Sitemap - 2023 - Hi Mount Research
Consumers Are Sour, But Investors Like What They See
Fed Pivot Fuels Broad Strength
Weight of the Evidence Improves As Market Looks For Clean Slate In 2024
Broad Global Participation Fuels Equity Strength
Quiet Strength Brings Tactical Improvement
Improving Tape Turns Tactical Model Positive
Bull Markets Build On Quiet Strength
Resilient Trends Keep Systematic Models Tilted Toward Stocks
Strength At The Top Masks Broad Weakness
Fireworks Fizzle As Breadth Struggles
If The Rally Is Going To Have Legs. . .
As Stocks Struggle, Re-Allocation Risks Rise
A New Bull Market (In Bear Market Behavior)
Breadth Is An Anchor, But Not The Only Thing Weighing On Stocks
Persistent Weakness Fuels Rise In Volatility
Headlines Encourage Complacency As Risks Rise
Breadth Struggles As Gold Shines
Expansion In New Lows Reflects Messy Market Environment
Evidence Not Favoring A Q4 Rally
Expansion in New Lows Deflates Bull Market Narratives
Q4 May Bring More Of A False Hope Than A New Dawn
Running Over The Same Old Ground
Leadership Trends Taking A Defensive Turn
Macro Risks On The Rise As Technical Deterioration Persists
Adding Exposure To Commodities
Breadth Weakness Not Consistent With Bull Market Behavior
Amid Broad Break Down, Still Finding Areas Of Improvement
August Selling Batters Breadth
Indexes Try To Shake Free Of August Struggles
Early In The Unwind or Health Reset
Median Stock Struggling To Stay Afloat
Stocks Struggle As Safe Havens Gain Strength
Evaporating Optimism Allows Pessimism To Persist
Evaporation of New Highs, Expansion of New Lows
Time For Fed To Start Talking About '24
Rising Yields Add To Pressure On Stocks
Crowd Retreating From Extreme Optimism
Market Getting Louder As Strength Fades
Sector Trends Struggle But Energy Is Shining
August Volatility Probes At Market Vulnerabilities
August Volatility Bringing Out The Good, The Bad and The Ugly In The Market
Relative Strength From Energy, Global Leadership From Japan
A New Paradigm For Bond Yields
Uptick In Volatility To Challenge Resiliency Of Bull Market Behavior
Economy Not Robust But At Least Resilient
Latin America At Confluence Of Global Equity Strength
Going With The Crowd Until It Reverses At An Extreme
S&P 500 Gets Back In Gear With Median Stock
Industrials Leading The Way As US Gains Strength
Speculation Supported By Sector Strength
Quiet July Brings Strength For Stocks & Struggle For Economy
Tactical Strength Sets Up Larger Tests
Mixed Messages Across Time Frames
Fear Or Strength Model Is Tactically Bullish
Price Strength Defies Macro Headwinds
Tepid Sentiment A Burden For Bulls
Fed: Not Done But Taking A Breather
Large-Caps Lead Breadth Improvement
Getting Beyond The Bull/Bear Debate
Is "Getting There" Good Enough
It's not the Label, It's the Behavior
Stock Market Vs Market of Stocks
Midweek Market Note: Giving Back or Getting Going
On The Cusp Of New All-Time Highs
Chart for the Weekend: Another Pivot
Struggle For Traction Makes For An Unprecedented Quarter
Chart from the Day: Volatility Ebbs, So Does Strength
Chart from the Day: One > 2000
Market Notes: US Weighs On The World
Chart for the Weekend: Sentiment Sours
Embracing the season of growth
Chart from the Day: Generals Rally, But The Army Is In Retreat
Dynamic Asset Allocation: Global Strength Fuels Equity Leadership
Weekly Market Notes: Upside Volume Surge
Chart for the Weekend: Who's Driving
A Systematic Approach To Dynamic Asset Allocation
Weekly Market Notes: Room To Pause, Not Pivot
Chart for the Weekend: Participation Matters
Fed's Inflation Fight May Be Far From Over
Chart for the Day: Running in place
Weekly Market Notes: Progress or Pause
Risks Increase If Investors Have Had Their Fill Of US Equities
"Healthy Consumer" Is An Inflation Illusion
Trendlines over Headlines: Weighing the Evidence
Chart for the Day: Rolling Over
Chart for the Day: Three in a row
Following Strength Through Market Volatility
Persistent Inflation Masks Weakness
Investors Re-Evaluate Risk Appetite
Chart(s) of the Day: Another Breadth Thrust?
Chart of the Day: Fed Fighting Persistent Inflation
Chart of the Day: Don't Fight the Fed
Moving On From 2022 Proving To Be A Struggle
Chart of the Day: Mid-Caps in the Driver's Seat
Chart of the Day: 2023 is not 2022
Chart of the Day: Two Paths Diverge
Chart of the Day: Dollar Downturn
Optimism Following Strength As Investors Look Overseas
Chart of the Day: Consumer Getting Stretched
Chart of the Day: Economic Activity Is Contracting
Chart of the Day: Inflation Has Peaked, But It Persists