Last time we posted about Bitcoin, our stance was that—even though it had just hit a new all-time high, which is typically a very bullish signal—it wasn’t yet ready for the next explosive phase. This view was based on the supply-demand equation, which, while healthy, wasn’t in the kind of coiled setup we’ve often seen before major breakouts. In line with that assessment, Bitcoin didn’t move much afterward. It traded sideways throughout June, and that range extended into the b

As we promised when we launched WU Advanced a few weeks ago, we’re happy to unveil our new forum, exclusively for WU Advanced members.   To echo what I shared earlier: internally, a forum has been discussed since the early days of WealthUmbrella. I’ve personally resisted it until now—mainly because, from what I’ve heard, forums can easily turn into time-consuming monsters..

Yesterday, with the 30-day extension to the previous 90-day delay on the “reciprocal tariff” nearing its end, the White House ramped up pressure on a few trading partners by announcing new tariff threats. In this déjà vu moment, the market responded with a moderate sell-off, with SPY closing down -0.75%.

Dear WU Advanced users, We’ve just given you access to six new TradingView invite-only indicator and strategy files. Five of them are strategy files designed to let you explore various configurations found in TuneMap directly within TradingView. The sixth is an indicator that tracks potential exit points using an Average True Range (ATR)–based trailing stop strategy. Below is a brief explanation of each and how they work.

Yesterday our Risk Index officially reached its threshold of 4 — the level where backtesting suggests it’s better to be out of the market. It’s important to distinguish between our Risk Index and our Hedge strategy. The Hedge is specifically built to shield against drawdowns that have a high probability of becoming significant. It may sometimes trigger before a small dip, but more often it activates ahead of larger corrections — like the one we saw earlier this year. This ma

After a considerable delay, I’m happy to introduce WU Advanced: our solution for delivering more sophisticated signals to market junkies and our first step toward applying our methodology to individual stocks. The broad market is one thing, but individual stocks are a staple in nearly every portfolio—including mine. WU Advanced isn’t meant to replace a stock analyst; we believe the first rule of investing in individual companies is understanding what they do, how they lead th

The main purpose of our Stock Health Dashboard is to offer a quick, intuitive snapshot of whether a company is in good shape — and whether its stock is in a potentially attractive position for investing. You’re not going to find every possible financial or technical metric here. There are already countless free resources, like Yahoo Finance, that provide exhaustive detail. Instead, we focused only on the indicators we believe are most essential — or those we specifically desi

While our core S&P 500 package is built around efficient downside protection, we’ve always believed that protection alone isn’t enough to navigate today’s complex and fast-moving markets. Timing, positioning, and broader context matter — especially in an environment shaped by sector rotation, volatility cycles, and unpredictable macro shifts. That’s exactly why we created the Advanced Market Signal Dashboard: a deeper toolkit designed to go beyond binary hedge signals and

Today, let me introduce you to TuneMap, our stock-specific strategy optimizer, now part of the WU Advanced offering. This is a tool I’ve been personally and deeply involved in creating—one I was especially motivated to bring to you, as it has always been part of WU’s secret Big Mac sauce when crafting our own signals. In this post, I’ll go over the purpose of this software, its key features, how it works, and how it should be used.

It all started with a simple question we asked ourselves: How could we have spotted high-momentum stocks before they took off? That question became the foundation for the Retail Momentum Screener—a tool designed to detect early signs of retail-driven momentum before they become obvious to the broader market.

Since Bitcoin cooled off in December 2024, we’ve maintained our view that—based on how Bitcoin tends to behave across different dimensions of its history—we have not yet seen the top of this cycle. We’ve consistently repeated this position throughout the entire drawdown, including when our strategy triggered an exit, and again in the post we published two weeks ago.

The MACD+ indicator is everything you always wanted from a MACD (but were afraid to ask). It’s our best attempt at solving two key issues with the conventional MACD — an indicator we love, but recognize isn’t perfect.

Today, the Hedge strategy finally returned to its green state after one of the longest out-of-market periods in its history. While it deliberately stayed on the sidelines during the initial, highly volatile bounce, it came close to re-entering several times in recent weeks. In this post, I’ll walk through why it remained cautious until now, what triggered today’s buy signal, and what the current landscape suggests going forward.

Since Bitcoin entered a range in December—later evolving into a correction in February—our stance has remained consistent: if history is any guide, the top for this cycle is still ahead. We continue to view this phase as a prolonged pause in the powerful bull trend that began with the November 2022 low. This perspective is reinforced by our three Market Top indicators, each of which analyzes a different aspect of the Bitcoin blockchain ecosystem. These indicators are ...

Some of you have been wondering what we did with our position in MARA during the recent market turmoil. The answer: nothing. As we mentioned when we initially bought MARA around $16, it was a small allocation—but we were in it for the endgame. Our thesis was simple: when it’s time for miners to shine, MARA has a high probability of leading the move, or at least ending up in pole position. From our point of view—and for several reasons discussed here—we believe MARA is best-in

On Friday, the Nasdaq closed in bear territory, and the S&P 500 is now just about 2.5% away from confirming a daily close at that same mark.

After a very short rally following March 13 local Bottom, the market pulled back slightly before rising again in anticipation of Liberation

After talking with several of you and hearing your feedback following the launch of our DataHub, we got the message: our outdated Ebook...

After a month of delay, today finally marked the beginning of a trade war between the U.S. and its closest economic allies. The stock and...

Last week, Bitcoin finally underwent the correction everyone had been anticipating since it first broke the $100,000 mark, but that had...