Client LoginWelcome 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
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 Institutional Research
FLASH: COVID-19 UPDATE: Israel vaccinated ~30…
January 19, 2021
January 19, 2021
The state of COVID-19... The state of COVID-19 in bullet form: - Israel vaccinated ~30% population and case…
FLASH: COVID-19 UPDATE: COVID-19 cases could …
January 15, 2021
January 15, 2021
It might be too early to call the COVID-19 rollover DECISIVELY happening, but the signs sure seem to be there…
FLASH: COVID-19 UPDATE: Alternative ‘big data’ shows stronger g…
January 13, 2021
January 13, 2021
FLASH: COVID-19 UPDATE: Alternative ‘bi…
January 13, 2021
January 13, 2021
Daily COVID-19 cases fell -3,031 compared to 7D ago. This is the first drop since December and coming during…
FLASH: COVID-19 UPDATE: Vaccinations reach 8.…
January 12, 2021
January 12, 2021
The CDC only provides vaccination data 5 days a week, so Monday reported figure is actually for 3 days worth.…
FLASH: COVID-19 UPDATE: First week of 2021 pr…
January 11, 2021
January 11, 2021
The pace of vaccinations in the US continues to surge. The statistics for 1/9 (Saturday) were not released, …
FLASH: COVID-19 UPDATE: Watch Israel vaccine …
January 8, 2021
January 8, 2021
Vaccinations in the US are ramping up. As shown below, +579,632 doses were administered in the past 24 hours…
FLASH: COVID-19 UPDATE: VIX down = stocks up.…
January 7, 2021
January 7, 2021
In case you missed tuning into the news at some point yesterday, there are protestors who stormed the US Capi…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): ERM Conclusions, Value…
January 14, 2021
January 14, 2021
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): ERM Conclusions, Drift…
December 14, 2020
December 14, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): Sector Update, Reitera…
December 2, 2020
December 2, 2020
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Navigating a Q1 Tactica…
January 5, 2021
January 5, 2021
The first few weeks of each year are often volatile, and despite the myths, not part…
TECHNICALS (Sluymer): 2020 home stretch – G…
December 22, 2020
December 22, 2020
S&P holds first support – Expecting further upside into year-end. Monday’s sell-…
TECHNICALS (Sluymer): Bull cycle intact – G…
December 1, 2020
December 1, 2020
Bullish equity backdrop in place through 2021 remains in place - The equity market …
More reports are available in the Research Library.
CRYPTO FLASH (Grider): OCC Greenlights Bank S…
January 5, 2021
January 5, 2021
Yesterday afternoon, the U.S. Office of the Comptroller of the Currency (OCC) issued…
CRYPTO FLASH (Grider): Raising Outlook $40K: Bitcoin Reaches Targ…
December 30, 2020
December 30, 2020
CRYPTO FLASH (Grider): Raising Outlook $40K: …
December 30, 2020
December 30, 2020
Crypto investors received a late Christmas present with the price of Bitcoin reachin…
Horizen Update: ZEN Moving Higher As Halving Approaches
December 2, 2020
December 2, 2020
Horizen Update: ZEN Moving Higher As Halving …
December 2, 2020
December 2, 2020
At the beginning of Q4, we released our report Horizen: Web 3.0 Platform Targeting B…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 15, 2021
January 15, 2021
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 10, 2020
December 10, 2020
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 3, 2020
December 3, 2020
Buy Ideas - AFL, AIV, DXC, EBAY, EMN, ETSY, INCY, JNPR, MCK, MO, PFE, TFC Short Idea…
More reports are available in the Research Library.
SIGNAL FROM NOISE: Ford (F): A Flagship ‘Ep…
January 15, 2021
January 15, 2021
In a world where Elon Musk is building electric cars and spaceships and launching hi…
WEEKEND ALPHA (Racanelli): Stocks Down 1.5% o…
January 15, 2021
January 15, 2021
Equity markets struggled this week with the S&P 500 opening at 3,803.14 on Monday mo…
WEEKEND ALPHA (Racanelli): Epicenter Off to S…
January 8, 2021
January 8, 2021
Markets wrapped up their first full week of 2021 and after a sloppy stumble on Monda…
More reports are available in the Research Library.
POLICY (T. Block): Trump Era Ends, Biden Administration Begins
January 19, 2021
January 19, 2021
POLICY (T. Block): Trump Era Ends, Biden Admi…
January 19, 2021
January 19, 2021
Trump moves to Florida, drama around last minute pardons. Biden to move quickly with…
POLICY (T. Block): After Tough Week Government Looks Forward
January 11, 2021
January 11, 2021
POLICY (T. Block): After Tough Week Governmen…
January 11, 2021
January 11, 2021
• Last week saw the first attack on the U.S. Capitol since the British burned down…
POLICY FLASH (T. Block): Georgia Runoff Elect…
January 6, 2021
January 6, 2021
It appears that the Democrats are on the verge of gaining control of the Senate with…
More reports are available in the Research Library.
FLASH: COVID-19 UPDATE: Israel vaccinated ~30…
January 19, 2021
January 19, 2021
The state of COVID-19... The state of COVID-19 in bullet form: - Israel vaccinated ~30% population and case…
FLASH: COVID-19 UPDATE: COVID-19 cases could …
January 15, 2021
January 15, 2021
It might be too early to call the COVID-19 rollover DECISIVELY happening, but the signs sure seem to be there…
FLASH: COVID-19 UPDATE: Alternative ‘big data’ shows stronger g…
January 13, 2021
January 13, 2021
FLASH: COVID-19 UPDATE: Alternative ‘bi…
January 13, 2021
January 13, 2021
Daily COVID-19 cases fell -3,031 compared to 7D ago. This is the first drop since December and coming during…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Navigating a Q1 Tactica…
January 5, 2021
January 5, 2021
The first few weeks of each year are often volatile, and despite the myths, not part…
TECHNICALS (Sluymer): 2020 home stretch – G…
December 22, 2020
December 22, 2020
S&P holds first support – Expecting further upside into year-end. Monday’s sell-…
TECHNICALS (Sluymer): Bull cycle intact – G…
December 1, 2020
December 1, 2020
Bullish equity backdrop in place through 2021 remains in place - The equity market …
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): ERM Conclusions, Value…
January 14, 2021
January 14, 2021
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): ERM Conclusions, Drift…
December 14, 2020
December 14, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): Sector Update, Reitera…
December 2, 2020
December 2, 2020
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
More reports are available in the Research Library.
SIGNAL FROM NOISE: Ford (F): A Flagship ‘Ep…
January 15, 2021
January 15, 2021
In a world where Elon Musk is building electric cars and spaceships and launching hi…
WEEKEND ALPHA (Racanelli): Stocks Down 1.5% o…
January 15, 2021
January 15, 2021
Equity markets struggled this week with the S&P 500 opening at 3,803.14 on Monday mo…
WEEKEND ALPHA (Racanelli): Epicenter Off to S…
January 8, 2021
January 8, 2021
Markets wrapped up their first full week of 2021 and after a sloppy stumble on Monda…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 15, 2021
January 15, 2021
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 10, 2020
December 10, 2020
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 3, 2020
December 3, 2020
Buy Ideas - AFL, AIV, DXC, EBAY, EMN, ETSY, INCY, JNPR, MCK, MO, PFE, TFC Short Idea…
More reports are available in the Research Library.
CRYPTO FLASH (Grider): OCC Greenlights Bank S…
January 5, 2021
January 5, 2021
Yesterday afternoon, the U.S. Office of the Comptroller of the Currency (OCC) issued…
CRYPTO FLASH (Grider): Raising Outlook $40K: Bitcoin Reaches Targ…
December 30, 2020
December 30, 2020
CRYPTO FLASH (Grider): Raising Outlook $40K: …
December 30, 2020
December 30, 2020
Crypto investors received a late Christmas present with the price of Bitcoin reachin…
Horizen Update: ZEN Moving Higher As Halving Approaches
December 2, 2020
December 2, 2020
Horizen Update: ZEN Moving Higher As Halving …
December 2, 2020
December 2, 2020
At the beginning of Q4, we released our report Horizen: Web 3.0 Platform Targeting B…
More reports are available in the Research Library.
POLICY (T. Block): Trump Era Ends, Biden Administration Begins
January 19, 2021
January 19, 2021
POLICY (T. Block): Trump Era Ends, Biden Admi…
January 19, 2021
January 19, 2021
Trump moves to Florida, drama around last minute pardons. Biden to move quickly with…
POLICY (T. Block): After Tough Week Government Looks Forward
January 11, 2021
January 11, 2021
POLICY (T. Block): After Tough Week Governmen…
January 11, 2021
January 11, 2021
• Last week saw the first attack on the U.S. Capitol since the British burned down…
POLICY FLASH (T. Block): Georgia Runoff Elect…
January 6, 2021
January 6, 2021
It appears that the Democrats are on the verge of gaining control of the Senate with…
More reports are available in the Research Library.
Macro View
FLASH: COVID-19 UPDATE: Israel vaccinated ~30…
January 19, 2021
January 19, 2021
The state of COVID-19... The state of COVID-19 in bullet form: - Israel vaccinated ~30% population and case…
FLASH: COVID-19 UPDATE: COVID-19 cases could …
January 15, 2021
January 15, 2021
It might be too early to call the COVID-19 rollover DECISIVELY happening, but the signs sure seem to be there…
FLASH: COVID-19 UPDATE: Alternative ‘big data’ shows stronger g…
January 13, 2021
January 13, 2021
FLASH: COVID-19 UPDATE: Alternative ‘bi…
January 13, 2021
January 13, 2021
Daily COVID-19 cases fell -3,031 compared to 7D ago. This is the first drop since December and coming during…
FLASH: COVID-19 UPDATE: Vaccinations reach 8.…
January 12, 2021
January 12, 2021
The CDC only provides vaccination data 5 days a week, so Monday reported figure is actually for 3 days worth.…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Navigating a Q1 Tactica…
January 5, 2021
January 5, 2021
The first few weeks of each year are often volatile, and despite the myths, not part…
TECHNICALS (Sluymer): 2020 home stretch – G…
December 22, 2020
December 22, 2020
S&P holds first support – Expecting further upside into year-end. Monday’s sell-…
TECHNICALS (Sluymer): Bull cycle intact – G…
December 1, 2020
December 1, 2020
Bullish equity backdrop in place through 2021 remains in place - The equity market …
TECHNICALS (Sluymer):Cyclicals overbought sho…
November 24, 2020
November 24, 2020
Overbought short-term but don’t turn bearish - The relentless rotation into cyclic…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 15, 2021
January 15, 2021
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 10, 2020
December 10, 2020
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 3, 2020
December 3, 2020
Buy Ideas - AFL, AIV, DXC, EBAY, EMN, ETSY, INCY, JNPR, MCK, MO, PFE, TFC Short Idea…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
November 13, 2020
November 13, 2020
• New this week: Buy Ideas - DISCK, GL, GWW, HIG, HSY, NUE, NWSA, OMC, PFE, PPL, Q…
More reports are available in the Research Library.
CRYPTO FLASH (Grider): OCC Greenlights Bank S…
January 5, 2021
January 5, 2021
Yesterday afternoon, the U.S. Office of the Comptroller of the Currency (OCC) issued…
CRYPTO FLASH (Grider): Raising Outlook $40K: Bitcoin Reaches Targ…
December 30, 2020
December 30, 2020
CRYPTO FLASH (Grider): Raising Outlook $40K: …
December 30, 2020
December 30, 2020
Crypto investors received a late Christmas present with the price of Bitcoin reachin…
Horizen Update: ZEN Moving Higher As Halving Approaches
December 2, 2020
December 2, 2020
Horizen Update: ZEN Moving Higher As Halving …
December 2, 2020
December 2, 2020
At the beginning of Q4, we released our report Horizen: Web 3.0 Platform Targeting B…
CRYPTO FLASH (Grider): Bitcoin Reaches Target: Issuing FY-21E �…
November 16, 2020
November 16, 2020
CRYPTO FLASH (Grider): Bitcoin Reaches Target…
November 16, 2020
November 16, 2020
Crypto continues to be in a secular bull market. Bitcoin has rallied 3x since we iss…
More reports are available in the Research Library.
POLICY (T. Block): Trump Era Ends, Biden Administration Begins
January 19, 2021
January 19, 2021
POLICY (T. Block): Trump Era Ends, Biden Admi…
January 19, 2021
January 19, 2021
Trump moves to Florida, drama around last minute pardons. Biden to move quickly with…
POLICY (T. Block): After Tough Week Government Looks Forward
January 11, 2021
January 11, 2021
POLICY (T. Block): After Tough Week Governmen…
January 11, 2021
January 11, 2021
• Last week saw the first attack on the U.S. Capitol since the British burned down…
POLICY FLASH (T. Block): Georgia Runoff Elect…
January 6, 2021
January 6, 2021
It appears that the Democrats are on the verge of gaining control of the Senate with…
POLICY (T. Block): A Week for History
January 4, 2021
January 4, 2021
POLICY (T. Block): A Week for History
January 4, 2021
January 4, 2021
The week began yesterday with the narrow victory - 216 to 209 - for Nancy Pelosi ove…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): ERM Conclusions, Value…
January 14, 2021
January 14, 2021
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): ERM Conclusions, Drift…
December 14, 2020
December 14, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): Sector Update, Reitera…
December 2, 2020
December 2, 2020
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
FUNDSTRAT (BRauscher): ERM Conclusions, Conti…
November 17, 2020
November 17, 2020
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
SIGNAL FROM NOISE: Ford (F): A Flagship ‘Ep…
January 15, 2021
January 15, 2021
In a world where Elon Musk is building electric cars and spaceships and launching hi…
WEEKEND ALPHA (Racanelli): Stocks Down 1.5% o…
January 15, 2021
January 15, 2021
Equity markets struggled this week with the S&P 500 opening at 3,803.14 on Monday mo…
WEEKEND ALPHA (Racanelli): Epicenter Off to S…
January 8, 2021
January 8, 2021
Markets wrapped up their first full week of 2021 and after a sloppy stumble on Monda…
WEEKEND ALPHA (Racanelli): As Wild Year Ends,…
December 30, 2020
December 30, 2020
As the year turns, many—if not most—of us are saying, “Good riddance to one of…
More reports are available in the Research Library.
