Hi Mount Research Provides Market Insights & Portfolio Applications

We are:

  • Evidence-based. Not everything that is important can be tested. We understand that and recognize that decision-making under uncertainty is all about managing risk. As we lean into the data we see also that not everything that can be tested is important.

  • Independently-minded. Markets go up and markets go down. I don't have a company line to toe or a vested interest in any specific outcome. That gives me the freedom to be completely honest as I assess opportunities and risk across asset classes.

  • Visually-engaging. The world is awash in information but what is being shared does not matter if it is not being seen. A picture might be able to say 1000 words, but many of us ready to turn the page after the first 250. Brevity & clarity are communication assets. 

Data-driven perspectives fueling relationship-dependent business. Hi Mount Research is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Recognizing the significant in the factual:

We help turn observations into insight and insight into application.

If our eyes and ears are filled with 10 times as much information as insight and 10 times as much insight as application, then what we see and hear is 90% factual but largely insignificant information.

In this information-saturated world, we balance the desire for brevity and clarity against the need for institutional-quality insights and portfolio applications.

Insight needs to be both useful & understandable. Application needs to be doable & beneficial.

In today’s environment, information is cheap, meaningful insight is uncommon, disciplined application is rare.

Manage the risk — Seek the opportunity — Follow the trend

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