octob…
POLICY (T. Block): Tom Block’s Takeaways: M…
June 10, 2019
June 10, 2019
Crisis created, crisis averted, precedent of tariffs as policy weapon established.
More reports are available in the Research Library.
WEEKEND ALPHA (Racanelli): The Fed Hints at R…
June 22, 2019
June 22, 2019
Funny what a couple of words from the right person can do. It’s true that happy times can follow on a comme…
STRATEGY (Lee): Long-term yield curve still 1…
June 21, 2019
June 21, 2019
The deepening inversion of the front-end of the yield curve is a good news/bad news story. As we published a…
SIGNAL FROM NOISE (Racanelli): What Everyone …
June 19, 2019
June 19, 2019
Jerry Seinfeld (to George Costanza): “If every instinct you have is wrong, then the opposite would have to …
STRATEGY (Lee): Facebook’s Libra Crypto fir…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Services for disruption (Sli…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Cycle backdrop remains …
June 25, 2019
June 25, 2019
Cycle backdrop remains bullish through YE through 2020 - While another short-term pu…
TECHNICALS (Sluymer): Q2 correction in Cyclic…
June 11, 2019
June 11, 2019
Did last week’s equity 6.5% surge move markets too far, too fast? From a trading s…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 19, 2019
June 19, 2019
New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…
QUANT (Doctor): DQM – Longs trailed the SPW…
June 13, 2019
June 13, 2019
The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 12, 2019
June 12, 2019
New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 5, 2019
June 5, 2019
New this week: Buy Ideas - ADBE, BIIB, BKNG, BMY, BWA, CL, F, IBM, LEN, MNST, MSI, M…
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 24, 2019
June 24, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 15.7%, compared with a …
CRYPTO (Lee): Facebook’s Libra Crypto first…
June 18, 2019
June 18, 2019
For many years, it was obvious that Technology would eventually target Financial Ser…
CRYPTO (Lee): As stealth Bitcoin rally nears …
June 17, 2019
June 17, 2019
In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 17, 2019
June 17, 2019
Bitcoin climbed to $9,400 level over the weekend, near the key price level $10,000. …
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: T…
June 24, 2019
June 24, 2019
Trump and Xi meet this week in Japan at the G-20 and the expectation is that they wi…
POLICY (T. Block): Tom Block’s Takeaways: F…
June 17, 2019
June 17, 2019
White House meeting expected this week with Congressional leaders to deal with Octob…
POLICY (T. Block): Tom Block’s Takeaways: M…
June 10, 2019
June 10, 2019
Crisis created, crisis averted, precedent of tariffs as policy weapon established.
POLICY (T. Block): Tom Block’s Takeaways: C…
June 3, 2019
June 3, 2019
Congress returns after week-long recess. House will pass $19 billion disaster relie…
More reports are available in the Research Library.