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





From a tactical view, knowing what’s expected quarter by quarter is de rigueur. After all, you need some a…

We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic analytics.

Savvy investors knew a little while back that the Federal Reserve Board had changed its stance from tightenin…

At the start of this year, we said 2019 would look a lot like 2009, arguing that the odds for a double-digit …

For investors, the phrase “record high” just never gets old, does it? How could it. There was plenty of t…

More reports are available in the Research Library.



Short-term pullback remains likely but cycle backdrop remains bullish through YE wel…

In the first section of this week’s video, we revisit the technical outlook for th…

In the first section of this week’s video we highlight that another short-term pau…

More pending short-term noise within a broader cycle recovery – Remain bullish - A…

In this week’s video we begin by noting that, while equity markets are likely star…

More reports are available in the Research Library.



New this week: Buy Ideas - AMGN, GOOG, OXY, PM, VLO, XOM; Short Ideas - NRG, PPL

New this week: Buy Ideas - CBOE, DRI, GWW, IRM, MA, PG, SBAC, TGT; Short Ideas - APT…

Long exposure to Defensive sectors increased from a month ago, while exposure increa…

New this week: Buy Ideas - AIZ, AME, ANTM, APH, BMY, CE, CLX, CMI, DE, DISCA, DOV, D…

New this week: Buy Ideas - AMGN, BLK, CBRE, D, EMN, NKE, NUE, PG, PNC, WFC; Short Id…

More reports are available in the Research Library.



We see a bit of chop should be expected in the next few weeks, with the downside bei…

A short-term oversold trading rally is likely developing as most coins begin to boun…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.4%, compared with a …

While there are short-term negative effects (panic on Bitcoin), this is ultimately p…

In our last Crypto TA report we highlighted BTC was likely at a pause point given RS…

More reports are available in the Research Library.



Debt ceiling emerges as major issue as Treasury Secretary notifies Congress that fed…

Congress returns from July 4 break for only four weeks until it heads home again for…

Congress is in recess this week for the 4th of July holiday, back next week. Preside…

Trump and Xi meet this week in Japan at the G-20 and the expectation is that they wi…

White House meeting expected this week with Congressional leaders to deal with Octob…

More reports are available in the Research Library.




From a tactical view, knowing what’s expected quarter by quarter is de rigueur. After all, you need some a…

We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic analytics.

Savvy investors knew a little while back that the Federal Reserve Board had changed its stance from tightenin…

More reports are available in the Research Library.



Short-term pullback remains likely but cycle backdrop remains bullish through YE wel…

In the first section of this week’s video, we revisit the technical outlook for th…

In the first section of this week’s video we highlight that another short-term pau…

More reports are available in the Research Library.




New this week: Buy Ideas - AMGN, GOOG, OXY, PM, VLO, XOM; Short Ideas - NRG, PPL

New this week: Buy Ideas - CBOE, DRI, GWW, IRM, MA, PG, SBAC, TGT; Short Ideas - APT…

Long exposure to Defensive sectors increased from a month ago, while exposure increa…

More reports are available in the Research Library.



We see a bit of chop should be expected in the next few weeks, with the downside bei…

A short-term oversold trading rally is likely developing as most coins begin to boun…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.4%, compared with a …

More reports are available in the Research Library.




Debt ceiling emerges as major issue as Treasury Secretary notifies Congress that fed…

Congress returns from July 4 break for only four weeks until it heads home again for…

Congress is in recess this week for the 4th of July holiday, back next week. Preside…

More reports are available in the Research Library.





From a tactical view, knowing what’s expected quarter by quarter is de rigueur. After all, you need some a…

We are rebalancing our 6 thematic portfolios, refreshing stocks lists and re-running the thematic analytics.

Savvy investors knew a little while back that the Federal Reserve Board had changed its stance from tightenin…

At the start of this year, we said 2019 would look a lot like 2009, arguing that the odds for a double-digit …

More reports are available in the Research Library.



Short-term pullback remains likely but cycle backdrop remains bullish through YE wel…

In the first section of this week’s video, we revisit the technical outlook for th…

In the first section of this week’s video we highlight that another short-term pau…

More pending short-term noise within a broader cycle recovery – Remain bullish - A…

More reports are available in the Research Library.



New this week: Buy Ideas - AMGN, GOOG, OXY, PM, VLO, XOM; Short Ideas - NRG, PPL

New this week: Buy Ideas - CBOE, DRI, GWW, IRM, MA, PG, SBAC, TGT; Short Ideas - APT…

Long exposure to Defensive sectors increased from a month ago, while exposure increa…

New this week: Buy Ideas - AIZ, AME, ANTM, APH, BMY, CE, CLX, CMI, DE, DISCA, DOV, D…

More reports are available in the Research Library.



We see a bit of chop should be expected in the next few weeks, with the downside bei…

A short-term oversold trading rally is likely developing as most coins begin to boun…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.4%, compared with a …

While there are short-term negative effects (panic on Bitcoin), this is ultimately p…

More reports are available in the Research Library.



Debt ceiling emerges as major issue as Treasury Secretary notifies Congress that fed…

Congress returns from July 4 break for only four weeks until it heads home again for…

Congress is in recess this week for the 4th of July holiday, back next week. Preside…

Trump and Xi meet this week in Japan at the G-20 and the expectation is that they wi…

More reports are available in the Research Library.