Investment Perspectives

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Observations

Free commentary about the market, the garden and life.

Market Insights

  • Beginning of Week Market Notes
  • End of Week Touchpoints
  • Weekly Market Insights Videos
  • Monthly Weight of the Evidence Updates

Portfolio Applications

  • Asset Allocation Model Updates
  • Relative Strength Rankings
  • Dynamic ETF Portfolios
  • Weekly Chart Packs
  • Monthly Portfolio Applications video calls

Bespoke Services

Other bespoke services, such as additional reports, consultations, client interactions, may be available for an additional cost.

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Hi Mount Research Reports/Content

Free List

 

Market Insights

 

Portfolio Applications

 

general content

Market information, gardening observations and other considerations

Previews of Paid Content

Not enough information to be dangerous, but enough (hopefully) to whet the appetite for more

Weekly Market Notes

Early week piece summarizes developments from previous week and previews what may lie ahead

Weekly Touchpoints

End of week bullet point summary of recent market news make a great for tool for navigating weekend conversations

Market Insight Video

Weekly video shorts looking at a particular area of the market

Weight of the Evidence

Our monthly look at the balance of cyclical risks and opportunities

Chart Packs

The most important charts and tables from the week, each delivered with a bullet point of explanation.

Asset Allocation Model Updates

Across various asset mixes, these models help guide capital allocators in making overweight and underweight decisions regardless of their individual benchmarks

Relative Strength Rankings

Various rankings reveal current leaders and laggards as well as areas in which relative trends are improving or deteriorating.

Monthly Video Series

A monthly townhall conversation about what has changed in the market and what hasn’t and what may yet lie ahead.

Dynamic ETF Portfolios

Discretionary ETF portfolios that balance risks and opportunities. Managed across multiple time frames (from tactical to strategic).

Blue Heron Portfolios

Systematic ETF portfolios allocated according to absolute strength and relative leadership. Their construction allows for custom equity & fixed income mixes that can be either static or dynamic.

Other Bespoke Services

Custom reports, consultations and client interactions may be available for an additional cost.

Cost

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$5,000 / YR

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