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





For many years, it was obvious that Technology would eventually target Financial Services for disruption (Sli…

Markets added one more nagging concern to fret over: potential military conflict in the Mideast. No, it’s n…

The central thesis of market skeptics is that multiple political risks (China/US and Brexit and Trump general…

“Let’s retire the scary term “Retail Apocalypse,” shall we? It’s oft repeated in the media and on…

It was the Fed. Ultimately, that’s who was responsible for last week’s 4.4% lightning quick turnaround ra…

More reports are available in the Research Library.



Did last week’s equity 6.5% surge move markets too far, too fast? From a trading s…

Why are we not more bearish? – Weekly data likely to bottom in Q3 with positive di…

Trading rebound likely this week but weekly momentum data suggest further churn into…

More reports are available in the Research Library.



New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…

The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …

New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…

New this week: Buy Ideas - ADBE, BIIB, BKNG, BMY, BWA, CL, F, IBM, LEN, MNST, MSI, M…

The Credit Convergence Strategy: Exploitable anomalies across the Capital Structure

More reports are available in the Research Library.



For many years, it was obvious that Technology would eventually target Financial Ser…

In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…

Bitcoin climbed to $9,400 level over the weekend, near the key price level $10,000. …

Daily RSI momentum beginning to turn up from neutral consistent with strong trending…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 12.1%, compared with a …

More reports are available in the Research Library.



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

Crisis created, crisis averted, precedent of tariffs as policy weapon established.

Congress returns after week-long recess. House will pass $19 billion disaster relie…

Congress out for Memorial Day recess, returns June 4th to pass Emergency Disaster Re…

While China/US trade talks appear stalled, President Trump delayed Section 232 tarif…

More reports are available in the Research Library.




For many years, it was obvious that Technology would eventually target Financial Services for disruption (Sli…

Markets added one more nagging concern to fret over: potential military conflict in the Mideast. No, it’s n…

The central thesis of market skeptics is that multiple political risks (China/US and Brexit and Trump general…

More reports are available in the Research Library.




New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…

The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …

New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…

More reports are available in the Research Library.



For many years, it was obvious that Technology would eventually target Financial Ser…

In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…

Bitcoin climbed to $9,400 level over the weekend, near the key price level $10,000. …

More reports are available in the Research Library.




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

Crisis created, crisis averted, precedent of tariffs as policy weapon established.

Congress returns after week-long recess. House will pass $19 billion disaster relie…

More reports are available in the Research Library.





For many years, it was obvious that Technology would eventually target Financial Services for disruption (Sli…

Markets added one more nagging concern to fret over: potential military conflict in the Mideast. No, it’s n…

The central thesis of market skeptics is that multiple political risks (China/US and Brexit and Trump general…

“Let’s retire the scary term “Retail Apocalypse,” shall we? It’s oft repeated in the media and on…

More reports are available in the Research Library.



New this week: Buy Ideas - BA, BMY, CAT, EBAY, FB, IBM, IRM, MRK, TRV, VFC; Short Id…

The Doctor Quant Model (DQM, slide 5) 4/30 long portfolio trailed the S&P 500 Equal …

New this week: Buy Ideas - AMP, ANSS, EOG, GM, ITW, LYB, PLD; Short Ideas - ADS, CTS…

New this week: Buy Ideas - ADBE, BIIB, BKNG, BMY, BWA, CL, F, IBM, LEN, MNST, MSI, M…

More reports are available in the Research Library.



For many years, it was obvious that Technology would eventually target Financial Ser…

In its 10-year history, Bitcoin has only traded above $9,000 4% of its total days (~…

Bitcoin climbed to $9,400 level over the weekend, near the key price level $10,000. …

Daily RSI momentum beginning to turn up from neutral consistent with strong trending…

More reports are available in the Research Library.



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

Crisis created, crisis averted, precedent of tariffs as policy weapon established.

Congress returns after week-long recess. House will pass $19 billion disaster relie…

Congress out for Memorial Day recess, returns June 4th to pass Emergency Disaster Re…

More reports are available in the Research Library.