Investment Perspectives

Hi Mount Research is a client-focused, reader-supported endeavor.

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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.

Get in touch to learn more:

Hi Mount Research Reports/Content

Free List

 

Market Insights

 

Portfolio Applications

 

general content

Market information, gardening observations and other considerations

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Previews of Paid Content

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

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Weekly Market Notes

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

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Weekly Touchpoints

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

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Market Insight Video

Weekly video shorts looking at a particular area of the market

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Weight of the Evidence

Our monthly look at the balance of cyclical risks and opportunities

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Chart Packs

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

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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

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Relative Strength Rankings

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

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Monthly Video Series

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

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Dynamic ETF Portfolios

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

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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.

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Other Bespoke Services

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

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Cost

FREE

$1,500 / YR

$5,000 / YR

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