Key Takeaway:

• Rally strengthens as participation broadens.
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• Sustained market strength tends to be quiet.
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• Fed in spotlight as Powell & Co move rates to last cycle’s peak.
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• Stocks celebrating small wins.
• For evidence...

Key Takeaway:

• Commodities facing pressure.
• Bonds looking...

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• Indicators suggest echoes of Financial Crisis.
• Looking for signs of strength, not just absence of weakness.
• Burden of proof is on the...

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From the desk of Willie Delwiche.

Key Takeaway: Q1 returns reflect a bifurcated market. Weekly data shows breadth struggling for traction. Inflation-fighting proposals are political palliatives, not economic...

From the desk of Willie Delwiche.

Key Takeaways:

• Rally lacks conviction.
• Looking...

From the desk of Willie Delwiche.

Key Takeaways:

• Market experiencing most persistent...

From the desk of Willie Delwiche.

Key Takeaways:

• In an effort to fight inflation, the...

From the desk of Willie Delwiche.

Key Takeaways:

• First 10% correction in two years signals the end of...

From the desk of Willie Delwiche.

Key Takeaway: New highs being seen in areas where most investors have little exposure. Liquidity pressures build as...

From the desk of Willie Delwiche.

Key Takeaway: Bonds make good on their resolution to take rate hikes more seriously. Breadth thrust prospects are...

From the desk of Willie Delwiche.

Key Takeaway: Falling bond yields do not inspire confidence. Industry group trends faltering as breadth weakens....

From the desk of Willie Delwiche.

Key Takeaway: A surge to new highs can leave stocks out of breath. S&P 500 at an all-time high while more NYSE...

From the desk of Willie Delwiche.

Key Takeaway: Mid-caps lead the way as new highs lists expand. Breadth heading in a positive direction but still has...