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 are buying this pullback, as we think it's more of a “rate tantrum”/”position square” move in resp…

We believe the strong seasonals will be dominant in 2018, meaning stocks will rise, both from earnings season…

We discuss how 2018 is proving to be a challenging year for active managers, particularly because of narrow m…

We recently spent a few days in Boston, meeting with institutional investors - the overall mood of these inve…

The spread between consumer confidence present conditions and future is unusually negative. Historically, th…

More reports are available in the Research Library.



US equities are prematurely peaking from the historical pattern of the prior 4-year …

US equity markets are becoming oversold and due for rebound as the S&P tests first s…

Short-term pullback likely to be short-lived in earnings US equity market uptrends …

In the near-term, we expect pullbacks to be relatively shallow and short lived with …

More reports are available in the Research Library.



New this week: Buy Ideas - ACN, AZO, DIS, EXR, INTU, LLY, PNC, TJX; Short Ideas - AA…

The Doctor Quant Model 8/31 long portfolio outperformed the S&P 500 Equal Weighted (…

Macro-Enabled Spreadsheets for DQM Sep Portfolio

Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 8.5%, compared with a 4…

Global markets are suffering from a risk-off/deleveraging cycle, which as we note in…

Despite the lack of absolute price movement over the past few weeks, a few more enco…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 2.5%, compared with a 1…

Institutions significantly more bullish (vs crypto Twitter) On BTC; XRP is least lik…

More reports are available in the Research Library.



Midterm election is three weeks away. My projections: Republicans have net gain of o…

Government shutdown deadline postponed until after midterms, December 7, 2018. Trump…

Government shutdown looms as House this week must pass large spending bill with defe…

With October 1 government-funding deadline approaching, pressure mounts for Congress…

More reports are available in the Research Library.




We are buying this pullback, as we think it's more of a “rate tantrum”/”position square” move in resp…

We believe the strong seasonals will be dominant in 2018, meaning stocks will rise, both from earnings season…

We discuss how 2018 is proving to be a challenging year for active managers, particularly because of narrow m…

More reports are available in the Research Library.



US equities are prematurely peaking from the historical pattern of the prior 4-year …

US equity markets are becoming oversold and due for rebound as the S&P tests first s…

Short-term pullback likely to be short-lived in earnings US equity market uptrends …

More reports are available in the Research Library.




New this week: Buy Ideas - ACN, AZO, DIS, EXR, INTU, LLY, PNC, TJX; Short Ideas - AA…

The Doctor Quant Model 8/31 long portfolio outperformed the S&P 500 Equal Weighted (…

Macro-Enabled Spreadsheets for DQM Sep Portfolio

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 8.5%, compared with a 4…

Global markets are suffering from a risk-off/deleveraging cycle, which as we note in…

Despite the lack of absolute price movement over the past few weeks, a few more enco…

More reports are available in the Research Library.




Midterm election is three weeks away. My projections: Republicans have net gain of o…

Government shutdown deadline postponed until after midterms, December 7, 2018. Trump…

Government shutdown looms as House this week must pass large spending bill with defe…

More reports are available in the Research Library.





We are buying this pullback, as we think it's more of a “rate tantrum”/”position square” move in resp…

We believe the strong seasonals will be dominant in 2018, meaning stocks will rise, both from earnings season…

We discuss how 2018 is proving to be a challenging year for active managers, particularly because of narrow m…

We recently spent a few days in Boston, meeting with institutional investors - the overall mood of these inve…

More reports are available in the Research Library.



US equities are prematurely peaking from the historical pattern of the prior 4-year …

US equity markets are becoming oversold and due for rebound as the S&P tests first s…

Short-term pullback likely to be short-lived in earnings US equity market uptrends …

In the near-term, we expect pullbacks to be relatively shallow and short lived with …

More reports are available in the Research Library.



New this week: Buy Ideas - ACN, AZO, DIS, EXR, INTU, LLY, PNC, TJX; Short Ideas - AA…

The Doctor Quant Model 8/31 long portfolio outperformed the S&P 500 Equal Weighted (…

Macro-Enabled Spreadsheets for DQM Sep Portfolio

Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 8.5%, compared with a 4…

Global markets are suffering from a risk-off/deleveraging cycle, which as we note in…

Despite the lack of absolute price movement over the past few weeks, a few more enco…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 2.5%, compared with a 1…

More reports are available in the Research Library.



Midterm election is three weeks away. My projections: Republicans have net gain of o…

Government shutdown deadline postponed until after midterms, December 7, 2018. Trump…

Government shutdown looms as House this week must pass large spending bill with defe…

More reports are available in the Research Library.