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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
STRATEGY (Lee): Recent pullback disappointing…
May 17, 2019
May 17, 2019
We do not think May 3rd represents the “high for the year” as equities seem to have pulled back more seve…
In 2019, Fundstrat revived thematic portfolio stock lists (hiatus in 2017)—so portfolio managers could bett…
Global markets are selling off sharply on the heels of escalating trade rhetoric from President Donald Trump …
STRATEGY (Lee): Raising S&P 500 YE Targe…
May 3, 2019
May 3, 2019
Our thesis for 2019 has been that “2009 is the best analog for 2019,” as the combination: (i) credit disl…
STRATEGY (Lee): UPDATE: 1Q19 Earnings, Financ…
April 26, 2019
April 26, 2019
We see 2019 is tracking to be an up 25% year like 2009. Our YE target at 2,925 is too low and likely 3,100 l…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Oversold rebound pendin…
May 21, 2019
May 21, 2019
Oversold trading lows continue to develop with potential to rally into month-end - D…
KELSEY 3Qs VIDEO: Sluymer, TA, sees oversold …
May 21, 2019
May 21, 2019
We begin this week’s video with a review of the S&P 500, reiterating our view from…
KELSEY 3Qs VIDEO: Sluymer, TA, sees a pending…
May 14, 2019
May 14, 2019
In the first section of this week’s video, we review the current S&P technical bac…
TECHNICALS (Sluymer): Markets poised for trad…
May 14, 2019
May 14, 2019
S&P returns to first support - Get ready for more chop and churn through Q2 - Equity…
In the first section of this week’s technical video, we revisit the monthly, weekl…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 15, 2019
May 15, 2019
New this week: Buy Ideas - BKNG, COP, HPQ, MA, NEE, TPR; Short Ideas - AES, DVA, MCH…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 15, 2019
May 15, 2019
New this week: Buy Ideas - ADP, ADSK, AMP, BIIB, CSCO, HUM, ROST, RTN, VRSN; Short I…
New this week: Buy Ideas - AMGN, AXP, CAT, CVX, D, ETFC, KO, MAC, MXIM, UNP; Short I…
QUANT (Doctor): DQM – Longs beat the SPW by…
May 6, 2019
May 6, 2019
Adding Tech and reducing Healthcare Long exposure
New this week: Buy Ideas - CMI, DOV, FB, FTI, MRK, NTRS, USB, VLO, V; Short Ideas - …
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Sometimes the be…
May 22, 2019
May 22, 2019
Daily RSI momentum continues to peak as most cryptocurrencies pause at next resistan…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
May 20, 2019
May 20, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 21.9%, compared with a …
CRYPTO TECHNICALS (Sluymer): BTC near 8500 re…
May 15, 2019
May 15, 2019
BTC at next resistance near 8500 while Alts broadly accelerating from support – BT…
CRYPTO (Lee): Confirming Crypto Spring is her…
May 15, 2019
May 15, 2019
We see the evidence is strong that crypto winter is over. What does this mean for p…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
May 13, 2019
May 13, 2019
The best performing sector index was FS CryptoFX Commodity, which was up 19.7%. The …
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: A…
May 20, 2019
May 20, 2019
While China/US trade talks appear stalled, President Trump delayed Section 232 tarif…
POLICY (T. Block): Tom Block’s Takeaways: U…
May 13, 2019
May 13, 2019
US/China trade war is at the center of global politics with President Trump increasi…
POLICY (T. Block): Tom Block’s Takeaways: T…
May 6, 2019
May 6, 2019
After months of high-level negotiations in Washington and Beijing, a major trade agr…
POLICY (T. Block): Tom Block’s Takeaways: C…
April 29, 2019
April 29, 2019
Congress returns with Wednesday meeting scheduled between Congressional leaders and …
POLICY (T. Block): Tom Block’s Takeaways: M…
April 22, 2019
April 22, 2019
Justice Department releases Mueller Report that states there was not enough evidence…
More reports are available in the Research Library.
STRATEGY (Lee): Recent pullback disappointing…
May 17, 2019
May 17, 2019
We do not think May 3rd represents the “high for the year” as equities seem to have pulled back more seve…
In 2019, Fundstrat revived thematic portfolio stock lists (hiatus in 2017)—so portfolio managers could bett…
Global markets are selling off sharply on the heels of escalating trade rhetoric from President Donald Trump …
More reports are available in the Research Library.
TECHNICALS (Sluymer): Oversold rebound pendin…
May 21, 2019
May 21, 2019
Oversold trading lows continue to develop with potential to rally into month-end - D…
KELSEY 3Qs VIDEO: Sluymer, TA, sees oversold …
May 21, 2019
May 21, 2019
We begin this week’s video with a review of the S&P 500, reiterating our view from…
KELSEY 3Qs VIDEO: Sluymer, TA, sees a pending…
May 14, 2019
May 14, 2019
In the first section of this week’s video, we review the current S&P technical bac…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 15, 2019
May 15, 2019
New this week: Buy Ideas - BKNG, COP, HPQ, MA, NEE, TPR; Short Ideas - AES, DVA, MCH…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 15, 2019
May 15, 2019
New this week: Buy Ideas - ADP, ADSK, AMP, BIIB, CSCO, HUM, ROST, RTN, VRSN; Short I…
New this week: Buy Ideas - AMGN, AXP, CAT, CVX, D, ETFC, KO, MAC, MXIM, UNP; Short I…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Sometimes the be…
May 22, 2019
May 22, 2019
Daily RSI momentum continues to peak as most cryptocurrencies pause at next resistan…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
May 20, 2019
May 20, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 21.9%, compared with a …
CRYPTO TECHNICALS (Sluymer): BTC near 8500 re…
May 15, 2019
May 15, 2019
BTC at next resistance near 8500 while Alts broadly accelerating from support – BT…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: A…
May 20, 2019
May 20, 2019
While China/US trade talks appear stalled, President Trump delayed Section 232 tarif…
POLICY (T. Block): Tom Block’s Takeaways: U…
May 13, 2019
May 13, 2019
US/China trade war is at the center of global politics with President Trump increasi…
POLICY (T. Block): Tom Block’s Takeaways: T…
May 6, 2019
May 6, 2019
After months of high-level negotiations in Washington and Beijing, a major trade agr…
More reports are available in the Research Library.
STRATEGY (Lee): Recent pullback disappointing…
May 17, 2019
May 17, 2019
We do not think May 3rd represents the “high for the year” as equities seem to have pulled back more seve…
In 2019, Fundstrat revived thematic portfolio stock lists (hiatus in 2017)—so portfolio managers could bett…
Global markets are selling off sharply on the heels of escalating trade rhetoric from President Donald Trump …
STRATEGY (Lee): Raising S&P 500 YE Targe…
May 3, 2019
May 3, 2019
Our thesis for 2019 has been that “2009 is the best analog for 2019,” as the combination: (i) credit disl…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Oversold rebound pendin…
May 21, 2019
May 21, 2019
Oversold trading lows continue to develop with potential to rally into month-end - D…
KELSEY 3Qs VIDEO: Sluymer, TA, sees oversold …
May 21, 2019
May 21, 2019
We begin this week’s video with a review of the S&P 500, reiterating our view from…
KELSEY 3Qs VIDEO: Sluymer, TA, sees a pending…
May 14, 2019
May 14, 2019
In the first section of this week’s video, we review the current S&P technical bac…
TECHNICALS (Sluymer): Markets poised for trad…
May 14, 2019
May 14, 2019
S&P returns to first support - Get ready for more chop and churn through Q2 - Equity…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 15, 2019
May 15, 2019
New this week: Buy Ideas - BKNG, COP, HPQ, MA, NEE, TPR; Short Ideas - AES, DVA, MCH…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 15, 2019
May 15, 2019
New this week: Buy Ideas - ADP, ADSK, AMP, BIIB, CSCO, HUM, ROST, RTN, VRSN; Short I…
New this week: Buy Ideas - AMGN, AXP, CAT, CVX, D, ETFC, KO, MAC, MXIM, UNP; Short I…
QUANT (Doctor): DQM – Longs beat the SPW by…
May 6, 2019
May 6, 2019
Adding Tech and reducing Healthcare Long exposure
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Sometimes the be…
May 22, 2019
May 22, 2019
Daily RSI momentum continues to peak as most cryptocurrencies pause at next resistan…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
May 20, 2019
May 20, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 21.9%, compared with a …
CRYPTO TECHNICALS (Sluymer): BTC near 8500 re…
May 15, 2019
May 15, 2019
BTC at next resistance near 8500 while Alts broadly accelerating from support – BT…
CRYPTO (Lee): Confirming Crypto Spring is her…
May 15, 2019
May 15, 2019
We see the evidence is strong that crypto winter is over. What does this mean for p…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: A…
May 20, 2019
May 20, 2019
While China/US trade talks appear stalled, President Trump delayed Section 232 tarif…
POLICY (T. Block): Tom Block’s Takeaways: U…
May 13, 2019
May 13, 2019
US/China trade war is at the center of global politics with President Trump increasi…
POLICY (T. Block): Tom Block’s Takeaways: T…
May 6, 2019
May 6, 2019
After months of high-level negotiations in Washington and Beijing, a major trade agr…
POLICY (T. Block): Tom Block’s Takeaways: C…
April 29, 2019
April 29, 2019
Congress returns with Wednesday meeting scheduled between Congressional leaders and …
More reports are available in the Research Library.