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 believe the collapse of the stock in recent days is a sign that a lot of bad news is priced in. GE may be…

Inversions of the 5Y-3Y happen with excessive frequency (73 times since 1954 vs 9 recessions) and therefore i…

The correction in equity markets that started in early October has turned into a “rout” as margin calls, …

Equity markets have been rattled in the past few days, falling 3%, rattling the confidence of markets and rai…

We discuss how a peculiar seasonality exists with homebuilders, which rally from Oct 20th to April 30th by an…

More reports are available in the Research Library.



The technical backdrop for equities remains weak as the S&P once again stress tests …

In this week’s video we begin with a discussion of the 4-year market cycle that be…

Short-term indicators, tracking multi-week shifts are oversold and beginning to bott…

Successful retest of the October lows taking hold - Equity market appears to be on t…

We review the short-term technical backdrop for equities, noting that the pullback a…

More reports are available in the Research Library.



OW Financials, Tech, and UW Com Services, Industrials and Utilities

New this week: Buy Ideas - CL, CSCO, GILD, IBM, IRM, JNJ, TRV; Short Ideas - AMD, AP…

New this week: Buy Ideas - ABBV, ADBE, ADSK, BA, CAT, FDX, LYB, MA, MS, ORCL, PAYX, …

New this week: Buy Ideas - ORLY, UPS; Short Ideas - ANET, GPN, HES

New this week: Buy Ideas - AMGN, BIIB, CB, EOG, GOOG, KLAC, ROK, WFC; Short Ideas - …

More reports are available in the Research Library.



When we established our fair values on Bitcoin, we relied on two methodologies—a …

In addition to revisiting the 2014-2015 bear market parallels, today’s note highli…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.3%, compared with a …

自九月以来比特币全网算力从57 EH/s下降到36 EH/s。根据Fundstrat挖 …

Over the past 7 days, the FS CryptoFX Agg Index increased by 2.3%, compared with a 4…

More reports are available in the Research Library.



Trade continues to be large issue for the Trump Administration. The arrest last week…

President Trump made headlines on trade while in Argentina at the G20 when he agreed…

Final vote count appears to give House Democrats a gain of between 30 to 35 seats, a…

Trump and his Administration will face real opposition for the first time since his …

More reports are available in the Research Library.




We believe the collapse of the stock in recent days is a sign that a lot of bad news is priced in. GE may be…

Inversions of the 5Y-3Y happen with excessive frequency (73 times since 1954 vs 9 recessions) and therefore i…

The correction in equity markets that started in early October has turned into a “rout” as margin calls, …

More reports are available in the Research Library.



The technical backdrop for equities remains weak as the S&P once again stress tests …

In this week’s video we begin with a discussion of the 4-year market cycle that be…

Short-term indicators, tracking multi-week shifts are oversold and beginning to bott…

More reports are available in the Research Library.




OW Financials, Tech, and UW Com Services, Industrials and Utilities

New this week: Buy Ideas - CL, CSCO, GILD, IBM, IRM, JNJ, TRV; Short Ideas - AMD, AP…

New this week: Buy Ideas - ABBV, ADBE, ADSK, BA, CAT, FDX, LYB, MA, MS, ORCL, PAYX, …

More reports are available in the Research Library.



When we established our fair values on Bitcoin, we relied on two methodologies—a …

In addition to revisiting the 2014-2015 bear market parallels, today’s note highli…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.3%, compared with a …

More reports are available in the Research Library.




Trade continues to be large issue for the Trump Administration. The arrest last week…

President Trump made headlines on trade while in Argentina at the G20 when he agreed…

More reports are available in the Research Library.





We believe the collapse of the stock in recent days is a sign that a lot of bad news is priced in. GE may be…

Inversions of the 5Y-3Y happen with excessive frequency (73 times since 1954 vs 9 recessions) and therefore i…

The correction in equity markets that started in early October has turned into a “rout” as margin calls, …

Equity markets have been rattled in the past few days, falling 3%, rattling the confidence of markets and rai…

More reports are available in the Research Library.



The technical backdrop for equities remains weak as the S&P once again stress tests …

In this week’s video we begin with a discussion of the 4-year market cycle that be…

Short-term indicators, tracking multi-week shifts are oversold and beginning to bott…

Successful retest of the October lows taking hold - Equity market appears to be on t…

More reports are available in the Research Library.



OW Financials, Tech, and UW Com Services, Industrials and Utilities

New this week: Buy Ideas - CL, CSCO, GILD, IBM, IRM, JNJ, TRV; Short Ideas - AMD, AP…

New this week: Buy Ideas - ABBV, ADBE, ADSK, BA, CAT, FDX, LYB, MA, MS, ORCL, PAYX, …

New this week: Buy Ideas - ORLY, UPS; Short Ideas - ANET, GPN, HES

More reports are available in the Research Library.



When we established our fair values on Bitcoin, we relied on two methodologies—a …

In addition to revisiting the 2014-2015 bear market parallels, today’s note highli…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.3%, compared with a …

自九月以来比特币全网算力从57 EH/s下降到36 EH/s。根据Fundstrat挖 …

More reports are available in the Research Library.



Trade continues to be large issue for the Trump Administration. The arrest last week…

President Trump made headlines on trade while in Argentina at the G20 when he agreed…

Final vote count appears to give House Democrats a gain of between 30 to 35 seats, a…

More reports are available in the Research Library.