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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
STRATEGY (Lee): Energy a sector with upside g…
May 18, 2018
May 18, 2018
We believe Energy stocks have strong continued upside and remain steady buyers.
STRATEGY (Lee): Commodities and Millennials a…
May 11, 2018
May 11, 2018
We believe investors are overlooking several factors, new to 2018, that present incremental growth drivers fo…
STRATEGY (Lee): S&P 500 record margins d…
May 4, 2018
May 4, 2018
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…
STRATEGY (Lee): Despite angst of 3% 10yr, S&#…
April 27, 2018
April 27, 2018
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.
TECHNICALS (Sluymer): Participation broadenin…
May 22, 2018
May 22, 2018
Markets: Breadth continues to expand with a growing list of Cyclicals beginning to r…
TECHNICALS (Sluymer): Participation broadenin…
May 15, 2018
May 15, 2018
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 …
TECHNICAL STRATEGY (Sluymer): Late cycle beha…
April 24, 2018
April 24, 2018
While we believe it is premature to conclude a cycle peak has been established, ther…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 23, 2018
May 23, 2018
New this week: Buy Ideas - CMI, GGP, KLAC, SO; Short Ideas - AVB, DWDP, DXC, JCI, QR…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 16, 2018
May 16, 2018
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.
CRYPTO (Lee): Regulatory actions show “adul…
May 24, 2018
May 24, 2018
Risk/reward solid for Bitcoin. Stay OW Commodities over Platforms/ Exchanges/ Privac…
CRYPTO (Lee): Post-Consensus 2018 Takeaways &…
May 18, 2018
May 18, 2018
Plenty of energy. But rally did not materialize.
CRYPTO QUANT (Doctor): THE MINING WHITE PAPER…
May 10, 2018
May 10, 2018
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…
Contrarian buy is BTC… EOS highest BMI
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: T…
May 21, 2018
May 21, 2018
Basic split in US and Japan negotiating tactics as Japan remains committed to multil…
POLICY (T. Block): Tom Block’s Takeaways: T…
May 14, 2018
May 14, 2018
Trump’s new unpredictable policy model, Fed steady but maybe a surprise
POLICY (T. Block): Tom Block’s Takeaways: C…
April 30, 2018
April 30, 2018
Trade will be focus of attention this week with high-level US delegation going to Ch…
POLICY (T. Block): Tom Block’s Takeaways: C…
April 9, 2018
April 9, 2018
President Trump continues to be the political center for all things Washington and h…
POLICY (T. Block): Tom Block’s Takeaways: T…
March 14, 2018
March 14, 2018
The canary went into the coal mine and died - Republicans have a problem.
More reports are available in the Research Library.
STRATEGY (Lee): Energy a sector with upside g…
May 18, 2018
May 18, 2018
We believe Energy stocks have strong continued upside and remain steady buyers.
STRATEGY (Lee): Commodities and Millennials a…
May 11, 2018
May 11, 2018
We believe investors are overlooking several factors, new to 2018, that present incremental growth drivers fo…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Participation broadenin…
May 22, 2018
May 22, 2018
Markets: Breadth continues to expand with a growing list of Cyclicals beginning to r…
TECHNICALS (Sluymer): Participation broadenin…
May 15, 2018
May 15, 2018
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.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 23, 2018
May 23, 2018
New this week: Buy Ideas - CMI, GGP, KLAC, SO; Short Ideas - AVB, DWDP, DXC, JCI, QR…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 16, 2018
May 16, 2018
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.
CRYPTO (Lee): Regulatory actions show “adul…
May 24, 2018
May 24, 2018
Risk/reward solid for Bitcoin. Stay OW Commodities over Platforms/ Exchanges/ Privac…
CRYPTO (Lee): Post-Consensus 2018 Takeaways &…
May 18, 2018
May 18, 2018
Plenty of energy. But rally did not materialize.
CRYPTO QUANT (Doctor): THE MINING WHITE PAPER…
May 10, 2018
May 10, 2018
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.
POLICY (T. Block): Tom Block’s Takeaways: T…
May 21, 2018
May 21, 2018
Basic split in US and Japan negotiating tactics as Japan remains committed to multil…
POLICY (T. Block): Tom Block’s Takeaways: T…
May 14, 2018
May 14, 2018
Trump’s new unpredictable policy model, Fed steady but maybe a surprise
POLICY (T. Block): Tom Block’s Takeaways: C…
April 30, 2018
April 30, 2018
Trade will be focus of attention this week with high-level US delegation going to Ch…
More reports are available in the Research Library.
STRATEGY (Lee): Energy a sector with upside g…
May 18, 2018
May 18, 2018
We believe Energy stocks have strong continued upside and remain steady buyers.
STRATEGY (Lee): Commodities and Millennials a…
May 11, 2018
May 11, 2018
We believe investors are overlooking several factors, new to 2018, that present incremental growth drivers fo…
STRATEGY (Lee): S&P 500 record margins d…
May 4, 2018
May 4, 2018
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.
TECHNICALS (Sluymer): Participation broadenin…
May 22, 2018
May 22, 2018
Markets: Breadth continues to expand with a growing list of Cyclicals beginning to r…
TECHNICALS (Sluymer): Participation broadenin…
May 15, 2018
May 15, 2018
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.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 23, 2018
May 23, 2018
New this week: Buy Ideas - CMI, GGP, KLAC, SO; Short Ideas - AVB, DWDP, DXC, JCI, QR…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
May 16, 2018
May 16, 2018
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.
CRYPTO (Lee): Regulatory actions show “adul…
May 24, 2018
May 24, 2018
Risk/reward solid for Bitcoin. Stay OW Commodities over Platforms/ Exchanges/ Privac…
CRYPTO (Lee): Post-Consensus 2018 Takeaways &…
May 18, 2018
May 18, 2018
Plenty of energy. But rally did not materialize.
CRYPTO QUANT (Doctor): THE MINING WHITE PAPER…
May 10, 2018
May 10, 2018
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.
POLICY (T. Block): Tom Block’s Takeaways: T…
May 21, 2018
May 21, 2018
Basic split in US and Japan negotiating tactics as Japan remains committed to multil…
POLICY (T. Block): Tom Block’s Takeaways: T…
May 14, 2018
May 14, 2018
Trump’s new unpredictable policy model, Fed steady but maybe a surprise
POLICY (T. Block): Tom Block’s Takeaways: C…
April 30, 2018
April 30, 2018
Trade will be focus of attention this week with high-level US delegation going to Ch…
POLICY (T. Block): Tom Block’s Takeaways: C…
April 9, 2018
April 9, 2018
President Trump continues to be the political center for all things Washington and h…
More reports are available in the Research Library.