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





Equity markets staged a remarkable recovery this week. After falling ~2% over 3 days, breaching some key tec…

At the risk of repeating something we’ve been saying all year, this is a resilient bull market. Indeed, ver…

Bottom Line: The market is missing the CPRI forest for the trees. Yes, Kors needs to perk up. But if managem…

In our view, we would be buyers of this pullback. Our base case remains that 2020 economy > 2019 economy, se…

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.



We continue to expect pullbacks to be short-lived and shallower than most expect giv…

Tactical uptrend likely to continue into mid Q1 - First, in contrast to Q2-Q3 2019, …

Still a normal market cycle technically despite the abnormal news backdrop

Don't lose sight of the longer-term bullish cycle as markets become overbought short…

Second upleg of the 2019 global equity bull market underway with cyclicals continuin…

More reports are available in the Research Library.



New this week: Buy Ideas - ADP, ANSS, CPRT, PYPL, VRSN; Short Ideas - AEE, EVRG, GP…

New this week: Buy Ideas - HUM, MSFT; Short Ideas - AEP, AKAM, BRK/B, CMG, CMS, DGX…

Buy Ideas - ARNC, CI, CTXS, FITB, GILD, HPQ, KSU, LYB, MXIM, NVDA, ORCL, QRVO, REGN,…

New this week: Buy Ideas - ANTM, CBRE, DISCK, FB; Short Ideas - CTVA, FIS, MKTX, WA…

New this week: Buy Ideas - BBY, BIIB, CSCO, CTL, MAC, SYF; Short Ideas - AWK, ECL, …

More reports are available in the Research Library.



Short-term trading resistance remains at the November downtrend and 90-hour sma (7.7…

Primarily impacted by the negative news from China, Bitcoin's price fell below $7,00…

• 2H downtrends intact as most crypto currencies retest key technical support ban…

Adoption by established enterprises would validate network utility

A change in trend by Alts with BTC again testing a key pivot resistance level

More reports are available in the Research Library.



Last week the President faced a major political decision with respect to legislation…

Congress passed resolution aimed to support protesters in Hong Kong, Phase One trade…

Thursday at midnight is yet another government funding deadline to avoid a governmen…

Budget deadline next week, November 21, expectation is for another Continuing Resolu…

Impeachment moves to next stage with House vote last week. Expect House vote impeac…

More reports are available in the Research Library.




Equity markets staged a remarkable recovery this week. After falling ~2% over 3 days, breaching some key tec…

At the risk of repeating something we’ve been saying all year, this is a resilient bull market. Indeed, ver…

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.



We continue to expect pullbacks to be short-lived and shallower than most expect giv…

Tactical uptrend likely to continue into mid Q1 - First, in contrast to Q2-Q3 2019, …

Still a normal market cycle technically despite the abnormal news backdrop

More reports are available in the Research Library.




New this week: Buy Ideas - ADP, ANSS, CPRT, PYPL, VRSN; Short Ideas - AEE, EVRG, GP…

New this week: Buy Ideas - HUM, MSFT; Short Ideas - AEP, AKAM, BRK/B, CMG, CMS, DGX…

Buy Ideas - ARNC, CI, CTXS, FITB, GILD, HPQ, KSU, LYB, MXIM, NVDA, ORCL, QRVO, REGN,…

More reports are available in the Research Library.



Short-term trading resistance remains at the November downtrend and 90-hour sma (7.7…

Primarily impacted by the negative news from China, Bitcoin's price fell below $7,00…

• 2H downtrends intact as most crypto currencies retest key technical support ban…

More reports are available in the Research Library.




Last week the President faced a major political decision with respect to legislation…

Congress passed resolution aimed to support protesters in Hong Kong, Phase One trade…

Thursday at midnight is yet another government funding deadline to avoid a governmen…

More reports are available in the Research Library.





Equity markets staged a remarkable recovery this week. After falling ~2% over 3 days, breaching some key tec…

At the risk of repeating something we’ve been saying all year, this is a resilient bull market. Indeed, ver…

Bottom Line: The market is missing the CPRI forest for the trees. Yes, Kors needs to perk up. But if managem…

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.



We continue to expect pullbacks to be short-lived and shallower than most expect giv…

Tactical uptrend likely to continue into mid Q1 - First, in contrast to Q2-Q3 2019, …

Still a normal market cycle technically despite the abnormal news backdrop

Don't lose sight of the longer-term bullish cycle as markets become overbought short…

More reports are available in the Research Library.



New this week: Buy Ideas - ADP, ANSS, CPRT, PYPL, VRSN; Short Ideas - AEE, EVRG, GP…

New this week: Buy Ideas - HUM, MSFT; Short Ideas - AEP, AKAM, BRK/B, CMG, CMS, DGX…

Buy Ideas - ARNC, CI, CTXS, FITB, GILD, HPQ, KSU, LYB, MXIM, NVDA, ORCL, QRVO, REGN,…

New this week: Buy Ideas - ANTM, CBRE, DISCK, FB; Short Ideas - CTVA, FIS, MKTX, WA…

More reports are available in the Research Library.



Short-term trading resistance remains at the November downtrend and 90-hour sma (7.7…

Primarily impacted by the negative news from China, Bitcoin's price fell below $7,00…

• 2H downtrends intact as most crypto currencies retest key technical support ban…

Adoption by established enterprises would validate network utility

More reports are available in the Research Library.



Last week the President faced a major political decision with respect to legislation…

Congress passed resolution aimed to support protesters in Hong Kong, Phase One trade…

Thursday at midnight is yet another government funding deadline to avoid a governmen…

Budget deadline next week, November 21, expectation is for another Continuing Resolu…

More reports are available in the Research Library.