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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
See more in Latest News
STRATEGY (Lee): 2019 is more about P/E expansion, less about “E” –…
February 15, 2019
February 15, 2019
STRATEGY (Lee): 2019 is more about P/E expans…
February 15, 2019
February 15, 2019
We expect 2019 to be a year where P/E mattered way more than “E”. We remain positive on markets in 2019,…
STRATEGY (Lee): 2019 looking more and more li…
February 1, 2019
February 1, 2019
We see equity markets with attractive risk/reward and a price dynamic similar to 2009 (rising above fundament…
STRATEGY (Lee): In the absence of conviction,…
January 25, 2019
January 25, 2019
The positive outlook is anchored by the collapse in sentiment, low investor equity positioning (see Slide 9),…
STRATEGY (Lee): EARNINGS: market reaction mor…
January 18, 2019
January 18, 2019
We are entering earnings season and the key question on investors mind is whether the softness and “tape bo…
FS 3 Points TV: Part I, “Case for double-digit gains”
January 16, 2019
January 16, 2019
FS 3 Points TV: Part I, “Case for double-di…
January 16, 2019
January 16, 2019
More reports are available in the Research Library.
TECHNICALS (Sluymer): Barbell exposure betwee…
February 12, 2019
February 12, 2019
While traders are understandably nervous following the Q1 surge in equity markets ba…
KELSEY 3Qs VIDEO: Sluymer, TA, sees Barbell e…
February 12, 2019
February 12, 2019
In this week’s video, we begin by discussing two noteworthy technical events devel…
TECHNICALS (Sluymer): Secular leadership inta…
February 5, 2019
February 5, 2019
In the short-term, the S&P is into its next resistance band between a 62% retracemen…
TECHNICALS (Sluymer): Big Picture: Cycle Lows…
January 29, 2019
January 29, 2019
At the industry group and stock level, secular growth (Software, IT Services, Med Te…
TECHNICALS (Sluymer): Near-term noise vs like…
January 23, 2019
January 23, 2019
Don’t lose sight of the likelihood major cycle lows are developing - While many te…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 23, 2019
January 23, 2019
New this week: Buy Ideas - BA, ITW, MTB; Short Ideas - KMX, MAT
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 16, 2019
January 16, 2019
New this week: Buy Ideas - AEP, DFS, EOG, GM, NSC, PRU, TPR; Short Ideas - ARNC, DIS…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 9, 2019
January 9, 2019
New this week: Buy Ideas - AMP, COF, DXC, D, GILD, MAC, MCK, MS, MTB, ORCL; Short Id…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 2, 2019
January 2, 2019
New this week: Buy Ideas - CME, CMI, LOW, MNST, NTRS, PH, QCOM, ROK, SCHW, SWK, UPS,…
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
February 11, 2019
February 11, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
February 11, 2019
February 11, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 8.2%, compared with a 0…
CRYPTO (Lee): 2019 Outlook — Crypto quiet now, but many positiv…
February 8, 2019
February 8, 2019
CRYPTO (Lee): 2019 Outlook — Crypto quiet n…
February 8, 2019
February 8, 2019
We remain positive on Crypto in 2019 and the best projects will be those with strong…
CRYPTO TECHNICALS (Sluymer): Cryptocurrencies…
February 6, 2019
February 6, 2019
Crypto currencies are approaching another key inflection point, as they retest their…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
February 4, 2019
February 4, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 4.3%, compared with a 1…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 28, 2019
January 28, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 1.2%, compared with a 0…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: B…
February 11, 2019
February 11, 2019
Negotiations between the Democratic House and Republicans seem to be slipping away f…
POLICY (T. Block): Tom Block’s Takeaways: T…
February 4, 2019
February 4, 2019
Policy speculation ranges from intent to declare national emergency at the border to…
POLICY (T. Block): Tom Block’s Takeaways: S…
January 28, 2019
January 28, 2019
The nine most terrifying words in the English language are, 'I'm from the government…
POLICY (T. Block): Tom Block’s Takeaways: S…
January 23, 2019
January 23, 2019
Can failure of both bills lay the groundwork for an eventual exit strategy to the lo…
POLICY (T. Block): Tom Block’s Takeaways: A…
January 14, 2019
January 14, 2019
Democrats, led by Speaker Pelosi, appear as dug-in as the President; but growing har…
More reports are available in the Research Library.
STRATEGY (Lee): 2019 is more about P/E expansion, less about “E” –…
February 15, 2019
February 15, 2019
STRATEGY (Lee): 2019 is more about P/E expans…
February 15, 2019
February 15, 2019
We expect 2019 to be a year where P/E mattered way more than “E”. We remain positive on markets in 2019,…
STRATEGY (Lee): 2019 looking more and more li…
February 1, 2019
February 1, 2019
We see equity markets with attractive risk/reward and a price dynamic similar to 2009 (rising above fundament…
STRATEGY (Lee): In the absence of conviction,…
January 25, 2019
January 25, 2019
The positive outlook is anchored by the collapse in sentiment, low investor equity positioning (see Slide 9),…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Barbell exposure betwee…
February 12, 2019
February 12, 2019
While traders are understandably nervous following the Q1 surge in equity markets ba…
KELSEY 3Qs VIDEO: Sluymer, TA, sees Barbell e…
February 12, 2019
February 12, 2019
In this week’s video, we begin by discussing two noteworthy technical events devel…
TECHNICALS (Sluymer): Secular leadership inta…
February 5, 2019
February 5, 2019
In the short-term, the S&P is into its next resistance band between a 62% retracemen…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 23, 2019
January 23, 2019
New this week: Buy Ideas - BA, ITW, MTB; Short Ideas - KMX, MAT
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 16, 2019
January 16, 2019
New this week: Buy Ideas - AEP, DFS, EOG, GM, NSC, PRU, TPR; Short Ideas - ARNC, DIS…
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
February 11, 2019
February 11, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
February 11, 2019
February 11, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 8.2%, compared with a 0…
CRYPTO (Lee): 2019 Outlook — Crypto quiet now, but many positiv…
February 8, 2019
February 8, 2019
CRYPTO (Lee): 2019 Outlook — Crypto quiet n…
February 8, 2019
February 8, 2019
We remain positive on Crypto in 2019 and the best projects will be those with strong…
CRYPTO TECHNICALS (Sluymer): Cryptocurrencies…
February 6, 2019
February 6, 2019
Crypto currencies are approaching another key inflection point, as they retest their…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: B…
February 11, 2019
February 11, 2019
Negotiations between the Democratic House and Republicans seem to be slipping away f…
POLICY (T. Block): Tom Block’s Takeaways: T…
February 4, 2019
February 4, 2019
Policy speculation ranges from intent to declare national emergency at the border to…
POLICY (T. Block): Tom Block’s Takeaways: S…
January 28, 2019
January 28, 2019
The nine most terrifying words in the English language are, 'I'm from the government…
More reports are available in the Research Library.
STRATEGY (Lee): 2019 is more about P/E expansion, less about “E” –…
February 15, 2019
February 15, 2019
STRATEGY (Lee): 2019 is more about P/E expans…
February 15, 2019
February 15, 2019
We expect 2019 to be a year where P/E mattered way more than “E”. We remain positive on markets in 2019,…
STRATEGY (Lee): 2019 looking more and more li…
February 1, 2019
February 1, 2019
We see equity markets with attractive risk/reward and a price dynamic similar to 2009 (rising above fundament…
STRATEGY (Lee): In the absence of conviction,…
January 25, 2019
January 25, 2019
The positive outlook is anchored by the collapse in sentiment, low investor equity positioning (see Slide 9),…
STRATEGY (Lee): EARNINGS: market reaction mor…
January 18, 2019
January 18, 2019
We are entering earnings season and the key question on investors mind is whether the softness and “tape bo…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Barbell exposure betwee…
February 12, 2019
February 12, 2019
While traders are understandably nervous following the Q1 surge in equity markets ba…
KELSEY 3Qs VIDEO: Sluymer, TA, sees Barbell e…
February 12, 2019
February 12, 2019
In this week’s video, we begin by discussing two noteworthy technical events devel…
TECHNICALS (Sluymer): Secular leadership inta…
February 5, 2019
February 5, 2019
In the short-term, the S&P is into its next resistance band between a 62% retracemen…
TECHNICALS (Sluymer): Big Picture: Cycle Lows…
January 29, 2019
January 29, 2019
At the industry group and stock level, secular growth (Software, IT Services, Med Te…
More reports are available in the Research Library.
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 23, 2019
January 23, 2019
New this week: Buy Ideas - BA, ITW, MTB; Short Ideas - KMX, MAT
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 16, 2019
January 16, 2019
New this week: Buy Ideas - AEP, DFS, EOG, GM, NSC, PRU, TPR; Short Ideas - ARNC, DIS…
FS QU/TE (Doctor/Sluymer): Quant / Technical …
January 9, 2019
January 9, 2019
New this week: Buy Ideas - AMP, COF, DXC, D, GILD, MAC, MCK, MS, MTB, ORCL; Short Id…
More reports are available in the Research Library.
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
February 11, 2019
February 11, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
February 11, 2019
February 11, 2019
Over the past 7 days, the FS CryptoFX Agg Index increased by 8.2%, compared with a 0…
CRYPTO (Lee): 2019 Outlook — Crypto quiet now, but many positiv…
February 8, 2019
February 8, 2019
CRYPTO (Lee): 2019 Outlook — Crypto quiet n…
February 8, 2019
February 8, 2019
We remain positive on Crypto in 2019 and the best projects will be those with strong…
CRYPTO TECHNICALS (Sluymer): Cryptocurrencies…
February 6, 2019
February 6, 2019
Crypto currencies are approaching another key inflection point, as they retest their…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
February 4, 2019
February 4, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 4.3%, compared with a 1…
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: B…
February 11, 2019
February 11, 2019
Negotiations between the Democratic House and Republicans seem to be slipping away f…
POLICY (T. Block): Tom Block’s Takeaways: T…
February 4, 2019
February 4, 2019
Policy speculation ranges from intent to declare national emergency at the border to…
POLICY (T. Block): Tom Block’s Takeaways: S…
January 28, 2019
January 28, 2019
The nine most terrifying words in the English language are, 'I'm from the government…
POLICY (T. Block): Tom Block’s Takeaways: S…
January 23, 2019
January 23, 2019
Can failure of both bills lay the groundwork for an eventual exit strategy to the lo…
More reports are available in the Research Library.