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Hi Mount Research

Willie Delwiche, CMT, CFA
Tens of paid subscribers

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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Substack
PricingFreemiumPublishesWeekly
Issues354Founded6 years agoLast Issue5 days ago
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Latest Issues

Index Up-trends Holding On For Dear Life

Portfolio Applications update: Our latest update to the Systematic Asset Allocation portfolios is now available. Key takeaway: Stocks still clinging to an up-trend as relative trends continue to favor commodities.

Hi Mount Research is a re...

5 days ago
12

Breakdown Has Barely Begun

Indexes have largely shrugged off bear market behavior beneath the surface

The MSCI All-Country World Index (ACWI) is less than 4% from its all-time high and many of the long-term price trends at the index level continue to rise. But benea...

12 days ago
7
Paid

Macro Risks Build On Poor Breadth Structure

Economists and strategists and others of our ilk like to look at various measures of “core” inflation (be that “ex food and energy”, “trimmed-mean” or “median” price indexes). Most regular folks are not interested in such semantics - trying...

19 days ago
12

Fragile Market Faces Tests

A noisy news environment can be stressful to your health and dangerous to your finances. It can be difficult to peruse the concerning headlines in the daily print edition of your local or national newspaper and not feel an urge to action in...

a month ago
20

Poor Breadth At Odds With Persistent Trends

Portfolio Applications update: Our latest update to the Systematic Asset Allocation portfolios is now available. The key takeaway is that as bond breakdown and equity trends become ragged, commodities are cruising higher. Not having as comm...

a month ago
11

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  • Willie Delwiche, CMT, CFA

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

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