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Hi Mount Research

Willie Delwiche, CMT, CFA

Helping investors know when to stand still and when to take decisive action. We provide the wisdom and perspective needed to navigate uncharted waters.

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Issues342Founded6 years agoLast Issue8 days ago
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Latest Issues

New Highs Are (Usually) Nothing To Fear

The most bullish things stocks can do is go up, and new highs are a manifestation of that strength.

Whether we are talking about it at the index level or in aggregate across indexes, sectors and/or stocks, new highs are an encouraging sign...

8 days ago
8
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Flirting With Trouble

As risk appetite takes a breather, the bull market is close to mis-behaving

We will get to the latest update to our Systematic Asset Allocation portfolios in just a moment, but I want to lead with this: While the Risk On Environment persis...

15 days ago
9
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Weight of the Evidence Retains Bullish Bias

Bulls need a breakout on strength assert continued control of market

As we will show below, our weight of the evidence scales continue to tilt more toward opportunity than risk. But the neutral components seem to be inching closer to the r...

a month ago
9
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Strong Trends and Broad Strength Support Stocks

Sour sentiment is out of step with bullish behavior

Last week I had the chance, again, to chat with Chuck Jaffe for his Moneylife podcast. I’ve been checking in with Chuck periodically for over a decade and I always enjoy our conversations...

a month ago
10
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Stocks Overtake Commodities As Small-Caps Assert Strength

Healthy appetite for risk is being rewarded as global equities remain in rally mode

Portfolio Applications update: Our latest update to the Systematic Asset Allocation portfolios is now available.

a month ago
12
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  • Willie Delwiche, CMT, CFA

    "To recognize the significant in the factual is wisdom." Dietrich Bonhoeffer.

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