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

Fundstrat In The News

See more in Latest News

See more in Latest News

Portfolio Strategy

STRATEGY (Lee): 4Q19 S&P 500 Earnings Preview: Better than ‘loweredâ…
January 17, 2020
STRATEGY (Lee): 4Q19 S&P 500 Earnings Pr…
January 17, 2020
We expect a strong 4Q19 EPS results season (playing out so far), with the resulting impact on equities being …
FLASH: US housing starts finally breakout of the 10-year malaise.
January 17, 2020
FLASH: US housing starts finally breakout of …
January 17, 2020
US housing starts delivered a big upside surprise today, 1.608 million December starts vs 1.3 million forecas…
WEEKEND ALPHA (Racanelli): Stocks Rise to New High Trifecta; 3 Major Indexe…
January 17, 2020
WEEKEND ALPHA (Racanelli): Stocks Rise to New…
January 17, 2020
The stock market rose last week. To new highs. Again. A trifecta. Someone new to investing could be excused f…
SIGNAL FROM NOISE (Racanelli): Market to Focus on SPX EPS Growth after 4Q19…
January 15, 2020
SIGNAL FROM NOISE (Racanelli): Market to Focu…
January 15, 2020
Don’t Fear 4Q19 SPX EPS decline; market has already discounted it, looking to 2020. Preliminary U.S.-China …
WEEKEND ALPHA (Racanelli): Stocks Bounce Back After Middle East War Scare, …
January 10, 2020
WEEKEND ALPHA (Racanelli): Stocks Bounce Back…
January 10, 2020
The stock market party seemed like it was over after New Year’s Day—but just for a few days. That’s wha…

More reports are available in the Research Library.

Technical

TECHNICALS (Sluymer): Growth acceleration continues – Mid-late Q1 pa…
January 14, 2020
TECHNICALS (Sluymer): Growth acceleration con…
January 14, 2020
Market cycle remains supportive of further upside through 2020 - The longer-term ma…
TECHNICALS (Sluymer): 2020 Technical Strategy Outlook – Bull Cyc…
January 7, 2020
TECHNICALS (Sluymer): 2020 Technical Strategy…
January 7, 2020
A bullish secular backdrop into the 2030’s - Our long-term outlook remains unchang…
TECHNICALS (Sluymer): Cycle backdrop bullish through 2020 – Tactical…
December 17, 2019
TECHNICALS (Sluymer): Cycle backdrop bullish …
December 17, 2019
Fear of heights after the Q4 rally? – Stay calm - With major US indices at new cyc…
TECHNICALS (Sluymer): Cycle backdrop remains bullish with more laggard…
December 10, 2019
TECHNICALS (Sluymer): Cycle backdrop remains …
December 10, 2019
Short-term shallow pause within a bullish longer-term cycle backdrop and Tactical/in…
TECHNICALS: Pullback likely short-lived as cyclical barometers become …
December 3, 2019
TECHNICALS: Pullback likely short-lived as cy…
December 3, 2019
We continue to expect pullbacks to be short-lived and shallower than most expect giv…

More reports are available in the Research Library.

Quantamental

FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 3 ne…
January 16, 2020
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 16, 2020
Buy Ideas - ALXN, JNJ, NSC Short Ideas - FISV, HES, MKTX, NRG, SHW
QUANT (Rauscher): S&P 1500 Equity Ideas Review and Commentary – Janu…
January 10, 2020
QUANT (Rauscher): S&P 1500 Equity Ideas …
January 10, 2020
We have several new observations from the broad-based S&P 1500 ERM review - The posi…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 5 ne…
January 9, 2020
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 9, 2020
New this week: Buy Ideas - ADP, ARNC, HAS, HIG, TXN Short Ideas - STX
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 12 n…
January 2, 2020
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 2, 2020
New this week: Buy Ideas - ADSK, AMGN, AMT, CF, COP, EOG, GE, LMT, MA, MTB, NOC, TTW…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 3 ne…
December 26, 2019
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 26, 2019
New this week: Buy Ideas - FLS, JNJ, NVDA, Short Ideas - CMG, DISH, FISV

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 13, 2020
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 13, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 10.5%, compared with a …
CRYPTO (Lee): 2020 Outlook – 3 Positive Convergences: Halvening…
January 9, 2020
CRYPTO (Lee): 2020 Outlook – 3 Positive Con…
January 9, 2020
We see several positive convergences that enhance the use case and also the economic…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 6, 2020
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 6, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 0…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
December 30, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
December 30, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 0.5%, compared with a 0…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
December 23, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
December 23, 2019
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

WEEKEND ALPHA (Racanelli): Stocks Rise to New High Trifecta; 3 Major Indexe…
January 17, 2020
WEEKEND ALPHA (Racanelli): Stocks Rise to New…
January 17, 2020
The stock market rose last week. To new highs. Again. A trifecta. Someone new to inv…
POLICY (T. Block): Trade and Presidential hopefuls fight with impeachment a…
January 13, 2020
POLICY (T. Block): Trade and Presidential hop…
January 13, 2020
Impeachment trial looks headed to Senate this week, questions: short or drawn-out; w…
POLICY (T. Block): Wag the Dog or real leader in real crisis shape Washingt…
January 6, 2020
POLICY (T. Block): Wag the Dog or real leader…
January 6, 2020
Congress returns from holiday break with new tension caused by crisis in Middle East…
POLICY (T. Block): President Trump to start new year with key trade victori…
December 30, 2019
POLICY (T. Block): President Trump to start n…
December 30, 2019
New year will start for President Trump with key trade victories: Senate approval of…
POLICY (T. Block): Impeachment, Budget and USMCA advance, Iowa 45 days away
December 23, 2019
POLICY (T. Block): Impeachment, Budget and US…
December 23, 2019
House impeached President but Speaker Pelosi delays sending indictment to Senate, no…

More reports are available in the Research Library.

Portfolio Strategy

STRATEGY (Lee): 4Q19 S&P 500 Earnings Preview: Better than ‘loweredâ…
January 17, 2020
STRATEGY (Lee): 4Q19 S&P 500 Earnings Pr…
January 17, 2020
We expect a strong 4Q19 EPS results season (playing out so far), with the resulting impact on equities being …
FLASH: US housing starts finally breakout of the 10-year malaise.
January 17, 2020
FLASH: US housing starts finally breakout of …
January 17, 2020
US housing starts delivered a big upside surprise today, 1.608 million December starts vs 1.3 million forecas…
WEEKEND ALPHA (Racanelli): Stocks Rise to New High Trifecta; 3 Major Indexe…
January 17, 2020
WEEKEND ALPHA (Racanelli): Stocks Rise to New…
January 17, 2020
The stock market rose last week. To new highs. Again. A trifecta. Someone new to investing could be excused f…

More reports are available in the Research Library.

Technical

TECHNICALS (Sluymer): Growth acceleration continues – Mid-late Q1 pa…
January 14, 2020
TECHNICALS (Sluymer): Growth acceleration con…
January 14, 2020
Market cycle remains supportive of further upside through 2020 - The longer-term ma…
TECHNICALS (Sluymer): 2020 Technical Strategy Outlook – Bull Cyc…
January 7, 2020
TECHNICALS (Sluymer): 2020 Technical Strategy…
January 7, 2020
A bullish secular backdrop into the 2030’s - Our long-term outlook remains unchang…
TECHNICALS (Sluymer): Cycle backdrop bullish through 2020 – Tactical…
December 17, 2019
TECHNICALS (Sluymer): Cycle backdrop bullish …
December 17, 2019
Fear of heights after the Q4 rally? – Stay calm - With major US indices at new cyc…

More reports are available in the Research Library.

Quantamental

FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 3 ne…
January 16, 2020
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 16, 2020
Buy Ideas - ALXN, JNJ, NSC Short Ideas - FISV, HES, MKTX, NRG, SHW
QUANT (Rauscher): S&P 1500 Equity Ideas Review and Commentary – Janu…
January 10, 2020
QUANT (Rauscher): S&P 1500 Equity Ideas …
January 10, 2020
We have several new observations from the broad-based S&P 1500 ERM review - The posi…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 5 ne…
January 9, 2020
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 9, 2020
New this week: Buy Ideas - ADP, ARNC, HAS, HIG, TXN Short Ideas - STX

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 13, 2020
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 13, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 10.5%, compared with a …
CRYPTO (Lee): 2020 Outlook – 3 Positive Convergences: Halvening…
January 9, 2020
CRYPTO (Lee): 2020 Outlook – 3 Positive Con…
January 9, 2020
We see several positive convergences that enhance the use case and also the economic…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 6, 2020
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 6, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 0…

More reports are available in the Research Library.

Policy

WEEKEND ALPHA (Racanelli): Stocks Rise to New High Trifecta; 3 Major Indexe…
January 17, 2020
WEEKEND ALPHA (Racanelli): Stocks Rise to New…
January 17, 2020
The stock market rose last week. To new highs. Again. A trifecta. Someone new to inv…
POLICY (T. Block): Trade and Presidential hopefuls fight with impeachment a…
January 13, 2020
POLICY (T. Block): Trade and Presidential hop…
January 13, 2020
Impeachment trial looks headed to Senate this week, questions: short or drawn-out; w…
POLICY (T. Block): Wag the Dog or real leader in real crisis shape Washingt…
January 6, 2020
POLICY (T. Block): Wag the Dog or real leader…
January 6, 2020
Congress returns from holiday break with new tension caused by crisis in Middle East…

More reports are available in the Research Library.

Portfolio Strategy

STRATEGY (Lee): 4Q19 S&P 500 Earnings Preview: Better than ‘loweredâ…
January 17, 2020
STRATEGY (Lee): 4Q19 S&P 500 Earnings Pr…
January 17, 2020
We expect a strong 4Q19 EPS results season (playing out so far), with the resulting impact on equities being …
FLASH: US housing starts finally breakout of the 10-year malaise.
January 17, 2020
FLASH: US housing starts finally breakout of …
January 17, 2020
US housing starts delivered a big upside surprise today, 1.608 million December starts vs 1.3 million forecas…
WEEKEND ALPHA (Racanelli): Stocks Rise to New High Trifecta; 3 Major Indexe…
January 17, 2020
WEEKEND ALPHA (Racanelli): Stocks Rise to New…
January 17, 2020
The stock market rose last week. To new highs. Again. A trifecta. Someone new to investing could be excused f…
SIGNAL FROM NOISE (Racanelli): Market to Focus on SPX EPS Growth after 4Q19…
January 15, 2020
SIGNAL FROM NOISE (Racanelli): Market to Focu…
January 15, 2020
Don’t Fear 4Q19 SPX EPS decline; market has already discounted it, looking to 2020. Preliminary U.S.-China …

More reports are available in the Research Library.

Technical

TECHNICALS (Sluymer): Growth acceleration continues – Mid-late Q1 pa…
January 14, 2020
TECHNICALS (Sluymer): Growth acceleration con…
January 14, 2020
Market cycle remains supportive of further upside through 2020 - The longer-term ma…
TECHNICALS (Sluymer): 2020 Technical Strategy Outlook – Bull Cyc…
January 7, 2020
TECHNICALS (Sluymer): 2020 Technical Strategy…
January 7, 2020
A bullish secular backdrop into the 2030’s - Our long-term outlook remains unchang…
TECHNICALS (Sluymer): Cycle backdrop bullish through 2020 – Tactical…
December 17, 2019
TECHNICALS (Sluymer): Cycle backdrop bullish …
December 17, 2019
Fear of heights after the Q4 rally? – Stay calm - With major US indices at new cyc…
TECHNICALS (Sluymer): Cycle backdrop remains bullish with more laggard…
December 10, 2019
TECHNICALS (Sluymer): Cycle backdrop remains …
December 10, 2019
Short-term shallow pause within a bullish longer-term cycle backdrop and Tactical/in…

More reports are available in the Research Library.

Quantamental

FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 3 ne…
January 16, 2020
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 16, 2020
Buy Ideas - ALXN, JNJ, NSC Short Ideas - FISV, HES, MKTX, NRG, SHW
QUANT (Rauscher): S&P 1500 Equity Ideas Review and Commentary – Janu…
January 10, 2020
QUANT (Rauscher): S&P 1500 Equity Ideas …
January 10, 2020
We have several new observations from the broad-based S&P 1500 ERM review - The posi…
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 5 ne…
January 9, 2020
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 9, 2020
New this week: Buy Ideas - ADP, ARNC, HAS, HIG, TXN Short Ideas - STX
FS QU/TE (Xuan/Sluymer): Quant / Technical Matrix – Highlighting 12 n…
January 2, 2020
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 2, 2020
New this week: Buy Ideas - ADSK, AMGN, AMT, CF, COP, EOG, GE, LMT, MA, MTB, NOC, TTW…

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 13, 2020
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 13, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 10.5%, compared with a …
CRYPTO (Lee): 2020 Outlook – 3 Positive Convergences: Halvening…
January 9, 2020
CRYPTO (Lee): 2020 Outlook – 3 Positive Con…
January 9, 2020
We see several positive convergences that enhance the use case and also the economic…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
January 6, 2020
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
January 6, 2020
Over the past 7 days, the FS CryptoFX Agg Index increased by 0.3%, compared with a 0…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
December 30, 2019
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
December 30, 2019
Over the past 7 days, the FS CryptoFX Agg Index decreased by 0.5%, compared with a 0…

More reports are available in the Research Library.

Policy

WEEKEND ALPHA (Racanelli): Stocks Rise to New High Trifecta; 3 Major Indexe…
January 17, 2020
WEEKEND ALPHA (Racanelli): Stocks Rise to New…
January 17, 2020
The stock market rose last week. To new highs. Again. A trifecta. Someone new to inv…
POLICY (T. Block): Trade and Presidential hopefuls fight with impeachment a…
January 13, 2020
POLICY (T. Block): Trade and Presidential hop…
January 13, 2020
Impeachment trial looks headed to Senate this week, questions: short or drawn-out; w…
POLICY (T. Block): Wag the Dog or real leader in real crisis shape Washingt…
January 6, 2020
POLICY (T. Block): Wag the Dog or real leader…
January 6, 2020
Congress returns from holiday break with new tension caused by crisis in Middle East…
POLICY (T. Block): President Trump to start new year with key trade victori…
December 30, 2019
POLICY (T. Block): President Trump to start n…
December 30, 2019
New year will start for President Trump with key trade victories: Senate approval of…

More reports are available in the Research Library.