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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): Thinking about style impacts …
July 19, 2019
July 19, 2019
We reiterate our view that equities likely see a strong boost from a Fed cut.
SIGNAL FROM NOISE (Racanelli): The “Earning…
July 17, 2019
July 17, 2019
From a tactical view, knowing what’s expected quarter by quarter is de rigueur. After all, you need some a…
STRATEGY (Lee): THEMATIC: Rebalancing the tac…
July 12, 2019
July 12, 2019
We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic analytics.
WEEKEND ALPHA (Racanelli): The Fed Caves, Inv…
July 12, 2019
July 12, 2019
Savvy investors knew a little while back that the Federal Reserve Board had changed its stance from tightenin…
STRATEGY (Lee): Mid-year review: Forget EPS r…
July 5, 2019
July 5, 2019
At the start of this year, we said 2019 would look a lot like 2009, arguing that the odds for a double-digit …
More reports are available in the Research Library.
TECHNICALS (Sluymer): Bond proxies overbought…
July 16, 2019
July 16, 2019
Short-term pullback remains likely but cycle backdrop remains bullish through YE wel…
KELSEY 3Qs VIDEO: Sluymer, TA, sees bond prox…
July 16, 2019
July 16, 2019
In the first section of this week’s video, we revisit the technical outlook for th…
KELSEY 3Qs VIDEO: Sluymer, TA, sees bond yiel…
July 9, 2019
July 9, 2019
In the first section of this week’s video we highlight that another short-term pau…
TECHNICALS (Sluymer): Bond yields likely bott…
July 9, 2019
July 9, 2019
More pending short-term noise within a broader cycle recovery – Remain bullish - A…
KELSEY 3Qs VIDEO: Sluymer, TA, sees cycle bac…
June 25, 2019
June 25, 2019
In this week’s video we begin by noting that, while equity markets are likely star…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 17, 2019
July 17, 2019
New this week: Buy Ideas - AMGN, GOOG, OXY, PM, VLO, XOM; Short Ideas - NRG, PPL
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 11, 2019
July 11, 2019
New this week: Buy Ideas - CBOE, DRI, GWW, IRM, MA, PG, SBAC, TGT; Short Ideas - APT…
QUANT (Xuan): DQM has beat its benchmark 16 o…
July 11, 2019
July 11, 2019
Long exposure to Defensive sectors increased from a month ago, while exposure increa…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 3, 2019
July 3, 2019
New this week: Buy Ideas - AIZ, AME, ANTM, APH, BMY, CE, CLX, CMI, DE, DISCA, DOV, D…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 26, 2019
June 26, 2019
New this week: Buy Ideas - AMGN, BLK, CBRE, D, EMN, NKE, NUE, PG, PNC, WFC; Short Id…
More reports are available in the Research Library.
Bakkt Institutional Digital Asset Summit takeaways
July 19, 2019
July 19, 2019
Bakkt Institutional Digital Asset Summit take…
July 19, 2019
July 19, 2019
Bakkt Institutional Digital Asset Summit takeaways: Bakkt 3Q launch a catalyst to ac…
CRYPTO (Lee): DC takeaways: ‘Libra not Bitc…
July 18, 2019
July 18, 2019
We see a bit of chop should be expected in the next few weeks, with the downside bei…
CRYPTO TECHNICALS (Sluymer): Oversold trading…
July 17, 2019
July 17, 2019
A short-term oversold trading rally is likely developing as most coins begin to boun…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
July 15, 2019
July 15, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.4%, compared with a …
CRYPTO (Lee): What would an “Executive Orde…
July 12, 2019
July 12, 2019
While there are short-term negative effects (panic on Bitcoin), this is ultimately p…
More reports are available in the Research Library.
Tom Block’s Takeaways: Decision week for De…
July 22, 2019
July 22, 2019
Tom Block’s Takeaways: Decision week for Debt Ceiling debate
POLICY (T. Block): Tom Block’s Takeaways: D…
July 15, 2019
July 15, 2019
Debt ceiling emerges as major issue as Treasury Secretary notifies Congress that fed…
POLICY (T. Block): Tom Block’s Takeaways: C…
July 8, 2019
July 8, 2019
Congress returns from July 4 break for only four weeks until it heads home again for…
POLICY (T. Block): Tom Block’s Takeaways: L…
July 1, 2019
July 1, 2019
Congress is in recess this week for the 4th of July holiday, back next week. Preside…
POLICY (T. Block): Tom Block’s Takeaways: T…
June 24, 2019
June 24, 2019
Trump and Xi meet this week in Japan at the G-20 and the expectation is that they wi…
More reports are available in the Research Library.
STRATEGY (Lee): Thinking about style impacts …
July 19, 2019
July 19, 2019
We reiterate our view that equities likely see a strong boost from a Fed cut.
SIGNAL FROM NOISE (Racanelli): The “Earning…
July 17, 2019
July 17, 2019
From a tactical view, knowing what’s expected quarter by quarter is de rigueur. After all, you need some a…
STRATEGY (Lee): THEMATIC: Rebalancing the tac…
July 12, 2019
July 12, 2019
We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic analytics.
More reports are available in the Research Library.
TECHNICALS (Sluymer): Bond proxies overbought…
July 16, 2019
July 16, 2019
Short-term pullback remains likely but cycle backdrop remains bullish through YE wel…
KELSEY 3Qs VIDEO: Sluymer, TA, sees bond prox…
July 16, 2019
July 16, 2019
In the first section of this week’s video, we revisit the technical outlook for th…
KELSEY 3Qs VIDEO: Sluymer, TA, sees bond yiel…
July 9, 2019
July 9, 2019
In the first section of this week’s video we highlight that another short-term pau…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 17, 2019
July 17, 2019
New this week: Buy Ideas - AMGN, GOOG, OXY, PM, VLO, XOM; Short Ideas - NRG, PPL
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 11, 2019
July 11, 2019
New this week: Buy Ideas - CBOE, DRI, GWW, IRM, MA, PG, SBAC, TGT; Short Ideas - APT…
QUANT (Xuan): DQM has beat its benchmark 16 o…
July 11, 2019
July 11, 2019
Long exposure to Defensive sectors increased from a month ago, while exposure increa…
More reports are available in the Research Library.
Bakkt Institutional Digital Asset Summit takeaways
July 19, 2019
July 19, 2019
Bakkt Institutional Digital Asset Summit take…
July 19, 2019
July 19, 2019
Bakkt Institutional Digital Asset Summit takeaways: Bakkt 3Q launch a catalyst to ac…
CRYPTO (Lee): DC takeaways: ‘Libra not Bitc…
July 18, 2019
July 18, 2019
We see a bit of chop should be expected in the next few weeks, with the downside bei…
CRYPTO TECHNICALS (Sluymer): Oversold trading…
July 17, 2019
July 17, 2019
A short-term oversold trading rally is likely developing as most coins begin to boun…
More reports are available in the Research Library.
Tom Block’s Takeaways: Decision week for De…
July 22, 2019
July 22, 2019
Tom Block’s Takeaways: Decision week for Debt Ceiling debate
POLICY (T. Block): Tom Block’s Takeaways: D…
July 15, 2019
July 15, 2019
Debt ceiling emerges as major issue as Treasury Secretary notifies Congress that fed…
POLICY (T. Block): Tom Block’s Takeaways: C…
July 8, 2019
July 8, 2019
Congress returns from July 4 break for only four weeks until it heads home again for…
More reports are available in the Research Library.
STRATEGY (Lee): Thinking about style impacts …
July 19, 2019
July 19, 2019
We reiterate our view that equities likely see a strong boost from a Fed cut.
SIGNAL FROM NOISE (Racanelli): The “Earning…
July 17, 2019
July 17, 2019
From a tactical view, knowing what’s expected quarter by quarter is de rigueur. After all, you need some a…
STRATEGY (Lee): THEMATIC: Rebalancing the tac…
July 12, 2019
July 12, 2019
We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic analytics.
WEEKEND ALPHA (Racanelli): The Fed Caves, Inv…
July 12, 2019
July 12, 2019
Savvy investors knew a little while back that the Federal Reserve Board had changed its stance from tightenin…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Bond proxies overbought…
July 16, 2019
July 16, 2019
Short-term pullback remains likely but cycle backdrop remains bullish through YE wel…
KELSEY 3Qs VIDEO: Sluymer, TA, sees bond prox…
July 16, 2019
July 16, 2019
In the first section of this week’s video, we revisit the technical outlook for th…
KELSEY 3Qs VIDEO: Sluymer, TA, sees bond yiel…
July 9, 2019
July 9, 2019
In the first section of this week’s video we highlight that another short-term pau…
TECHNICALS (Sluymer): Bond yields likely bott…
July 9, 2019
July 9, 2019
More pending short-term noise within a broader cycle recovery – Remain bullish - A…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 17, 2019
July 17, 2019
New this week: Buy Ideas - AMGN, GOOG, OXY, PM, VLO, XOM; Short Ideas - NRG, PPL
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 11, 2019
July 11, 2019
New this week: Buy Ideas - CBOE, DRI, GWW, IRM, MA, PG, SBAC, TGT; Short Ideas - APT…
QUANT (Xuan): DQM has beat its benchmark 16 o…
July 11, 2019
July 11, 2019
Long exposure to Defensive sectors increased from a month ago, while exposure increa…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 3, 2019
July 3, 2019
New this week: Buy Ideas - AIZ, AME, ANTM, APH, BMY, CE, CLX, CMI, DE, DISCA, DOV, D…
More reports are available in the Research Library.
Bakkt Institutional Digital Asset Summit takeaways
July 19, 2019
July 19, 2019
Bakkt Institutional Digital Asset Summit take…
July 19, 2019
July 19, 2019
Bakkt Institutional Digital Asset Summit takeaways: Bakkt 3Q launch a catalyst to ac…
CRYPTO (Lee): DC takeaways: ‘Libra not Bitc…
July 18, 2019
July 18, 2019
We see a bit of chop should be expected in the next few weeks, with the downside bei…
CRYPTO TECHNICALS (Sluymer): Oversold trading…
July 17, 2019
July 17, 2019
A short-term oversold trading rally is likely developing as most coins begin to boun…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
July 15, 2019
July 15, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.4%, compared with a …
More reports are available in the Research Library.
Tom Block’s Takeaways: Decision week for De…
July 22, 2019
July 22, 2019
Tom Block’s Takeaways: Decision week for Debt Ceiling debate
POLICY (T. Block): Tom Block’s Takeaways: D…
July 15, 2019
July 15, 2019
Debt ceiling emerges as major issue as Treasury Secretary notifies Congress that fed…
POLICY (T. Block): Tom Block’s Takeaways: C…
July 8, 2019
July 8, 2019
Congress returns from July 4 break for only four weeks until it heads home again for…
POLICY (T. Block): Tom Block’s Takeaways: L…
July 1, 2019
July 1, 2019
Congress is in recess this week for the 4th of July holiday, back next week. Preside…
More reports are available in the Research Library.