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 remain OW Cyclicals and still expect markets to stage solid gains into YE.

We see minimal downside with Staples and hence, want to be Neutral, rather than Underweight

Even as the S&P 500 has struggled to build upon gains YTD, given the cumulative headwinds of trade tensions (…

We believe Energy stocks have strong continued upside and remain steady buyers.

More reports are available in the Research Library.



Revisiting Staples as oversold intermediate-term lows continue to develop

Breadth leading to the upside, Small-caps break out in May, Nasdaq breaking-out in J…

Short-term pullbacks are underway for equity markets which are likely to be shallow …

Markets: Breadth continues to expand with a growing list of Cyclicals beginning to r…

Technology leads but is becoming overbought short-term while Cyclical laggards are b…

More reports are available in the Research Library.



New this week: Buy Ideas - AET, COST, DIS, MAC, V, WAT, WBA, XEC; Short Ideas - COO,…

Buy Ideas - ACN, ALXN, AMGN, AXP, BA, BLK, DFS, GOOG, GOOGL, ISRG, MO, NUE, NVDA, SI…

Macro-Enabled Spreadsheets for DQM June Portfolio

Looking ahead, Financials are a key new OW, while we are still OW Energy and Industr…

Quant / Technical Matrix outperformed SPX by 98/44bp Long / Short; 6 new Longs, 5 ne…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 6.3%, compared with a 0…

The recent sell-off in Bitcoin has been gut wrenching, tumbling from $8,600 (May 21)…

As noted last week, to confirm an improvement taking hold most crypto currencies wou…

We are introducing the Benchmark Crypto Indices Weekly Performance Analysis. This r…

For the first time this year, the incremental regulatory picture is arguably improvi…

More reports are available in the Research Library.



China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…

Congress returns with immigration, trade and judges in the spotlight.

With art of the favor Trump removes sanctions from Chinese telecom giant ZTE

Basic split in US and Japan negotiating tactics as Japan remains committed to multil…

Trump’s new unpredictable policy model, Fed steady but maybe a surprise

More reports are available in the Research Library.




We remain OW Cyclicals and still expect markets to stage solid gains into YE.

We see minimal downside with Staples and hence, want to be Neutral, rather than Underweight

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.



Revisiting Staples as oversold intermediate-term lows continue to develop

Breadth leading to the upside, Small-caps break out in May, Nasdaq breaking-out in J…

Short-term pullbacks are underway for equity markets which are likely to be shallow …

More reports are available in the Research Library.




New this week: Buy Ideas - AET, COST, DIS, MAC, V, WAT, WBA, XEC; Short Ideas - COO,…

Buy Ideas - ACN, ALXN, AMGN, AXP, BA, BLK, DFS, GOOG, GOOGL, ISRG, MO, NUE, NVDA, SI…

Macro-Enabled Spreadsheets for DQM June Portfolio

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 6.3%, compared with a 0…

The recent sell-off in Bitcoin has been gut wrenching, tumbling from $8,600 (May 21)…

As noted last week, to confirm an improvement taking hold most crypto currencies wou…

More reports are available in the Research Library.




China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…

Congress returns with immigration, trade and judges in the spotlight.

With art of the favor Trump removes sanctions from Chinese telecom giant ZTE

More reports are available in the Research Library.





We remain OW Cyclicals and still expect markets to stage solid gains into YE.

We see minimal downside with Staples and hence, want to be Neutral, rather than Underweight

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.



Revisiting Staples as oversold intermediate-term lows continue to develop

Breadth leading to the upside, Small-caps break out in May, Nasdaq breaking-out in J…

Short-term pullbacks are underway for equity markets which are likely to be shallow …

Markets: Breadth continues to expand with a growing list of Cyclicals beginning to r…

More reports are available in the Research Library.



New this week: Buy Ideas - AET, COST, DIS, MAC, V, WAT, WBA, XEC; Short Ideas - COO,…

Buy Ideas - ACN, ALXN, AMGN, AXP, BA, BLK, DFS, GOOG, GOOGL, ISRG, MO, NUE, NVDA, SI…

Macro-Enabled Spreadsheets for DQM June Portfolio

Looking ahead, Financials are a key new OW, while we are still OW Energy and Industr…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 6.3%, compared with a 0…

The recent sell-off in Bitcoin has been gut wrenching, tumbling from $8,600 (May 21)…

As noted last week, to confirm an improvement taking hold most crypto currencies wou…

We are introducing the Benchmark Crypto Indices Weekly Performance Analysis. This r…

More reports are available in the Research Library.



China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…

Congress returns with immigration, trade and judges in the spotlight.

With art of the favor Trump removes sanctions from Chinese telecom giant ZTE

Basic split in US and Japan negotiating tactics as Japan remains committed to multil…

More reports are available in the Research Library.