A differentiated approach to market strategy and
financial research
An independent research boutique that provides strategic market insights based on unemotional,
evidence-based research from a team with more than a century of Wall Street experience
Client Login
Stay ahead of the market with Fundstrat Global Advisors
By working with us, you will benefit from our research on a daily basis with practical actionable ideas that help you
build an effective roadmap for your portfolio.
Get direct access to our researchers via client calls, monthly webinars, and special coverage of market events!
Our Latest Financial Research
Our latest institutional grade research covering all financial markets from 5 different strategies
FLASH: 88% of Americans eat turkey tomo… less “consensus”…
November 23, 2022
November 23, 2022
FLASH: 88% of Americans eat turkey tomo……
November 23, 2022
November 23, 2022
_We publish on a 3-day a week schedule:_ _– Sun eve / MON am_ - SKIP MON_ _– Tue…
FLASH: Next 3 weeks will be decisive on the t…
November 21, 2022
November 21, 2022
_We publish on a 3-day a week schedule:_ _– Sun eve / MON am_ - SKIP MON_ _– Tue…
FLASH: Takeaways from Tel Aviv… investo…
November 18, 2022
November 18, 2022
_We publish on a 3-day a week schedule:_ _– Sun eve / MON am_ _–_ _SKIP MON_ –…
More reports are available in the Research Library
TECHNICAL STRATEGY (Newton’s Law): Defensiv…
November 25, 2022
November 25, 2022
The near-term rally in global equities remains intact, and despite outperformance in…
TECHNICAL STRATEGY (Newton’s Law): Europe s…
November 23, 2022
November 23, 2022
Tuesday’s gains jumpstarted the rally which I feel should carry SPX up to near 412…
TECHNICAL STRATEGY (Newton’s Law): Tuesdayâ…
November 22, 2022
November 22, 2022
*No video today, please see my CNBC appearance this evening* Following nearly two we…
More reports are available in the Research Library
WALL STREET WHISPERS (BRauscher): What Our Cl…
November 16, 2022
November 16, 2022
Equities have rallied and have continued to hold at higher levels following the lowe…
WALL STREET WHISPERS (BRauscher): What Our Cl…
November 9, 2022
November 9, 2022
Equity markets will do what they want to do in the short term.  Many wise investo…
Sector Update: Considerable Risk Persists —…
November 3, 2022
November 3, 2022
We did a deep dive into our sector (GICS L-1) work and have updated our thoughts. We…
More reports are available in the Research Library
QUANTITATIVE STRATEGY: Alternative Data: Upda…
November 22, 2022
November 22, 2022
REVIEW AND UPDATE OF SOCIAL MEDIA-BASED SENTIMENT SIGNALS In this research note, we …
QUANTITATIVE STRATEGY: November 2022 Factor Commentary
November 7, 2022
November 7, 2022
QUANTITATIVE STRATEGY: November 2022 Factor C…
November 7, 2022
November 7, 2022
FACTOR PERFORMANCE REVIEW We track the performance of six factors (growth, quality, …
QUANTITATIVE STRATEGY: Quant Stock Ratings – Nov. 2022
November 3, 2022
November 3, 2022
QUANTITATIVE STRATEGY: Quant Stock Ratings &#…
November 3, 2022
November 3, 2022
Our quantitative stock rating system provides an objective, data-driven approach to …
More reports are available in the Research Library
POLICY (T. Block): Fed Minutes and Lame Duck Congress
November 21, 2022
November 21, 2022
POLICY (T. Block): Fed Minutes and Lame Duck …
November 21, 2022
November 21, 2022
While Wednesday may be a slow news day as investors and everyone else make final pre…
POLICY (T. Block): New Congress leadership de…
November 18, 2022
November 18, 2022
This past week saw the framework established for the new Congress which gets sworn i…
POLICY (T. Block): Election results – H…
November 14, 2022
November 14, 2022
A week after the US went to the polls, control of the Senate remains in Democratic h…
More reports are available in the Research Library
Fundstrat 3Q22 Daily Earnings Update – 11/23/2022
November 23, 2022
November 23, 2022
Fundstrat 3Q22 Daily Earnings Update – …
November 23, 2022
November 23, 2022
10 companies are reporting this week. Of the 476 companies that have reported so far…
Fundstrat 3Q22 Daily Earnings Update – 11/22/2022
November 22, 2022
November 22, 2022
Fundstrat 3Q22 Daily Earnings Update – …
November 22, 2022
November 22, 2022
10 companies are reporting this week. Of the 470 companies that have reported so far…
WEEKEND ALPHA: Markets Down for The Week on T…
November 21, 2022
November 21, 2022
“Whenever you find yourself on the side of the majority, it is time to pause and r…
More reports are available in the Research Library
CRYPTO WEEKLY: Looking For Contagion
November 18, 2022
November 18, 2022
CRYPTO WEEKLY: Looking For Contagion
November 18, 2022
November 18, 2022
_NOTE: WE ARE RESENDING FRIDAY’S CRYPTO WEEKLY TO INCLUDE SOME RESOURCES PERTAININ…
CRYPTO FUNDING FRIDAY: Infrastructure is King
November 11, 2022
November 11, 2022
CRYPTO FUNDING FRIDAY: Infrastructure is King
November 11, 2022
November 11, 2022
Funding was on par with last week’s levels, with the total amount rising modestly …
CRYPTO WEEKLY: FTX Fallout Continues – Brace for Impact
November 11, 2022
November 11, 2022
CRYPTO WEEKLY: FTX Fallout Continues – Brac…
November 11, 2022
November 11, 2022
A FLOCK OF BLACK SWANS Unless you have been off the grid for the past week, you like…
More reports are available in the Research Library
CRYPTO HUB
Tom Lee’s quarterly list of stocks that take advantage of
multiple tactical and strategic macroeconomic themes.
multiple tactical and strategic macroeconomic themes.
Mark Newton’s intermediate-term technically derived list of
attractive risk/reward opportunities from across various S&P 500 sectors.
attractive risk/reward opportunities from across various S&P 500 sectors.
Brian Rauscher’s actively managed S&P 500 sector-allocation
strategy that seeks to increase alpha and lower risk by identifying sectors likely to
outperform.
strategy that seeks to increase alpha and lower risk by identifying sectors likely to
outperform.
Adam Gould’s dynamic-rotation strategy that adjusts the
standard factors in a static multi-factor portfolio, tilting weight towards factors with the
best recent performance.
standard factors in a static multi-factor portfolio, tilting weight towards factors with the
best recent performance.
A powerful tool that allows you to use a proprietary
multidimensional stock-rating system to rate the component stocks in the S&P 500.
multidimensional stock-rating system to rate the component stocks in the S&P 500.
FLASH: 88% of Americans eat turkey tomo… less “consensus”…
November 23, 2022
November 23, 2022
FLASH: 88% of Americans eat turkey tomo……
November 23, 2022
November 23, 2022
_We publish on a 3-day a week schedule:_ _– Sun eve / MON am_ - SKIP MON_ _– Tue…
FLASH: Next 3 weeks will be decisive on the t…
November 21, 2022
November 21, 2022
_We publish on a 3-day a week schedule:_ _– Sun eve / MON am_ - SKIP MON_ _– Tue…
FLASH: Takeaways from Tel Aviv… investo…
November 18, 2022
November 18, 2022
_We publish on a 3-day a week schedule:_ _– Sun eve / MON am_ _–_ _SKIP MON_ –…
More reports are available in the Research Library
TECHNICAL STRATEGY (Newton’s Law): Defensiv…
November 25, 2022
November 25, 2022
The near-term rally in global equities remains intact, and despite outperformance in…
TECHNICAL STRATEGY (Newton’s Law): Europe s…
November 23, 2022
November 23, 2022
Tuesday’s gains jumpstarted the rally which I feel should carry SPX up to near 412…
TECHNICAL STRATEGY (Newton’s Law): Tuesdayâ…
November 22, 2022
November 22, 2022
*No video today, please see my CNBC appearance this evening* Following nearly two we…
More reports are available in the Research Library
WALL STREET WHISPERS (BRauscher): What Our Cl…
November 16, 2022
November 16, 2022
Equities have rallied and have continued to hold at higher levels following the lowe…
WALL STREET WHISPERS (BRauscher): What Our Cl…
November 9, 2022
November 9, 2022
Equity markets will do what they want to do in the short term.  Many wise investo…
Sector Update: Considerable Risk Persists —…
November 3, 2022
November 3, 2022
We did a deep dive into our sector (GICS L-1) work and have updated our thoughts. We…
More reports are available in the Research Library
Fundstrat 3Q22 Daily Earnings Update – 11/23/2022
November 23, 2022
November 23, 2022
Fundstrat 3Q22 Daily Earnings Update – …
November 23, 2022
November 23, 2022
10 companies are reporting this week. Of the 476 companies that have reported so far…
Fundstrat 3Q22 Daily Earnings Update – 11/22/2022
November 22, 2022
November 22, 2022
Fundstrat 3Q22 Daily Earnings Update – …
November 22, 2022
November 22, 2022
10 companies are reporting this week. Of the 470 companies that have reported so far…
WEEKEND ALPHA: Markets Down for The Week on T…
November 21, 2022
November 21, 2022
“Whenever you find yourself on the side of the majority, it is time to pause and r…
More reports are available in the Research Library
QUANTITATIVE STRATEGY: Alternative Data: Upda…
November 22, 2022
November 22, 2022
REVIEW AND UPDATE OF SOCIAL MEDIA-BASED SENTIMENT SIGNALS In this research note, we …
QUANTITATIVE STRATEGY: November 2022 Factor Commentary
November 7, 2022
November 7, 2022
QUANTITATIVE STRATEGY: November 2022 Factor C…
November 7, 2022
November 7, 2022
FACTOR PERFORMANCE REVIEW We track the performance of six factors (growth, quality, …
QUANTITATIVE STRATEGY: Quant Stock Ratings – Nov. 2022
November 3, 2022
November 3, 2022
QUANTITATIVE STRATEGY: Quant Stock Ratings &#…
November 3, 2022
November 3, 2022
Our quantitative stock rating system provides an objective, data-driven approach to …
More reports are available in the Research Library
CRYPTO WEEKLY: Looking For Contagion
November 18, 2022
November 18, 2022
CRYPTO WEEKLY: Looking For Contagion
November 18, 2022
November 18, 2022
_NOTE: WE ARE RESENDING FRIDAY’S CRYPTO WEEKLY TO INCLUDE SOME RESOURCES PERTAININ…
CRYPTO FUNDING FRIDAY: Infrastructure is King
November 11, 2022
November 11, 2022
CRYPTO FUNDING FRIDAY: Infrastructure is King
November 11, 2022
November 11, 2022
Funding was on par with last week’s levels, with the total amount rising modestly …
More reports are available in the Research Library
CRYPTO HUB
POLICY (T. Block): Fed Minutes and Lame Duck Congress
November 21, 2022
November 21, 2022
POLICY (T. Block): Fed Minutes and Lame Duck …
November 21, 2022
November 21, 2022
While Wednesday may be a slow news day as investors and everyone else make final pre…
POLICY (T. Block): New Congress leadership de…
November 18, 2022
November 18, 2022
This past week saw the framework established for the new Congress which gets sworn i…
POLICY (T. Block): Election results – H…
November 14, 2022
November 14, 2022
A week after the US went to the polls, control of the Senate remains in Democratic h…
More reports are available in the Research Library
Tom Lee’s quarterly list of stocks that take advantage of multiple
tactical and strategic macroeconomic themes.
tactical and strategic macroeconomic themes.
Mark Newton’s intermediate-term technically derived
list of attractive risk/reward opportunities from across various S&P 500 sectors.
list of attractive risk/reward opportunities from across various S&P 500 sectors.
Brian Rauscher’s actively managed S&P 500
sector-allocation strategy that seeks to increase alpha and lower risk by identifying sectors likely to
outperform.
sector-allocation strategy that seeks to increase alpha and lower risk by identifying sectors likely to
outperform.
Adam Gould’s dynamic-rotation strategy that adjusts
the standard factors in a static multi-factor portfolio, tilting weight towards factors with the best
recent performance.
the standard factors in a static multi-factor portfolio, tilting weight towards factors with the best
recent performance.
A powerful tool that allows you to use a proprietary
multidimensional stock-rating system to rate the component stocks in the S&P 500.
multidimensional stock-rating system to rate the component stocks in the S&P 500.
