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





Healthcare stocks have fallen sharply in the past month (-8%) on the heels of rising political risk (Slide 5)…

The S&P 500 is up 15% YTD, surpassing gains seen in 2016 and tracking our base case, which is “2019 looks a…

For 2019, we revived our thematic and tactical baskets, to synergize thematic (read as longer term) ideas wit…

In this video, we discuss how the 10Y-3M is not a great tactical signal given poor precision in predicting re…

Last week, a key portion of the yield curve, 10Y less 3M inverted, a historically reliable business cycle sig…

More reports are available in the Research Library.



In the first section of this week’s video, we review the peak developing in weekly…

What’s changing? Intermediate-term momentum indicators, tracking 1-2 quarter shift…

Cycle backdrop continues to improve with the percentage of stocks with positive/risi…

The cycle backdrop for equities remains bullish with the S&P still early on in what …

In the first section of this week’s video, we reiterate our longer-term bullish ou…

More reports are available in the Research Library.



New this week: Buy Ideas - BWA, GILD, HD, INTC, MAC; Short Ideas - AAL, DISCA, GPS, …

New this week: Buy Ideas - AMGN, BKNG, BMY, CAT, CVS, GOOG, MSFT, RE; Short Ideas - …

New this week: Buy Ideas - ABBV, BLK, CMI, DIS, EOG, EXR, ITW, MMM; Short Ideas - FI…

Healthcare, Financials and Discretionary exposure up, Tech down

New this week: Buy Ideas - APH, BBY, C, DOV, FTI, F, GILD, JNJ, LNC, LOW, NUE, PRU, …

More reports are available in the Research Library.



There remains a fairly high level of skepticism and apathy towards the recent recove…

Over the past 7 days, the FS CryptoFX Agg Index increased by 0.9%, compared with a 0…

Encouraging signs continue to develop suggesting the hibernation of the crypto bear …

The indices have undergone a quarterly rebalance as of 03/31/2019. Binance Coin are …

There is good and bad news from a reading of >67. The signal generated by the readin…

More reports are available in the Research Library.



Justice Department releases Mueller Report that states there was not enough evidence…

President Trump, Republican Senate, and Democratic House need a budget deal to fund …

Trump ends week of trade talks with China indicating a treaty is possible, Fate of r…

Trump would like to follow up his Mueller Report victory with a big win on trade. Ch…

No collusion, no impeachment, Trump can campaign as victim. Democrats won the House …

More reports are available in the Research Library.




Healthcare stocks have fallen sharply in the past month (-8%) on the heels of rising political risk (Slide 5)…

The S&P 500 is up 15% YTD, surpassing gains seen in 2016 and tracking our base case, which is “2019 looks a…

For 2019, we revived our thematic and tactical baskets, to synergize thematic (read as longer term) ideas wit…

More reports are available in the Research Library.



In the first section of this week’s video, we review the peak developing in weekly…

What’s changing? Intermediate-term momentum indicators, tracking 1-2 quarter shift…

Cycle backdrop continues to improve with the percentage of stocks with positive/risi…

More reports are available in the Research Library.




New this week: Buy Ideas - BWA, GILD, HD, INTC, MAC; Short Ideas - AAL, DISCA, GPS, …

New this week: Buy Ideas - AMGN, BKNG, BMY, CAT, CVS, GOOG, MSFT, RE; Short Ideas - …

New this week: Buy Ideas - ABBV, BLK, CMI, DIS, EOG, EXR, ITW, MMM; Short Ideas - FI…

More reports are available in the Research Library.



There remains a fairly high level of skepticism and apathy towards the recent recove…

Over the past 7 days, the FS CryptoFX Agg Index increased by 0.9%, compared with a 0…

Encouraging signs continue to develop suggesting the hibernation of the crypto bear …

More reports are available in the Research Library.




Justice Department releases Mueller Report that states there was not enough evidence…

President Trump, Republican Senate, and Democratic House need a budget deal to fund …

Trump ends week of trade talks with China indicating a treaty is possible, Fate of r…

More reports are available in the Research Library.





Healthcare stocks have fallen sharply in the past month (-8%) on the heels of rising political risk (Slide 5)…

The S&P 500 is up 15% YTD, surpassing gains seen in 2016 and tracking our base case, which is “2019 looks a…

For 2019, we revived our thematic and tactical baskets, to synergize thematic (read as longer term) ideas wit…

In this video, we discuss how the 10Y-3M is not a great tactical signal given poor precision in predicting re…

More reports are available in the Research Library.



In the first section of this week’s video, we review the peak developing in weekly…

What’s changing? Intermediate-term momentum indicators, tracking 1-2 quarter shift…

Cycle backdrop continues to improve with the percentage of stocks with positive/risi…

The cycle backdrop for equities remains bullish with the S&P still early on in what …

More reports are available in the Research Library.



New this week: Buy Ideas - BWA, GILD, HD, INTC, MAC; Short Ideas - AAL, DISCA, GPS, …

New this week: Buy Ideas - AMGN, BKNG, BMY, CAT, CVS, GOOG, MSFT, RE; Short Ideas - …

New this week: Buy Ideas - ABBV, BLK, CMI, DIS, EOG, EXR, ITW, MMM; Short Ideas - FI…

Healthcare, Financials and Discretionary exposure up, Tech down

More reports are available in the Research Library.



There remains a fairly high level of skepticism and apathy towards the recent recove…

Over the past 7 days, the FS CryptoFX Agg Index increased by 0.9%, compared with a 0…

Encouraging signs continue to develop suggesting the hibernation of the crypto bear …

The indices have undergone a quarterly rebalance as of 03/31/2019. Binance Coin are …

More reports are available in the Research Library.



Justice Department releases Mueller Report that states there was not enough evidence…

President Trump, Republican Senate, and Democratic House need a budget deal to fund …

Trump ends week of trade talks with China indicating a treaty is possible, Fate of r…

Trump would like to follow up his Mueller Report victory with a big win on trade. Ch…

More reports are available in the Research Library.