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





Equity markets have fallen 4% since the 10Y-2Y US yield curve went negative. This is the 3rd panic in market…

Over past five years low interest rates have spurred buybacks; M&A could be next

The S&P 500 fell a breathtaking 7% in the 4 days following 7/31 FOMC meeting, and the plunge in the US 10-yr …

The President did it again. It often seems to me that if an investor were forced to limit his or her attentio…

Caterpillar is the poster child for companies damaged by the new tariff regime introduced by President Donald…

More reports are available in the Research Library.



As we noted here last week, short-term extremes (Put-call, VIX, etc.) were supportiv…

Overbought back to oversold - In less than a week, the S&P has corrected from overbo…

This week’s video begins with a review of the S&P highlighting that, after the rec…

As traders and the media focus on this week’s FOMC meeting there are two more impo…

Regular readers may be growing numb to our ongoing focus on Semiconductors, but at t…

More reports are available in the Research Library.



New this week: Buy Ideas - LEN, TRIP, VLO; Short Ideas - IFF, MHK, NI

New this week: Buy Ideas - ABC, ATVI, BBY, BMY, CAH, CBOE, CCI, CFG, CF, CTL, DRI, E…

New this week: Buy Ideas - AAPL, APH, CE, KSS, MAC, MCK, NOC, RL, SBAC, SIVB, SWK, T…

New this week: Buy Ideas - BWA, DRI, EMR, FB, LRCX, MO, MRK, NTRS, PFE, PLD, ROK, ST…

New this week: Buy Ideas - AMGN, GOOG, OXY, PM, VLO, XOM; Short Ideas - NRG, PPL

More reports are available in the Research Library.



BTC’s correction/consolidation continues with BTC stalling at its summer downtrend…

Bitcoin and exchange tokens primarily drove the overall gains in crypto markets. Bes…

BTC pauses at 12K resistance - Macro wildcards around trade tweets, currency and rat…

Over the past 7 days, the FS CryptoFX Agg Index increased by 11.0%, compared with a …

Trading lows developing for select Alts as BTC consolidates above key support near $…

More reports are available in the Research Library.



China responded to President Trump’s threat to impose a 10% tariff on $300 billion…

President Trump signed the two-year spending and debt ceiling legislation, he signed…

NO FED CUT IN SEPTEMBER. We think consensus is too dovish. I would be surprised if…

Budget agreement to lift Budget caps and suspend debt ceiling a genuine bipartisan a…

Tom Block’s Takeaways: Decision week for Debt Ceiling debate

More reports are available in the Research Library.




Equity markets have fallen 4% since the 10Y-2Y US yield curve went negative. This is the 3rd panic in market…

Over past five years low interest rates have spurred buybacks; M&A could be next

The S&P 500 fell a breathtaking 7% in the 4 days following 7/31 FOMC meeting, and the plunge in the US 10-yr …

More reports are available in the Research Library.



As we noted here last week, short-term extremes (Put-call, VIX, etc.) were supportiv…

Overbought back to oversold - In less than a week, the S&P has corrected from overbo…

This week’s video begins with a review of the S&P highlighting that, after the rec…

More reports are available in the Research Library.




New this week: Buy Ideas - LEN, TRIP, VLO; Short Ideas - IFF, MHK, NI

New this week: Buy Ideas - ABC, ATVI, BBY, BMY, CAH, CBOE, CCI, CFG, CF, CTL, DRI, E…

New this week: Buy Ideas - AAPL, APH, CE, KSS, MAC, MCK, NOC, RL, SBAC, SIVB, SWK, T…

More reports are available in the Research Library.



BTC’s correction/consolidation continues with BTC stalling at its summer downtrend…

Bitcoin and exchange tokens primarily drove the overall gains in crypto markets. Bes…

BTC pauses at 12K resistance - Macro wildcards around trade tweets, currency and rat…

More reports are available in the Research Library.




China responded to President Trump’s threat to impose a 10% tariff on $300 billion…

President Trump signed the two-year spending and debt ceiling legislation, he signed…

NO FED CUT IN SEPTEMBER. We think consensus is too dovish. I would be surprised if…

More reports are available in the Research Library.





Equity markets have fallen 4% since the 10Y-2Y US yield curve went negative. This is the 3rd panic in market…

Over past five years low interest rates have spurred buybacks; M&A could be next

The S&P 500 fell a breathtaking 7% in the 4 days following 7/31 FOMC meeting, and the plunge in the US 10-yr …

The President did it again. It often seems to me that if an investor were forced to limit his or her attentio…

More reports are available in the Research Library.



As we noted here last week, short-term extremes (Put-call, VIX, etc.) were supportiv…

Overbought back to oversold - In less than a week, the S&P has corrected from overbo…

This week’s video begins with a review of the S&P highlighting that, after the rec…

As traders and the media focus on this week’s FOMC meeting there are two more impo…

More reports are available in the Research Library.



New this week: Buy Ideas - LEN, TRIP, VLO; Short Ideas - IFF, MHK, NI

New this week: Buy Ideas - ABC, ATVI, BBY, BMY, CAH, CBOE, CCI, CFG, CF, CTL, DRI, E…

New this week: Buy Ideas - AAPL, APH, CE, KSS, MAC, MCK, NOC, RL, SBAC, SIVB, SWK, T…

New this week: Buy Ideas - BWA, DRI, EMR, FB, LRCX, MO, MRK, NTRS, PFE, PLD, ROK, ST…

More reports are available in the Research Library.



BTC’s correction/consolidation continues with BTC stalling at its summer downtrend…

Bitcoin and exchange tokens primarily drove the overall gains in crypto markets. Bes…

BTC pauses at 12K resistance - Macro wildcards around trade tweets, currency and rat…

Over the past 7 days, the FS CryptoFX Agg Index increased by 11.0%, compared with a …

More reports are available in the Research Library.



China responded to President Trump’s threat to impose a 10% tariff on $300 billion…

President Trump signed the two-year spending and debt ceiling legislation, he signed…

NO FED CUT IN SEPTEMBER. We think consensus is too dovish. I would be surprised if…

Budget agreement to lift Budget caps and suspend debt ceiling a genuine bipartisan a…

More reports are available in the Research Library.