This is the video recording of the February 17th Weekly Town Hall w/ Willie Delwiche

02/17/22 2:00 PM ET

From the desk of Willie Delwiche.

I’m reading the book “Trillions” by Robin Wigglesworth right now. It’s about the rise of passive index investing – or, according to its sub-title, “How a band of Wall Street renegades invented the...

From the desk of Willie Delwiche.

Key Takeaway: Speculative excesses have been unwinding for a year and that has taken its toll on investor sentiment. The overall mood is characterized by a lack of optimism rather than...

From the desk of Willie Delwiche.

Key Takeaways:

• Flat-footed Fed hurrying to get policy in harmony with reality
• German yields...

From the desk of Willie Delwiche.

Key Takeaways:

• US equities churn as new lows out...

From the desk of Steve Strazza @Sstrazza

Our Top 10 Charts Report was just published.

In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.

From the desk of Steve Strazza @Sstrazza

Check out this week's Momentum Report, our weekly summation of all the major indexes at a Macro, International, Sector, and Industry Group level.

By analyzing the short-term...

From the desk of Willie Delwiche.

There are no magic indicators that are right 100% of the time, no silver bullets, no “one Ring to rule them all.” That’s why we spend so much time talking about weighing the evidence and looking at...

This is the video recording of the February 10th Weekly Town Hall w/ Willie Delwiche

02/10/22 2:00 PM ET

From the desk of Willie Delwiche.

There is plenty of chatter today about inflation, the bond market, and the Fed. 

I have a couple charts to share – and a couple key points worth making. 

Inflation continues to run much...

From the desk of Willie Delwiche.

Key Takeaway: Sentiment has unwound to a point that it’s now seen as an opportunity rather than a risk. Pessimism runs high, investors are cranky, and we have had the most bears since...

From the desk of Willie Delwiche.

Key Takeaways:

• Risk pairs moving toward risk off extremes
• Risk On is weakening more than Risk...

From the desk of Willie Delwiche.

Key Takeaways:

• It takes energy to stay on top of...

From the desk of Steve Strazza @Sstrazza

Our Top 10 Charts Report was just published.

In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.

From the desk of Steve Strazza @Sstrazza

Check out this week's Momentum Report, our weekly summation of all the major indexes at a Macro, International, Sector, and Industry Group level.

By analyzing the short-term...

From the desk of Willie Delwiche.

By looking at various ratios relative to where they have been over the past year, we get a sense of investor risk appetite from an intermarket perspective. The pairwise comparisons in our risk off -...

This is the video recording of the February 2nd Weekly Town Hall w/ Willie Delwiche & JC Parets

02/03/22 2:00 PM ET

From the desk of Willie Delwiche.

It’s difficult to stay on top of things if you don’t periodically pause for reflection. 

What did you do yesterday that you want to do more of tomorrow? What do you want to do less of tomorrow?...

From the desk of Willie Delwiche.

With the...

From the desk of Willie Delwiche.

Key Takeaway:  Investor sentiment looks washed out - at least for now. Investor sentiment was a headwind early in 2021 but more recently had been a neutral market influence from our...

From the desk of Willie Delwiche.

This All Star Charts +Plus Monthly Playbook breaks down the investment universe into a series of largely binary decisions and tactical calls. Paired with our...

From the desk of Willie Delwiche.

From the desk of Willie Delwiche.

Key Takeaways:

• Trends turning flat as breadth...

From the desk of Steve Strazza @Sstrazza

Our Top 10 Charts Report was just published.

In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.