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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: Investors bearish po…
April 20, 2021
April 20, 2021
While equity indices have advanced for the past few weeks, it has masked a deterioration of the cyclical sect…
FLASH INTRADAY: Watch XLE (Energy proxy) over…
April 20, 2021
April 20, 2021
Energy stocks have struggled since mid-March and month to date are down ~4% vs a 4% gain in the S&P 500. So …
FLASH: COVID-19 UPDATE: USA on cusp of ̶…
April 19, 2021
April 19, 2021
Over the weekend (and Friday), there were several notable COVID-19 developments, all entirely positive: - Isr…
FLASH: COVID-19 UPDATE: Israel daily cases (p…
April 16, 2021
April 16, 2021
STRATEGY: Oil prices key to direction of Epicenter trade... We want to revisit the progress of Israel in its …
FLASH: COVID-19 UPDATE: Multiple reasons J�…
April 14, 2021
April 14, 2021
Global markets were roiled today by the FDA's announcement to "pause" the J&J vaccine, out of an abundance of…
FLASH: COVID-19 UPDATE: Global cases within …
April 13, 2021
April 13, 2021
Daily vaccinations hit an all-time high again in the US at 3,200,732 (based on 7D average). If there is anyth…
FLASH: COVID-19 UPDATE: Michigan COVID-19 ho…
April 12, 2021
April 12, 2021
Earning season is starting in the next few weeks, and 1Q2021 will differ from the last 4 earnings season for …
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): ​​Wall Street Whis…
April 16, 2021
April 16, 2021
My calls continue to be dominated by macro discussions. Rising interest rates concer…
FUNDSTRAT (BRauscher): Wall Street Whispers: …
April 9, 2021
April 9, 2021
The rise in interest rates has nearly disappeared from client discussions over the p…
FUNDSTRAT (BRauscher): Wall Street Whispers: …
March 26, 2021
March 26, 2021
The rise in interest rates was replaced this week as the top issue in my meetings, a…
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.
CRYPTO FLASH: Bitcoin healthy cool off over w…
April 19, 2021
April 19, 2021
Bitcoin made new ATHs last Wednesday as investors piled in ahead of the Coinbase IPO…
Weekly Crypto Briefing: Coinbase: It’s wort…
April 16, 2021
April 16, 2021
A lot happened this week. Bitcoin hit new ATH’s and crypto markets are showing sig…
Crypto Quarterly Portfolio Strategy Q1 2021: …
April 8, 2021
April 8, 2021
In this crypto weekly note, we’re giving a more comprehensive Q1 end update coveri…
More reports are available in the Research Library.
Fundstrat Quant Model – April Rebalance
April 1, 2021
April 1, 2021
Fundstrat Quant Model – April Rebalance
April 1, 2021
April 1, 2021
Overweight and underweight ideas as of 3/31/2021
Fundstrat Quant Model – March Rebalance
March 1, 2021
March 1, 2021
Fundstrat Quant Model – March Rebalance
March 1, 2021
March 1, 2021
Overweight and underweight ideas as of 2/28/2021
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)  
More reports are available in the Research Library.
Fundstrat 1Q21 Daily Earnings Update – 04/20/2021
April 20, 2021
April 20, 2021
Fundstrat 1Q21 Daily Earnings Update – …
April 20, 2021
April 20, 2021
78 companies are reporting this week. Of the 51 companies that have reported so far …
Fundstrat 1Q21 Daily Earnings Update – 04/19/2021
April 19, 2021
April 19, 2021
Fundstrat 1Q21 Daily Earnings Update – …
April 19, 2021
April 19, 2021
79 companies are reporting this week. Of the 45 companies that have reported so far …
WEEKEND ALPHA: S&P 500 Ends At Another A…
April 17, 2021
April 17, 2021
The market melted higher for much of the week as earnings started off pretty strong …
More reports are available in the Research Library.
POLICY (T. Block): Democrats focus on infrast…
April 19, 2021
April 19, 2021
Pelosi and White House announce Presidential address before Congress on April 28. F…
POLICY (T. Block): Congress returns, infrastr…
April 12, 2021
April 12, 2021
Congress returns after a two week break for Easter and Passover. Search for biparti…
POLICY (T. Block): Washington focus on infras…
April 5, 2021
April 5, 2021
House and Senate on recess this week, returning week of April 12. Biden unveils $2T …
More reports are available in the Research Library.
FLASH: COVID-19 UPDATE: Investors bearish po…
April 20, 2021
April 20, 2021
While equity indices have advanced for the past few weeks, it has masked a deterioration of the cyclical sect…
FLASH INTRADAY: Watch XLE (Energy proxy) over…
April 20, 2021
April 20, 2021
Energy stocks have struggled since mid-March and month to date are down ~4% vs a 4% gain in the S&P 500. So …
FLASH: COVID-19 UPDATE: USA on cusp of ̶…
April 19, 2021
April 19, 2021
Over the weekend (and Friday), there were several notable COVID-19 developments, all entirely positive: - Isr…
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): ​​Wall Street Whis…
April 16, 2021
April 16, 2021
My calls continue to be dominated by macro discussions. Rising interest rates concer…
FUNDSTRAT (BRauscher): Wall Street Whispers: …
April 9, 2021
April 9, 2021
The rise in interest rates has nearly disappeared from client discussions over the p…
FUNDSTRAT (BRauscher): Wall Street Whispers: …
March 26, 2021
March 26, 2021
The rise in interest rates was replaced this week as the top issue in my meetings, a…
More reports are available in the Research Library.
Fundstrat 1Q21 Daily Earnings Update – 04/20/2021
April 20, 2021
April 20, 2021
Fundstrat 1Q21 Daily Earnings Update – …
April 20, 2021
April 20, 2021
78 companies are reporting this week. Of the 51 companies that have reported so far …
Fundstrat 1Q21 Daily Earnings Update – 04/19/2021
April 19, 2021
April 19, 2021
Fundstrat 1Q21 Daily Earnings Update – …
April 19, 2021
April 19, 2021
79 companies are reporting this week. Of the 45 companies that have reported so far …
WEEKEND ALPHA: S&P 500 Ends At Another A…
April 17, 2021
April 17, 2021
The market melted higher for much of the week as earnings started off pretty strong …
More reports are available in the Research Library.
Fundstrat Quant Model – April Rebalance
April 1, 2021
April 1, 2021
Fundstrat Quant Model – April Rebalance
April 1, 2021
April 1, 2021
Overweight and underweight ideas as of 3/31/2021
Fundstrat Quant Model – March Rebalance
March 1, 2021
March 1, 2021
Fundstrat Quant Model – March Rebalance
March 1, 2021
March 1, 2021
Overweight and underweight ideas as of 2/28/2021
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)  
More reports are available in the Research Library.
CRYPTO FLASH: Bitcoin healthy cool off over w…
April 19, 2021
April 19, 2021
Bitcoin made new ATHs last Wednesday as investors piled in ahead of the Coinbase IPO…
Weekly Crypto Briefing: Coinbase: It’s wort…
April 16, 2021
April 16, 2021
A lot happened this week. Bitcoin hit new ATH’s and crypto markets are showing sig…
Crypto Quarterly Portfolio Strategy Q1 2021: …
April 8, 2021
April 8, 2021
In this crypto weekly note, we’re giving a more comprehensive Q1 end update coveri…
More reports are available in the Research Library.
POLICY (T. Block): Democrats focus on infrast…
April 19, 2021
April 19, 2021
Pelosi and White House announce Presidential address before Congress on April 28. F…
POLICY (T. Block): Congress returns, infrastr…
April 12, 2021
April 12, 2021
Congress returns after a two week break for Easter and Passover. Search for biparti…
POLICY (T. Block): Washington focus on infras…
April 5, 2021
April 5, 2021
House and Senate on recess this week, returning week of April 12. Biden unveils $2T …
More reports are available in the Research Library.
Macro View
FLASH: COVID-19 UPDATE: Investors bearish po…
April 20, 2021
April 20, 2021
While equity indices have advanced for the past few weeks, it has masked a deterioration of the cyclical sect…
FLASH INTRADAY: Watch XLE (Energy proxy) over…
April 20, 2021
April 20, 2021
Energy stocks have struggled since mid-March and month to date are down ~4% vs a 4% gain in the S&P 500. So …
FLASH: COVID-19 UPDATE: USA on cusp of ̶…
April 19, 2021
April 19, 2021
Over the weekend (and Friday), there were several notable COVID-19 developments, all entirely positive: - Isr…
FLASH: COVID-19 UPDATE: Israel daily cases (p…
April 16, 2021
April 16, 2021
STRATEGY: Oil prices key to direction of Epicenter trade... We want to revisit the progress of Israel in its …
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.
Fundstrat Quant Model – April Rebalance
April 1, 2021
April 1, 2021
Fundstrat Quant Model – April Rebalance
April 1, 2021
April 1, 2021
Overweight and underweight ideas as of 3/31/2021
Fundstrat Quant Model – March Rebalance
March 1, 2021
March 1, 2021
Fundstrat Quant Model – March Rebalance
March 1, 2021
March 1, 2021
Overweight and underweight ideas as of 2/28/2021
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…
More reports are available in the Research Library.
CRYPTO FLASH: Bitcoin healthy cool off over w…
April 19, 2021
April 19, 2021
Bitcoin made new ATHs last Wednesday as investors piled in ahead of the Coinbase IPO…
Weekly Crypto Briefing: Coinbase: It’s wort…
April 16, 2021
April 16, 2021
A lot happened this week. Bitcoin hit new ATH’s and crypto markets are showing sig…
Crypto Quarterly Portfolio Strategy Q1 2021: …
April 8, 2021
April 8, 2021
In this crypto weekly note, we’re giving a more comprehensive Q1 end update coveri…
CRYPTO SPECIAL REPORT: Avalanche: Building a …
April 1, 2021
April 1, 2021
Ava Labs is building the Avalanche protocol which expects to deliver the highest per…
More reports are available in the Research Library.
POLICY (T. Block): Democrats focus on infrast…
April 19, 2021
April 19, 2021
Pelosi and White House announce Presidential address before Congress on April 28. F…
POLICY (T. Block): Congress returns, infrastr…
April 12, 2021
April 12, 2021
Congress returns after a two week break for Easter and Passover. Search for biparti…
POLICY (T. Block): Washington focus on infras…
April 5, 2021
April 5, 2021
House and Senate on recess this week, returning week of April 12. Biden unveils $2T …
POLICY (T. Block): Infrastructure in focus, i…
March 29, 2021
March 29, 2021
Wednesday President Biden heads to Pittsburgh to announce infrastructure program. T…
More reports are available in the Research Library.
FUNDSTRAT (BRauscher): ​​Wall Street Whis…
April 16, 2021
April 16, 2021
My calls continue to be dominated by macro discussions. Rising interest rates concer…
FUNDSTRAT (BRauscher): Wall Street Whispers: …
April 9, 2021
April 9, 2021
The rise in interest rates has nearly disappeared from client discussions over the p…
FUNDSTRAT (BRauscher): Wall Street Whispers: …
March 26, 2021
March 26, 2021
The rise in interest rates was replaced this week as the top issue in my meetings, a…
FUNDSTRAT (BRauscher): Wall Street Whispers: …
March 19, 2021
March 19, 2021
I will reiterate my comment from last week because it is quite apparent — every cl…
More reports are available in the Research Library.
Fundstrat 1Q21 Daily Earnings Update – 04/20/2021
April 20, 2021
April 20, 2021
Fundstrat 1Q21 Daily Earnings Update – …
April 20, 2021
April 20, 2021
78 companies are reporting this week. Of the 51 companies that have reported so far …
Fundstrat 1Q21 Daily Earnings Update – 04/19/2021
April 19, 2021
April 19, 2021
Fundstrat 1Q21 Daily Earnings Update – …
April 19, 2021
April 19, 2021
79 companies are reporting this week. Of the 45 companies that have reported so far …
WEEKEND ALPHA: S&P 500 Ends At Another A…
April 17, 2021
April 17, 2021
The market melted higher for much of the week as earnings started off pretty strong …
Fundstrat 1Q21 Daily Earnings Update – 04/16/2021
April 16, 2021
April 16, 2021
Fundstrat 1Q21 Daily Earnings Update – …
April 16, 2021
April 16, 2021
24 companies are reporting this week. Of the 39 companies that have reported so far …
More reports are available in the Research Library.
