Hi Mount Research
Willie Delwiche, CMT, CFAHelping investors know when to stand still and when to take decisive action. We provide the wisdom and perspective needed to navigate uncharted waters.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 337 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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himountresearch.substack.comLatest Issues
Small-Caps Soar as Mega-Caps Misfire
Returning to our theme from two weeks ago, the volatility in mega-caps is weighing on the S&P 500 and masking the continued improvement in conditions beneath the surface. An ETF based on the “Magnificent Seven” mega-cap tech companies was d...
Making The Trend Your Friend Helps Tune Out The Noise
We cannot predict the future, but we should keep an eye on where we are headed and steer accordingly
Happy Father’s Day to those who celebrate.
Better Breadth Fuels Rally To New Highs
Weight of the Evidence tilts toward opportunity
The S&P 500 did not make a new high last week, as volatility within the mega-caps weighed on the index for a second week in a row. While the cap-weighted index churned, the equal-weight versi...
Risk Appetite Remains Robust
Equity indexes remain in rally mode, but beneath the surface fragility persists
Portfolio Applications update: Our latest update to the Systematic Asset Allocation portfolios is now available. Key takeaways: Global equities remain in rally...
Markets Poised To Test New Leadership At The Fed
Stocks have lost a tailwind and are contending with new headwinds. A more testing time may lie ahead.
The 10-year T-note yield hasn’t broken out to new highs but it might just be a matter of time. The long-term trend is rising, inflation i...
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"To recognize the significant in the factual is wisdom." Dietrich Bonhoeffer.
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