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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): 4Q19 S&P 500 Earnings Pr…
January 17, 2020
January 17, 2020
We expect a strong 4Q19 EPS results season (playing out so far), with the resulting impact on equities being …
SIGNAL FROM NOISE (Racanelli): Market to Focu…
January 15, 2020
January 15, 2020
Don’t Fear 4Q19 SPX EPS decline; market has already discounted it, looking to 2020. Preliminary U.S.-China …
WEEKEND ALPHA (Racanelli): Stocks Bounce Back…
January 10, 2020
January 10, 2020
The stock market party seemed like it was over after New Year’s Day—but just for a few days. That’s wha…
STRATEGY (Lee): Rally less about FOMO. Fallin…
January 10, 2020
January 10, 2020
We expect “shallow” 2019 earnings recession to end by 2Q2020 and a broader and more cyclical market in 20…
SIGNAL FROM NOISE (Racanelli): Alibaba, Tence…
January 8, 2020
January 8, 2020
Even after a recent big stock runups, it seems to me that the runway for BABA and Tencent remains long.
More reports are available in the Research Library.
TECHNICALS (Sluymer): Growth acceleration con…
January 14, 2020
January 14, 2020
Market cycle remains supportive of further upside through 2020 - The longer-term ma…
TECHNICALS (Sluymer): 2020 Technical Strategy…
January 7, 2020
January 7, 2020
A bullish secular backdrop into the 2030’s - Our long-term outlook remains unchang…
TECHNICALS (Sluymer): Cycle backdrop bullish …
December 17, 2019
December 17, 2019
Fear of heights after the Q4 rally? – Stay calm - With major US indices at new cyc…
TECHNICALS (Sluymer): Cycle backdrop remains …
December 10, 2019
December 10, 2019
Short-term shallow pause within a bullish longer-term cycle backdrop and Tactical/in…
TECHNICALS: Pullback likely short-lived as cy…
December 3, 2019
December 3, 2019
We continue to expect pullbacks to be short-lived and shallower than most expect giv…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 16, 2020
January 16, 2020
Buy Ideas - ALXN, JNJ, NSC Short Ideas - FISV, HES, MKTX, NRG, SHW
QUANT (Rauscher): S&P 1500 Equity Ideas …
January 10, 2020
January 10, 2020
We have several new observations from the broad-based S&P 1500 ERM review - The posi…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 9, 2020
January 9, 2020
New this week: Buy Ideas - ADP, ARNC, HAS, HIG, TXN Short Ideas - STX
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 2, 2020
January 2, 2020
New this week: Buy Ideas - ADSK, AMGN, AMT, CF, COP, EOG, GE, LMT, MA, MTB, NOC, TTW…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 26, 2019
December 26, 2019
New this week: Buy Ideas - FLS, JNJ, NVDA, Short Ideas - CMG, DISH, FISV
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 13, 2020
January 13, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 10.5%, compared with a …
CRYPTO (Lee): 2020 Outlook – 3 Positive Con…
January 9, 2020
January 9, 2020
We see several positive convergences that enhance the use case and also the economic…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 6, 2020
January 6, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 0…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
December 30, 2019
December 30, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
December 30, 2019
December 30, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 0.5%, compared with a 0…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
December 23, 2019
December 23, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
December 23, 2019
December 23, 2019
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.
POLICY (T. Block): Trade and Presidential hop…
January 13, 2020
January 13, 2020
Impeachment trial looks headed to Senate this week, questions: short or drawn-out; w…
POLICY (T. Block): Wag the Dog or real leader…
January 6, 2020
January 6, 2020
Congress returns from holiday break with new tension caused by crisis in Middle East…
POLICY (T. Block): President Trump to start n…
December 30, 2019
December 30, 2019
New year will start for President Trump with key trade victories: Senate approval of…
POLICY (T. Block): Impeachment, Budget and US…
December 23, 2019
December 23, 2019
House impeached President but Speaker Pelosi delays sending indictment to Senate, no…
POLICY (T. Block): Good week for Trump as tra…
December 16, 2019
December 16, 2019
Trade and budget agreements demonstrate that both President Trump and Speaker Pelosi…
More reports are available in the Research Library.
STRATEGY (Lee): 4Q19 S&P 500 Earnings Pr…
January 17, 2020
January 17, 2020
We expect a strong 4Q19 EPS results season (playing out so far), with the resulting impact on equities being …
SIGNAL FROM NOISE (Racanelli): Market to Focu…
January 15, 2020
January 15, 2020
Don’t Fear 4Q19 SPX EPS decline; market has already discounted it, looking to 2020. Preliminary U.S.-China …
WEEKEND ALPHA (Racanelli): Stocks Bounce Back…
January 10, 2020
January 10, 2020
The stock market party seemed like it was over after New Year’s Day—but just for a few days. That’s wha…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Growth acceleration con…
January 14, 2020
January 14, 2020
Market cycle remains supportive of further upside through 2020 - The longer-term ma…
TECHNICALS (Sluymer): 2020 Technical Strategy…
January 7, 2020
January 7, 2020
A bullish secular backdrop into the 2030’s - Our long-term outlook remains unchang…
TECHNICALS (Sluymer): Cycle backdrop bullish …
December 17, 2019
December 17, 2019
Fear of heights after the Q4 rally? – Stay calm - With major US indices at new cyc…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 16, 2020
January 16, 2020
Buy Ideas - ALXN, JNJ, NSC Short Ideas - FISV, HES, MKTX, NRG, SHW
QUANT (Rauscher): S&P 1500 Equity Ideas …
January 10, 2020
January 10, 2020
We have several new observations from the broad-based S&P 1500 ERM review - The posi…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 9, 2020
January 9, 2020
New this week: Buy Ideas - ADP, ARNC, HAS, HIG, TXN Short Ideas - STX
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 13, 2020
January 13, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 10.5%, compared with a …
CRYPTO (Lee): 2020 Outlook – 3 Positive Con…
January 9, 2020
January 9, 2020
We see several positive convergences that enhance the use case and also the economic…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 6, 2020
January 6, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 0…
More reports are available in the Research Library.
POLICY (T. Block): Trade and Presidential hop…
January 13, 2020
January 13, 2020
Impeachment trial looks headed to Senate this week, questions: short or drawn-out; w…
POLICY (T. Block): Wag the Dog or real leader…
January 6, 2020
January 6, 2020
Congress returns from holiday break with new tension caused by crisis in Middle East…
POLICY (T. Block): President Trump to start n…
December 30, 2019
December 30, 2019
New year will start for President Trump with key trade victories: Senate approval of…
More reports are available in the Research Library.
STRATEGY (Lee): 4Q19 S&P 500 Earnings Pr…
January 17, 2020
January 17, 2020
We expect a strong 4Q19 EPS results season (playing out so far), with the resulting impact on equities being …
SIGNAL FROM NOISE (Racanelli): Market to Focu…
January 15, 2020
January 15, 2020
Don’t Fear 4Q19 SPX EPS decline; market has already discounted it, looking to 2020. Preliminary U.S.-China …
WEEKEND ALPHA (Racanelli): Stocks Bounce Back…
January 10, 2020
January 10, 2020
The stock market party seemed like it was over after New Year’s Day—but just for a few days. That’s wha…
STRATEGY (Lee): Rally less about FOMO. Fallin…
January 10, 2020
January 10, 2020
We expect “shallow” 2019 earnings recession to end by 2Q2020 and a broader and more cyclical market in 20…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Growth acceleration con…
January 14, 2020
January 14, 2020
Market cycle remains supportive of further upside through 2020 - The longer-term ma…
TECHNICALS (Sluymer): 2020 Technical Strategy…
January 7, 2020
January 7, 2020
A bullish secular backdrop into the 2030’s - Our long-term outlook remains unchang…
TECHNICALS (Sluymer): Cycle backdrop bullish …
December 17, 2019
December 17, 2019
Fear of heights after the Q4 rally? – Stay calm - With major US indices at new cyc…
TECHNICALS (Sluymer): Cycle backdrop remains …
December 10, 2019
December 10, 2019
Short-term shallow pause within a bullish longer-term cycle backdrop and Tactical/in…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 16, 2020
January 16, 2020
Buy Ideas - ALXN, JNJ, NSC Short Ideas - FISV, HES, MKTX, NRG, SHW
QUANT (Rauscher): S&P 1500 Equity Ideas …
January 10, 2020
January 10, 2020
We have several new observations from the broad-based S&P 1500 ERM review - The posi…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 9, 2020
January 9, 2020
New this week: Buy Ideas - ADP, ARNC, HAS, HIG, TXN Short Ideas - STX
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 2, 2020
January 2, 2020
New this week: Buy Ideas - ADSK, AMGN, AMT, CF, COP, EOG, GE, LMT, MA, MTB, NOC, TTW…
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 13, 2020
January 13, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 10.5%, compared with a …
CRYPTO (Lee): 2020 Outlook – 3 Positive Con…
January 9, 2020
January 9, 2020
We see several positive convergences that enhance the use case and also the economic…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 6, 2020
January 6, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 0…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
December 30, 2019
December 30, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
December 30, 2019
December 30, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 0.5%, compared with a 0…
More reports are available in the Research Library.
POLICY (T. Block): Trade and Presidential hop…
January 13, 2020
January 13, 2020
Impeachment trial looks headed to Senate this week, questions: short or drawn-out; w…
POLICY (T. Block): Wag the Dog or real leader…
January 6, 2020
January 6, 2020
Congress returns from holiday break with new tension caused by crisis in Middle East…
POLICY (T. Block): President Trump to start n…
December 30, 2019
December 30, 2019
New year will start for President Trump with key trade victories: Senate approval of…
POLICY (T. Block): Impeachment, Budget and US…
December 23, 2019
December 23, 2019
House impeached President but Speaker Pelosi delays sending indictment to Senate, no…
More reports are available in the Research Library.