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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
Fundstrat 4Q21 Daily Earnings Update – 1/11/2022
January 11, 2022
January 11, 2022
Fundstrat 4Q21 Daily Earnings Update – …
January 11, 2022
January 11, 2022
S&P 500 4Q21 EARNINGS UPDATE
FLASH: COVID-19 UPDATE: Texas team creates ef…
January 11, 2022
January 11, 2022
STRATEGY: Nasdaq held at a key level, encouraging the market is respecting technicals
FLASH: COVID-19 UPDATE: USA cases flattening,…
January 10, 2022
January 10, 2022
USA cases could soon be peaking, as 7D delta is flattening = R0 is slowing
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: Energy and Financials nea…
January 11, 2022
January 11, 2022
Bounce underway after having stabilized Monday, yet trends and momentum haven’t im…
TECHNICAL STRATEGY: Defensive technical stren…
January 10, 2022
January 10, 2022
While a short-term bottom could materialize for US equity indices this week, it’s …
More reports are available in the Research Library.
TECHNICAL STRATEGY
CRYPTO FUNDING FRIDAY: New Year, Same Themes (DeFi and NFTs)
January 7, 2022
January 7, 2022
CRYPTO FUNDING FRIDAY: New Year, Same Themes …
January 7, 2022
January 7, 2022
Venture capital funds kicked off 2022 with $359 million invested in NFT projects tha…
CRYPTO WEEKLY: Fed Minutes Aftermath
January 5, 2022
January 5, 2022
CRYPTO WEEKLY: Fed Minutes Aftermath
January 5, 2022
January 5, 2022
Risk-on assets, including Bitcoin, drop upon the release of the latest Fed minutes, …
More reports are available in the Research Library.
CRYPTO HUB
Core stocks, three tactical portfolios and three strategic/thematic portfolios to take advantage of various economic tail-winds and changes that we think will significantly affect asset prices
Based on convergence of Quant (tireless Ken), Rauscher (Global strategy), Technicals
Companies that are involved in some aspect of home or personal security. We are not “recommending” these stocks, but rather, bringing these stocks to your attention.
More reports are available in the Research Library.
QUANTITATIVE STRATEGY: January Factor Commentary
January 11, 2022
January 11, 2022
QUANTITATIVE STRATEGY: January Factor Comment…
January 11, 2022
January 11, 2022
Performance in factors shifted over the past month, as prior laggards (value and low…
QUANTITATIVE STRATEGY: Market Valuation
December 21, 2021
December 21, 2021
QUANTITATIVE STRATEGY: Market Valuation
December 21, 2021
December 21, 2021
We use a residual income model to compute an intrinsic value for the market. This mo…
QUANTITATIVE STRATEGY: December Factor Commentary
December 14, 2021
December 14, 2021
QUANTITATIVE STRATEGY: December Factor Commen…
December 14, 2021
December 14, 2021
The year-long trend in factor underperformance continued during November. All five f…
More reports are available in the Research Library.
SIGNAL FROM NOISE: Microsoft ($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 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 4Q21 Daily Earnings Update – 1/11/2022
January 11, 2022
January 11, 2022
Fundstrat 4Q21 Daily Earnings Update – …
January 11, 2022
January 11, 2022
S&P 500 4Q21 EARNINGS UPDATE
FLASH: COVID-19 UPDATE: Texas team creates ef…
January 11, 2022
January 11, 2022
STRATEGY: Nasdaq held at a key level, encouraging the market is respecting technicals
FLASH: COVID-19 UPDATE: USA cases flattening,…
January 10, 2022
January 10, 2022
USA cases could soon be peaking, as 7D delta is flattening = R0 is slowing
More reports are available in the Research Library.
TECHNICAL STRATEGY: Energy and Financials nea…
January 11, 2022
January 11, 2022
Bounce underway after having stabilized Monday, yet trends and momentum haven’t im…
TECHNICAL STRATEGY: Defensive technical stren…
January 10, 2022
January 10, 2022
While a short-term bottom could materialize for US equity indices this week, it’s …
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: New Year, Same Themes (DeFi and NFTs)
January 7, 2022
January 7, 2022
CRYPTO FUNDING FRIDAY: New Year, Same Themes …
January 7, 2022
January 7, 2022
Venture capital funds kicked off 2022 with $359 million invested in NFT projects tha…
CRYPTO WEEKLY: Fed Minutes Aftermath
January 5, 2022
January 5, 2022
CRYPTO WEEKLY: Fed Minutes Aftermath
January 5, 2022
January 5, 2022
Risk-on assets, including Bitcoin, drop upon the release of the latest Fed minutes, …
More reports are available in the Research Library.
CRYPTO HUB
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.
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 – 1/11/2022
January 11, 2022
January 11, 2022
Fundstrat 4Q21 Daily Earnings Update – …
January 11, 2022
January 11, 2022
S&P 500 4Q21 EARNINGS UPDATE
FLASH: COVID-19 UPDATE: Texas team creates ef…
January 11, 2022
January 11, 2022
STRATEGY: Nasdaq held at a key level, encouraging the market is respecting technicals
FLASH: COVID-19 UPDATE: USA cases flattening,…
January 10, 2022
January 10, 2022
USA cases could soon be peaking, as 7D delta is flattening = R0 is slowing
FLASH: COVID-19 UPDATE: NYC Omicron surge loo…
January 7, 2022
January 7, 2022
Positivity rates in NYC are rolling over in NYC. This is shown below and if one looks carefully, you can see…
More reports are available in the Research Library.
TECHNICAL STRATEGY: Energy and Financials nea…
January 11, 2022
January 11, 2022
Bounce underway after having stabilized Monday, yet trends and momentum haven’t im…
TECHNICAL STRATEGY: Defensive technical stren…
January 10, 2022
January 10, 2022
While a short-term bottom could materialize for US equity indices this week, it’s …
TECHNICAL STRATEGY: Sector Dispersion extreme in early 2022
January 7, 2022
January 7, 2022
TECHNICAL STRATEGY: Sector Dispersion extreme…
January 7, 2022
January 7, 2022
US Equities and Treasuries selling off in unison proves to be a difficult start for …
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: New Year, Same Themes (DeFi and NFTs)
January 7, 2022
January 7, 2022
CRYPTO FUNDING FRIDAY: New Year, Same Themes …
January 7, 2022
January 7, 2022
Venture capital funds kicked off 2022 with $359 million invested in NFT projects tha…
CRYPTO WEEKLY: Fed Minutes Aftermath
January 5, 2022
January 5, 2022
CRYPTO WEEKLY: Fed Minutes Aftermath
January 5, 2022
January 5, 2022
Risk-on assets, including Bitcoin, drop upon the release of the latest Fed minutes, …
CRYPTO WEEKLY: Sushi for Christmas
December 23, 2021
December 23, 2021
CRYPTO WEEKLY: Sushi for Christmas
December 23, 2021
December 23, 2021
As Bitcoin’s leverage increases, investors should anticipate a bout of volatility …
More reports are available in the Research Library.
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…
POLICY (T. Block): Week Debt Ceiling is resolved
December 13, 2021
December 13, 2021
POLICY (T. Block): Week Debt Ceiling is resol…
December 13, 2021
December 13, 2021
After passing a convoluted road to raise the debt ceiling Congress will act this wee…
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.
