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





Our overall expectation is that 2Q earnings results will be solid (level) but forward guidance will not see t…

We remain OW US stocks. Based on our observations, US economic prospects are actually improving with these tr…

We believe markets are oversold and remain steady buyers.

We remain OW Cyclicals and still expect markets to stage solid gains into YE.

We see minimal downside with Staples and hence, want to be Neutral, rather than Underweight

More reports are available in the Research Library.



The S&P has pulled back into a support band at 2700 coinciding with it’s 100-dma a…

Despite short-term volatility, the intermediate-term background remains positive fro…

Revisiting Staples as oversold intermediate-term lows continue to develop

Breadth leading to the upside, Small-caps break out in May, Nasdaq breaking-out in J…

More reports are available in the Research Library.



Noteworthy new long ideas: CB, PNW, GILD, ANSS, TJX, AEP, ANTM, SNA, DUK, PFE, HUM, …

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

Macro-Enabled Spreadsheets for DQM July Portfolio

Highlighting 11 new high conviction Longs & 7 Short / Avoid ideas

Highlighting 7 new high conviction Longs & 3 Short / Avoid ideas

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 7.3%, compared with a 1…

Downtrends intact but potential for a positive shift developing

Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…

We believe Bitcoin is nearing the point where the “bad news is more than baked in …

Over the past 7 days, the FS CryptoFX Agg Index increased by 1.8%, compared with a 1…

More reports are available in the Research Library.



Trump’s Supreme Court (SCOTUS) nominee may unleash a new round of partisan bickeri…

China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…

Congress returns with immigration, trade and judges in the spotlight.

With art of the favor Trump removes sanctions from Chinese telecom giant ZTE

More reports are available in the Research Library.




Our overall expectation is that 2Q earnings results will be solid (level) but forward guidance will not see t…

We remain OW US stocks. Based on our observations, US economic prospects are actually improving with these tr…

We believe markets are oversold and remain steady buyers.

More reports are available in the Research Library.



The S&P has pulled back into a support band at 2700 coinciding with it’s 100-dma a…

Despite short-term volatility, the intermediate-term background remains positive fro…

More reports are available in the Research Library.




Noteworthy new long ideas: CB, PNW, GILD, ANSS, TJX, AEP, ANTM, SNA, DUK, PFE, HUM, …

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

Macro-Enabled Spreadsheets for DQM July Portfolio

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 7.3%, compared with a 1…

Downtrends intact but potential for a positive shift developing

Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…

More reports are available in the Research Library.




Trump’s Supreme Court (SCOTUS) nominee may unleash a new round of partisan bickeri…

China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…

More reports are available in the Research Library.





Our overall expectation is that 2Q earnings results will be solid (level) but forward guidance will not see t…

We remain OW US stocks. Based on our observations, US economic prospects are actually improving with these tr…

We believe markets are oversold and remain steady buyers.

We remain OW Cyclicals and still expect markets to stage solid gains into YE.

More reports are available in the Research Library.



The S&P has pulled back into a support band at 2700 coinciding with it’s 100-dma a…

Despite short-term volatility, the intermediate-term background remains positive fro…

Revisiting Staples as oversold intermediate-term lows continue to develop

More reports are available in the Research Library.



Noteworthy new long ideas: CB, PNW, GILD, ANSS, TJX, AEP, ANTM, SNA, DUK, PFE, HUM, …

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

Macro-Enabled Spreadsheets for DQM July Portfolio

Highlighting 11 new high conviction Longs & 7 Short / Avoid ideas

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 7.3%, compared with a 1…

Downtrends intact but potential for a positive shift developing

Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…

We believe Bitcoin is nearing the point where the “bad news is more than baked in …

More reports are available in the Research Library.



Trump’s Supreme Court (SCOTUS) nominee may unleash a new round of partisan bickeri…

China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…

Congress returns with immigration, trade and judges in the spotlight.

More reports are available in the Research Library.