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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.
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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: The “Great Resignation” –> 6 sup…
October 22, 2021
October 22, 2021
FLASH: COVID-19 UPDATE: The “Great Res…
October 22, 2021
October 22, 2021
The focus of this note is primarily focused on the shortage of workers. Earlier this week, my co-founder Joh…
FLASH: COVID-19 UPDATE: 22 stocks for YE rall…
October 20, 2021
October 20, 2021
A cat in Michigan is the first confirmed feline case in the state (see story below) the cat caught COVID-19 f…
FLASH: COVID-19 UPDATE: Signs point to “more risk on” –> …
October 19, 2021
October 19, 2021
FLASH: COVID-19 UPDATE: Signs point to “…
October 19, 2021
October 19, 2021
Colin Powell passed away today, due to complications from COVID-19. He is a legend, former chairman of the J…
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: Key Technical Takeaways for the week
October 22, 2021
October 22, 2021
TECHNICAL STRATEGY: Key Technical Takeaways f…
October 22, 2021
October 22, 2021
SPX, DJIA, NDX recorded their third straight positive week, with SPX, DJIA successfu…
TECHNICAL STRATEGY: “Value-Line Breakout bu…
October 21, 2021
October 21, 2021
Value Line Geometric Composite breakout gives confidence that an “Everything Rally…
More reports are available in the Research Library.
TECHNICAL STRATEGY
CRYPTO FUNDING FRIDAY: NFTs, Payments and VCs Lead Funding Craze
October 22, 2021
October 22, 2021
CRYPTO FUNDING FRIDAY: NFTs, Payments and VCs…
October 22, 2021
October 22, 2021
NFT projects raised $185 million while payments companies raised over $600 million …
CRYPTO WEEKLY: Uptober: BTC, ETFs, and ATHs
October 21, 2021
October 21, 2021
CRYPTO WEEKLY: Uptober: BTC, ETFs, and ATHs
October 21, 2021
October 21, 2021
Bitcoin eclipses prior all-time high and tests $67,000, completing the comeback from…
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: Factor Investing
October 15, 2021
October 15, 2021
QUANTITATIVE STRATEGY: Factor Investing
October 15, 2021
October 15, 2021
We analyze 5 common factors (value, quality, low volatility, momentum and size). Dur…
Fundstrat Quant Model – August Rebalance
August 2, 2021
August 2, 2021
Fundstrat Quant Model – August Rebalanc…
August 2, 2021
August 2, 2021
Overweight and underweight ideas as of 7/31/2021
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
More reports are available in the Research Library.
WEEKEND ALPHA: Earnings Are Trumping Headline…
October 23, 2021
October 23, 2021
S&P 500 closed at 4,544.90 up from 4,471.37 last week. The last 10 days have marked …
Fundstrat 3Q21 Daily Earnings Update – 10/22/2021
October 22, 2021
October 22, 2021
Fundstrat 3Q21 Daily Earnings Update – 10/2…
October 22, 2021
October 22, 2021
76 companies are reporting this week. Of the 107 companies that have reported so fa…
Fundstrat 3Q21 Daily Earnings Update – 10/21/2021
October 21, 2021
October 21, 2021
Fundstrat 3Q21 Daily Earnings Update – …
October 21, 2021
October 21, 2021
76 companies are reporting this week. Of the 78 companies that have reported so far …
More reports are available in the Research Library.
POLICY (T. Block): Congress returns, Biden ag…
October 18, 2021
October 18, 2021
Congress passed debt ceiling increase, new “drop dead” date on default hard to e…
POLICY (T. Block): Crisis averted but troubles loom
October 11, 2021
October 11, 2021
POLICY (T. Block): Crisis averted but trouble…
October 11, 2021
October 11, 2021
Senate passed $480B increase in debt ceiling averting default, House returns on Tues…
POLICY (T. Block): Debt ceiling and Dem deals DC focus
October 4, 2021
October 4, 2021
POLICY (T. Block): Debt ceiling and Dem deals…
October 4, 2021
October 4, 2021
Congress averted a government shutdown with new deadline of 12/03, but no progress o…
More reports are available in the Research Library.
FLASH: COVID-19 UPDATE: The “Great Resignation” –> 6 sup…
October 22, 2021
October 22, 2021
FLASH: COVID-19 UPDATE: The “Great Res…
October 22, 2021
October 22, 2021
The focus of this note is primarily focused on the shortage of workers. Earlier this week, my co-founder Joh…
FLASH: COVID-19 UPDATE: 22 stocks for YE rall…
October 20, 2021
October 20, 2021
A cat in Michigan is the first confirmed feline case in the state (see story below) the cat caught COVID-19 f…
FLASH: COVID-19 UPDATE: Signs point to “more risk on” –> …
October 19, 2021
October 19, 2021
FLASH: COVID-19 UPDATE: Signs point to “…
October 19, 2021
October 19, 2021
Colin Powell passed away today, due to complications from COVID-19. He is a legend, former chairman of the J…
More reports are available in the Research Library.
TECHNICAL STRATEGY: Key Technical Takeaways for the week
October 22, 2021
October 22, 2021
TECHNICAL STRATEGY: Key Technical Takeaways f…
October 22, 2021
October 22, 2021
SPX, DJIA, NDX recorded their third straight positive week, with SPX, DJIA successfu…
TECHNICAL STRATEGY: “Value-Line Breakout bu…
October 21, 2021
October 21, 2021
Value Line Geometric Composite breakout gives confidence that an “Everything Rally…
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.
WEEKEND ALPHA: Earnings Are Trumping Headline…
October 23, 2021
October 23, 2021
S&P 500 closed at 4,544.90 up from 4,471.37 last week. The last 10 days have marked …
Fundstrat 3Q21 Daily Earnings Update – 10/22/2021
October 22, 2021
October 22, 2021
Fundstrat 3Q21 Daily Earnings Update – 10/2…
October 22, 2021
October 22, 2021
76 companies are reporting this week. Of the 107 companies that have reported so fa…
Fundstrat 3Q21 Daily Earnings Update – 10/21/2021
October 21, 2021
October 21, 2021
Fundstrat 3Q21 Daily Earnings Update – …
October 21, 2021
October 21, 2021
76 companies are reporting this week. Of the 78 companies that have reported so far …
More reports are available in the Research Library.
QUANTITATIVE STRATEGY: Factor Investing
October 15, 2021
October 15, 2021
QUANTITATIVE STRATEGY: Factor Investing
October 15, 2021
October 15, 2021
We analyze 5 common factors (value, quality, low volatility, momentum and size). Dur…
Fundstrat Quant Model – August Rebalance
August 2, 2021
August 2, 2021
Fundstrat Quant Model – August Rebalanc…
August 2, 2021
August 2, 2021
Overweight and underweight ideas as of 7/31/2021
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
More reports are available in the Research Library.
CRYPTO FUNDING FRIDAY: NFTs, Payments and VCs Lead Funding Craze
October 22, 2021
October 22, 2021
CRYPTO FUNDING FRIDAY: NFTs, Payments and VCs…
October 22, 2021
October 22, 2021
NFT projects raised $185 million while payments companies raised over $600 million …
CRYPTO WEEKLY: Uptober: BTC, ETFs, and ATHs
October 21, 2021
October 21, 2021
CRYPTO WEEKLY: Uptober: BTC, ETFs, and ATHs
October 21, 2021
October 21, 2021
Bitcoin eclipses prior all-time high and tests $67,000, completing the comeback from…
More reports are available in the Research Library.
CRYPTO HUB
POLICY (T. Block): Congress returns, Biden ag…
October 18, 2021
October 18, 2021
Congress passed debt ceiling increase, new “drop dead” date on default hard to e…
POLICY (T. Block): Crisis averted but troubles loom
October 11, 2021
October 11, 2021
POLICY (T. Block): Crisis averted but trouble…
October 11, 2021
October 11, 2021
Senate passed $480B increase in debt ceiling averting default, House returns on Tues…
POLICY (T. Block): Debt ceiling and Dem deals DC focus
October 4, 2021
October 4, 2021
POLICY (T. Block): Debt ceiling and Dem deals…
October 4, 2021
October 4, 2021
Congress averted a government shutdown with new deadline of 12/03, but no progress o…
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: The “Great Resignation” –> 6 sup…
October 22, 2021
October 22, 2021
FLASH: COVID-19 UPDATE: The “Great Res…
October 22, 2021
October 22, 2021
The focus of this note is primarily focused on the shortage of workers. Earlier this week, my co-founder Joh…
FLASH: COVID-19 UPDATE: 22 stocks for YE rall…
October 20, 2021
October 20, 2021
A cat in Michigan is the first confirmed feline case in the state (see story below) the cat caught COVID-19 f…
FLASH: COVID-19 UPDATE: Signs point to “more risk on” –> …
October 19, 2021
October 19, 2021
FLASH: COVID-19 UPDATE: Signs point to “…
October 19, 2021
October 19, 2021
Colin Powell passed away today, due to complications from COVID-19. He is a legend, former chairman of the J…
FLASH: COVID-19 UPDATE: Homebuilders “golden 6 months” starts O…
October 18, 2021
October 18, 2021
FLASH: COVID-19 UPDATE: Homebuilders “g…
October 18, 2021
October 18, 2021
Daily case trends for COVID-19 remain promising. There has been a sustained decline in cases and the arrival…
More reports are available in the Research Library.
TECHNICAL STRATEGY: Key Technical Takeaways for the week
October 22, 2021
October 22, 2021
TECHNICAL STRATEGY: Key Technical Takeaways f…
October 22, 2021
October 22, 2021
SPX, DJIA, NDX recorded their third straight positive week, with SPX, DJIA successfu…
TECHNICAL STRATEGY: “Value-Line Breakout bu…
October 21, 2021
October 21, 2021
Value Line Geometric Composite breakout gives confidence that an “Everything Rally…
TECHNICAL STRATEGY: Bitcoin breakout can lead…
October 20, 2021
October 20, 2021
Bitcoin took the lead in pushing back to new all-time highs on a closing basis Tuesd…
More reports are available in the Research Library.
QUANTITATIVE STRATEGY: Factor Investing
October 15, 2021
October 15, 2021
QUANTITATIVE STRATEGY: Factor Investing
October 15, 2021
October 15, 2021
We analyze 5 common factors (value, quality, low volatility, momentum and size). Dur…
Fundstrat Quant Model – August Rebalance
August 2, 2021
August 2, 2021
Fundstrat Quant Model – August Rebalanc…
August 2, 2021
August 2, 2021
Overweight and underweight ideas as of 7/31/2021
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
More reports are available in the Research Library.
CRYPTO FUNDING FRIDAY: NFTs, Payments and VCs Lead Funding Craze
October 22, 2021
October 22, 2021
CRYPTO FUNDING FRIDAY: NFTs, Payments and VCs…
October 22, 2021
October 22, 2021
NFT projects raised $185 million while payments companies raised over $600 million …
CRYPTO WEEKLY: Uptober: BTC, ETFs, and ATHs
October 21, 2021
October 21, 2021
CRYPTO WEEKLY: Uptober: BTC, ETFs, and ATHs
October 21, 2021
October 21, 2021
Bitcoin eclipses prior all-time high and tests $67,000, completing the comeback from…
INTRADAY FLASH: 2 reasons Bitcoin ETF approva…
October 18, 2021
October 18, 2021
Is new Bitcoin equilibrium price >$168,000?
More reports are available in the Research Library.
POLICY (T. Block): Congress returns, Biden ag…
October 18, 2021
October 18, 2021
Congress passed debt ceiling increase, new “drop dead” date on default hard to e…
POLICY (T. Block): Crisis averted but troubles loom
October 11, 2021
October 11, 2021
POLICY (T. Block): Crisis averted but trouble…
October 11, 2021
October 11, 2021
Senate passed $480B increase in debt ceiling averting default, House returns on Tues…
POLICY (T. Block): Debt ceiling and Dem deals DC focus
October 4, 2021
October 4, 2021
POLICY (T. Block): Debt ceiling and Dem deals…
October 4, 2021
October 4, 2021
Congress averted a government shutdown with new deadline of 12/03, but no progress o…
Week of deadlines with Biden’s agenda on the line
September 27, 2021
September 27, 2021
Week of deadlines with Biden’s agenda on th…
September 27, 2021
September 27, 2021
October 1 is the deadline to pass legislation to fund federal government and stop go…
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.
WEEKEND ALPHA: Earnings Are Trumping Headline…
October 23, 2021
October 23, 2021
S&P 500 closed at 4,544.90 up from 4,471.37 last week. The last 10 days have marked …
Fundstrat 3Q21 Daily Earnings Update – 10/22/2021
October 22, 2021
October 22, 2021
Fundstrat 3Q21 Daily Earnings Update – 10/2…
October 22, 2021
October 22, 2021
76 companies are reporting this week. Of the 107 companies that have reported so fa…
Fundstrat 3Q21 Daily Earnings Update – 10/21/2021
October 21, 2021
October 21, 2021
Fundstrat 3Q21 Daily Earnings Update – …
October 21, 2021
October 21, 2021
76 companies are reporting this week. Of the 78 companies that have reported so far …
SIGNAL FROM NOISE: Albemarle ($234.16): A Ste…
October 21, 2021
October 21, 2021
Albemarle ($ALB) is an industy is the dominant player in lithium mining and extracti…
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.
