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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
STRATEGY (Lee): Rising 10-yr not enough to of…
April 20, 2018
April 20, 2018
We think investors should be buying dips (risk-on) and the rise in interest rates, in our view, is a reflatio…
STRATEGY (Lee): Tariff fears drive divergence…
April 6, 2018
April 6, 2018
We think stocks are still in an uptrend and continue to be slow buyers.
STRATEGY (Lee): Liquidity contraction amplify…
March 23, 2018
March 23, 2018
We think this pullback will prove to be another “buy the dip” but short-term risks are elevated due to re…
STRATEGY (Lee): SPECIAL REPORT: What to expec…
March 16, 2018
March 16, 2018
We are publishing this special report looking at how rate structure over next decade is likely opposite of 19…
STRATEGY (Lee): Over-reaction: Trade wars + F…
March 2, 2018
March 2, 2018
We view a 3-day decline in stocks of 3.7% as an over-reaction, particularly given the muted reaction seen in …
More reports are available in the Research Library.
TECHNICAL STRATEGY (Sluymer): Late cycle beha…
April 24, 2018
April 24, 2018
While we believe it is premature to conclude a cycle peak has been established, ther…
TECHNICAL STRATEGY (Sluymer): Breadth bullish…
April 17, 2018
April 17, 2018
Our conclusion is that after a steep Q1 correction, a broad based intermediate-term …
TECHNICAL STRATEGY (Sluymer): Oversold reboun…
April 10, 2018
April 10, 2018
A broad based oversold rebound appears likely in the coming weeks
TECHNICAL STRATEGY (Sluymer): Retest and Rebo…
March 27, 2018
March 27, 2018
Despite the technical damage that has developed through February and March, Technolo…
TECHNICAL STRATEGY (Sluymer): Equities test s…
March 20, 2018
March 20, 2018
Despite the decline at the beginning of this week, relative performance trends have …
More reports are available in the Research Library.
QuTe (Doctor/Sluymer): Introducing the Quanti…
April 19, 2018
April 19, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
QUANT (Doctor): Excel Model 03/31/18 (Apr) Portfolio
April 5, 2018
April 5, 2018
QUANT (Doctor): Excel Model 03/31/18 (Apr) Po…
April 5, 2018
April 5, 2018
Macro-Enabled Spreadsheets for DQM April Portfolio
QUANT (Doctor): Excel Model 02/28/18 (Mar) Portfolio
March 8, 2018
March 8, 2018
QUANT (Doctor): Excel Model 02/28/18 (Mar) Po…
March 8, 2018
March 8, 2018
Macro-Enabled Spreadsheets for DQM Mar Portfolio
QUANT (Doctor): Doctor Quant Model – Discre…
March 8, 2018
March 8, 2018
The DQM overlay can help identify alpha generation opportunities, while being low Be…
QUANT (Doctor): Excel Model 01/31/18 (Feb) Portfolio
February 1, 2018
February 1, 2018
QUANT (Doctor): Excel Model 01/31/18 (Feb) Po…
February 1, 2018
February 1, 2018
Macro-Enabled Spreadsheets for DQM Feb Portfolio
More reports are available in the Research Library.
CRYPTO FX (Lee): More conclusive signs Bitcoi…
April 24, 2018
April 24, 2018
We see this survey as further evidence that institutional investors have become net …
CRYPTO FX (Lee): Punxatawney Phil (Coinshares…
April 20, 2018
April 20, 2018
We believe the BTC winter is ending (soon to be confirmed) and buyers of large-cap c…
CRYPTO FX (Lee): Why recent $5,900 low mirror…
April 13, 2018
April 13, 2018
We think the risk/reward for BTC is still asymmetrically positive
CRYPTOFX TA (Sluymer): Bottoming after a wint…
April 12, 2018
April 12, 2018
After deteriorating throughout March cryptocurrencies are showing early indications …
CRYPTO FX (Lee): US tax liabilities for crypt…
April 5, 2018
April 5, 2018
Crypto ~20% total US cap. gain tax payments, boon to Treasury.
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: C…
April 9, 2018
April 9, 2018
President Trump continues to be the political center for all things Washington and h…
POLICY (T. Block): Tom Block’s Takeaways: T…
March 14, 2018
March 14, 2018
The canary went into the coal mine and died - Republicans have a problem.
POLICY (T. Block): Tom Block’s Takeaways: D…
March 12, 2018
March 12, 2018
President Trump has demonstrated repeatedly that fulfilling campaign promises is a k…
POLICY (T. Block): Tom Block’s Takeaways: C…
March 5, 2018
March 5, 2018
Congress facing next budget deadline of March 23 with action going on behind the sce…
POLICY (T. Block): Tom Block’s Takeaways: Canary in the coal mine
February 20, 2018
February 20, 2018
POLICY (T. Block): Tom Block’s Takeaways: C…
February 20, 2018
February 20, 2018
Special election on March 13 for US House vacancy in Pennsylvania’s 18th Congressi…
More reports are available in the Research Library.
STRATEGY (Lee): Rising 10-yr not enough to of…
April 20, 2018
April 20, 2018
We think investors should be buying dips (risk-on) and the rise in interest rates, in our view, is a reflatio…
STRATEGY (Lee): Tariff fears drive divergence…
April 6, 2018
April 6, 2018
We think stocks are still in an uptrend and continue to be slow buyers.
STRATEGY (Lee): Liquidity contraction amplify…
March 23, 2018
March 23, 2018
We think this pullback will prove to be another “buy the dip” but short-term risks are elevated due to re…
More reports are available in the Research Library.
TECHNICAL STRATEGY (Sluymer): Late cycle beha…
April 24, 2018
April 24, 2018
While we believe it is premature to conclude a cycle peak has been established, ther…
TECHNICAL STRATEGY (Sluymer): Breadth bullish…
April 17, 2018
April 17, 2018
Our conclusion is that after a steep Q1 correction, a broad based intermediate-term …
TECHNICAL STRATEGY (Sluymer): Oversold reboun…
April 10, 2018
April 10, 2018
A broad based oversold rebound appears likely in the coming weeks
More reports are available in the Research Library.
QuTe (Doctor/Sluymer): Introducing the Quanti…
April 19, 2018
April 19, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
QUANT (Doctor): Excel Model 03/31/18 (Apr) Portfolio
April 5, 2018
April 5, 2018
QUANT (Doctor): Excel Model 03/31/18 (Apr) Po…
April 5, 2018
April 5, 2018
Macro-Enabled Spreadsheets for DQM April Portfolio
QUANT (Doctor): Excel Model 02/28/18 (Mar) Portfolio
March 8, 2018
March 8, 2018
QUANT (Doctor): Excel Model 02/28/18 (Mar) Po…
March 8, 2018
March 8, 2018
Macro-Enabled Spreadsheets for DQM Mar Portfolio
More reports are available in the Research Library.
CRYPTO FX (Lee): More conclusive signs Bitcoi…
April 24, 2018
April 24, 2018
We see this survey as further evidence that institutional investors have become net …
CRYPTO FX (Lee): Punxatawney Phil (Coinshares…
April 20, 2018
April 20, 2018
We believe the BTC winter is ending (soon to be confirmed) and buyers of large-cap c…
CRYPTO FX (Lee): Why recent $5,900 low mirror…
April 13, 2018
April 13, 2018
We think the risk/reward for BTC is still asymmetrically positive
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: C…
April 9, 2018
April 9, 2018
President Trump continues to be the political center for all things Washington and h…
POLICY (T. Block): Tom Block’s Takeaways: T…
March 14, 2018
March 14, 2018
The canary went into the coal mine and died - Republicans have a problem.
POLICY (T. Block): Tom Block’s Takeaways: D…
March 12, 2018
March 12, 2018
President Trump has demonstrated repeatedly that fulfilling campaign promises is a k…
More reports are available in the Research Library.
STRATEGY (Lee): Rising 10-yr not enough to of…
April 20, 2018
April 20, 2018
We think investors should be buying dips (risk-on) and the rise in interest rates, in our view, is a reflatio…
STRATEGY (Lee): Tariff fears drive divergence…
April 6, 2018
April 6, 2018
We think stocks are still in an uptrend and continue to be slow buyers.
STRATEGY (Lee): Liquidity contraction amplify…
March 23, 2018
March 23, 2018
We think this pullback will prove to be another “buy the dip” but short-term risks are elevated due to re…
STRATEGY (Lee): SPECIAL REPORT: What to expec…
March 16, 2018
March 16, 2018
We are publishing this special report looking at how rate structure over next decade is likely opposite of 19…
More reports are available in the Research Library.
TECHNICAL STRATEGY (Sluymer): Late cycle beha…
April 24, 2018
April 24, 2018
While we believe it is premature to conclude a cycle peak has been established, ther…
TECHNICAL STRATEGY (Sluymer): Breadth bullish…
April 17, 2018
April 17, 2018
Our conclusion is that after a steep Q1 correction, a broad based intermediate-term …
TECHNICAL STRATEGY (Sluymer): Oversold reboun…
April 10, 2018
April 10, 2018
A broad based oversold rebound appears likely in the coming weeks
TECHNICAL STRATEGY (Sluymer): Retest and Rebo…
March 27, 2018
March 27, 2018
Despite the technical damage that has developed through February and March, Technolo…
More reports are available in the Research Library.
QuTe (Doctor/Sluymer): Introducing the Quanti…
April 19, 2018
April 19, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…
QUANT (Doctor): Excel Model 03/31/18 (Apr) Portfolio
April 5, 2018
April 5, 2018
QUANT (Doctor): Excel Model 03/31/18 (Apr) Po…
April 5, 2018
April 5, 2018
Macro-Enabled Spreadsheets for DQM April Portfolio
QUANT (Doctor): Excel Model 02/28/18 (Mar) Portfolio
March 8, 2018
March 8, 2018
QUANT (Doctor): Excel Model 02/28/18 (Mar) Po…
March 8, 2018
March 8, 2018
Macro-Enabled Spreadsheets for DQM Mar Portfolio
QUANT (Doctor): Doctor Quant Model – Discre…
March 8, 2018
March 8, 2018
The DQM overlay can help identify alpha generation opportunities, while being low Be…
More reports are available in the Research Library.
CRYPTO FX (Lee): More conclusive signs Bitcoi…
April 24, 2018
April 24, 2018
We see this survey as further evidence that institutional investors have become net …
CRYPTO FX (Lee): Punxatawney Phil (Coinshares…
April 20, 2018
April 20, 2018
We believe the BTC winter is ending (soon to be confirmed) and buyers of large-cap c…
CRYPTO FX (Lee): Why recent $5,900 low mirror…
April 13, 2018
April 13, 2018
We think the risk/reward for BTC is still asymmetrically positive
CRYPTOFX TA (Sluymer): Bottoming after a wint…
April 12, 2018
April 12, 2018
After deteriorating throughout March cryptocurrencies are showing early indications …
More reports are available in the Research Library.
POLICY (T. Block): Tom Block’s Takeaways: C…
April 9, 2018
April 9, 2018
President Trump continues to be the political center for all things Washington and h…
POLICY (T. Block): Tom Block’s Takeaways: T…
March 14, 2018
March 14, 2018
The canary went into the coal mine and died - Republicans have a problem.
POLICY (T. Block): Tom Block’s Takeaways: D…
March 12, 2018
March 12, 2018
President Trump has demonstrated repeatedly that fulfilling campaign promises is a k…
POLICY (T. Block): Tom Block’s Takeaways: C…
March 5, 2018
March 5, 2018
Congress facing next budget deadline of March 23 with action going on behind the sce…
More reports are available in the Research Library.