Mary Mount Research

An update on US high-yield

OK trend by and large, however the financials sector is showing slight weakness.

Nov 2 • 

Mary Mount Research

September 2025

August 2025

Mary Mount Positioning Monitor August

All eyes on speculative equities, to little surprise, while soft commodities remain unattended to

Aug 9 • 

Mary Mount Research

1

July 2025

US Large Cap Real Estate

Examining constituents

Jul 27 • 

Mary Mount Research

3

Mary Mount Equity Sector Technicals - July

Real estate breadth

Jul 26 • 

Mary Mount Research

Mary Mount Technical - Exhaustion

Some cross-sectionally exhausted charts

Jul 19 • 

Mary Mount Research

2

Credit update - US HY

US HY total returns still trending, sector breadth's healthy

Jul 19 • 

Mary Mount Research

3

Mary Mount Thematic: Global Naval Supremacy II — Select Equities

Several equities fitting the theme

Jul 13 • 

Mary Mount Research

4

1

3

Mary Mount Thematic: Global Naval Supremacy I — The Naval Lifecycle Historical Framework

The impact of the naval arms race

Jul 9 • 

Mary Mount Research

5

1

Exhaustion Monitor - July

Monitoring intermarket behaviour

Jul 5 • 

Mary Mount Research

1

June 2025

Exhaustion Monitor - June

A concise proprietary overview of price action

Jun 23 • 

Mary Mount Research

3

Cross Asset Volatility Monitor - June

The volatility "panopticon"

Jun 23 • 

Mary Mount Research

2