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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 Institutional Research
FLASH: COVID-19 UPDATE: For past 4 days, 7D d…
November 30, 2020
November 30, 2020
We are now in the final month of 2020 and the first 11 months are best characterized, in my view, as vastly o…
FLASH: COVID-19 UPDATE: Adding 14 names to ‘Epicenter Trifecta’…
November 25, 2020
November 25, 2020
FLASH: COVID-19 UPDATE: Adding 14 names to &#…
November 25, 2020
November 25, 2020
Wave 3 seems to be definitively rolling over. Below is 7D change in daily COVID-19 cases, ex-CA, and as you …
FLASH: COVID-19 UPDATE: Third time is the cha…
November 24, 2020
November 24, 2020
It looks like Wave 3 is rolling over. The 7D delta is lower today compared to the past few weeks and would h…
FLASH: COVID-19 UPDATE: Wave 3 conclusively r…
November 23, 2020
November 23, 2020
Conclusive. Wave 3 rolling over...for now? Will holiday gatherings give COVID-19 new "teeth" Last week, we …
FLASH: COVID-19 UPDATE: FDA issues EUA for El…
November 20, 2020
November 20, 2020
We got some very good news after the close yesterday regarding treatments for COVID-19. The FDA issued an EU…
FLASH: COVID-19 UPDATE: Hmmm… looking m…
November 19, 2020
November 19, 2020
We do not want to be "jumping the gun" but it does look more and more like COVID-19 wave 3 could be slowing. …
FLASH: COVID-19 UPDATE: Some early signs Wave…
November 18, 2020
November 18, 2020
Economic data is rolling over, as the surge in COVID-19 cases, Americans are naturally pulling back and we ar…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): Sector Update, Reitera…
December 2, 2020
December 2, 2020
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
FUNDSTRAT (BRauscher): ERM Conclusions, Conti…
November 17, 2020
November 17, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): Sector Update, Still B…
November 9, 2020
November 9, 2020
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Bull cycle intact – G…
December 1, 2020
December 1, 2020
Bullish equity backdrop in place through 2021 remains in place - The equity market …
TECHNICALS (Sluymer):Cyclicals overbought sho…
November 24, 2020
November 24, 2020
Overbought short-term but don’t turn bearish - The relentless rotation into cyclic…
TECHNICALS (Sluymer):Cyclicals continue to em…
November 17, 2020
November 17, 2020
After the recent surge in cyclicals, a pause/pullback appears likely. We expect pull…
More reports are available in the Research Library.
Horizen Update: ZEN Moving Higher As Halving Approaches
December 2, 2020
December 2, 2020
Horizen Update: ZEN Moving Higher As Halving …
December 2, 2020
December 2, 2020
At the beginning of Q4, we released our report Horizen: Web 3.0 Platform Targeting B…
CRYPTO FLASH (Grider): Bitcoin Reaches Target: Issuing FY-21E �…
November 16, 2020
November 16, 2020
CRYPTO FLASH (Grider): Bitcoin Reaches Target…
November 16, 2020
November 16, 2020
Crypto continues to be in a secular bull market. Bitcoin has rallied 3x since we iss…
CRYPTO SPECIAL REPORT: Flexa: On a mission to…
November 3, 2020
November 3, 2020
AMP digital collateral token designed to decentralize risk in payment transactions
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 3, 2020
December 3, 2020
Buy Ideas - AFL, AIV, DXC, EBAY, EMN, ETSY, INCY, JNPR, MCK, MO, PFE, TFC Short Idea…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 13, 2020
November 13, 2020
• New this week: Buy Ideas - DISCK, GL, GWW, HIG, HSY, NUE, NWSA, OMC, PFE, PPL, Q…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 5, 2020
November 5, 2020
New this week: Buy Ideas - ABBV, ADBE, ADSK, BIIB, CPB, EMN, EOG, FE, GRMN, HAS, IPG…
More reports are available in the Research Library.
WEEKEND ALPHA (Racanelli): Stocks Take Break;…
November 20, 2020
November 20, 2020
Given the fierce move by equities in the past few weeks, it is not entirely surprisi…
WEEKEND ALPHA (Racanelli): S&P 500 Sets …
November 13, 2020
November 13, 2020
If you had any reservations about whether last week’s rally was sustainable, this…
WEEKEND ALPHA (Racanelli): Stocks up 7.3% in …
November 6, 2020
November 6, 2020
After notching four consecutive days of gains, the S&P 500 took a well-deserved bre…
More reports are available in the Research Library.
POLICY (T. Block): Congress Returns This Week: Much to Decide
November 30, 2020
November 30, 2020
POLICY (T. Block): Congress Returns This Week…
November 30, 2020
November 30, 2020
• House and Senate return: December 11 deadline for government budget, December 31…
POLICY (T. Block): Deadlines Approach, Biden …
November 23, 2020
November 23, 2020
Government shutdown deadline of December 11 approaches with Congress not back until …
POLICY (T. Block): Stimulus, Budget Deadline,…
November 16, 2020
November 16, 2020
Trump Tweet Saturday: “Congress must now do a Covid Relief Bill.” Could this be …
More reports are available in the Research Library.
FLASH: COVID-19 UPDATE: For past 4 days, 7D d…
November 30, 2020
November 30, 2020
We are now in the final month of 2020 and the first 11 months are best characterized, in my view, as vastly o…
FLASH: COVID-19 UPDATE: Adding 14 names to ‘Epicenter Trifecta’…
November 25, 2020
November 25, 2020
FLASH: COVID-19 UPDATE: Adding 14 names to &#…
November 25, 2020
November 25, 2020
Wave 3 seems to be definitively rolling over. Below is 7D change in daily COVID-19 cases, ex-CA, and as you …
FLASH: COVID-19 UPDATE: Third time is the cha…
November 24, 2020
November 24, 2020
It looks like Wave 3 is rolling over. The 7D delta is lower today compared to the past few weeks and would h…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Bull cycle intact – G…
December 1, 2020
December 1, 2020
Bullish equity backdrop in place through 2021 remains in place - The equity market …
TECHNICALS (Sluymer):Cyclicals overbought sho…
November 24, 2020
November 24, 2020
Overbought short-term but don’t turn bearish - The relentless rotation into cyclic…
TECHNICALS (Sluymer):Cyclicals continue to em…
November 17, 2020
November 17, 2020
After the recent surge in cyclicals, a pause/pullback appears likely. We expect pull…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): Sector Update, Reitera…
December 2, 2020
December 2, 2020
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
FUNDSTRAT (BRauscher): ERM Conclusions, Conti…
November 17, 2020
November 17, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): Sector Update, Still B…
November 9, 2020
November 9, 2020
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
More reports are available in the Research Library.
WEEKEND ALPHA (Racanelli): Stocks Take Break;…
November 20, 2020
November 20, 2020
Given the fierce move by equities in the past few weeks, it is not entirely surprisi…
WEEKEND ALPHA (Racanelli): S&P 500 Sets …
November 13, 2020
November 13, 2020
If you had any reservations about whether last week’s rally was sustainable, this…
WEEKEND ALPHA (Racanelli): Stocks up 7.3% in …
November 6, 2020
November 6, 2020
After notching four consecutive days of gains, the S&P 500 took a well-deserved bre…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 3, 2020
December 3, 2020
Buy Ideas - AFL, AIV, DXC, EBAY, EMN, ETSY, INCY, JNPR, MCK, MO, PFE, TFC Short Idea…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 13, 2020
November 13, 2020
• New this week: Buy Ideas - DISCK, GL, GWW, HIG, HSY, NUE, NWSA, OMC, PFE, PPL, Q…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 5, 2020
November 5, 2020
New this week: Buy Ideas - ABBV, ADBE, ADSK, BIIB, CPB, EMN, EOG, FE, GRMN, HAS, IPG…
More reports are available in the Research Library.
Horizen Update: ZEN Moving Higher As Halving Approaches
December 2, 2020
December 2, 2020
Horizen Update: ZEN Moving Higher As Halving …
December 2, 2020
December 2, 2020
At the beginning of Q4, we released our report Horizen: Web 3.0 Platform Targeting B…
CRYPTO FLASH (Grider): Bitcoin Reaches Target: Issuing FY-21E �…
November 16, 2020
November 16, 2020
CRYPTO FLASH (Grider): Bitcoin Reaches Target…
November 16, 2020
November 16, 2020
Crypto continues to be in a secular bull market. Bitcoin has rallied 3x since we iss…
CRYPTO SPECIAL REPORT: Flexa: On a mission to…
November 3, 2020
November 3, 2020
AMP digital collateral token designed to decentralize risk in payment transactions
More reports are available in the Research Library.
POLICY (T. Block): Congress Returns This Week: Much to Decide
November 30, 2020
November 30, 2020
POLICY (T. Block): Congress Returns This Week…
November 30, 2020
November 30, 2020
• House and Senate return: December 11 deadline for government budget, December 31…
POLICY (T. Block): Deadlines Approach, Biden …
November 23, 2020
November 23, 2020
Government shutdown deadline of December 11 approaches with Congress not back until …
POLICY (T. Block): Stimulus, Budget Deadline,…
November 16, 2020
November 16, 2020
Trump Tweet Saturday: “Congress must now do a Covid Relief Bill.” Could this be …
More reports are available in the Research Library.
Macro View
FLASH: COVID-19 UPDATE: For past 4 days, 7D d…
November 30, 2020
November 30, 2020
We are now in the final month of 2020 and the first 11 months are best characterized, in my view, as vastly o…
FLASH: COVID-19 UPDATE: Adding 14 names to ‘Epicenter Trifecta’…
November 25, 2020
November 25, 2020
FLASH: COVID-19 UPDATE: Adding 14 names to &#…
November 25, 2020
November 25, 2020
Wave 3 seems to be definitively rolling over. Below is 7D change in daily COVID-19 cases, ex-CA, and as you …
FLASH: COVID-19 UPDATE: Third time is the cha…
November 24, 2020
November 24, 2020
It looks like Wave 3 is rolling over. The 7D delta is lower today compared to the past few weeks and would h…
FLASH: COVID-19 UPDATE: Wave 3 conclusively r…
November 23, 2020
November 23, 2020
Conclusive. Wave 3 rolling over...for now? Will holiday gatherings give COVID-19 new "teeth" Last week, we …
More reports are available in the Research Library.
TECHNICALS (Sluymer): Bull cycle intact – G…
December 1, 2020
December 1, 2020
Bullish equity backdrop in place through 2021 remains in place - The equity market …
TECHNICALS (Sluymer):Cyclicals overbought sho…
November 24, 2020
November 24, 2020
Overbought short-term but don’t turn bearish - The relentless rotation into cyclic…
TECHNICALS (Sluymer):Cyclicals continue to em…
November 17, 2020
November 17, 2020
After the recent surge in cyclicals, a pause/pullback appears likely. We expect pull…
TECHNICALS (Sluymer): S&P 4000 – Continue adding cyclical e…
November 10, 2020
November 10, 2020
TECHNICALS (Sluymer): S&P 4000 – C…
November 10, 2020
November 10, 2020
Short-term pause likely after an 11+% surge in 7-day. Expect pullbacks to be shallow…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 3, 2020
December 3, 2020
Buy Ideas - AFL, AIV, DXC, EBAY, EMN, ETSY, INCY, JNPR, MCK, MO, PFE, TFC Short Idea…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 13, 2020
November 13, 2020
• New this week: Buy Ideas - DISCK, GL, GWW, HIG, HSY, NUE, NWSA, OMC, PFE, PPL, Q…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 5, 2020
November 5, 2020
New this week: Buy Ideas - ABBV, ADBE, ADSK, BIIB, CPB, EMN, EOG, FE, GRMN, HAS, IPG…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 29, 2020
October 29, 2020
New this week: Buy Ideas - CMI, FLS, PNW Short Ideas - APA, EFX, ES, HAL, HES, MMC,…
More reports are available in the Research Library.
Horizen Update: ZEN Moving Higher As Halving Approaches
December 2, 2020
December 2, 2020
Horizen Update: ZEN Moving Higher As Halving …
December 2, 2020
December 2, 2020
At the beginning of Q4, we released our report Horizen: Web 3.0 Platform Targeting B…
CRYPTO FLASH (Grider): Bitcoin Reaches Target: Issuing FY-21E �…
November 16, 2020
November 16, 2020
CRYPTO FLASH (Grider): Bitcoin Reaches Target…
November 16, 2020
November 16, 2020
Crypto continues to be in a secular bull market. Bitcoin has rallied 3x since we iss…
CRYPTO SPECIAL REPORT: Flexa: On a mission to…
November 3, 2020
November 3, 2020
AMP digital collateral token designed to decentralize risk in payment transactions
CRYPTO SPECIAL REPORT: Zilliqa: Making a comp…
October 22, 2020
October 22, 2020
Zilliqa Research Pte. LTD. (“the Company”) is the software and services company …
More reports are available in the Research Library.
POLICY (T. Block): Congress Returns This Week: Much to Decide
November 30, 2020
November 30, 2020
POLICY (T. Block): Congress Returns This Week…
November 30, 2020
November 30, 2020
• House and Senate return: December 11 deadline for government budget, December 31…
POLICY (T. Block): Deadlines Approach, Biden …
November 23, 2020
November 23, 2020
Government shutdown deadline of December 11 approaches with Congress not back until …
POLICY (T. Block): Stimulus, Budget Deadline,…
November 16, 2020
November 16, 2020
Trump Tweet Saturday: “Congress must now do a Covid Relief Bill.” Could this be …
POLICY (T. Block): Biden appears to win, no b…
November 9, 2020
November 9, 2020
Biden accepts mantle of President-elect on Saturday after all the major news network…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): Sector Update, Reitera…
December 2, 2020
December 2, 2020
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
FUNDSTRAT (BRauscher): ERM Conclusions, Conti…
November 17, 2020
November 17, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): Sector Update, Still B…
November 9, 2020
November 9, 2020
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
FUNDSTRAT (BRauscher): ERM Conclusions, Data …
October 12, 2020
October 12, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
WEEKEND ALPHA (Racanelli): Stocks Take Break;…
November 20, 2020
November 20, 2020
Given the fierce move by equities in the past few weeks, it is not entirely surprisi…
WEEKEND ALPHA (Racanelli): S&P 500 Sets …
November 13, 2020
November 13, 2020
If you had any reservations about whether last week’s rally was sustainable, this…
WEEKEND ALPHA (Racanelli): Stocks up 7.3% in …
November 6, 2020
November 6, 2020
After notching four consecutive days of gains, the S&P 500 took a well-deserved bre…
WEEKEND ALPHA (Racanelli): Stocks Down 0.5% o…
October 23, 2020
October 23, 2020
One of the top market rules for me, maybe even "rule #1," is never to try to impose …
More reports are available in the Research Library.
