Our SOPR-based indicator on the Datahub has triggered today, which as officially flipped our Strategy into “out mode.” In this post, we will go over what the indicator measures, what its flip signifies, and how this aligns with the current state of Bitcoin and our associated game plan.

We are happy to release our BTC Datahub. This is something we should have done earlier, but the high cost of raw data and the fact that no single provider fully covered our needs had indefinitely delayed the project. What triggered the urgency was when IntoTheBlock, one of our on-chain data providers, decided to leave TradingView last month...

The market went through a moderate series of red candles last week. Although price action looked bearish, the options market didn’t confirm the move. Some of our option metrics weakened slightly, but none came close to flipping back to red. The biggest positive surprise came Thursday night, on the eve of Jerome Powell’s speech at Jackson Hole, when the SKEW—which had been holding up stubbornly—finally cooled off by 10 points. That didn’t surprise me. It reflected the lack of

As our Margin Signal’s color indicator surged to a striking 14, we viewed it as a clear opportunity to take profits. While not every market pullback is preceded by a peak in this signal, a peak is almost always followed by some degree of retracement. And indeed, just a few days later, the market dipped in response to weaker-than-expected job creation numbers. The decline was relatively mild: QQQ retraced 3.92% intraday and SPY about 3%. Despite this modest drop, fear retur

I’ve seen many recent discussions on our forum about validating some of the strategies that appear in a stock’s TuneMap optimal region by testing them on periods outside the one used to create the map. The idea of checking how a given strategy might perform — or has performed — in different situations is excellent. However, it’s also challenging and requires a solid understanding of the nuances and caveats of optimization.

In our previous post, we mentioned that the market appeared to be nearing a point of exhaustion. As of today, that call is playing out across several key indicators. This blog post will be brief today as the situation is relatively straight forward and aligned with what we expected. We will then update this post as the story unfolds.

If I had to summarize our previous S&P500 related post in two sentences, I’d say this: the market had climbed rapidly and was due for a brief pause or consolidation—but there were no signs of major overbought conditions. Most of our signals were right in the middle: SKEW had cooled down, market breadth was solid, riskier assets were still leading, and the margin signal sat at a very average level of 7. Following that post, the market indeed moved sideways for about a week

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.