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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
SIGNAL FROM NOISE (Racanelli): Playing the Se…
October 16, 2019
October 16, 2019
Long-lived investment themes are a good place to start looking for stocks, and one that’s been written abou…
FLASH: 2019 still tracking to be best year fo…
October 15, 2019
October 15, 2019
3Q19 EPS season is kicking off...91% beating and 4.8% beat magnitude... great start
STRATEGY (Lee): GRANNY SHOTS: Rebalancing the…
October 11, 2019
October 11, 2019
We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic.
WEEKEND ALPHA (Racanelli): Rising Hope on US-…
October 11, 2019
October 11, 2019
At this point, almost three years into President Donald Trump’s term, if Twitter hadn’t been invented, yo…
SIGNAL FROM NOISE (Racanelli): Volatile Skech…
October 9, 2019
October 9, 2019
Skechers has proven its mettle and ability to expand profitably in the big markets rivals seem to ignore
More reports are available in the Research Library.
TECHNICALS (Sluymer): Cycle backdrop bullish …
October 15, 2019
October 15, 2019
The technical backdrop remains bullish for equities supportive of an upside break-ou…
TECHNICALS (Sluymer): Rates and cyclicals at …
October 1, 2019
October 1, 2019
Our bullish outlook for Q4 well into 2020 remains intact as most risk assets pull ba…
TECHNICALS (Sluymer): Pullback likely shallower than most expect – A…
September 24, 2019
September 24, 2019
TECHNICALS (Sluymer): Pullback likely shallow…
September 24, 2019
September 24, 2019
Short-term pullback on track but don’t expect the perfect entry point
TECHNICALS (Sluymer): Short-term pullback remains buying opportunity n…
September 17, 2019
September 17, 2019
TECHNICALS (Sluymer): Short-term pullback rem…
September 17, 2019
September 17, 2019
A short term pullback is underway following the rebound in September back to resista…
TECHNICALS (Sluymer): You might not like cyclicals but the long-term c…
September 10, 2019
September 10, 2019
TECHNICALS (Sluymer): You might not like cycl…
September 10, 2019
September 10, 2019
Today’s note reviews equity markets globally followed by a closer look at the more…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 17, 2019
October 17, 2019
New this week: Buy Ideas - ADP, ALXN, BLK, CAT, CFG, CMI, EXPE, MNST, MO, MXIM, NUE,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 2, 2019
October 2, 2019
Buy Ideas - AIV, CCI, CHD, CL, F, MTB, NTAP, PLD, PPL, TXN, XOM, XRAY; Short Ideas -…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 6 ne…
September 25, 2019
September 25, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
September 25, 2019
September 25, 2019
New this week: Buy Ideas - DOV, HAS, MRK, NSC, RE, T; Short Ideas - AMD, CTSH, MSCI,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 9 ne…
September 18, 2019
September 18, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
September 18, 2019
September 18, 2019
New this week: Buy Ideas - AIV, AMP, APH, BWA, D, JNJ, LNC, MXIM, TPR; Short Ideas -…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
September 4, 2019
September 4, 2019
New this week: Buy Ideas - CBRE, GOOGL, GWW, LYB, MS, NCLH, NWL, QRVO; Short Ideas -…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Another key stre…
October 16, 2019
October 16, 2019
After a brief bounce that stalled at first resistance levels last week, most cryptoc…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
October 14, 2019
October 14, 2019
Another peaceful week for Bitcoin relative to its usual volatility: Bitcoin earned a…
CRYPTO TECHNICALS (Sluymer): Positive steps, …
October 10, 2019
October 10, 2019
After basing above 7.5-7.7K support BTC (8472) popped yesterday into next resistance…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
September 30, 2019
September 30, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
September 30, 2019
September 30, 2019
Bitcoin traded 19% lower than the prior week. Two major drops on Tuesday and Thursda…
CRYPTO TECHNICALS (Sluymer): BTC shatters 9.3 support to challeng…
September 25, 2019
September 25, 2019
CRYPTO TECHNICALS (Sluymer): BTC shatters 9.3…
September 25, 2019
September 25, 2019
For now, unfortunately, BTC is in the penalty box and needs to mark time to repair t…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: I…
October 14, 2019
October 14, 2019
Impeachment continues to drive daily headlines out of DC; vote may be as early as ye…
POLICY (T. Block): Impeachment consumes Washi…
October 7, 2019
October 7, 2019
Can Congress work while pursuing impeachment? November 19 deadline looms for fundin…
POLICY (T. Block): Tom Block’s Takeaways: F…
September 30, 2019
September 30, 2019
Impeachment investigation moves forward in House, though it appears to have little R…
POLICY (T. Block): UN, trade, budget and look back at FOMC
September 23, 2019
September 23, 2019
POLICY (T. Block): UN, trade, budget and look…
September 23, 2019
September 23, 2019
Trump goes to UN for meetings with allies and trading partners. Potential great oppo…
POLICY (T. Block): Fed, China, and Budget the Focus of DC
September 16, 2019
September 16, 2019
POLICY (T. Block): Fed, China, and Budget the…
September 16, 2019
September 16, 2019
Wednesday is decision day for the Fed and while there is near unanimous agreement th…
More reports are available in the Research Library.
SIGNAL FROM NOISE (Racanelli): Playing the Se…
October 16, 2019
October 16, 2019
Long-lived investment themes are a good place to start looking for stocks, and one that’s been written abou…
FLASH: 2019 still tracking to be best year fo…
October 15, 2019
October 15, 2019
3Q19 EPS season is kicking off...91% beating and 4.8% beat magnitude... great start
STRATEGY (Lee): GRANNY SHOTS: Rebalancing the…
October 11, 2019
October 11, 2019
We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic.
More reports are available in the Research Library.
TECHNICALS (Sluymer): Cycle backdrop bullish …
October 15, 2019
October 15, 2019
The technical backdrop remains bullish for equities supportive of an upside break-ou…
TECHNICALS (Sluymer): Rates and cyclicals at …
October 1, 2019
October 1, 2019
Our bullish outlook for Q4 well into 2020 remains intact as most risk assets pull ba…
TECHNICALS (Sluymer): Pullback likely shallower than most expect – A…
September 24, 2019
September 24, 2019
TECHNICALS (Sluymer): Pullback likely shallow…
September 24, 2019
September 24, 2019
Short-term pullback on track but don’t expect the perfect entry point
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 17, 2019
October 17, 2019
New this week: Buy Ideas - ADP, ALXN, BLK, CAT, CFG, CMI, EXPE, MNST, MO, MXIM, NUE,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 2, 2019
October 2, 2019
Buy Ideas - AIV, CCI, CHD, CL, F, MTB, NTAP, PLD, PPL, TXN, XOM, XRAY; Short Ideas -…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 6 ne…
September 25, 2019
September 25, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
September 25, 2019
September 25, 2019
New this week: Buy Ideas - DOV, HAS, MRK, NSC, RE, T; Short Ideas - AMD, CTSH, MSCI,…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Another key stre…
October 16, 2019
October 16, 2019
After a brief bounce that stalled at first resistance levels last week, most cryptoc…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
October 14, 2019
October 14, 2019
Another peaceful week for Bitcoin relative to its usual volatility: Bitcoin earned a…
CRYPTO TECHNICALS (Sluymer): Positive steps, …
October 10, 2019
October 10, 2019
After basing above 7.5-7.7K support BTC (8472) popped yesterday into next resistance…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: I…
October 14, 2019
October 14, 2019
Impeachment continues to drive daily headlines out of DC; vote may be as early as ye…
POLICY (T. Block): Impeachment consumes Washi…
October 7, 2019
October 7, 2019
Can Congress work while pursuing impeachment? November 19 deadline looms for fundin…
POLICY (T. Block): Tom Block’s Takeaways: F…
September 30, 2019
September 30, 2019
Impeachment investigation moves forward in House, though it appears to have little R…
More reports are available in the Research Library.
SIGNAL FROM NOISE (Racanelli): Playing the Se…
October 16, 2019
October 16, 2019
Long-lived investment themes are a good place to start looking for stocks, and one that’s been written abou…
FLASH: 2019 still tracking to be best year fo…
October 15, 2019
October 15, 2019
3Q19 EPS season is kicking off...91% beating and 4.8% beat magnitude... great start
STRATEGY (Lee): GRANNY SHOTS: Rebalancing the…
October 11, 2019
October 11, 2019
We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic.
WEEKEND ALPHA (Racanelli): Rising Hope on US-…
October 11, 2019
October 11, 2019
At this point, almost three years into President Donald Trump’s term, if Twitter hadn’t been invented, yo…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Cycle backdrop bullish …
October 15, 2019
October 15, 2019
The technical backdrop remains bullish for equities supportive of an upside break-ou…
TECHNICALS (Sluymer): Rates and cyclicals at …
October 1, 2019
October 1, 2019
Our bullish outlook for Q4 well into 2020 remains intact as most risk assets pull ba…
TECHNICALS (Sluymer): Pullback likely shallower than most expect – A…
September 24, 2019
September 24, 2019
TECHNICALS (Sluymer): Pullback likely shallow…
September 24, 2019
September 24, 2019
Short-term pullback on track but don’t expect the perfect entry point
TECHNICALS (Sluymer): Short-term pullback remains buying opportunity n…
September 17, 2019
September 17, 2019
TECHNICALS (Sluymer): Short-term pullback rem…
September 17, 2019
September 17, 2019
A short term pullback is underway following the rebound in September back to resista…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 17, 2019
October 17, 2019
New this week: Buy Ideas - ADP, ALXN, BLK, CAT, CFG, CMI, EXPE, MNST, MO, MXIM, NUE,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 2, 2019
October 2, 2019
Buy Ideas - AIV, CCI, CHD, CL, F, MTB, NTAP, PLD, PPL, TXN, XOM, XRAY; Short Ideas -…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 6 ne…
September 25, 2019
September 25, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
September 25, 2019
September 25, 2019
New this week: Buy Ideas - DOV, HAS, MRK, NSC, RE, T; Short Ideas - AMD, CTSH, MSCI,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 9 ne…
September 18, 2019
September 18, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
September 18, 2019
September 18, 2019
New this week: Buy Ideas - AIV, AMP, APH, BWA, D, JNJ, LNC, MXIM, TPR; Short Ideas -…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Another key stre…
October 16, 2019
October 16, 2019
After a brief bounce that stalled at first resistance levels last week, most cryptoc…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
October 14, 2019
October 14, 2019
Another peaceful week for Bitcoin relative to its usual volatility: Bitcoin earned a…
CRYPTO TECHNICALS (Sluymer): Positive steps, …
October 10, 2019
October 10, 2019
After basing above 7.5-7.7K support BTC (8472) popped yesterday into next resistance…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
September 30, 2019
September 30, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
September 30, 2019
September 30, 2019
Bitcoin traded 19% lower than the prior week. Two major drops on Tuesday and Thursda…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: I…
October 14, 2019
October 14, 2019
Impeachment continues to drive daily headlines out of DC; vote may be as early as ye…
POLICY (T. Block): Impeachment consumes Washi…
October 7, 2019
October 7, 2019
Can Congress work while pursuing impeachment? November 19 deadline looms for fundin…
POLICY (T. Block): Tom Block’s Takeaways: F…
September 30, 2019
September 30, 2019
Impeachment investigation moves forward in House, though it appears to have little R…
POLICY (T. Block): UN, trade, budget and look back at FOMC
September 23, 2019
September 23, 2019
POLICY (T. Block): UN, trade, budget and look…
September 23, 2019
September 23, 2019
Trump goes to UN for meetings with allies and trading partners. Potential great oppo…
More reports are available in the Research Library.