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 Institutional Research
Progress on COVID-19 daily case trends has stalled in the last 3 days... not entirely clear why Below is a su…
The 7D delta turned positive after being negative for the past 42 days consecutively. However, as we wrote pr…
The most positive development on COVID-19 is that daily cases fell below 50,000. This is a sizable drop from…
The case trends in the US remain positive and daily cases on Sunday came in at 54,336, and for 41 consecutive…
Looking back at this past week, trends on US COVID-19 are positive, particularly when it comes to daily cases…
For those of us in the Midwest or in the Northeast, this frigid cold snap rolling across the US strikes most …
The latest data from Clalit, Israel's largest healthcare provider, is showing the remarkable effectiveness of…
More reports are available in the Research Library.
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
From current levels, our work suggests that the strategic reward/risk tradeoff for t…
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
Intermediate-term indictors, tracking multi-month shifts, continue to peak and turn …
Early signs of a market pause/pullback developing as intermediate-term momentum beg…
Our outlook remains unchanged, bullish for equities through 2021 while expecting a t…
More reports are available in the Research Library.
IOTA (MIOTA) is an alternative Distributed Ledger Technology (DLT) platform, which u…
Bitcoin rallied to a high of $58,367 on Sunday before commencing a 23% sell off down…
Diamond Standard Co. is the creator of the world’s first regulator-approved diamon…
More reports are available in the Research Library.
QuTe Absolute Performance Summary (see Slide 9 for two week relative performance) …
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
More reports are available in the Research Library.
The S&P 500 was essentially flat on the week. It closed at 3,906.71 last Friday and…
65 companies are reporting this week. Of the 460 companies that have reported so far…
Six Flags (SIX) reported earnings on February 24th. The company outperformed expecta…
More reports are available in the Research Library.
Important week for COVID Relief Bill with House action on Biden proposal. March 14 d…
The Senate failed to convict President Trump though there was a record level of impe…
Biden Administration pushes Congress to move “big and fast” on COVID relief and …
More reports are available in the Research Library.
Progress on COVID-19 daily case trends has stalled in the last 3 days... not entirely clear why Below is a su…
The 7D delta turned positive after being negative for the past 42 days consecutively. However, as we wrote pr…
The most positive development on COVID-19 is that daily cases fell below 50,000. This is a sizable drop from…
More reports are available in the Research Library.
Intermediate-term indictors, tracking multi-month shifts, continue to peak and turn …
Early signs of a market pause/pullback developing as intermediate-term momentum beg…
Our outlook remains unchanged, bullish for equities through 2021 while expecting a t…
More reports are available in the Research Library.
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
From current levels, our work suggests that the strategic reward/risk tradeoff for t…
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
The S&P 500 was essentially flat on the week. It closed at 3,906.71 last Friday and…
65 companies are reporting this week. Of the 460 companies that have reported so far…
Six Flags (SIX) reported earnings on February 24th. The company outperformed expecta…
More reports are available in the Research Library.
QuTe Absolute Performance Summary (see Slide 9 for two week relative performance) …
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
More reports are available in the Research Library.
IOTA (MIOTA) is an alternative Distributed Ledger Technology (DLT) platform, which u…
Bitcoin rallied to a high of $58,367 on Sunday before commencing a 23% sell off down…
Diamond Standard Co. is the creator of the world’s first regulator-approved diamon…
More reports are available in the Research Library.
Important week for COVID Relief Bill with House action on Biden proposal. March 14 d…
The Senate failed to convict President Trump though there was a record level of impe…
Biden Administration pushes Congress to move “big and fast” on COVID relief and …
More reports are available in the Research Library.
Progress on COVID-19 daily case trends has stalled in the last 3 days... not entirely clear why Below is a su…
The 7D delta turned positive after being negative for the past 42 days consecutively. However, as we wrote pr…
The most positive development on COVID-19 is that daily cases fell below 50,000. This is a sizable drop from…
The case trends in the US remain positive and daily cases on Sunday came in at 54,336, and for 41 consecutive…
More reports are available in the Research Library.
Intermediate-term indictors, tracking multi-month shifts, continue to peak and turn …
Early signs of a market pause/pullback developing as intermediate-term momentum beg…
Our outlook remains unchanged, bullish for equities through 2021 while expecting a t…
The first few weeks of each year are often volatile, and despite the myths, not part…
More reports are available in the Research Library.
QuTe Absolute Performance Summary (see Slide 9 for two week relative performance) …
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
Buy Ideas - AFL, AIV, DXC, EBAY, EMN, ETSY, INCY, JNPR, MCK, MO, PFE, TFC Short Idea…
More reports are available in the Research Library.
IOTA (MIOTA) is an alternative Distributed Ledger Technology (DLT) platform, which u…
Bitcoin rallied to a high of $58,367 on Sunday before commencing a 23% sell off down…
Diamond Standard Co. is the creator of the world’s first regulator-approved diamon…
As we noted last week, Tesla recently announced it had added $1.5 billion of Bitcoin…
More reports are available in the Research Library.
Important week for COVID Relief Bill with House action on Biden proposal. March 14 d…
The Senate failed to convict President Trump though there was a record level of impe…
Biden Administration pushes Congress to move “big and fast” on COVID relief and …
The short hospitalization last week of Senator Leahy show the tenuous hold Democrats…
More reports are available in the Research Library.
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
From current levels, our work suggests that the strategic reward/risk tradeoff for t…
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
The S&P 500 was essentially flat on the week. It closed at 3,906.71 last Friday and…
65 companies are reporting this week. Of the 460 companies that have reported so far…
Six Flags (SIX) reported earnings on February 24th. The company outperformed expecta…
65 companies are reporting this week. Of the 439 companies that have reported so far…
More reports are available in the Research Library.