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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: US daily cases less l…
October 30, 2020
October 30, 2020
A state of COVID-19 in 8 bullets: - COVID-19 rising in Northern hemisphere --> US and Europe - COVID-19 fadi…
WEEKEND ALPHA (Racanelli): Stocks Fall Again;…
October 30, 2020
October 30, 2020
This has been an ugly week for the stock market with the Standard and Poor’s 500 index declining 5.6% and a…
FLASH: COVID-19 UPDATE: Residents of Wave 3 s…
October 29, 2020
October 29, 2020
Equity markets were utterly crushed Wednesday, falling 3% and adding to the carnage over the past 3 days. Th…
FLASH: COVID-19 UPDATE: Few signs wave 1 and …
October 28, 2020
October 28, 2020
Taking stock of 2020 so far, in my opinion, COVID-19 is the most important macro story and in some ways, more…
FLASH: COVID-19 UPDATE: While COVID-19 cases …
October 27, 2020
October 27, 2020
Equity markets on Monday was an old-fashioned blood bath, with the Dow falling nearly 1,000 points at the wor…
FLASH: COVID-19 UPDATE: While COVID-19 cases …
October 27, 2020
October 27, 2020
Equity markets on Monday was an old-fashioned blood bath, with the Dow falling nearly 1,000 points at the wor…
FLASH: COVID-19 UPDATE: COVID-19 cases rising…
October 22, 2020
October 22, 2020
The more we churn, the larger the post-election rally... One of the top market rules for me, maybe even "rule…
More reports are available in the Research Library.
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…
FUNDSTRAT (BRauscher): Sector Update, Tactica…
September 25, 2020
September 25, 2020
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
FUNDSTRAT (BRauscher): ERM Conclusions, Stay …
September 14, 2020
September 14, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
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,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 22, 2020
October 22, 2020
Buy Ideas - AMAT, BBY, CAH, CSCO, F, GILD, GL, GOOGL, LOW, OMC Short Ideas - ACN, CD…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 14, 2020
October 14, 2020
Buy Ideas - AIV, BK, CCI, CL, CMI, DXC, EXC, GE, GWW, KLAC, MCHP, MET, MMM, PBCT, PM…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): What next after BTC’s surge toward…
October 22, 2020
October 22, 2020
CRYPTO TECHNICALS (Sluymer): What next after …
October 22, 2020
October 22, 2020
After surging through resistance at the August highs near 12.5K over the past week,…
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 …
Crypto (Grider): Regulatory Actions Highlight…
October 9, 2020
October 9, 2020
DeFi, exchange tokens & off-shore ICOs offer risks, but DOJ news is net positive, an…
More reports are available in the Research Library.
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,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 22, 2020
October 22, 2020
Buy Ideas - AMAT, BBY, CAH, CSCO, F, GILD, GL, GOOGL, LOW, OMC Short Ideas - ACN, CD…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 14, 2020
October 14, 2020
Buy Ideas - AIV, BK, CCI, CL, CMI, DXC, EXC, GE, GWW, KLAC, MCHP, MET, MMM, PBCT, PM…
More reports are available in the Research Library.
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 …
WEEKEND ALPHA (Racanelli): In Choppy Week for…
October 16, 2020
October 16, 2020
Equity markets were choppy over the past week. And while impacted by the stalemate i…
WEEKEND ALPHA (Racanelli): Trump Recovery Pos…
October 9, 2020
October 9, 2020
If I had to identify the biggest development in the past week, it is the miraculous …
More reports are available in the Research Library.
POLICY (T. Block): Stimulus likely a lame duc…
October 26, 2020
October 26, 2020
With just a week to go to the election it looks like the clock has run out on a new …
POLICY (T. Block): Is this the week for a sti…
October 19, 2020
October 19, 2020
With rise in unemployment claims, and growing pressure from Democrats, will Speaker …
POLICY (T. Block): Stimulus: Keep Hope Alive;…
October 12, 2020
October 12, 2020
Stimulus talks resume after President calls them off, President would like a big win…
More reports are available in the Research Library.
FLASH: COVID-19 UPDATE: US daily cases less l…
October 30, 2020
October 30, 2020
A state of COVID-19 in 8 bullets: - COVID-19 rising in Northern hemisphere --> US and Europe - COVID-19 fadi…
WEEKEND ALPHA (Racanelli): Stocks Fall Again;…
October 30, 2020
October 30, 2020
This has been an ugly week for the stock market with the Standard and Poor’s 500 index declining 5.6% and a…
FLASH: COVID-19 UPDATE: Residents of Wave 3 s…
October 29, 2020
October 29, 2020
Equity markets were utterly crushed Wednesday, falling 3% and adding to the carnage over the past 3 days. Th…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Short-term correction l…
October 27, 2020
October 27, 2020
Is the recent equity sell-off the beginning of a more major correction? Our view rem…
TECHNICALS (Sluymer): Short-term correction l…
October 27, 2020
October 27, 2020
Is the recent equity sell-off the beginning of a more major correction? Our view rem…
TECHNICALS (Sluymer): Equity pullback likely …
October 20, 2020
October 20, 2020
Near-term equity weakness likely short lived against a bullish long-term market back…
More reports are available in the Research Library.
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…
FUNDSTRAT (BRauscher): Sector Update, Tactica…
September 25, 2020
September 25, 2020
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
FUNDSTRAT (BRauscher): ERM Conclusions, Stay …
September 14, 2020
September 14, 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 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 …
WEEKEND ALPHA (Racanelli): In Choppy Week for…
October 16, 2020
October 16, 2020
Equity markets were choppy over the past week. And while impacted by the stalemate i…
WEEKEND ALPHA (Racanelli): Trump Recovery Pos…
October 9, 2020
October 9, 2020
If I had to identify the biggest development in the past week, it is the miraculous …
More reports are available in the Research Library.
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,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 22, 2020
October 22, 2020
Buy Ideas - AMAT, BBY, CAH, CSCO, F, GILD, GL, GOOGL, LOW, OMC Short Ideas - ACN, CD…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 14, 2020
October 14, 2020
Buy Ideas - AIV, BK, CCI, CL, CMI, DXC, EXC, GE, GWW, KLAC, MCHP, MET, MMM, PBCT, PM…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): What next after BTC’s surge toward…
October 22, 2020
October 22, 2020
CRYPTO TECHNICALS (Sluymer): What next after …
October 22, 2020
October 22, 2020
After surging through resistance at the August highs near 12.5K over the past week,…
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 …
Crypto (Grider): Regulatory Actions Highlight…
October 9, 2020
October 9, 2020
DeFi, exchange tokens & off-shore ICOs offer risks, but DOJ news is net positive, an…
More reports are available in the Research Library.
POLICY (T. Block): Stimulus likely a lame duc…
October 26, 2020
October 26, 2020
With just a week to go to the election it looks like the clock has run out on a new …
POLICY (T. Block): Is this the week for a sti…
October 19, 2020
October 19, 2020
With rise in unemployment claims, and growing pressure from Democrats, will Speaker …
POLICY (T. Block): Stimulus: Keep Hope Alive;…
October 12, 2020
October 12, 2020
Stimulus talks resume after President calls them off, President would like a big win…
More reports are available in the Research Library.
Macro View
FLASH: COVID-19 UPDATE: US daily cases less l…
October 30, 2020
October 30, 2020
A state of COVID-19 in 8 bullets: - COVID-19 rising in Northern hemisphere --> US and Europe - COVID-19 fadi…
WEEKEND ALPHA (Racanelli): Stocks Fall Again;…
October 30, 2020
October 30, 2020
This has been an ugly week for the stock market with the Standard and Poor’s 500 index declining 5.6% and a…
FLASH: COVID-19 UPDATE: Residents of Wave 3 s…
October 29, 2020
October 29, 2020
Equity markets were utterly crushed Wednesday, falling 3% and adding to the carnage over the past 3 days. Th…
FLASH: COVID-19 UPDATE: Few signs wave 1 and …
October 28, 2020
October 28, 2020
Taking stock of 2020 so far, in my opinion, COVID-19 is the most important macro story and in some ways, more…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Short-term correction l…
October 27, 2020
October 27, 2020
Is the recent equity sell-off the beginning of a more major correction? Our view rem…
TECHNICALS (Sluymer): Short-term correction l…
October 27, 2020
October 27, 2020
Is the recent equity sell-off the beginning of a more major correction? Our view rem…
TECHNICALS (Sluymer): Equity pullback likely …
October 20, 2020
October 20, 2020
Near-term equity weakness likely short lived against a bullish long-term market back…
TECHNICALS (Sluymer): Cycle backdrop bullish …
October 13, 2020
October 13, 2020
As markets begin to shift focus toward stock specific micro factors heading into ear…
More reports are available in the Research Library.
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,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 22, 2020
October 22, 2020
Buy Ideas - AMAT, BBY, CAH, CSCO, F, GILD, GL, GOOGL, LOW, OMC Short Ideas - ACN, CD…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 14, 2020
October 14, 2020
Buy Ideas - AIV, BK, CCI, CL, CMI, DXC, EXC, GE, GWW, KLAC, MCHP, MET, MMM, PBCT, PM…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 7, 2020
October 7, 2020
Buy Ideas - HSY, NOC, QCOM, SJM, UNP Short Ideas - BDX, CNC, EFX, PAYC, RMD
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): What next after BTC’s surge toward…
October 22, 2020
October 22, 2020
CRYPTO TECHNICALS (Sluymer): What next after …
October 22, 2020
October 22, 2020
After surging through resistance at the August highs near 12.5K over the past week,…
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 …
Crypto (Grider): Regulatory Actions Highlight…
October 9, 2020
October 9, 2020
DeFi, exchange tokens & off-shore ICOs offer risks, but DOJ news is net positive, an…
CRYPTO SPECIAL REPORT: Horizen: Web 3.0 Platf…
October 1, 2020
October 1, 2020
Fast-growing decentralized and private fintech and e-commerce cloud app ecosystem wi…
More reports are available in the Research Library.
POLICY (T. Block): Stimulus likely a lame duc…
October 26, 2020
October 26, 2020
With just a week to go to the election it looks like the clock has run out on a new …
POLICY (T. Block): Is this the week for a sti…
October 19, 2020
October 19, 2020
With rise in unemployment claims, and growing pressure from Democrats, will Speaker …
POLICY (T. Block): Stimulus: Keep Hope Alive;…
October 12, 2020
October 12, 2020
Stimulus talks resume after President calls them off, President would like a big win…
POLICY (T. Block): COVID hits White House and…
October 5, 2020
October 5, 2020
The political and policy world was shocked when the White House announced in the ear…
More reports are available in the Research Library.
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…
FUNDSTRAT (BRauscher): Sector Update, Tactica…
September 25, 2020
September 25, 2020
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
FUNDSTRAT (BRauscher): ERM Conclusions, Stay …
September 14, 2020
September 14, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): ERM Conclusions, Still…
August 7, 2020
August 7, 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 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 …
WEEKEND ALPHA (Racanelli): In Choppy Week for…
October 16, 2020
October 16, 2020
Equity markets were choppy over the past week. And while impacted by the stalemate i…
WEEKEND ALPHA (Racanelli): Trump Recovery Pos…
October 9, 2020
October 9, 2020
If I had to identify the biggest development in the past week, it is the miraculous …
WEEKEND ALPHA (Racanelli): Despite “Knee Je…
October 2, 2020
October 2, 2020
The news of President Trump testing positive for COVID-19 sent ripples through equit…
More reports are available in the Research Library.
