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





We think investors should be buying dips (risk-on) and the rise in interest rates, in our view, is a reflatio…

We think stocks are still in an uptrend and continue to be slow buyers.

We think this pullback will prove to be another “buy the dip” but short-term risks are elevated due to re…

We are publishing this special report looking at how rate structure over next decade is likely opposite of 19…

We view a 3-day decline in stocks of 3.7% as an over-reaction, particularly given the muted reaction seen in …

More reports are available in the Research Library.



While we believe it is premature to conclude a cycle peak has been established, ther…

Our conclusion is that after a steep Q1 correction, a broad based intermediate-term …

A broad based oversold rebound appears likely in the coming weeks

Despite the technical damage that has developed through February and March, Technolo…

Despite the decline at the beginning of this week, relative performance trends have …

More reports are available in the Research Library.



Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

Macro-Enabled Spreadsheets for DQM April Portfolio

Macro-Enabled Spreadsheets for DQM Mar Portfolio

The DQM overlay can help identify alpha generation opportunities, while being low Be…

More reports are available in the Research Library.



We see this survey as further evidence that institutional investors have become net …

We believe the BTC winter is ending (soon to be confirmed) and buyers of large-cap c…

We think the risk/reward for BTC is still asymmetrically positive

After deteriorating throughout March cryptocurrencies are showing early indications …

Crypto ~20% total US cap. gain tax payments, boon to Treasury.

More reports are available in the Research Library.



President Trump continues to be the political center for all things Washington and h…

The canary went into the coal mine and died - Republicans have a problem.

President Trump has demonstrated repeatedly that fulfilling campaign promises is a k…

Congress facing next budget deadline of March 23 with action going on behind the sce…

Special election on March 13 for US House vacancy in Pennsylvania’s 18th Congressi…

More reports are available in the Research Library.




We think investors should be buying dips (risk-on) and the rise in interest rates, in our view, is a reflatio…

We think stocks are still in an uptrend and continue to be slow buyers.

We think this pullback will prove to be another “buy the dip” but short-term risks are elevated due to re…

More reports are available in the Research Library.



While we believe it is premature to conclude a cycle peak has been established, ther…

Our conclusion is that after a steep Q1 correction, a broad based intermediate-term …

A broad based oversold rebound appears likely in the coming weeks

More reports are available in the Research Library.




Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

Macro-Enabled Spreadsheets for DQM April Portfolio

More reports are available in the Research Library.



We see this survey as further evidence that institutional investors have become net …

We believe the BTC winter is ending (soon to be confirmed) and buyers of large-cap c…

We think the risk/reward for BTC is still asymmetrically positive

More reports are available in the Research Library.




President Trump continues to be the political center for all things Washington and h…

The canary went into the coal mine and died - Republicans have a problem.

President Trump has demonstrated repeatedly that fulfilling campaign promises is a k…

More reports are available in the Research Library.





We think investors should be buying dips (risk-on) and the rise in interest rates, in our view, is a reflatio…

We think stocks are still in an uptrend and continue to be slow buyers.

We think this pullback will prove to be another “buy the dip” but short-term risks are elevated due to re…

We are publishing this special report looking at how rate structure over next decade is likely opposite of 19…

More reports are available in the Research Library.



While we believe it is premature to conclude a cycle peak has been established, ther…

Our conclusion is that after a steep Q1 correction, a broad based intermediate-term …

A broad based oversold rebound appears likely in the coming weeks

Despite the technical damage that has developed through February and March, Technolo…

More reports are available in the Research Library.



Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

Macro-Enabled Spreadsheets for DQM April Portfolio

Macro-Enabled Spreadsheets for DQM Mar Portfolio

More reports are available in the Research Library.



We see this survey as further evidence that institutional investors have become net …

We believe the BTC winter is ending (soon to be confirmed) and buyers of large-cap c…

We think the risk/reward for BTC is still asymmetrically positive

After deteriorating throughout March cryptocurrencies are showing early indications …

More reports are available in the Research Library.



President Trump continues to be the political center for all things Washington and h…

The canary went into the coal mine and died - Republicans have a problem.

President Trump has demonstrated repeatedly that fulfilling campaign promises is a k…

Congress facing next budget deadline of March 23 with action going on behind the sce…

More reports are available in the Research Library.