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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.
Client Login
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.
Client Login
Fundstrat In The News
See more in Latest News
STRATEGY (Lee): Turkey is “fowling” the o…
August 17, 2018
August 17, 2018
We still expect markets to perform well into year-end and see the S&P 500 reaching ~3,025 by year-end despite…
STRATEGY (Lee): Financials set to reap the su…
August 10, 2018
August 10, 2018
The gains seen in Financials since 2012 have been less about leverage growth of US households (leverage is do…
STRATEGY (Lee): FANG-xiety – FANG still…
August 3, 2018
August 3, 2018
We are buyers of overall market weakness and do not think FANG-xiety is warranted.
STRATEGY (Lee): Raising S&P 500 ’18/…
July 27, 2018
July 27, 2018
Still constructive on equities and see new highs in coming weeks. Our YE target is 3,025
STRATEGY (Lee): Fundamentals still trump Trum…
July 20, 2018
July 20, 2018
The new highs in advance/decline line suggest new highs for S&P 500 soon
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Another oversold…
August 15, 2018
August 15, 2018
Oversold short-term trades underway but a higher high is needed to signal an improve…
TECHNICALS (Sluymer): Weekly momentum turns n…
August 14, 2018
August 14, 2018
Weekly momentum turns negative heading into a seasonally weak period
CRYPTO TECHNICALS (Sluymer): BTC re-stress te…
August 8, 2018
August 8, 2018
At the risk of stating the obvious, the Crypto technical backdrop continues to deter…
TECHNICALS (Sluymer): Stay overweight US equities – 6+month laggards are timely lo…
TECHNICALS (Sluymer): Mid and Small-cap Growt…
July 31, 2018
July 31, 2018
Growth vs Value – More rotation likely as 2017-2018 uptrends begin to fray/reverse
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
August 15, 2018
August 15, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
QUANT (Doctor): Excel Model 07/31/18 (July) Portfolio
August 10, 2018
August 10, 2018
QUANT (Doctor): Excel Model 07/31/18 (July) P…
August 10, 2018
August 10, 2018
Macro-Enabled Spreadsheets for DQM July Portfolio
QUANT (Doctor): Doctor Quant Model – July o…
August 10, 2018
August 10, 2018
Looking ahead, we are still OW Financials and Industrials; paring back Energy exposu…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
August 1, 2018
August 1, 2018
The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 25, 2018
July 25, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
More reports are available in the Research Library.
CRYPTO (Lee): Ethereum decline less about fun…
August 16, 2018
August 16, 2018
We believe the ETH decline is more due to the Bitmex futures/swap launch, as analyze…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
August 13, 2018
August 13, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 16.6%, compared with a …
CRYPTO (Lee): Crypto “Speculation” low co…
August 9, 2018
August 9, 2018
Crossover investors are key to driving higher crypto prices and on-ramps to drive pr…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
August 6, 2018
August 6, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 14.0%, compared with a …
CRYPTO (Lee): Bitcoin is the “B” in crypto FANG – It to…
August 2, 2018
August 2, 2018
CRYPTO (Lee): Bitcoin is the “B” in crypt…
August 2, 2018
August 2, 2018
Bitcoin should be a core holding for crypto investors. Think of it as the “B” i…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: C…
August 13, 2018
August 13, 2018
Republicans are only defending one seat in a state that Clinton won, but polls show …
POLICY (T. Block): Tom Block’s Takeaways: A…
August 6, 2018
August 6, 2018
Polls show the race a tie, a Democratic win would be a strong indication that a blue…
POLICY (T. Block): Tom Block’s Takeaways: S…
July 30, 2018
July 30, 2018
Trade debate appears to have taken a more positive turn with agreement to talk rathe…
POLICY (T. Block): Tom Block’s Takeaways: P…
July 9, 2018
July 9, 2018
Trump’s Supreme Court (SCOTUS) nominee may unleash a new round of partisan bickeri…
More reports are available in the Research Library.
STRATEGY (Lee): Turkey is “fowling” the o…
August 17, 2018
August 17, 2018
We still expect markets to perform well into year-end and see the S&P 500 reaching ~3,025 by year-end despite…
STRATEGY (Lee): Financials set to reap the su…
August 10, 2018
August 10, 2018
The gains seen in Financials since 2012 have been less about leverage growth of US households (leverage is do…
STRATEGY (Lee): FANG-xiety – FANG still…
August 3, 2018
August 3, 2018
We are buyers of overall market weakness and do not think FANG-xiety is warranted.
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Another oversold…
August 15, 2018
August 15, 2018
Oversold short-term trades underway but a higher high is needed to signal an improve…
TECHNICALS (Sluymer): Weekly momentum turns n…
August 14, 2018
August 14, 2018
Weekly momentum turns negative heading into a seasonally weak period
CRYPTO TECHNICALS (Sluymer): BTC re-stress te…
August 8, 2018
August 8, 2018
At the risk of stating the obvious, the Crypto technical backdrop continues to deter…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
August 15, 2018
August 15, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
QUANT (Doctor): Excel Model 07/31/18 (July) Portfolio
August 10, 2018
August 10, 2018
QUANT (Doctor): Excel Model 07/31/18 (July) P…
August 10, 2018
August 10, 2018
Macro-Enabled Spreadsheets for DQM July Portfolio
QUANT (Doctor): Doctor Quant Model – July o…
August 10, 2018
August 10, 2018
Looking ahead, we are still OW Financials and Industrials; paring back Energy exposu…
More reports are available in the Research Library.
CRYPTO (Lee): Ethereum decline less about fun…
August 16, 2018
August 16, 2018
We believe the ETH decline is more due to the Bitmex futures/swap launch, as analyze…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
August 13, 2018
August 13, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 16.6%, compared with a …
CRYPTO (Lee): Crypto “Speculation” low co…
August 9, 2018
August 9, 2018
Crossover investors are key to driving higher crypto prices and on-ramps to drive pr…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: C…
August 13, 2018
August 13, 2018
Republicans are only defending one seat in a state that Clinton won, but polls show …
POLICY (T. Block): Tom Block’s Takeaways: A…
August 6, 2018
August 6, 2018
Polls show the race a tie, a Democratic win would be a strong indication that a blue…
POLICY (T. Block): Tom Block’s Takeaways: S…
July 30, 2018
July 30, 2018
Trade debate appears to have taken a more positive turn with agreement to talk rathe…
More reports are available in the Research Library.
STRATEGY (Lee): Turkey is “fowling” the o…
August 17, 2018
August 17, 2018
We still expect markets to perform well into year-end and see the S&P 500 reaching ~3,025 by year-end despite…
STRATEGY (Lee): Financials set to reap the su…
August 10, 2018
August 10, 2018
The gains seen in Financials since 2012 have been less about leverage growth of US households (leverage is do…
STRATEGY (Lee): FANG-xiety – FANG still…
August 3, 2018
August 3, 2018
We are buyers of overall market weakness and do not think FANG-xiety is warranted.
STRATEGY (Lee): Raising S&P 500 ’18/…
July 27, 2018
July 27, 2018
Still constructive on equities and see new highs in coming weeks. Our YE target is 3,025
More reports are available in the Research Library.
CRYPTO TECHNICALS (Sluymer): Another oversold…
August 15, 2018
August 15, 2018
Oversold short-term trades underway but a higher high is needed to signal an improve…
TECHNICALS (Sluymer): Weekly momentum turns n…
August 14, 2018
August 14, 2018
Weekly momentum turns negative heading into a seasonally weak period
CRYPTO TECHNICALS (Sluymer): BTC re-stress te…
August 8, 2018
August 8, 2018
At the risk of stating the obvious, the Crypto technical backdrop continues to deter…
TECHNICALS (Sluymer): Stay overweight US equities – 6+month laggards are timely lo…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
August 15, 2018
August 15, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
QUANT (Doctor): Excel Model 07/31/18 (July) Portfolio
August 10, 2018
August 10, 2018
QUANT (Doctor): Excel Model 07/31/18 (July) P…
August 10, 2018
August 10, 2018
Macro-Enabled Spreadsheets for DQM July Portfolio
QUANT (Doctor): Doctor Quant Model – July o…
August 10, 2018
August 10, 2018
Looking ahead, we are still OW Financials and Industrials; paring back Energy exposu…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
August 1, 2018
August 1, 2018
The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…
More reports are available in the Research Library.
CRYPTO (Lee): Ethereum decline less about fun…
August 16, 2018
August 16, 2018
We believe the ETH decline is more due to the Bitmex futures/swap launch, as analyze…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
August 13, 2018
August 13, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 16.6%, compared with a …
CRYPTO (Lee): Crypto “Speculation” low co…
August 9, 2018
August 9, 2018
Crossover investors are key to driving higher crypto prices and on-ramps to drive pr…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
August 6, 2018
August 6, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 14.0%, compared with a …
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: C…
August 13, 2018
August 13, 2018
Republicans are only defending one seat in a state that Clinton won, but polls show …
POLICY (T. Block): Tom Block’s Takeaways: A…
August 6, 2018
August 6, 2018
Polls show the race a tie, a Democratic win would be a strong indication that a blue…
POLICY (T. Block): Tom Block’s Takeaways: S…
July 30, 2018
July 30, 2018
Trade debate appears to have taken a more positive turn with agreement to talk rathe…
POLICY (T. Block): Tom Block’s Takeaways: P…
July 9, 2018
July 9, 2018
Trump’s Supreme Court (SCOTUS) nominee may unleash a new round of partisan bickeri…
More reports are available in the Research Library.