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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
STRATEGY (Lee): 2Q18 earnings preview; stron…
July 13, 2018
July 13, 2018
Our overall expectation is that 2Q earnings results will be solid (level) but forward guidance will not see t…
STRATEGY (Lee): Global equities not pricing t…
July 6, 2018
July 6, 2018
We remain OW US stocks. Based on our observations, US economic prospects are actually improving with these tr…
STRATEGY (Lee): $800 billion in market cap lo…
June 29, 2018
June 29, 2018
We believe markets are oversold and remain steady buyers.
STRATEGY (Lee): Economic data normalizing, su…
June 15, 2018
June 15, 2018
We remain OW Cyclicals and still expect markets to stage solid gains into YE.
STRATEGY (Lee): Upgrading Consumer Staples to…
June 8, 2018
June 8, 2018
We see minimal downside with Staples and hence, want to be Neutral, rather than Underweight
More reports are available in the Research Library.
TECHNICALS (Sluymer): S&P pullback at su…
June 26, 2018
June 26, 2018
The S&P has pulled back into a support band at 2700 coinciding with it’s 100-dma a…
TECHNICALS (Sluymer): Pullback likely short-l…
June 19, 2018
June 19, 2018
Despite short-term volatility, the intermediate-term background remains positive fro…
TECHNICALS (Sluymer): Participation Broadens …
June 12, 2018
June 12, 2018
Revisiting Staples as oversold intermediate-term lows continue to develop
TECHNICALS (Sluymer): Participation broadenin…
June 5, 2018
June 5, 2018
Breadth leading to the upside, Small-caps break out in May, Nasdaq breaking-out in J…
More reports are available in the Research Library.
QUANT (Doctor): Doctor Quant Model – OW Ene…
July 11, 2018
July 11, 2018
Noteworthy new long ideas: CB, PNW, GILD, ANSS, TJX, AEP, ANTM, SNA, DUK, PFE, HUM, …
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 11, 2018
July 11, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
QUANT (Doctor): Excel Model 06/30/18 (July) P…
July 10, 2018
July 10, 2018
Macro-Enabled Spreadsheets for DQM July Portfolio
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 5, 2018
July 5, 2018
Highlighting 11 new high conviction Longs & 7 Short / Avoid ideas
FS QU/TE (Doctor/Sluymer): Quant / Technical …
June 27, 2018
June 27, 2018
Highlighting 7 new high conviction Longs & 3 Short / Avoid ideas
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
July 16, 2018
July 16, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 7.3%, compared with a 1…
CRYPTO TECHNICALS (Sluymer): The importance o…
July 11, 2018
July 11, 2018
Downtrends intact but potential for a positive shift developing
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
July 9, 2018
July 9, 2018
Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…
CRYPTO (Lee): The resilience of Bitcoin when …
July 6, 2018
July 6, 2018
We believe Bitcoin is nearing the point where the “bad news is more than baked in …
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
July 2, 2018
July 2, 2018
Over the past 7 days, the FS CryptoFX Agg Index increased by 1.8%, compared with a 1…
More reports are available in the Research Library.
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…
POLICY (T. Block): Tom Block’s Takeaways: E…
June 18, 2018
June 18, 2018
China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…
POLICY (T. Block): Tom Block’s Takeaways: T…
June 4, 2018
June 4, 2018
Congress returns with immigration, trade and judges in the spotlight.
POLICY (T. Block): Tom Block’s Takeaways: F…
May 29, 2018
May 29, 2018
With art of the favor Trump removes sanctions from Chinese telecom giant ZTE
More reports are available in the Research Library.
STRATEGY (Lee): 2Q18 earnings preview; stron…
July 13, 2018
July 13, 2018
Our overall expectation is that 2Q earnings results will be solid (level) but forward guidance will not see t…
STRATEGY (Lee): Global equities not pricing t…
July 6, 2018
July 6, 2018
We remain OW US stocks. Based on our observations, US economic prospects are actually improving with these tr…
STRATEGY (Lee): $800 billion in market cap lo…
June 29, 2018
June 29, 2018
We believe markets are oversold and remain steady buyers.
More reports are available in the Research Library.
TECHNICALS (Sluymer): S&P pullback at su…
June 26, 2018
June 26, 2018
The S&P has pulled back into a support band at 2700 coinciding with it’s 100-dma a…
TECHNICALS (Sluymer): Pullback likely short-l…
June 19, 2018
June 19, 2018
Despite short-term volatility, the intermediate-term background remains positive fro…
More reports are available in the Research Library.
QUANT (Doctor): Doctor Quant Model – OW Ene…
July 11, 2018
July 11, 2018
Noteworthy new long ideas: CB, PNW, GILD, ANSS, TJX, AEP, ANTM, SNA, DUK, PFE, HUM, …
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 11, 2018
July 11, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
QUANT (Doctor): Excel Model 06/30/18 (July) P…
July 10, 2018
July 10, 2018
Macro-Enabled Spreadsheets for DQM July Portfolio
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
July 16, 2018
July 16, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 7.3%, compared with a 1…
CRYPTO TECHNICALS (Sluymer): The importance o…
July 11, 2018
July 11, 2018
Downtrends intact but potential for a positive shift developing
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
July 9, 2018
July 9, 2018
Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…
More reports are available in the Research Library.
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…
POLICY (T. Block): Tom Block’s Takeaways: E…
June 18, 2018
June 18, 2018
China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…
More reports are available in the Research Library.
STRATEGY (Lee): 2Q18 earnings preview; stron…
July 13, 2018
July 13, 2018
Our overall expectation is that 2Q earnings results will be solid (level) but forward guidance will not see t…
STRATEGY (Lee): Global equities not pricing t…
July 6, 2018
July 6, 2018
We remain OW US stocks. Based on our observations, US economic prospects are actually improving with these tr…
STRATEGY (Lee): $800 billion in market cap lo…
June 29, 2018
June 29, 2018
We believe markets are oversold and remain steady buyers.
STRATEGY (Lee): Economic data normalizing, su…
June 15, 2018
June 15, 2018
We remain OW Cyclicals and still expect markets to stage solid gains into YE.
More reports are available in the Research Library.
TECHNICALS (Sluymer): S&P pullback at su…
June 26, 2018
June 26, 2018
The S&P has pulled back into a support band at 2700 coinciding with it’s 100-dma a…
TECHNICALS (Sluymer): Pullback likely short-l…
June 19, 2018
June 19, 2018
Despite short-term volatility, the intermediate-term background remains positive fro…
TECHNICALS (Sluymer): Participation Broadens …
June 12, 2018
June 12, 2018
Revisiting Staples as oversold intermediate-term lows continue to develop
More reports are available in the Research Library.
QUANT (Doctor): Doctor Quant Model – OW Ene…
July 11, 2018
July 11, 2018
Noteworthy new long ideas: CB, PNW, GILD, ANSS, TJX, AEP, ANTM, SNA, DUK, PFE, HUM, …
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 11, 2018
July 11, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
QUANT (Doctor): Excel Model 06/30/18 (July) P…
July 10, 2018
July 10, 2018
Macro-Enabled Spreadsheets for DQM July Portfolio
FS QU/TE (Doctor/Sluymer): Quant / Technical …
July 5, 2018
July 5, 2018
Highlighting 11 new high conviction Longs & 7 Short / Avoid ideas
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
July 16, 2018
July 16, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 7.3%, compared with a 1…
CRYPTO TECHNICALS (Sluymer): The importance o…
July 11, 2018
July 11, 2018
Downtrends intact but potential for a positive shift developing
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
July 9, 2018
July 9, 2018
Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…
CRYPTO (Lee): The resilience of Bitcoin when …
July 6, 2018
July 6, 2018
We believe Bitcoin is nearing the point where the “bad news is more than baked in …
More reports are available in the Research Library.
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…
POLICY (T. Block): Tom Block’s Takeaways: E…
June 18, 2018
June 18, 2018
China tariffs create tit-for-tat exchange on Trump’s first $30 billion with more t…
POLICY (T. Block): Tom Block’s Takeaways: T…
June 4, 2018
June 4, 2018
Congress returns with immigration, trade and judges in the spotlight.
More reports are available in the Research Library.