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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 Institutional Research
FLASH: COVID-19 UPDATE: UK Cases rolling over…
July 26, 2021
July 26, 2021
Perhaps the most important development over the past week is that UK COVID-19 cases are decisively rolling ov…
FLASH: COVID-19 UPDATE: 75 million American a…
July 23, 2021
July 23, 2021
While there may be short term hysteria about the surge in USA cases due to Delta variant, we do not think pol…
FLASH: COVID-19 UPDATE: In USA, lower VAX rat…
July 21, 2021
July 21, 2021
The Delta variant is the most transmissible mutation and has already caused a parabolic surge in UK, Israel, …
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): Fed Minutes NOT Hawkis…
July 7, 2021
July 7, 2021
There is a high likelihood that we are within 5-10bps for the low in 10-yr Treasury …
FUNDSTRAT (BRauscher): Wall Street Whis…
June 25, 2021
June 25, 2021
My work still strongly supports the FLASH points that I have included the past two w…
FUNDSTRAT (BRauscher): Wall Street Whis…
June 21, 2021
June 21, 2021
Was the Fed really hawkish? Surging short interest rates while long yields plummet…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Threading the needle …
February 2, 2021
February 2, 2021
Intermediate-term indictors, tracking multi-month shifts, continue to peak and turn …
TECHNICALS (Sluymer): Peaking Momentum and In…
January 26, 2021
January 26, 2021
Early signs of a market pause/pullback developing as intermediate-term momentum beg…
TECHNICALS (Sluymer): Expecting Group Rotatio…
January 20, 2021
January 20, 2021
Our outlook remains unchanged, bullish for equities through 2021 while expecting a t…
More reports are available in the Research Library.
CRYPTO WEEKLY: Bitcoin rallies off ~$30k supp…
July 21, 2021
July 21, 2021
Crypto is still in a doldrums of summer as many investors have taken a sell in May a…
CRYPTO WEEKLY: 1H2021 Digital Asset Observations
July 14, 2021
July 14, 2021
CRYPTO WEEKLY: 1H2021 Digital Asset Observati…
July 14, 2021
July 14, 2021
This report recaps the most impactful headlines from the first half of 2021. We then…
CRYPTO WEEKLY (Grider): Crypto Still Consolid…
July 7, 2021
July 7, 2021
Crypto Had Strong 1H vs. Global Assets Despite Volatility. Bitcoin Still Consolidati…
More reports are available in the Research Library.
Core stocks, three tactical portfolios and three strategic/thematic portfolios to take advantage of various economic tail-winds and changes that we think will significantly affect asset prices
Based on convergence of Quant (tireless Ken), Rauscher (Global strategy), Technicals
Companies that are involved in some aspect of home or personal security. We are not “recommending” these stocks, but rather, bringing these stocks to your attention.
More reports are available in the Research Library.
Fundstrat Quant Model – July Rebalance
July 1, 2021
July 1, 2021
Fundstrat Quant Model – July Rebalance
July 1, 2021
July 1, 2021
Overweight and underweight ideas as of 6/30/2021
Fundstrat Quant Model – June Rebalance
June 1, 2021
June 1, 2021
Fundstrat Quant Model – June Rebalance
June 1, 2021
June 1, 2021
Overweight and underweight ideas as of 5/31/2021
Fundstrat Quant Model – May Rebalance
May 3, 2021
May 3, 2021
Fundstrat Quant Model – May Rebalance
May 3, 2021
May 3, 2021
Overweight and underweight ideas as of 4/30/2021
More reports are available in the Research Library.
Fundstrat 2Q21 Daily Earnings Update – 07/26/2021
July 26, 2021
July 26, 2021
Fundstrat 2Q21 Daily Earnings Update – …
July 26, 2021
July 26, 2021
176 companies are reporting this week. Of the 120 companies that have reported so fa…
WEEKEND ALPHA: “Manic Monday” Followed By…
July 24, 2021
July 24, 2021
S&P 500 closed at an ATH of 4,411.79 on the week. The DJIA closed above 35k for the…
Fundstrat 2Q21 Daily Earnings Update – 07/23/2021
July 23, 2021
July 23, 2021
Fundstrat 2Q21 Daily Earnings Update – …
July 23, 2021
July 23, 2021
79 companies are reporting this week. Of the 113 companies that have reported so far…
More reports are available in the Research Library.
POLICY (T. Block): “Déjà vu all over agai…
July 26, 2021
July 26, 2021
Déjà vu all over again sure seems like an apt Yogi quote to describe what has beco…
POLICY (T. Block): Infrastructure: Bluff or v…
July 19, 2021
July 19, 2021
Senate Democrats announce budget agreement totaling $3.5T, a sharp reduction in the …
POLICY (T. Block): Congress returns; infrastr…
July 12, 2021
July 12, 2021
The Senate returns today, the House returns for voting next week. Senate Leader Schu…
More reports are available in the Research Library.
FLASH: COVID-19 UPDATE: UK Cases rolling over…
July 26, 2021
July 26, 2021
Perhaps the most important development over the past week is that UK COVID-19 cases are decisively rolling ov…
FLASH: COVID-19 UPDATE: 75 million American a…
July 23, 2021
July 23, 2021
While there may be short term hysteria about the surge in USA cases due to Delta variant, we do not think pol…
FLASH: COVID-19 UPDATE: In USA, lower VAX rat…
July 21, 2021
July 21, 2021
The Delta variant is the most transmissible mutation and has already caused a parabolic surge in UK, Israel, …
More reports are available in the Research Library.
TECHNICALS (Sluymer): Threading the needle …
February 2, 2021
February 2, 2021
Intermediate-term indictors, tracking multi-month shifts, continue to peak and turn …
TECHNICALS (Sluymer): Peaking Momentum and In…
January 26, 2021
January 26, 2021
Early signs of a market pause/pullback developing as intermediate-term momentum beg…
TECHNICALS (Sluymer): Expecting Group Rotatio…
January 20, 2021
January 20, 2021
Our outlook remains unchanged, bullish for equities through 2021 while expecting a t…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): Fed Minutes NOT Hawkis…
July 7, 2021
July 7, 2021
There is a high likelihood that we are within 5-10bps for the low in 10-yr Treasury …
FUNDSTRAT (BRauscher): Wall Street Whis…
June 25, 2021
June 25, 2021
My work still strongly supports the FLASH points that I have included the past two w…
FUNDSTRAT (BRauscher): Wall Street Whis…
June 21, 2021
June 21, 2021
Was the Fed really hawkish? Surging short interest rates while long yields plummet…
More reports are available in the Research Library.
Fundstrat 2Q21 Daily Earnings Update – 07/26/2021
July 26, 2021
July 26, 2021
Fundstrat 2Q21 Daily Earnings Update – …
July 26, 2021
July 26, 2021
176 companies are reporting this week. Of the 120 companies that have reported so fa…
WEEKEND ALPHA: “Manic Monday” Followed By…
July 24, 2021
July 24, 2021
S&P 500 closed at an ATH of 4,411.79 on the week. The DJIA closed above 35k for the…
Fundstrat 2Q21 Daily Earnings Update – 07/23/2021
July 23, 2021
July 23, 2021
Fundstrat 2Q21 Daily Earnings Update – …
July 23, 2021
July 23, 2021
79 companies are reporting this week. Of the 113 companies that have reported so far…
More reports are available in the Research Library.
Fundstrat Quant Model – July Rebalance
July 1, 2021
July 1, 2021
Fundstrat Quant Model – July Rebalance
July 1, 2021
July 1, 2021
Overweight and underweight ideas as of 6/30/2021
Fundstrat Quant Model – June Rebalance
June 1, 2021
June 1, 2021
Fundstrat Quant Model – June Rebalance
June 1, 2021
June 1, 2021
Overweight and underweight ideas as of 5/31/2021
Fundstrat Quant Model – May Rebalance
May 3, 2021
May 3, 2021
Fundstrat Quant Model – May Rebalance
May 3, 2021
May 3, 2021
Overweight and underweight ideas as of 4/30/2021
More reports are available in the Research Library.
CRYPTO WEEKLY: Bitcoin rallies off ~$30k supp…
July 21, 2021
July 21, 2021
Crypto is still in a doldrums of summer as many investors have taken a sell in May a…
CRYPTO WEEKLY: 1H2021 Digital Asset Observations
July 14, 2021
July 14, 2021
CRYPTO WEEKLY: 1H2021 Digital Asset Observati…
July 14, 2021
July 14, 2021
This report recaps the most impactful headlines from the first half of 2021. We then…
CRYPTO WEEKLY (Grider): Crypto Still Consolid…
July 7, 2021
July 7, 2021
Crypto Had Strong 1H vs. Global Assets Despite Volatility. Bitcoin Still Consolidati…
More reports are available in the Research Library.
POLICY (T. Block): “Déjà vu all over agai…
July 26, 2021
July 26, 2021
Déjà vu all over again sure seems like an apt Yogi quote to describe what has beco…
POLICY (T. Block): Infrastructure: Bluff or v…
July 19, 2021
July 19, 2021
Senate Democrats announce budget agreement totaling $3.5T, a sharp reduction in the …
POLICY (T. Block): Congress returns; infrastr…
July 12, 2021
July 12, 2021
The Senate returns today, the House returns for voting next week. Senate Leader Schu…
More reports are available in the Research Library.
Core stocks, three tactical portfolios and three strategic/thematic portfolios to take advantage of various economic tail-winds and changes that we think will significantly affect asset prices
Based on convergence of Quant (tireless Ken), Rauscher (Global strategy), Technicals
Companies that are involved in some aspect of home or personal security. We are not “recommending” these stocks, but rather, bringing these stocks to your attention.
More reports are available in the Research Library.
Macro View
FLASH: COVID-19 UPDATE: UK Cases rolling over…
July 26, 2021
July 26, 2021
Perhaps the most important development over the past week is that UK COVID-19 cases are decisively rolling ov…
FLASH: COVID-19 UPDATE: 75 million American a…
July 23, 2021
July 23, 2021
While there may be short term hysteria about the surge in USA cases due to Delta variant, we do not think pol…
FLASH: COVID-19 UPDATE: In USA, lower VAX rat…
July 21, 2021
July 21, 2021
The Delta variant is the most transmissible mutation and has already caused a parabolic surge in UK, Israel, …
FLASH: COVID-19 UPDATE: Is COVID-19 seasonal?…
July 20, 2021
July 20, 2021
Over the past 29 years of equity research, if there is one lesson I have learned --> it's difficult to make m…
More reports are available in the Research Library.
TECHNICALS (Sluymer): Threading the needle …
February 2, 2021
February 2, 2021
Intermediate-term indictors, tracking multi-month shifts, continue to peak and turn …
TECHNICALS (Sluymer): Peaking Momentum and In…
January 26, 2021
January 26, 2021
Early signs of a market pause/pullback developing as intermediate-term momentum beg…
TECHNICALS (Sluymer): Expecting Group Rotatio…
January 20, 2021
January 20, 2021
Our outlook remains unchanged, bullish for equities through 2021 while expecting a t…
TECHNICALS (Sluymer): Navigating a Q1 Tactica…
January 5, 2021
January 5, 2021
The first few weeks of each year are often volatile, and despite the myths, not part…
More reports are available in the Research Library.
Fundstrat Quant Model – July Rebalance
July 1, 2021
July 1, 2021
Fundstrat Quant Model – July Rebalance
July 1, 2021
July 1, 2021
Overweight and underweight ideas as of 6/30/2021
Fundstrat Quant Model – June Rebalance
June 1, 2021
June 1, 2021
Fundstrat Quant Model – June Rebalance
June 1, 2021
June 1, 2021
Overweight and underweight ideas as of 5/31/2021
Fundstrat Quant Model – May Rebalance
May 3, 2021
May 3, 2021
Fundstrat Quant Model – May Rebalance
May 3, 2021
May 3, 2021
Overweight and underweight ideas as of 4/30/2021
Fundstrat Quant Model – April Rebalance
April 1, 2021
April 1, 2021
Fundstrat Quant Model – April Rebalance
April 1, 2021
April 1, 2021
Overweight and underweight ideas as of 3/31/2021
More reports are available in the Research Library.
CRYPTO WEEKLY: Bitcoin rallies off ~$30k supp…
July 21, 2021
July 21, 2021
Crypto is still in a doldrums of summer as many investors have taken a sell in May a…
CRYPTO WEEKLY: 1H2021 Digital Asset Observations
July 14, 2021
July 14, 2021
CRYPTO WEEKLY: 1H2021 Digital Asset Observati…
July 14, 2021
July 14, 2021
This report recaps the most impactful headlines from the first half of 2021. We then…
CRYPTO WEEKLY (Grider): Crypto Still Consolid…
July 7, 2021
July 7, 2021
Crypto Had Strong 1H vs. Global Assets Despite Volatility. Bitcoin Still Consolidati…
CRYPTO WEEKLY (Grider): Thoughts On Stablecoi…
June 30, 2021
June 30, 2021
In this Crypto Weekly, instead of discussing our usual views on the market, we’re …
More reports are available in the Research Library.
POLICY (T. Block): “Déjà vu all over agai…
July 26, 2021
July 26, 2021
Déjà vu all over again sure seems like an apt Yogi quote to describe what has beco…
POLICY (T. Block): Infrastructure: Bluff or v…
July 19, 2021
July 19, 2021
Senate Democrats announce budget agreement totaling $3.5T, a sharp reduction in the …
POLICY (T. Block): Congress returns; infrastr…
July 12, 2021
July 12, 2021
The Senate returns today, the House returns for voting next week. Senate Leader Schu…
POLICY (T. Block): Infrastructure Path: One B…
July 6, 2021
July 6, 2021
While Congress is out of session this week for the July 4 break there are likely to …
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): Fed Minutes NOT Hawkis…
July 7, 2021
July 7, 2021
There is a high likelihood that we are within 5-10bps for the low in 10-yr Treasury …
FUNDSTRAT (BRauscher): Wall Street Whis…
June 25, 2021
June 25, 2021
My work still strongly supports the FLASH points that I have included the past two w…
FUNDSTRAT (BRauscher): Wall Street Whis…
June 21, 2021
June 21, 2021
Was the Fed really hawkish? Surging short interest rates while long yields plummet…
FUNDSTRAT (BRauscher): Wall Street Whis…
June 11, 2021
June 11, 2021
My work remains medium-term bullish. Buy tactical dips in Financials and Cyclical/Re…
More reports are available in the Research Library.
Fundstrat 2Q21 Daily Earnings Update – 07/26/2021
July 26, 2021
July 26, 2021
Fundstrat 2Q21 Daily Earnings Update – …
July 26, 2021
July 26, 2021
176 companies are reporting this week. Of the 120 companies that have reported so fa…
WEEKEND ALPHA: “Manic Monday” Followed By…
July 24, 2021
July 24, 2021
S&P 500 closed at an ATH of 4,411.79 on the week. The DJIA closed above 35k for the…
Fundstrat 2Q21 Daily Earnings Update – 07/23/2021
July 23, 2021
July 23, 2021
Fundstrat 2Q21 Daily Earnings Update – …
July 23, 2021
July 23, 2021
79 companies are reporting this week. Of the 113 companies that have reported so far…
Fundstrat 2Q21 Daily Earnings Update – 07/22/2021
July 22, 2021
July 22, 2021
Fundstrat 2Q21 Daily Earnings Update – …
July 22, 2021
July 22, 2021
79 companies are reporting this week. Of the 82 companies that have reported so far…
More reports are available in the Research Library.
Core stocks, three tactical portfolios and three strategic/thematic portfolios to take advantage of various economic tail-winds and changes that we think will significantly affect asset prices
Based on convergence of Quant (tireless Ken), Rauscher (Global strategy), Technicals
Companies that are involved in some aspect of home or personal security. We are not “recommending” these stocks, but rather, bringing these stocks to your attention.
More reports are available in the Research Library.
