Fundstrat Team
Previously Chief Equity Strategist at J.P. Morgan from 2007 to 2014, top-ranked by Institutional Investor every year since 1998.
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Sector Update
October 2026 Sector Allocation
As the first nine months of the year came to a close, the S&P 500 was up 11.8% for the year. Our base-case, full-year outlook...
Webinar Replays
Webinar Replays
Webinar Replays
Webinar Replays
Sector Update
September 2026 Sector Allocation Update
In August 2026, we saw markets rise in the beginning of the month, only to struggle in the second half. Despite that, the S&P 500...
Earnings Daily
Fundstrat 2Q26 Daily Earnings (EPS) Update βΒ 08/28/2026
ClickΒ HERE to view the report in PDF format. * 18 companies are reporting this week. * Of the 484 companies that have reported so far...
Earnings Daily
Fundstrat 2Q26 Daily Earnings (EPS) Update βΒ 08/27/2026
ClickΒ HERE to view the report in PDF format. * 18 companies are reporting this week. * Of the 474 companies that have reported so far...
Earnings Daily
Fundstrat 2Q26 Daily Earnings (EPS) Update βΒ 08/26/2026
ClickΒ HERE to view the report in PDF format. * 18 companies are reporting this week. * Of the 461 companies that have reported so far...
