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.
Download our Brochure
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.
Download our Brochure
Fundstrat Institutional Research
COVID-19 progress --> White House accelerates supply to May + Texas re-opens completely... On the COVID-19 fr…
It looks like the downturn in US COVID-19 cases is resuming. There was a mini-scare last week as cases turne…
Over the weekend, there were three notable AND positive developments: 1. US daily COVID-19 daily cases are r…
Progress on COVID-19 daily case trends has stalled in the last 3 days... not entirely clear why Below is a su…
The 7D delta turned positive after being negative for the past 42 days consecutively. However, as we wrote pr…
The most positive development on COVID-19 is that daily cases fell below 50,000. This is a sizable drop from…
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.
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
From current levels, our work suggests that the strategic reward/risk tradeoff for t…
More reports are available in the Research Library.
Intermediate-term indictors, tracking multi-month shifts, continue to peak and turn …
Early signs of a market pause/pullback developing as intermediate-term momentum beg…
Our outlook remains unchanged, bullish for equities through 2021 while expecting a t…
More reports are available in the Research Library.
Coinbase’s direct listing on Nasdaq is a watershed moment for the crypto industry.…
IOTA (MIOTA) is an alternative Distributed Ledger Technology (DLT) platform, which u…
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.
QuTe Absolute Performance Summary (see Slide 9 for two week relative performance) …
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
More reports are available in the Research Library.
15 companies are reporting this week. Of the 469 companies that have reported so far…
15 companies are reporting this week. Of the 466 companies that have reported so far…
15 companies are reporting this week. Of the 462 companies that have reported so far…
More reports are available in the Research Library.
House passes $1.9T COVID Relief package, 219 Y to 212 N, no Republican voted Y and t…
Important week for COVID Relief Bill with House action on Biden proposal. March 14 d…
The Senate failed to convict President Trump though there was a record level of impe…
More reports are available in the Research Library.
COVID-19 progress --> White House accelerates supply to May + Texas re-opens completely... On the COVID-19 fr…
It looks like the downturn in US COVID-19 cases is resuming. There was a mini-scare last week as cases turne…
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.
Intermediate-term indictors, tracking multi-month shifts, continue to peak and turn …
Early signs of a market pause/pullback developing as intermediate-term momentum beg…
Our outlook remains unchanged, bullish for equities through 2021 while expecting a t…
More reports are available in the Research Library.
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
From current levels, our work suggests that the strategic reward/risk tradeoff for t…
More reports are available in the Research Library.
15 companies are reporting this week. Of the 469 companies that have reported so far…
15 companies are reporting this week. Of the 466 companies that have reported so far…
15 companies are reporting this week. Of the 462 companies that have reported so far…
More reports are available in the Research Library.
QuTe Absolute Performance Summary (see Slide 9 for two week relative performance) …
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
More reports are available in the Research Library.
Coinbase’s direct listing on Nasdaq is a watershed moment for the crypto industry.…
IOTA (MIOTA) is an alternative Distributed Ledger Technology (DLT) platform, which u…
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.
House passes $1.9T COVID Relief package, 219 Y to 212 N, no Republican voted Y and t…
Important week for COVID Relief Bill with House action on Biden proposal. March 14 d…
The Senate failed to convict President Trump though there was a record level of impe…
More reports are available in the Research Library.
COVID-19 progress --> White House accelerates supply to May + Texas re-opens completely... On the COVID-19 fr…
It looks like the downturn in US COVID-19 cases is resuming. There was a mini-scare last week as cases turne…
Over the weekend, there were three notable AND positive developments: 1. US daily COVID-19 daily cases are r…
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.
Intermediate-term indictors, tracking multi-month shifts, continue to peak and turn …
Early signs of a market pause/pullback developing as intermediate-term momentum beg…
Our outlook remains unchanged, bullish for equities through 2021 while expecting a t…
The first few weeks of each year are often volatile, and despite the myths, not part…
More reports are available in the Research Library.
QuTe Absolute Performance Summary (see Slide 9 for two week relative performance) …
New this week: Buy Ideas - AMAT, CF, DHI, DUK, GM, HIG, HPQ, INTC, KLAC, LEG, LMT, M…
Buy Ideas - ATVI, JBHT, JNJ, MHK, MNST, NUE, PM Short Ideas - AEP, AON, ES, VAR, WE…
Buy Ideas - AFL, AIV, DXC, EBAY, EMN, ETSY, INCY, JNPR, MCK, MO, PFE, TFC Short Idea…
More reports are available in the Research Library.
Coinbase’s direct listing on Nasdaq is a watershed moment for the crypto industry.…
IOTA (MIOTA) is an alternative Distributed Ledger Technology (DLT) platform, which u…
Bitcoin rallied to a high of $58,367 on Sunday before commencing a 23% sell off down…
Diamond Standard Co. is the creator of the world’s first regulator-approved diamon…
More reports are available in the Research Library.
House passes $1.9T COVID Relief package, 219 Y to 212 N, no Republican voted Y and t…
Important week for COVID Relief Bill with House action on Biden proposal. March 14 d…
The Senate failed to convict President Trump though there was a record level of impe…
Biden Administration pushes Congress to move “big and fast” on COVID relief and …
More reports are available in the Research Library.
We did our monthly deep dive into our sector (GICS L-1) work and have updated our re…
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
From current levels, our work suggests that the strategic reward/risk tradeoff for t…
We ran our monthly update of our single stock quantitative selection model (ERM) thi…
More reports are available in the Research Library.
15 companies are reporting this week. Of the 469 companies that have reported so far…
15 companies are reporting this week. Of the 466 companies that have reported so far…
15 companies are reporting this week. Of the 462 companies that have reported so far…
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.