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 Energy stocks have strong continued upside and remain steady buyers.

We believe investors are overlooking several factors, new to 2018, that present incremental growth drivers fo…

The S&P 500 is bumping along its 200-day and not too dissimilar to Nov 2016 Slide 4 and like then, P/E was 15…

It is not entirely surprising that equity markets have become unsettled as the US 10-yr yields continued to t…

More reports are available in the Research Library.



Markets: Breadth continues to expand with a growing list of Cyclicals beginning to r…

Technology leads but is becoming overbought short-term while Cyclical laggards are b…

As the S&P continues to challenge important support at its 200-dma and 2016-2018 upt…

The USD index (DXY) is showing early evidence of bottoming as it strengthens from a …

While we believe it is premature to conclude a cycle peak has been established, ther…

More reports are available in the Research Library.



New this week: Buy Ideas - CMI, GGP, KLAC, SO; Short Ideas - AVB, DWDP, DXC, JCI, QR…

Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

New this week: Buy Ideas - CAT, MAC, WFC; Short Ideas - CA, EBAY, PKG, URI

The DQM overlay can help identify alpha generation opportunities and has proven succ…

Highlighting 18 new high conviction Longs & 8 Short / Avoid ideas

More reports are available in the Research Library.



Risk/reward solid for Bitcoin. Stay OW Commodities over Platforms/ Exchanges/ Privac…

Plenty of energy. But rally did not materialize.

We believe the current path of hash power growth supports a BTC price of about $36,0…

We expect BTC and crypto-currencies to behave similarly to prior years and rally dur…

More reports are available in the Research Library.



Basic split in US and Japan negotiating tactics as Japan remains committed to multil…

Trump’s new unpredictable policy model, Fed steady but maybe a surprise

Trade will be focus of attention this week with high-level US delegation going to Ch…

President Trump continues to be the political center for all things Washington and h…

The canary went into the coal mine and died - Republicans have a problem.

More reports are available in the Research Library.




We believe Energy stocks have strong continued upside and remain steady buyers.

We believe investors are overlooking several factors, new to 2018, that present incremental growth drivers fo…

More reports are available in the Research Library.



Markets: Breadth continues to expand with a growing list of Cyclicals beginning to r…

Technology leads but is becoming overbought short-term while Cyclical laggards are b…

As the S&P continues to challenge important support at its 200-dma and 2016-2018 upt…

More reports are available in the Research Library.




New this week: Buy Ideas - CMI, GGP, KLAC, SO; Short Ideas - AVB, DWDP, DXC, JCI, QR…

Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

New this week: Buy Ideas - CAT, MAC, WFC; Short Ideas - CA, EBAY, PKG, URI

More reports are available in the Research Library.



Risk/reward solid for Bitcoin. Stay OW Commodities over Platforms/ Exchanges/ Privac…

Plenty of energy. But rally did not materialize.

We believe the current path of hash power growth supports a BTC price of about $36,0…

More reports are available in the Research Library.




Basic split in US and Japan negotiating tactics as Japan remains committed to multil…

Trump’s new unpredictable policy model, Fed steady but maybe a surprise

Trade will be focus of attention this week with high-level US delegation going to Ch…

More reports are available in the Research Library.





We believe Energy stocks have strong continued upside and remain steady buyers.

We believe investors are overlooking several factors, new to 2018, that present incremental growth drivers fo…

The S&P 500 is bumping along its 200-day and not too dissimilar to Nov 2016 Slide 4 and like then, P/E was 15…

More reports are available in the Research Library.



Markets: Breadth continues to expand with a growing list of Cyclicals beginning to r…

Technology leads but is becoming overbought short-term while Cyclical laggards are b…

As the S&P continues to challenge important support at its 200-dma and 2016-2018 upt…

The USD index (DXY) is showing early evidence of bottoming as it strengthens from a …

More reports are available in the Research Library.



New this week: Buy Ideas - CMI, GGP, KLAC, SO; Short Ideas - AVB, DWDP, DXC, JCI, QR…

Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

New this week: Buy Ideas - CAT, MAC, WFC; Short Ideas - CA, EBAY, PKG, URI

The DQM overlay can help identify alpha generation opportunities and has proven succ…

More reports are available in the Research Library.



Risk/reward solid for Bitcoin. Stay OW Commodities over Platforms/ Exchanges/ Privac…

Plenty of energy. But rally did not materialize.

We believe the current path of hash power growth supports a BTC price of about $36,0…

We expect BTC and crypto-currencies to behave similarly to prior years and rally dur…

More reports are available in the Research Library.



Basic split in US and Japan negotiating tactics as Japan remains committed to multil…

Trump’s new unpredictable policy model, Fed steady but maybe a surprise

Trade will be focus of attention this week with high-level US delegation going to Ch…

President Trump continues to be the political center for all things Washington and h…

More reports are available in the Research Library.