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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: Daily cases resuming …
March 3, 2021
March 3, 2021
COVID-19 progress --> White House accelerates supply to May + Texas re-opens completely... On the COVID-19 fr…
FLASH: COVID-19 UPDATE: US COVID-19 cases tra…
March 2, 2021
March 2, 2021
It looks like the downturn in US COVID-19 cases is resuming. There was a mini-scare last week as cases turne…
FLASH: COVID-19 UPDATE: 3 Positive COVID-19 d…
March 1, 2021
March 1, 2021
Over the weekend, there were three notable AND positive developments: 1. US daily COVID-19 daily cases are r…
FLASH: COVID-19 UPDATE: Daily cases broke the…
February 26, 2021
February 26, 2021
Progress on COVID-19 daily case trends has stalled in the last 3 days... not entirely clear why Below is a su…
FLASH: COVID-19 UPDATE (AM EDITION): COVID-19…
February 24, 2021
February 24, 2021
The 7D delta turned positive after being negative for the past 42 days consecutively. However, as we wrote pr…
FLASH: COVID-19 UPDATE: Achievement unlocked …
February 23, 2021
February 23, 2021
The most positive development on COVID-19 is that daily cases fell below 50,000. This is a sizable drop from…
FLASH: COVID-19 UPDATE: Cases getting obliter…
February 22, 2021
February 22, 2021
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.
FUNDSTRAT (BRauscher): Sector Update: Maintai…
March 3, 2021
March 3, 2021
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
FUNDSTRAT (BRauscher): ERM Conclusions, Rema…
February 22, 2021
February 22, 2021
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): 2021 Outlook — Trans…
January 19, 2021
January 19, 2021
From current levels, our work suggests that the strategic reward/risk tradeoff for t…
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.
Weekly Crypto Briefing – 03/03/2021
March 3, 2021
March 3, 2021
Weekly Crypto Briefing – 03/03/2021
March 3, 2021
March 3, 2021
Coinbase’s direct listing on Nasdaq is a watershed moment for the crypto industry.…
CRYPTO SPECIAL REPORT: IOTA 2.0: Network Upgrade Holds Promise Fo…
February 26, 2021
February 26, 2021
CRYPTO SPECIAL REPORT: IOTA 2.0: Network Upgr…
February 26, 2021
February 26, 2021
IOTA (MIOTA) is an alternative Distributed Ledger Technology (DLT) platform, which u…
Weekly Crypto Briefing – 02/25/2021
February 25, 2021
February 25, 2021
Weekly Crypto Briefing – 02/25/2021
February 25, 2021
February 25, 2021
Bitcoin rallied to a high of $58,367 on Sunday before commencing a 23% sell off down…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 22, 2021
January 22, 2021
QuTe Absolute Performance Summary (see Slide 9 for two week relative performance) …
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 15, 2021
January 15, 2021
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 10, 2020
December 10, 2020
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
More reports are available in the Research Library.
Fundstrat 4Q20 Daily Earnings Update – 03/03/2021
March 3, 2021
March 3, 2021
Fundstrat 4Q20 Daily Earnings Update – 03/0…
March 3, 2021
March 3, 2021
15 companies are reporting this week. Of the 469 companies that have reported so far…
Fundstrat 4Q20 Daily Earnings Update – 03/02/2021
March 2, 2021
March 2, 2021
Fundstrat 4Q20 Daily Earnings Update – 03/0…
March 2, 2021
March 2, 2021
15 companies are reporting this week. Of the 466 companies that have reported so far…
Fundstrat 4Q20 Daily Earnings Update – 03/01/2021
March 1, 2021
March 1, 2021
Fundstrat 4Q20 Daily Earnings Update – 03/0…
March 1, 2021
March 1, 2021
15 companies are reporting this week. Of the 462 companies that have reported so far…
More reports are available in the Research Library.
POLICY (T. Block): COVID Relief Bill moves to…
March 1, 2021
March 1, 2021
House passes $1.9T COVID Relief package, 219 Y to 212 N, no Republican voted Y and t…
POLICY (T. Block): Big week for COVID Relief,…
February 22, 2021
February 22, 2021
Important week for COVID Relief Bill with House action on Biden proposal. March 14 d…
POLICY (T. Block): Impeachment Ends, Real Leg…
February 16, 2021
February 16, 2021
The Senate failed to convict President Trump though there was a record level of impe…
More reports are available in the Research Library.
FLASH: COVID-19 UPDATE: Daily cases resuming …
March 3, 2021
March 3, 2021
COVID-19 progress --> White House accelerates supply to May + Texas re-opens completely... On the COVID-19 fr…
FLASH: COVID-19 UPDATE: US COVID-19 cases tra…
March 2, 2021
March 2, 2021
It looks like the downturn in US COVID-19 cases is resuming. There was a mini-scare last week as cases turne…
FLASH: COVID-19 UPDATE: 3 Positive COVID-19 d…
March 1, 2021
March 1, 2021
Over the weekend, there were three notable AND positive developments: 1. US daily COVID-19 daily cases are r…
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): Sector Update: Maintai…
March 3, 2021
March 3, 2021
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
FUNDSTRAT (BRauscher): ERM Conclusions, Rema…
February 22, 2021
February 22, 2021
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): 2021 Outlook — Trans…
January 19, 2021
January 19, 2021
From current levels, our work suggests that the strategic reward/risk tradeoff for t…
More reports are available in the Research Library.
Fundstrat 4Q20 Daily Earnings Update – 03/03/2021
March 3, 2021
March 3, 2021
Fundstrat 4Q20 Daily Earnings Update – 03/0…
March 3, 2021
March 3, 2021
15 companies are reporting this week. Of the 469 companies that have reported so far…
Fundstrat 4Q20 Daily Earnings Update – 03/02/2021
March 2, 2021
March 2, 2021
Fundstrat 4Q20 Daily Earnings Update – 03/0…
March 2, 2021
March 2, 2021
15 companies are reporting this week. Of the 466 companies that have reported so far…
Fundstrat 4Q20 Daily Earnings Update – 03/01/2021
March 1, 2021
March 1, 2021
Fundstrat 4Q20 Daily Earnings Update – 03/0…
March 1, 2021
March 1, 2021
15 companies are reporting this week. Of the 462 companies that have reported so far…
More reports are available in the Research Library.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 22, 2021
January 22, 2021
QuTe Absolute Performance Summary (see Slide 9 for two week relative performance) …
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 15, 2021
January 15, 2021
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 10, 2020
December 10, 2020
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
More reports are available in the Research Library.
Weekly Crypto Briefing – 03/03/2021
March 3, 2021
March 3, 2021
Weekly Crypto Briefing – 03/03/2021
March 3, 2021
March 3, 2021
Coinbase’s direct listing on Nasdaq is a watershed moment for the crypto industry.…
CRYPTO SPECIAL REPORT: IOTA 2.0: Network Upgrade Holds Promise Fo…
February 26, 2021
February 26, 2021
CRYPTO SPECIAL REPORT: IOTA 2.0: Network Upgr…
February 26, 2021
February 26, 2021
IOTA (MIOTA) is an alternative Distributed Ledger Technology (DLT) platform, which u…
Weekly Crypto Briefing – 02/25/2021
February 25, 2021
February 25, 2021
Weekly Crypto Briefing – 02/25/2021
February 25, 2021
February 25, 2021
Bitcoin rallied to a high of $58,367 on Sunday before commencing a 23% sell off down…
More reports are available in the Research Library.
POLICY (T. Block): COVID Relief Bill moves to…
March 1, 2021
March 1, 2021
House passes $1.9T COVID Relief package, 219 Y to 212 N, no Republican voted Y and t…
POLICY (T. Block): Big week for COVID Relief,…
February 22, 2021
February 22, 2021
Important week for COVID Relief Bill with House action on Biden proposal. March 14 d…
POLICY (T. Block): Impeachment Ends, Real Leg…
February 16, 2021
February 16, 2021
The Senate failed to convict President Trump though there was a record level of impe…
More reports are available in the Research Library.
Macro View
FLASH: COVID-19 UPDATE: Daily cases resuming …
March 3, 2021
March 3, 2021
COVID-19 progress --> White House accelerates supply to May + Texas re-opens completely... On the COVID-19 fr…
FLASH: COVID-19 UPDATE: US COVID-19 cases tra…
March 2, 2021
March 2, 2021
It looks like the downturn in US COVID-19 cases is resuming. There was a mini-scare last week as cases turne…
FLASH: COVID-19 UPDATE: 3 Positive COVID-19 d…
March 1, 2021
March 1, 2021
Over the weekend, there were three notable AND positive developments: 1. US daily COVID-19 daily cases are r…
FLASH: COVID-19 UPDATE: Daily cases broke the…
February 26, 2021
February 26, 2021
Progress on COVID-19 daily case trends has stalled in the last 3 days... not entirely clear why Below is a su…
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.
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 22, 2021
January 22, 2021
QuTe Absolute Performance Summary (see Slide 9 for two week relative performance) …
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
January 15, 2021
January 15, 2021
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 10, 2020
December 10, 2020
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
FS QU/TE (Xuan/Sluymer): Quant / Technical Ma…
December 3, 2020
December 3, 2020
Buy Ideas - AFL, AIV, DXC, EBAY, EMN, ETSY, INCY, JNPR, MCK, MO, PFE, TFC Short Idea…
More reports are available in the Research Library.
Weekly Crypto Briefing – 03/03/2021
March 3, 2021
March 3, 2021
Weekly Crypto Briefing – 03/03/2021
March 3, 2021
March 3, 2021
Coinbase’s direct listing on Nasdaq is a watershed moment for the crypto industry.…
CRYPTO SPECIAL REPORT: IOTA 2.0: Network Upgrade Holds Promise Fo…
February 26, 2021
February 26, 2021
CRYPTO SPECIAL REPORT: IOTA 2.0: Network Upgr…
February 26, 2021
February 26, 2021
IOTA (MIOTA) is an alternative Distributed Ledger Technology (DLT) platform, which u…
Weekly Crypto Briefing – 02/25/2021
February 25, 2021
February 25, 2021
Weekly Crypto Briefing – 02/25/2021
February 25, 2021
February 25, 2021
Bitcoin rallied to a high of $58,367 on Sunday before commencing a 23% sell off down…
Diamond Standard: The First Blockchain-Enabled Diamond Commodity
February 22, 2021
February 22, 2021
Diamond Standard: The First Blockchain-Enable…
February 22, 2021
February 22, 2021
Diamond Standard Co. is the creator of the world’s first regulator-approved diamon…
More reports are available in the Research Library.
POLICY (T. Block): COVID Relief Bill moves to…
March 1, 2021
March 1, 2021
House passes $1.9T COVID Relief package, 219 Y to 212 N, no Republican voted Y and t…
POLICY (T. Block): Big week for COVID Relief,…
February 22, 2021
February 22, 2021
Important week for COVID Relief Bill with House action on Biden proposal. March 14 d…
POLICY (T. Block): Impeachment Ends, Real Leg…
February 16, 2021
February 16, 2021
The Senate failed to convict President Trump though there was a record level of impe…
POLICY (T. Block): COVID Relief Speeds Ahead;…
February 8, 2021
February 8, 2021
Biden Administration pushes Congress to move “big and fast” on COVID relief and …
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): Sector Update: Maintai…
March 3, 2021
March 3, 2021
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
FUNDSTRAT (BRauscher): ERM Conclusions, Rema…
February 22, 2021
February 22, 2021
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
FUNDSTRAT (BRauscher): 2021 Outlook — Trans…
January 19, 2021
January 19, 2021
From current levels, our work suggests that the strategic reward/risk tradeoff for t…
FUNDSTRAT (BRauscher): ERM Conclusions, Value…
January 14, 2021
January 14, 2021
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
Fundstrat 4Q20 Daily Earnings Update – 03/03/2021
March 3, 2021
March 3, 2021
Fundstrat 4Q20 Daily Earnings Update – 03/0…
March 3, 2021
March 3, 2021
15 companies are reporting this week. Of the 469 companies that have reported so far…
Fundstrat 4Q20 Daily Earnings Update – 03/02/2021
March 2, 2021
March 2, 2021
Fundstrat 4Q20 Daily Earnings Update – 03/0…
March 2, 2021
March 2, 2021
15 companies are reporting this week. Of the 466 companies that have reported so far…
Fundstrat 4Q20 Daily Earnings Update – 03/01/2021
March 1, 2021
March 1, 2021
Fundstrat 4Q20 Daily Earnings Update – 03/0…
March 1, 2021
March 1, 2021
15 companies are reporting this week. Of the 462 companies that have reported so far…
WEEKEND ALPHA (Racanelli): Tech Suffers, Bond…
February 27, 2021
February 27, 2021
The S&P 500 was essentially flat on the week. It closed at 3,906.71 last Friday and…
More reports are available in the Research Library.
