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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
STRATEGY (Lee): Economic data normalizing, su…
June 15, 2018
June 15, 2018
We remain OW Cyclicals and still expect markets to stage solid gains into YE.
STRATEGY (Lee): Upgrading Consumer Staples to…
June 8, 2018
June 8, 2018
We see minimal downside with Staples and hence, want to be Neutral, rather than Underweight
STRATEGY (Lee): Staying Cyclicals despite Tra…
June 1, 2018
June 1, 2018
Even as the S&P 500 has struggled to build upon gains YTD, given the cumulative headwinds of trade tensions (…
STRATEGY (Lee): Energy a sector with upside g…
May 18, 2018
May 18, 2018
We believe Energy stocks have strong continued upside and remain steady buyers.
More reports are available in the Research Library.
TECHNICALS (Sluymer): Pullback likely short-l…
June 19, 2018
June 19, 2018
Despite short-term volatility, the intermediate-term background remains positive fro…
TECHNICALS (Sluymer): Participation Broadens …
June 12, 2018
June 12, 2018
Revisiting Staples as oversold intermediate-term lows continue to develop
TECHNICALS (Sluymer): Participation broadenin…
June 5, 2018
June 5, 2018
Breadth leading to the upside, Small-caps break out in May, Nasdaq breaking-out in J…
TECHNICALS (Sluymer): USD (DXY) nears resista…
May 29, 2018
May 29, 2018
Short-term pullbacks are underway for equity markets which are likely to be shallow …
TECHNICALS (Sluymer): Participation broadenin…
May 22, 2018
May 22, 2018
Markets: Breadth continues to expand with a growing list of Cyclicals beginning to r…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 20, 2018
June 20, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 13, 2018
June 13, 2018
New this week: Buy Ideas - AET, COST, DIS, MAC, V, WAT, WBA, XEC; Short Ideas - COO,…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 6, 2018
June 6, 2018
Buy Ideas - ACN, ALXN, AMGN, AXP, BA, BLK, DFS, GOOG, GOOGL, ISRG, MO, NUE, NVDA, SI…
QUANT (Doctor): Excel Model 05/31/18 (June) P…
June 4, 2018
June 4, 2018
Macro-Enabled Spreadsheets for DQM June Portfolio
QUANT (Doctor): Doctor Quant Model – Longs …
June 4, 2018
June 4, 2018
Looking ahead, Financials are a key new OW, while we are still OW Energy and Industr…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Downtrends intac…
June 20, 2018
June 20, 2018
The recent trading range lows for BTC (6135-6450) remain critical support given the …
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 18, 2018
June 18, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 6.3%, compared with a 0…
CRYPTO (Lee): Bitcoin CBOE futures expiry see…
June 14, 2018
June 14, 2018
The recent sell-off in Bitcoin has been gut wrenching, tumbling from $8,600 (May 21)…
CRYPTO TECHNICALS (Sluymer): The significance…
June 13, 2018
June 13, 2018
As noted last week, to confirm an improvement taking hold most crypto currencies wou…
CRYPTO (Xuan): Introducing new report: Crypto…
June 12, 2018
June 12, 2018
We are introducing the Benchmark Crypto Indices Weekly Performance Analysis. This r…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: E…
June 18, 2018
June 18, 2018
China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…
POLICY (T. Block): Tom Block’s Takeaways: T…
June 4, 2018
June 4, 2018
Congress returns with immigration, trade and judges in the spotlight.
POLICY (T. Block): Tom Block’s Takeaways: F…
May 29, 2018
May 29, 2018
With art of the favor Trump removes sanctions from Chinese telecom giant ZTE
POLICY (T. Block): Tom Block’s Takeaways: T…
May 21, 2018
May 21, 2018
Basic split in US and Japan negotiating tactics as Japan remains committed to multil…
POLICY (T. Block): Tom Block’s Takeaways: T…
May 14, 2018
May 14, 2018
Trump’s new unpredictable policy model, Fed steady but maybe a surprise
More reports are available in the Research Library.
STRATEGY (Lee): Economic data normalizing, su…
June 15, 2018
June 15, 2018
We remain OW Cyclicals and still expect markets to stage solid gains into YE.
STRATEGY (Lee): Upgrading Consumer Staples to…
June 8, 2018
June 8, 2018
We see minimal downside with Staples and hence, want to be Neutral, rather than Underweight
STRATEGY (Lee): Staying Cyclicals despite Tra…
June 1, 2018
June 1, 2018
Even as the S&P 500 has struggled to build upon gains YTD, given the cumulative headwinds of trade tensions (…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Pullback likely short-l…
June 19, 2018
June 19, 2018
Despite short-term volatility, the intermediate-term background remains positive fro…
TECHNICALS (Sluymer): Participation Broadens …
June 12, 2018
June 12, 2018
Revisiting Staples as oversold intermediate-term lows continue to develop
TECHNICALS (Sluymer): Participation broadenin…
June 5, 2018
June 5, 2018
Breadth leading to the upside, Small-caps break out in May, Nasdaq breaking-out in J…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 20, 2018
June 20, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 13, 2018
June 13, 2018
New this week: Buy Ideas - AET, COST, DIS, MAC, V, WAT, WBA, XEC; Short Ideas - COO,…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 6, 2018
June 6, 2018
Buy Ideas - ACN, ALXN, AMGN, AXP, BA, BLK, DFS, GOOG, GOOGL, ISRG, MO, NUE, NVDA, SI…
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Downtrends intac…
June 20, 2018
June 20, 2018
The recent trading range lows for BTC (6135-6450) remain critical support given the …
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 18, 2018
June 18, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 6.3%, compared with a 0…
CRYPTO (Lee): Bitcoin CBOE futures expiry see…
June 14, 2018
June 14, 2018
The recent sell-off in Bitcoin has been gut wrenching, tumbling from $8,600 (May 21)…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: E…
June 18, 2018
June 18, 2018
China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…
POLICY (T. Block): Tom Block’s Takeaways: T…
June 4, 2018
June 4, 2018
Congress returns with immigration, trade and judges in the spotlight.
POLICY (T. Block): Tom Block’s Takeaways: F…
May 29, 2018
May 29, 2018
With art of the favor Trump removes sanctions from Chinese telecom giant ZTE
More reports are available in the Research Library.
STRATEGY (Lee): Economic data normalizing, su…
June 15, 2018
June 15, 2018
We remain OW Cyclicals and still expect markets to stage solid gains into YE.
STRATEGY (Lee): Upgrading Consumer Staples to…
June 8, 2018
June 8, 2018
We see minimal downside with Staples and hence, want to be Neutral, rather than Underweight
STRATEGY (Lee): Staying Cyclicals despite Tra…
June 1, 2018
June 1, 2018
Even as the S&P 500 has struggled to build upon gains YTD, given the cumulative headwinds of trade tensions (…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Pullback likely short-l…
June 19, 2018
June 19, 2018
Despite short-term volatility, the intermediate-term background remains positive fro…
TECHNICALS (Sluymer): Participation Broadens …
June 12, 2018
June 12, 2018
Revisiting Staples as oversold intermediate-term lows continue to develop
TECHNICALS (Sluymer): Participation broadenin…
June 5, 2018
June 5, 2018
Breadth leading to the upside, Small-caps break out in May, Nasdaq breaking-out in J…
TECHNICALS (Sluymer): USD (DXY) nears resista…
May 29, 2018
May 29, 2018
Short-term pullbacks are underway for equity markets which are likely to be shallow …
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 20, 2018
June 20, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 13, 2018
June 13, 2018
New this week: Buy Ideas - AET, COST, DIS, MAC, V, WAT, WBA, XEC; Short Ideas - COO,…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 6, 2018
June 6, 2018
Buy Ideas - ACN, ALXN, AMGN, AXP, BA, BLK, DFS, GOOG, GOOGL, ISRG, MO, NUE, NVDA, SI…
QUANT (Doctor): Excel Model 05/31/18 (June) P…
June 4, 2018
June 4, 2018
Macro-Enabled Spreadsheets for DQM June Portfolio
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Downtrends intac…
June 20, 2018
June 20, 2018
The recent trading range lows for BTC (6135-6450) remain critical support given the …
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
June 18, 2018
June 18, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 6.3%, compared with a 0…
CRYPTO (Lee): Bitcoin CBOE futures expiry see…
June 14, 2018
June 14, 2018
The recent sell-off in Bitcoin has been gut wrenching, tumbling from $8,600 (May 21)…
CRYPTO TECHNICALS (Sluymer): The significance…
June 13, 2018
June 13, 2018
As noted last week, to confirm an improvement taking hold most crypto currencies wou…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: E…
June 18, 2018
June 18, 2018
China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…
POLICY (T. Block): Tom Block’s Takeaways: T…
June 4, 2018
June 4, 2018
Congress returns with immigration, trade and judges in the spotlight.
POLICY (T. Block): Tom Block’s Takeaways: F…
May 29, 2018
May 29, 2018
With art of the favor Trump removes sanctions from Chinese telecom giant ZTE
POLICY (T. Block): Tom Block’s Takeaways: T…
May 21, 2018
May 21, 2018
Basic split in US and Japan negotiating tactics as Japan remains committed to multil…
More reports are available in the Research Library.