From the desk of Willie Delwiche.

Key Takeaways:

• • Volatility shifts affect investor...

From the desk of Willie Delwiche.

Key Takeaway: Indexes caught up to and are now catching down to the median stock. Price and pessimism can fuel a...

From the desk of Steve Strazza @Sstrazza

Our Top 10 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.

In 2021, every month except April has seen the S&P 500 testing its 50-day average. Only after the initial test in February did the index fall further below that average than it is doing in...

This is the video recording of the September 16th Weekly Town Hall w/ Willie Delwiche.

09/16/21 2PM ET

From the desk of Willie Delwiche.

It was the final stretch of the last sailing race of the day on Lake Michigan. 

A couple of my good friends squeezed the race in just before the weather started to deteriorate. They could see...

From the desk of Willie Delwiche.

Key Takeaway: Sentiment is teetering on the edge of a complete unwind. Six months of choppy markets has taken its toll on optimism and now pessimism is starting to move higher. This week’s...

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 Takeaway: Median stock has gone nowhere for six months. Emerging market trends are improving and commodities are...

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 Steve Strazza @Sstrazza

Our Top 10 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 Willie Delwiche.

Despite government officials trying to explain it away, inflation is running at its highest levels in years or (in the case of producer prices) decades. For now, however, the bond market shows little...

This is the video recording of the September 9th Town Hall Meeting w/ Willie Delwiche & JC Parets.

09/09/21 2PM ET

From the desk of Willie Delwiche.

Labor Day weekend in Wisconsin usually means one last summer trip up north for one last summer swim in the lake.

For me, this also meant the final jump off the giant raft we built (a ton of...

From the desk of Willie Delwiche.

Key Takeaway: Risks remain elevated from a sentiment perspective. The bulls continue to hold court as bears are relatively absent despite their rise in recent weeks. Though there are signs...

From the desk of Willie Delwiche.

Key Takeaway: New highs lists expand as global markets show strength. Economic recovery falling short of expectations...

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 Steve Strazza @Sstrazza

Our Top 10 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.

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

09/02/21 2PM ET

From the desk of Willie Delwiche.

According to Charles Darwin, you cannot make observations without some kind of underlying theory. And if you have any theories about financial markets, you understand thinking about what could...

From the desk of Willie Delwiche.

Key Takeaway: Investors continue to favor stocks as money relentlessly pours into equity ETFs. It’s no wonder, given that the main stock indexes are printing new record highs. Yet, a...

From the desk of Willie Delwiche.

Key Takeaways:

• Median stock has gone nowhere for months
• Bond market trusting Powell more than...