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





In short, we believe that the crash of 2018 mirrors the mid-life crisis seen during the middle of bull market…

After committing one of the greatest policy errors (measured by equity market reaction), the Fed is now poten…

2018 ends on a disappointing note, with markets down 5% and saw a massive 20% drawdown in the last few months…

We believe sentiment has reached an extreme bearish level that historically is a major contrarian buy signal.

More reports are available in the Research Library.



Long-term inflection points have developed in the equity and bond markets coinciding…

Despite the weak technical backdrop, equity markets were likely establishing interme…

This week’s Technical Roadmap video begins with a discussion of the steep equity m…

Weak but early signs of a low developing - Although the technical backdrop for equit…

While this week’s breakdown by US equity indices below their Q4 lows can only be v…

More reports are available in the Research Library.



New this week: Buy Ideas - AEP, DFS, EOG, GM, NSC, PRU, TPR; Short Ideas - ARNC, DIS…

New this week: Buy Ideas - AMP, COF, DXC, D, GILD, MAC, MCK, MS, MTB, ORCL; Short Id…

New this week: Buy Ideas - CME, CMI, LOW, MNST, NTRS, PH, QCOM, ROK, SCHW, SWK, UPS,…

New this week: Buy Ideas - ADBE, ADSK, APD, BWA, LLY, LYB, MET, NEE, NKE, PXD, STT, …

New this week: Buy Ideas - BMY, CAT, CCL, HD, ORLY, OXY, PSX, RTN; Short Ideas - DIS…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.7%, compared with a …

Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…

Over the past 7 days, the FS CryptoFX Agg Index increased by 30.8%, compared with a …

Reiterating our outlook, BTC remains in an established downtrend BUT is showing firs…

Over the past 7 days, the FS CryptoFX Agg Index decreased by 10.2%, compared with a …

More reports are available in the Research Library.



Democrats, led by Speaker Pelosi, appear as dug-in as the President; but growing har…

Every day the national debate is on the wall is a bad day for Democrats, as they pla…

Democratic control of House means tough times for the Trump Administration with hear…

The President, as he told Schumer and Pelosi in the Oval Office, remains convinced t…

Trump likes the reality television aspect of the shutdown but Christmas spirit may a…

More reports are available in the Research Library.




In short, we believe that the crash of 2018 mirrors the mid-life crisis seen during the middle of bull market…

After committing one of the greatest policy errors (measured by equity market reaction), the Fed is now poten…

More reports are available in the Research Library.



Long-term inflection points have developed in the equity and bond markets coinciding…

Despite the weak technical backdrop, equity markets were likely establishing interme…

This week’s Technical Roadmap video begins with a discussion of the steep equity m…

More reports are available in the Research Library.




New this week: Buy Ideas - AEP, DFS, EOG, GM, NSC, PRU, TPR; Short Ideas - ARNC, DIS…

New this week: Buy Ideas - AMP, COF, DXC, D, GILD, MAC, MCK, MS, MTB, ORCL; Short Id…

New this week: Buy Ideas - CME, CMI, LOW, MNST, NTRS, PH, QCOM, ROK, SCHW, SWK, UPS,…

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.7%, compared with a …

Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…

Over the past 7 days, the FS CryptoFX Agg Index increased by 30.8%, compared with a …

More reports are available in the Research Library.




Democrats, led by Speaker Pelosi, appear as dug-in as the President; but growing har…

Every day the national debate is on the wall is a bad day for Democrats, as they pla…

Democratic control of House means tough times for the Trump Administration with hear…

More reports are available in the Research Library.





In short, we believe that the crash of 2018 mirrors the mid-life crisis seen during the middle of bull market…

After committing one of the greatest policy errors (measured by equity market reaction), the Fed is now poten…

2018 ends on a disappointing note, with markets down 5% and saw a massive 20% drawdown in the last few months…

More reports are available in the Research Library.



Long-term inflection points have developed in the equity and bond markets coinciding…

Despite the weak technical backdrop, equity markets were likely establishing interme…

This week’s Technical Roadmap video begins with a discussion of the steep equity m…

Weak but early signs of a low developing - Although the technical backdrop for equit…

More reports are available in the Research Library.



New this week: Buy Ideas - AEP, DFS, EOG, GM, NSC, PRU, TPR; Short Ideas - ARNC, DIS…

New this week: Buy Ideas - AMP, COF, DXC, D, GILD, MAC, MCK, MS, MTB, ORCL; Short Id…

New this week: Buy Ideas - CME, CMI, LOW, MNST, NTRS, PH, QCOM, ROK, SCHW, SWK, UPS,…

New this week: Buy Ideas - ADBE, ADSK, APD, BWA, LLY, LYB, MET, NEE, NKE, PXD, STT, …

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index decreased by 15.7%, compared with a …

Over the past 7 days, the FS CryptoFX Agg Index increased by 5.9%, compared with a 1…

Over the past 7 days, the FS CryptoFX Agg Index increased by 30.8%, compared with a …

Reiterating our outlook, BTC remains in an established downtrend BUT is showing firs…

More reports are available in the Research Library.



Democrats, led by Speaker Pelosi, appear as dug-in as the President; but growing har…

Every day the national debate is on the wall is a bad day for Democrats, as they pla…

Democratic control of House means tough times for the Trump Administration with hear…

The President, as he told Schumer and Pelosi in the Oval Office, remains convinced t…

More reports are available in the Research Library.