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

Fundstrat In The News

See more in Latest News

See more in Latest News

Portfolio Strategy

FLASH: We need to thank ‘millennials’ for impressive resilience…
December 6, 2019
FLASH: We need to thank ‘millennials…
December 6, 2019
Equity markets staged a remarkable recovery this week. After falling ~2% over 3 days, breaching some key tec…
WEEKEND ALPHA (Racanelli): The Old Bull Has Life in It Yet; Stocks Stage Bi…
December 6, 2019
WEEKEND ALPHA (Racanelli): The Old Bull Has L…
December 6, 2019
At the risk of repeating something we’ve been saying all year, this is a resilient bull market. Indeed, ver…
SIGNAL FROM NOISE (Racanelli): Capri Holdings Recovery, Makeover Could Send…
December 4, 2019
SIGNAL FROM NOISE (Racanelli): Capri Holdings…
December 4, 2019
Bottom Line: The market is missing the CPRI forest for the trees. Yes, Kors needs to perk up. But if managem…
FLASH: Market over-reaction to weak US PMIs. We expect market to bounce ha…
December 2, 2019
FLASH: Market over-reaction to weak US PMIs. …
December 2, 2019
In our view, we would be buyers of this pullback. Our base case remains that 2020 economy > 2019 economy, se…
WEEKEND ALPHA (Racanelli): Rampaging Bull Doesn’t Pause For Thanksgiving;…
November 29, 2019
WEEKEND ALPHA (Racanelli): Rampaging Bull Doe…
November 29, 2019
Not even a holiday-shortened week of somnambulant trading could stop this powerful 2019 bull market, now up o…

More reports are available in the Research Library.

Technical

TECHNICALS: Pullback likely short-lived as cyclical barometers become …
December 3, 2019
TECHNICALS: Pullback likely short-lived as cy…
December 3, 2019
We continue to expect pullbacks to be short-lived and shallower than most expect giv…
TECHNICALS (Sluymer): Bull cycle continues to broaden with growth and …
November 26, 2019
TECHNICALS (Sluymer): Bull cycle continues to…
November 26, 2019
Tactical uptrend likely to continue into mid Q1 - First, in contrast to Q2-Q3 2019, …
TECHNICALS (Sluymer): Cycle backdrop bullish, Growth stocks bottoming,…
November 19, 2019
TECHNICALS (Sluymer): Cycle backdrop bullish,…
November 19, 2019
Still a normal market cycle technically despite the abnormal news backdrop
Technicals (Sluymer): Stay focused on the bullish cycle not the pendin…
November 12, 2019
Technicals (Sluymer): Stay focused on the bul…
November 12, 2019
Don't lose sight of the longer-term bullish cycle as markets become overbought short…
TECHNICALS (Sluymer): 2nd upleg in the 2019 bull market underway – C…
November 5, 2019
TECHNICALS (Sluymer): 2nd upleg in the 2019 b…
November 5, 2019
Second upleg of the 2019 global equity bull market underway with cyclicals continuin…

More reports are available in the Research Library.

Quantamental

FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 5 ne…
November 27, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 27, 2019
New this week: Buy Ideas - ADP, ANSS, CPRT, PYPL, VRSN; Short Ideas - AEE, EVRG, GP…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 2 ne…
November 20, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 20, 2019
New this week: Buy Ideas - HUM, MSFT; Short Ideas - AEP, AKAM, BRK/B, CMG, CMS, DGX…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 20 n…
November 6, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 6, 2019
Buy Ideas - ARNC, CI, CTXS, FITB, GILD, HPQ, KSU, LYB, MXIM, NVDA, ORCL, QRVO, REGN,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 4 ne…
October 30, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 30, 2019
New this week: Buy Ideas - ANTM, CBRE, DISCK, FB; Short Ideas - CTVA, FIS, MKTX, WA…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 6 ne…
October 23, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 23, 2019
New this week: Buy Ideas - BBY, BIIB, CSCO, CTL, MAC, SYF; Short Ideas - AWK, ECL, …

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO TECHNICALS (Sluymer): Did BTC just complete a US Thanksgiv…
November 27, 2019
CRYPTO TECHNICALS (Sluymer): Did BTC just com…
November 27, 2019
Short-term trading resistance remains at the November downtrend and 90-hour sma (7.7…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
November 26, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
November 26, 2019
Primarily impacted by the negative news from China, Bitcoin's price fell below $7,00…
CRYPTO TECHNICALS (Sluymer): Downtrends intact but oversold rebou…
November 20, 2019
CRYPTO TECHNICALS (Sluymer): Downtrends intac…
November 20, 2019
• 2H downtrends intact as most crypto currencies retest key technical support ban…
CRYPTO SPECIAL REPORT: Bitcoin SV — The “big block” Bitcoin…
November 6, 2019
CRYPTO SPECIAL REPORT: Bitcoin SV — The “…
November 6, 2019
Adoption by established enterprises would validate network utility
CRYPTO TECHNICALS (Sluymer): A technical case for another upleg i…
November 6, 2019
CRYPTO TECHNICALS (Sluymer): A technical case…
November 6, 2019
A change in trend by Alts with BTC again testing a key pivot resistance level

More reports are available in the Research Library.

Policy

POLICY (T. Block): Could be a big week for trade as impeachment continues
December 2, 2019
POLICY (T. Block): Could be a big week for tr…
December 2, 2019
Last week the President faced a major political decision with respect to legislation…
POLICY (T. Block): Slow week but China trade potential showdown over Hong K…
November 25, 2019
POLICY (T. Block): Slow week but China trade …
November 25, 2019
Congress passed resolution aimed to support protesters in Hong Kong, Phase One trade…
POLICY (T. Block): Government funding deadline, China trade and Democratic …
November 18, 2019
POLICY (T. Block): Government funding deadlin…
November 18, 2019
Thursday at midnight is yet another government funding deadline to avoid a governmen…
POLICY (T. Block): Impeachment proceeds while budget and China talks requir…
November 12, 2019
POLICY (T. Block): Impeachment proceeds while…
November 12, 2019
Budget deadline next week, November 21, expectation is for another Continuing Resolu…
POLICY (T. Block): Impeachment continues to dominate, China deal near, budg…
November 4, 2019
POLICY (T. Block): Impeachment continues to d…
November 4, 2019
Impeachment moves to next stage with House vote last week. Expect House vote impeac…

More reports are available in the Research Library.

Portfolio Strategy

FLASH: We need to thank ‘millennials’ for impressive resilience…
December 6, 2019
FLASH: We need to thank ‘millennials…
December 6, 2019
Equity markets staged a remarkable recovery this week. After falling ~2% over 3 days, breaching some key tec…
WEEKEND ALPHA (Racanelli): The Old Bull Has Life in It Yet; Stocks Stage Bi…
December 6, 2019
WEEKEND ALPHA (Racanelli): The Old Bull Has L…
December 6, 2019
At the risk of repeating something we’ve been saying all year, this is a resilient bull market. Indeed, ver…
SIGNAL FROM NOISE (Racanelli): Capri Holdings Recovery, Makeover Could Send…
December 4, 2019
SIGNAL FROM NOISE (Racanelli): Capri Holdings…
December 4, 2019
Bottom Line: The market is missing the CPRI forest for the trees. Yes, Kors needs to perk up. But if managem…

More reports are available in the Research Library.

Technical

TECHNICALS: Pullback likely short-lived as cyclical barometers become …
December 3, 2019
TECHNICALS: Pullback likely short-lived as cy…
December 3, 2019
We continue to expect pullbacks to be short-lived and shallower than most expect giv…
TECHNICALS (Sluymer): Bull cycle continues to broaden with growth and …
November 26, 2019
TECHNICALS (Sluymer): Bull cycle continues to…
November 26, 2019
Tactical uptrend likely to continue into mid Q1 - First, in contrast to Q2-Q3 2019, …
TECHNICALS (Sluymer): Cycle backdrop bullish, Growth stocks bottoming,…
November 19, 2019
TECHNICALS (Sluymer): Cycle backdrop bullish,…
November 19, 2019
Still a normal market cycle technically despite the abnormal news backdrop

More reports are available in the Research Library.

Quantamental

FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 5 ne…
November 27, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 27, 2019
New this week: Buy Ideas - ADP, ANSS, CPRT, PYPL, VRSN; Short Ideas - AEE, EVRG, GP…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 2 ne…
November 20, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 20, 2019
New this week: Buy Ideas - HUM, MSFT; Short Ideas - AEP, AKAM, BRK/B, CMG, CMS, DGX…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 20 n…
November 6, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 6, 2019
Buy Ideas - ARNC, CI, CTXS, FITB, GILD, HPQ, KSU, LYB, MXIM, NVDA, ORCL, QRVO, REGN,…

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO TECHNICALS (Sluymer): Did BTC just complete a US Thanksgiv…
November 27, 2019
CRYPTO TECHNICALS (Sluymer): Did BTC just com…
November 27, 2019
Short-term trading resistance remains at the November downtrend and 90-hour sma (7.7…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
November 26, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
November 26, 2019
Primarily impacted by the negative news from China, Bitcoin's price fell below $7,00…
CRYPTO TECHNICALS (Sluymer): Downtrends intact but oversold rebou…
November 20, 2019
CRYPTO TECHNICALS (Sluymer): Downtrends intac…
November 20, 2019
• 2H downtrends intact as most crypto currencies retest key technical support ban…

More reports are available in the Research Library.

Policy

POLICY (T. Block): Could be a big week for trade as impeachment continues
December 2, 2019
POLICY (T. Block): Could be a big week for tr…
December 2, 2019
Last week the President faced a major political decision with respect to legislation…
POLICY (T. Block): Slow week but China trade potential showdown over Hong K…
November 25, 2019
POLICY (T. Block): Slow week but China trade …
November 25, 2019
Congress passed resolution aimed to support protesters in Hong Kong, Phase One trade…
POLICY (T. Block): Government funding deadline, China trade and Democratic …
November 18, 2019
POLICY (T. Block): Government funding deadlin…
November 18, 2019
Thursday at midnight is yet another government funding deadline to avoid a governmen…

More reports are available in the Research Library.

Portfolio Strategy

FLASH: We need to thank ‘millennials’ for impressive resilience…
December 6, 2019
FLASH: We need to thank ‘millennials…
December 6, 2019
Equity markets staged a remarkable recovery this week. After falling ~2% over 3 days, breaching some key tec…
WEEKEND ALPHA (Racanelli): The Old Bull Has Life in It Yet; Stocks Stage Bi…
December 6, 2019
WEEKEND ALPHA (Racanelli): The Old Bull Has L…
December 6, 2019
At the risk of repeating something we’ve been saying all year, this is a resilient bull market. Indeed, ver…
SIGNAL FROM NOISE (Racanelli): Capri Holdings Recovery, Makeover Could Send…
December 4, 2019
SIGNAL FROM NOISE (Racanelli): Capri Holdings…
December 4, 2019
Bottom Line: The market is missing the CPRI forest for the trees. Yes, Kors needs to perk up. But if managem…
FLASH: Market over-reaction to weak US PMIs. We expect market to bounce ha…
December 2, 2019
FLASH: Market over-reaction to weak US PMIs. …
December 2, 2019
In our view, we would be buyers of this pullback. Our base case remains that 2020 economy > 2019 economy, se…

More reports are available in the Research Library.

Technical

TECHNICALS: Pullback likely short-lived as cyclical barometers become …
December 3, 2019
TECHNICALS: Pullback likely short-lived as cy…
December 3, 2019
We continue to expect pullbacks to be short-lived and shallower than most expect giv…
TECHNICALS (Sluymer): Bull cycle continues to broaden with growth and …
November 26, 2019
TECHNICALS (Sluymer): Bull cycle continues to…
November 26, 2019
Tactical uptrend likely to continue into mid Q1 - First, in contrast to Q2-Q3 2019, …
TECHNICALS (Sluymer): Cycle backdrop bullish, Growth stocks bottoming,…
November 19, 2019
TECHNICALS (Sluymer): Cycle backdrop bullish,…
November 19, 2019
Still a normal market cycle technically despite the abnormal news backdrop
Technicals (Sluymer): Stay focused on the bullish cycle not the pendin…
November 12, 2019
Technicals (Sluymer): Stay focused on the bul…
November 12, 2019
Don't lose sight of the longer-term bullish cycle as markets become overbought short…

More reports are available in the Research Library.

Quantamental

FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 5 ne…
November 27, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 27, 2019
New this week: Buy Ideas - ADP, ANSS, CPRT, PYPL, VRSN; Short Ideas - AEE, EVRG, GP…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 2 ne…
November 20, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 20, 2019
New this week: Buy Ideas - HUM, MSFT; Short Ideas - AEP, AKAM, BRK/B, CMG, CMS, DGX…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 20 n…
November 6, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 6, 2019
Buy Ideas - ARNC, CI, CTXS, FITB, GILD, HPQ, KSU, LYB, MXIM, NVDA, ORCL, QRVO, REGN,…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 4 ne…
October 30, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
October 30, 2019
New this week: Buy Ideas - ANTM, CBRE, DISCK, FB; Short Ideas - CTVA, FIS, MKTX, WA…

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO TECHNICALS (Sluymer): Did BTC just complete a US Thanksgiv…
November 27, 2019
CRYPTO TECHNICALS (Sluymer): Did BTC just com…
November 27, 2019
Short-term trading resistance remains at the November downtrend and 90-hour sma (7.7…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
November 26, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
November 26, 2019
Primarily impacted by the negative news from China, Bitcoin's price fell below $7,00…
CRYPTO TECHNICALS (Sluymer): Downtrends intact but oversold rebou…
November 20, 2019
CRYPTO TECHNICALS (Sluymer): Downtrends intac…
November 20, 2019
• 2H downtrends intact as most crypto currencies retest key technical support ban…
CRYPTO SPECIAL REPORT: Bitcoin SV — The “big block” Bitcoin…
November 6, 2019
CRYPTO SPECIAL REPORT: Bitcoin SV — The “…
November 6, 2019
Adoption by established enterprises would validate network utility

More reports are available in the Research Library.

Policy

POLICY (T. Block): Could be a big week for trade as impeachment continues
December 2, 2019
POLICY (T. Block): Could be a big week for tr…
December 2, 2019
Last week the President faced a major political decision with respect to legislation…
POLICY (T. Block): Slow week but China trade potential showdown over Hong K…
November 25, 2019
POLICY (T. Block): Slow week but China trade …
November 25, 2019
Congress passed resolution aimed to support protesters in Hong Kong, Phase One trade…
POLICY (T. Block): Government funding deadline, China trade and Democratic …
November 18, 2019
POLICY (T. Block): Government funding deadlin…
November 18, 2019
Thursday at midnight is yet another government funding deadline to avoid a governmen…
POLICY (T. Block): Impeachment proceeds while budget and China talks requir…
November 12, 2019
POLICY (T. Block): Impeachment proceeds while…
November 12, 2019
Budget deadline next week, November 21, expectation is for another Continuing Resolu…

More reports are available in the Research Library.