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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
Issues351Founded6 years agoLast Issue6 days ago
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Latest Issues

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...

6 days ago
19

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...

13 days ago
9

Bull Market Behavior or Bearish Breadth Biding Its Time?

We are seeing a dichotomy between index-level strength and weakness bubbling up from below

On the surface, our Bull Market Behavior Checklist looks like its in bend don’t break mode. Three components are still displaying bull market behavi...

20 days ago
8
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Weight of the Evidence Moving From Opportunity to Risk

The good news for stocks is that long-term trends continue to rise and investors have continued to display bull market behavior. But elsewhere, the evidence is largely arguing for caution as risk outweighs opportunity.

This report will su...

a month ago
10

Bull Market Behavior Being Tested

Breakout in rates and breakdown in breadth pose a challenge for stock market

Two weeks ago we characterized the weight of the evidence as a delicate balance that still favored the bulls. But with interest rates rising rapidly (and the Fed...

a month ago
9
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  • Willie Delwiche, CMT, CFA

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

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