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.

Download our Brochure

 

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.

Download our Brochure

Fundstrat In The News

See more in Latest News

See more in Latest News

Portfolio Strategy

STRATEGY (Lee): Thomas Lee’s 2019 Portfolio Strategy Conf Call Replay
January 11, 2019
STRATEGY (Lee): Thomas Lee’s 2019 Portf…
January 11, 2019
STRATEGY (Lee): 2019 Strategy Outlook: Equities recovering from mid-life cr…
January 11, 2019
STRATEGY (Lee): 2019 Strategy Outlook: Equiti…
January 11, 2019
In short, we believe that the crash of 2018 mirrors the mid-life crisis seen during the middle of bull market…
STRATEGY (Lee): Rocky start to 2019… but valuation dispersion best since …
January 4, 2019
STRATEGY (Lee): Rocky start to 2019… but va…
January 4, 2019
After committing one of the greatest policy errors (measured by equity market reaction), the Fed is now poten…
STRATEGY (Lee): 2018 Recap: Why December sell-off is midlife crisis not rec…
December 31, 2018
STRATEGY (Lee): 2018 Recap: Why December sell…
December 31, 2018
2018 ends on a disappointing note, with markets down 5% and saw a massive 20% drawdown in the last few months…
STRATEGY (Lee): AAII bear reading -28 vs PMI>51 unusual, contrarian bullish…
December 17, 2018
STRATEGY (Lee): AAII bear reading -28 vs PMI>…
December 17, 2018
We believe sentiment has reached an extreme bearish level that historically is a major contrarian buy signal.

More reports are available in the Research Library.

Technical

TECHNICALS (Sluymer): 2019 Technical Outlook: Establishing Cycle Lows
January 15, 2019
TECHNICALS (Sluymer): 2019 Technical Outlook:…
January 15, 2019
Long-term inflection points have developed in the equity and bond markets coinciding…
TECHNICALS (Sluymer): Early signs of cycle lows developing at the risi…
January 8, 2019
TECHNICALS (Sluymer): Early signs of cycle lo…
January 8, 2019
Despite the weak technical backdrop, equity markets were likely establishing interme…
KELSEY 3Qs VIDEO: Sluymer, TA, sees early signs of cycle lows developi…
January 8, 2019
KELSEY 3Qs VIDEO: Sluymer, TA, sees early sig…
January 8, 2019
This week’s Technical Roadmap video begins with a discussion of the steep equity m…
TECHNICALS (Sluymer): SPX – Oversold with early evidence of bott…
January 3, 2019
TECHNICALS (Sluymer): SPX – Oversold wi…
January 3, 2019
Weak but early signs of a low developing - Although the technical backdrop for equit…
TECHNICALS (Sluymer): Silver linings against the backdrop of a 4-year …
December 18, 2018
TECHNICALS (Sluymer): Silver linings against …
December 18, 2018
While this week’s breakdown by US equity indices below their Q4 lows can only be v…

More reports are available in the Research Library.

Quantamental

FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 7 …
January 16, 2019
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 16, 2019
New this week: Buy Ideas - AEP, DFS, EOG, GM, NSC, PRU, TPR; Short Ideas - ARNC, DIS…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 10…
January 9, 2019
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 9, 2019
New this week: Buy Ideas - AMP, COF, DXC, D, GILD, MAC, MCK, MS, MTB, ORCL; Short Id…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 12…
January 2, 2019
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 2, 2019
New this week: Buy Ideas - CME, CMI, LOW, MNST, NTRS, PH, QCOM, ROK, SCHW, SWK, UPS,…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 12…
December 26, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
December 26, 2018
New this week: Buy Ideas - ADBE, ADSK, APD, BWA, LLY, LYB, MET, NEE, NKE, PXD, STT, …
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 8 …
December 19, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
December 19, 2018
New this week: Buy Ideas - BMY, CAT, CCL, HD, ORLY, OXY, PSX, RTN; Short Ideas - DIS…

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 14, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 14, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.7%, compared with a …
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 7, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 7, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
December 24, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
December 24, 2018
Over the past 7 days, the FS CryptoFX Agg Index increased by 30.8%, compared with a …
CRYPTO TECHNICALS (Sluymer): BTC – Beginning to base above supp…
December 19, 2018
CRYPTO TECHNICALS (Sluymer): BTC – Beginnin…
December 19, 2018
Reiterating our outlook, BTC remains in an established downtrend BUT is showing firs…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
December 17, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
December 17, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 10.2%, compared with a …

More reports are available in the Research Library.

Policy

POLICY (T. Block): Tom Block’s Takeaways: A Government shutdown with no e…
January 14, 2019
POLICY (T. Block): Tom Block’s Takeaways: A…
January 14, 2019
Democrats, led by Speaker Pelosi, appear as dug-in as the President; but growing har…
POLICY (T. Block): Tom Block’s Takeaways: Democrats’ first week in cont…
January 7, 2019
POLICY (T. Block): Tom Block’s Takeaways: D…
January 7, 2019
Every day the national debate is on the wall is a bad day for Democrats, as they pla…
POLICY (T. Block): Tom Block’s Takeaways: 2019 Outlook – Tough year…
January 2, 2019
POLICY (T. Block): Tom Block’s Takeaways: 2…
January 2, 2019
Democratic control of House means tough times for the Trump Administration with hear…
POLICY (T. Block): Tom Block’s Takeaways: Shutdown, loose lips, impulsive…
December 26, 2018
POLICY (T. Block): Tom Block’s Takeaways: S…
December 26, 2018
The President, as he told Schumer and Pelosi in the Oval Office, remains convinced t…
POLICY (T. Block): Tom Block’s Takeaways: Shutdown looming and court case…
December 17, 2018
POLICY (T. Block): Tom Block’s Takeaways: S…
December 17, 2018
Trump likes the reality television aspect of the shutdown but Christmas spirit may a…

More reports are available in the Research Library.

Portfolio Strategy

STRATEGY (Lee): Thomas Lee’s 2019 Portfolio Strategy Conf Call Replay
January 11, 2019
STRATEGY (Lee): Thomas Lee’s 2019 Portf…
January 11, 2019
STRATEGY (Lee): 2019 Strategy Outlook: Equities recovering from mid-life cr…
January 11, 2019
STRATEGY (Lee): 2019 Strategy Outlook: Equiti…
January 11, 2019
In short, we believe that the crash of 2018 mirrors the mid-life crisis seen during the middle of bull market…
STRATEGY (Lee): Rocky start to 2019… but valuation dispersion best since …
January 4, 2019
STRATEGY (Lee): Rocky start to 2019… but va…
January 4, 2019
After committing one of the greatest policy errors (measured by equity market reaction), the Fed is now poten…

More reports are available in the Research Library.

Technical

TECHNICALS (Sluymer): 2019 Technical Outlook: Establishing Cycle Lows
January 15, 2019
TECHNICALS (Sluymer): 2019 Technical Outlook:…
January 15, 2019
Long-term inflection points have developed in the equity and bond markets coinciding…
TECHNICALS (Sluymer): Early signs of cycle lows developing at the risi…
January 8, 2019
TECHNICALS (Sluymer): Early signs of cycle lo…
January 8, 2019
Despite the weak technical backdrop, equity markets were likely establishing interme…
KELSEY 3Qs VIDEO: Sluymer, TA, sees early signs of cycle lows developi…
January 8, 2019
KELSEY 3Qs VIDEO: Sluymer, TA, sees early sig…
January 8, 2019
This week’s Technical Roadmap video begins with a discussion of the steep equity m…

More reports are available in the Research Library.

Quantamental

FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 7 …
January 16, 2019
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 16, 2019
New this week: Buy Ideas - AEP, DFS, EOG, GM, NSC, PRU, TPR; Short Ideas - ARNC, DIS…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 10…
January 9, 2019
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 9, 2019
New this week: Buy Ideas - AMP, COF, DXC, D, GILD, MAC, MCK, MS, MTB, ORCL; Short Id…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 12…
January 2, 2019
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 2, 2019
New this week: Buy Ideas - CME, CMI, LOW, MNST, NTRS, PH, QCOM, ROK, SCHW, SWK, UPS,…

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 14, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 14, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.7%, compared with a …
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 7, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 7, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
December 24, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
December 24, 2018
Over the past 7 days, the FS CryptoFX Agg Index increased by 30.8%, compared with a …

More reports are available in the Research Library.

Policy

POLICY (T. Block): Tom Block’s Takeaways: A Government shutdown with no e…
January 14, 2019
POLICY (T. Block): Tom Block’s Takeaways: A…
January 14, 2019
Democrats, led by Speaker Pelosi, appear as dug-in as the President; but growing har…
POLICY (T. Block): Tom Block’s Takeaways: Democrats’ first week in cont…
January 7, 2019
POLICY (T. Block): Tom Block’s Takeaways: D…
January 7, 2019
Every day the national debate is on the wall is a bad day for Democrats, as they pla…
POLICY (T. Block): Tom Block’s Takeaways: 2019 Outlook – Tough year…
January 2, 2019
POLICY (T. Block): Tom Block’s Takeaways: 2…
January 2, 2019
Democratic control of House means tough times for the Trump Administration with hear…

More reports are available in the Research Library.

Portfolio Strategy

STRATEGY (Lee): Thomas Lee’s 2019 Portfolio Strategy Conf Call Replay
January 11, 2019
STRATEGY (Lee): Thomas Lee’s 2019 Portf…
January 11, 2019
STRATEGY (Lee): 2019 Strategy Outlook: Equities recovering from mid-life cr…
January 11, 2019
STRATEGY (Lee): 2019 Strategy Outlook: Equiti…
January 11, 2019
In short, we believe that the crash of 2018 mirrors the mid-life crisis seen during the middle of bull market…
STRATEGY (Lee): Rocky start to 2019… but valuation dispersion best since …
January 4, 2019
STRATEGY (Lee): Rocky start to 2019… but va…
January 4, 2019
After committing one of the greatest policy errors (measured by equity market reaction), the Fed is now poten…
STRATEGY (Lee): 2018 Recap: Why December sell-off is midlife crisis not rec…
December 31, 2018
STRATEGY (Lee): 2018 Recap: Why December sell…
December 31, 2018
2018 ends on a disappointing note, with markets down 5% and saw a massive 20% drawdown in the last few months…

More reports are available in the Research Library.

Technical

TECHNICALS (Sluymer): 2019 Technical Outlook: Establishing Cycle Lows
January 15, 2019
TECHNICALS (Sluymer): 2019 Technical Outlook:…
January 15, 2019
Long-term inflection points have developed in the equity and bond markets coinciding…
TECHNICALS (Sluymer): Early signs of cycle lows developing at the risi…
January 8, 2019
TECHNICALS (Sluymer): Early signs of cycle lo…
January 8, 2019
Despite the weak technical backdrop, equity markets were likely establishing interme…
KELSEY 3Qs VIDEO: Sluymer, TA, sees early signs of cycle lows developi…
January 8, 2019
KELSEY 3Qs VIDEO: Sluymer, TA, sees early sig…
January 8, 2019
This week’s Technical Roadmap video begins with a discussion of the steep equity m…
TECHNICALS (Sluymer): SPX – Oversold with early evidence of bott…
January 3, 2019
TECHNICALS (Sluymer): SPX – Oversold wi…
January 3, 2019
Weak but early signs of a low developing - Although the technical backdrop for equit…

More reports are available in the Research Library.

Quantamental

FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 7 …
January 16, 2019
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 16, 2019
New this week: Buy Ideas - AEP, DFS, EOG, GM, NSC, PRU, TPR; Short Ideas - ARNC, DIS…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 10…
January 9, 2019
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 9, 2019
New this week: Buy Ideas - AMP, COF, DXC, D, GILD, MAC, MCK, MS, MTB, ORCL; Short Id…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 12…
January 2, 2019
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 2, 2019
New this week: Buy Ideas - CME, CMI, LOW, MNST, NTRS, PH, QCOM, ROK, SCHW, SWK, UPS,…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 12…
December 26, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
December 26, 2018
New this week: Buy Ideas - ADBE, ADSK, APD, BWA, LLY, LYB, MET, NEE, NKE, PXD, STT, …

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 14, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 14, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.7%, compared with a …
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 7, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 7, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
December 24, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
December 24, 2018
Over the past 7 days, the FS CryptoFX Agg Index increased by 30.8%, compared with a …
CRYPTO TECHNICALS (Sluymer): BTC – Beginning to base above supp…
December 19, 2018
CRYPTO TECHNICALS (Sluymer): BTC – Beginnin…
December 19, 2018
Reiterating our outlook, BTC remains in an established downtrend BUT is showing firs…

More reports are available in the Research Library.

Policy

POLICY (T. Block): Tom Block’s Takeaways: A Government shutdown with no e…
January 14, 2019
POLICY (T. Block): Tom Block’s Takeaways: A…
January 14, 2019
Democrats, led by Speaker Pelosi, appear as dug-in as the President; but growing har…
POLICY (T. Block): Tom Block’s Takeaways: Democrats’ first week in cont…
January 7, 2019
POLICY (T. Block): Tom Block’s Takeaways: D…
January 7, 2019
Every day the national debate is on the wall is a bad day for Democrats, as they pla…
POLICY (T. Block): Tom Block’s Takeaways: 2019 Outlook – Tough year…
January 2, 2019
POLICY (T. Block): Tom Block’s Takeaways: 2…
January 2, 2019
Democratic control of House means tough times for the Trump Administration with hear…
POLICY (T. Block): Tom Block’s Takeaways: Shutdown, loose lips, impulsive…
December 26, 2018
POLICY (T. Block): Tom Block’s Takeaways: S…
December 26, 2018
The President, as he told Schumer and Pelosi in the Oval Office, remains convinced t…

More reports are available in the Research Library.