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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
Fundstrat 4Q21 Daily Earnings Update – 1/21/2022
January 21, 2022
January 21, 2022
Fundstrat 4Q21 Daily Earnings Update – 1/21…
January 21, 2022
January 21, 2022
Of the 58 companies that have reported so far (12% of the S&P 500), overall results are beating estimates by …
Fundstrat 4Q21 Daily Earnings Update – 1/20/2022
January 20, 2022
January 20, 2022
Fundstrat 4Q21 Daily Earnings Update – …
January 20, 2022
January 20, 2022
38 companies are reporting this week. Of the 43 companies that have reported so far (9% of the S&P 500), over…
Fundstrat 4Q21 Daily Earnings Update – 1/19/2022
January 19, 2022
January 19, 2022
Fundstrat 4Q21 Daily Earnings Update – …
January 19, 2022
January 19, 2022
39 companies are reporting this week. Of the 30 companies that have reported so far (6% of the S&P 500), o…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): Sector Update: Stay Bu…
October 13, 2021
October 13, 2021
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
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…
More reports are available in the Research Library.
TECHNICAL STRATEGY (Newton’s Law): Trad…
January 21, 2022
January 21, 2022
A short-term trading low is near and should materialize in the next 2-3 trading days…
TECHNICAL STRATEGY (Newton’s Law): 2022 Outlook Report
January 20, 2022
January 20, 2022
TECHNICAL STRATEGY (Newton’s Law): 2022…
January 20, 2022
January 20, 2022
Volatility continues throughout 1H 2022 while prices could rebound in 2H (Maybe star…
More reports are available in the Research Library.
TECHNICAL STRATEGY
CRYPTO FUNDING FRIDAY: Venture Capital Is Bullish On All Fronts
January 21, 2022
January 21, 2022
CRYPTO FUNDING FRIDAY: Venture Capital Is Bul…
January 21, 2022
January 21, 2022
Venture capital firms took a shotgun approach to investing this week, raising just o…
CRYPTO FUNDING FRIDAY: This Is Not Biden’s Infrastructure Bill
January 14, 2022
January 14, 2022
CRYPTO FUNDING FRIDAY: This Is Not Biden’s …
January 14, 2022
January 14, 2022
This week’s venture capital was heavily weighted towards infrastructure projects, …
More reports are available in the Research Library.
CRYPTO HUB
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.
QUANTITATIVE STRATEGY: January Factor Commentary
January 11, 2022
January 11, 2022
QUANTITATIVE STRATEGY: January Factor Comment…
January 11, 2022
January 11, 2022
Performance in factors shifted over the past month, as prior laggards (value and low…
QUANTITATIVE STRATEGY: Market Valuation
December 21, 2021
December 21, 2021
QUANTITATIVE STRATEGY: Market Valuation
December 21, 2021
December 21, 2021
We use a residual income model to compute an intrinsic value for the market. This mo…
QUANTITATIVE STRATEGY: December Factor Commentary
December 14, 2021
December 14, 2021
QUANTITATIVE STRATEGY: December Factor Commen…
December 14, 2021
December 14, 2021
The year-long trend in factor underperformance continued during November. All five f…
More reports are available in the Research Library.
SIGNAL FROM NOISE: Microsoft ($MSFT:$313.88):…
January 6, 2022
January 6, 2022
Microsoft needs little introduction, it is the second biggest company by market-cap …
SIGNAL FROM NOISE: Year-End Signal From Noise Wrap-Up
December 23, 2021
December 23, 2021
SIGNAL FROM NOISE: Year-End Signal From Noise…
December 23, 2021
December 23, 2021
We dive into some of our Signals from 2021 to check in on how we feel about the pros…
WEEKEND ALPHA: S&P 500 Closes Down For T…
December 18, 2021
December 18, 2021
The S&P 500 closed at 4620.64 which is down from 4712 last Friday. The VIX settled …
More reports are available in the Research Library.
POLICY (T. Block): Powell progresses, Budget next up
January 18, 2022
January 18, 2022
POLICY (T. Block): Powell progresses, Budget …
January 18, 2022
January 18, 2022
Chair Powell got through Senate confirmation hearing and is on path to second term. …
POLICY (T. Block): Powell confirmation hearing this week
January 10, 2022
January 10, 2022
POLICY (T. Block): Powell confirmation hearin…
January 10, 2022
January 10, 2022
Tuesday Senate Banking Committee holds hearing on Jay Powell’s nomination to serve…
POLICY (T. Block): New Year – old issues st…
January 3, 2022
January 3, 2022
Congress returns with the potential of Democrats losing the House in midterms and, i…
More reports are available in the Research Library.
Fundstrat 4Q21 Daily Earnings Update – 1/21/2022
January 21, 2022
January 21, 2022
Fundstrat 4Q21 Daily Earnings Update – 1/21…
January 21, 2022
January 21, 2022
Of the 58 companies that have reported so far (12% of the S&P 500), overall results are beating estimates by …
Fundstrat 4Q21 Daily Earnings Update – 1/20/2022
January 20, 2022
January 20, 2022
Fundstrat 4Q21 Daily Earnings Update – …
January 20, 2022
January 20, 2022
38 companies are reporting this week. Of the 43 companies that have reported so far (9% of the S&P 500), over…
Fundstrat 4Q21 Daily Earnings Update – 1/19/2022
January 19, 2022
January 19, 2022
Fundstrat 4Q21 Daily Earnings Update – …
January 19, 2022
January 19, 2022
39 companies are reporting this week. Of the 30 companies that have reported so far (6% of the S&P 500), o…
More reports are available in the Research Library.
TECHNICAL STRATEGY (Newton’s Law): Trad…
January 21, 2022
January 21, 2022
A short-term trading low is near and should materialize in the next 2-3 trading days…
TECHNICAL STRATEGY (Newton’s Law): 2022 Outlook Report
January 20, 2022
January 20, 2022
TECHNICAL STRATEGY (Newton’s Law): 2022…
January 20, 2022
January 20, 2022
Volatility continues throughout 1H 2022 while prices could rebound in 2H (Maybe star…
More reports are available in the Research Library.
TECHNICAL STRATEGY
FUNDSTRAT (BRauscher): Sector Update: Stay Bu…
October 13, 2021
October 13, 2021
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
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…
More reports are available in the Research Library.
SIGNAL FROM NOISE: Microsoft ($MSFT:$313.88):…
January 6, 2022
January 6, 2022
Microsoft needs little introduction, it is the second biggest company by market-cap …
SIGNAL FROM NOISE: Year-End Signal From Noise Wrap-Up
December 23, 2021
December 23, 2021
SIGNAL FROM NOISE: Year-End Signal From Noise…
December 23, 2021
December 23, 2021
We dive into some of our Signals from 2021 to check in on how we feel about the pros…
WEEKEND ALPHA: S&P 500 Closes Down For T…
December 18, 2021
December 18, 2021
The S&P 500 closed at 4620.64 which is down from 4712 last Friday. The VIX settled …
More reports are available in the Research Library.
QUANTITATIVE STRATEGY: January Factor Commentary
January 11, 2022
January 11, 2022
QUANTITATIVE STRATEGY: January Factor Comment…
January 11, 2022
January 11, 2022
Performance in factors shifted over the past month, as prior laggards (value and low…
QUANTITATIVE STRATEGY: Market Valuation
December 21, 2021
December 21, 2021
QUANTITATIVE STRATEGY: Market Valuation
December 21, 2021
December 21, 2021
We use a residual income model to compute an intrinsic value for the market. This mo…
QUANTITATIVE STRATEGY: December Factor Commentary
December 14, 2021
December 14, 2021
QUANTITATIVE STRATEGY: December Factor Commen…
December 14, 2021
December 14, 2021
The year-long trend in factor underperformance continued during November. All five f…
More reports are available in the Research Library.
CRYPTO FUNDING FRIDAY: Venture Capital Is Bullish On All Fronts
January 21, 2022
January 21, 2022
CRYPTO FUNDING FRIDAY: Venture Capital Is Bul…
January 21, 2022
January 21, 2022
Venture capital firms took a shotgun approach to investing this week, raising just o…
CRYPTO FUNDING FRIDAY: This Is Not Biden’s Infrastructure Bill
January 14, 2022
January 14, 2022
CRYPTO FUNDING FRIDAY: This Is Not Biden’s …
January 14, 2022
January 14, 2022
This week’s venture capital was heavily weighted towards infrastructure projects, …
More reports are available in the Research Library.
CRYPTO HUB
POLICY (T. Block): Powell progresses, Budget next up
January 18, 2022
January 18, 2022
POLICY (T. Block): Powell progresses, Budget …
January 18, 2022
January 18, 2022
Chair Powell got through Senate confirmation hearing and is on path to second term. …
POLICY (T. Block): Powell confirmation hearing this week
January 10, 2022
January 10, 2022
POLICY (T. Block): Powell confirmation hearin…
January 10, 2022
January 10, 2022
Tuesday Senate Banking Committee holds hearing on Jay Powell’s nomination to serve…
POLICY (T. Block): New Year – old issues st…
January 3, 2022
January 3, 2022
Congress returns with the potential of Democrats losing the House in midterms and, i…
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
Fundstrat 4Q21 Daily Earnings Update – 1/21/2022
January 21, 2022
January 21, 2022
Fundstrat 4Q21 Daily Earnings Update – 1/21…
January 21, 2022
January 21, 2022
Of the 58 companies that have reported so far (12% of the S&P 500), overall results are beating estimates by …
Fundstrat 4Q21 Daily Earnings Update – 1/20/2022
January 20, 2022
January 20, 2022
Fundstrat 4Q21 Daily Earnings Update – …
January 20, 2022
January 20, 2022
38 companies are reporting this week. Of the 43 companies that have reported so far (9% of the S&P 500), over…
Fundstrat 4Q21 Daily Earnings Update – 1/19/2022
January 19, 2022
January 19, 2022
Fundstrat 4Q21 Daily Earnings Update – …
January 19, 2022
January 19, 2022
39 companies are reporting this week. Of the 30 companies that have reported so far (6% of the S&P 500), o…
FLASH: COVID-19 UPDATE: Daily cases at 1,041,…
January 19, 2022
January 19, 2022
The Latest COVID daily cases came in at 1,041,294, up +314,871 vs. 7D ago. Due to MLK day, yesterday is the f…
More reports are available in the Research Library.
TECHNICAL STRATEGY (Newton’s Law): Trad…
January 21, 2022
January 21, 2022
A short-term trading low is near and should materialize in the next 2-3 trading days…
TECHNICAL STRATEGY (Newton’s Law): 2022 Outlook Report
January 20, 2022
January 20, 2022
TECHNICAL STRATEGY (Newton’s Law): 2022…
January 20, 2022
January 20, 2022
Volatility continues throughout 1H 2022 while prices could rebound in 2H (Maybe star…
TECHNICAL STRATEGY (Newton’s Law): Lati…
January 19, 2022
January 19, 2022
Additional downside follow-through has caused more meaningful weakness in Russell 3k…
More reports are available in the Research Library.
QUANTITATIVE STRATEGY: January Factor Commentary
January 11, 2022
January 11, 2022
QUANTITATIVE STRATEGY: January Factor Comment…
January 11, 2022
January 11, 2022
Performance in factors shifted over the past month, as prior laggards (value and low…
QUANTITATIVE STRATEGY: Market Valuation
December 21, 2021
December 21, 2021
QUANTITATIVE STRATEGY: Market Valuation
December 21, 2021
December 21, 2021
We use a residual income model to compute an intrinsic value for the market. This mo…
QUANTITATIVE STRATEGY: December Factor Commentary
December 14, 2021
December 14, 2021
QUANTITATIVE STRATEGY: December Factor Commen…
December 14, 2021
December 14, 2021
The year-long trend in factor underperformance continued during November. All five f…
QUANTITATIVE STRATEGY: November Factor Commentary
November 9, 2021
November 9, 2021
QUANTITATIVE STRATEGY: November Factor Commen…
November 9, 2021
November 9, 2021
October was a difficult month for factors. Four of the five factors underperformed, …
More reports are available in the Research Library.
CRYPTO FUNDING FRIDAY: Venture Capital Is Bullish On All Fronts
January 21, 2022
January 21, 2022
CRYPTO FUNDING FRIDAY: Venture Capital Is Bul…
January 21, 2022
January 21, 2022
Venture capital firms took a shotgun approach to investing this week, raising just o…
CRYPTO FUNDING FRIDAY: This Is Not Biden’s Infrastructure Bill
January 14, 2022
January 14, 2022
CRYPTO FUNDING FRIDAY: This Is Not Biden’s …
January 14, 2022
January 14, 2022
This week’s venture capital was heavily weighted towards infrastructure projects, …
CRYPTO WEEKLY: It’s All Relative
January 13, 2022
January 13, 2022
CRYPTO WEEKLY: It’s All Relative
January 13, 2022
January 13, 2022
On Wednesday, the global crypto market experienced some partial relief as the Labor …
More reports are available in the Research Library.
POLICY (T. Block): Powell progresses, Budget next up
January 18, 2022
January 18, 2022
POLICY (T. Block): Powell progresses, Budget …
January 18, 2022
January 18, 2022
Chair Powell got through Senate confirmation hearing and is on path to second term. …
POLICY (T. Block): Powell confirmation hearing this week
January 10, 2022
January 10, 2022
POLICY (T. Block): Powell confirmation hearin…
January 10, 2022
January 10, 2022
Tuesday Senate Banking Committee holds hearing on Jay Powell’s nomination to serve…
POLICY (T. Block): New Year – old issues st…
January 3, 2022
January 3, 2022
Congress returns with the potential of Democrats losing the House in midterms and, i…
POLICY (T. Block): Congress call it quits for 2021
December 20, 2021
December 20, 2021
POLICY (T. Block): Congress call it quits for…
December 20, 2021
December 20, 2021
Manchin pulls plug on Biden/Democratic domestic agenda in Budget Reconciliation Buil…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): Sector Update: Stay Bu…
October 13, 2021
October 13, 2021
We did a deep dive into our sector (GICS L-1) work and have updated our recommendati…
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.
SIGNAL FROM NOISE: Microsoft ($MSFT:$313.88):…
January 6, 2022
January 6, 2022
Microsoft needs little introduction, it is the second biggest company by market-cap …
SIGNAL FROM NOISE: Year-End Signal From Noise Wrap-Up
December 23, 2021
December 23, 2021
SIGNAL FROM NOISE: Year-End Signal From Noise…
December 23, 2021
December 23, 2021
We dive into some of our Signals from 2021 to check in on how we feel about the pros…
WEEKEND ALPHA: S&P 500 Closes Down For T…
December 18, 2021
December 18, 2021
The S&P 500 closed at 4620.64 which is down from 4712 last Friday. The VIX settled …
SIGNAL FROM NOISE: S&P Global (SPGI, $47…
December 16, 2021
December 16, 2021
S&P Global is one of the “big three” rating agencies and is an established and l…
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.
