HeyJaredHi Mount Research
Helping investors know when to stand still and when to take decisive action. We provide the wisdom and perspective needed to navigate uncharted waters.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest issues
Bull Market Behavior or Bearish Breadth Biding Its Time? (opens the original)
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On the surface, our Bull Market Behavior Checklist looks like its in bend don’t break mode. Three components are still displaying bull market behavior and three components are displaying not-bull market behavior.Subscribe now<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!7EIh!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd1b1b198-84b4-49b3-8dcc-c0499
Weight of the Evidence Moving From Opportunity to Risk (opens the original)
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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 summarize the weight of the evidence and then offer two potential paths forward, one in which bulls remain in control and find a new source of strength and another in which weakness cascades as frustrated bulls throw in the towel in the face of poor breadth and ri
Bull Market Behavior Being Tested (opens the original)
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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 poised to begin a new rate hiking regime this week) and breadth meaningfully deteriorating, that balance appears to be no longer holding. Subscribe nowWe can begin with rates. After an extended period of consolidation (stretching back to the summer of 2022)
Domestic Breadth Hiccups (opens the original)
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Portfolio Applications update: Our latest update to the Systematic Asset Allocation portfolios is now available.<source type=
In Delicate Balance, Weight Of The Evidence Tilts Toward Bulls (opens the original)
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If we are going by checklists, there is on doubt the bull market remains intact. Five of our six indicators continue to demonstrate bull market behavior. While breadth indicators have been less than robust (more on this in a moment), price trends point to higher stock prices in the US and around the world.<div class="im
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