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.

Momentum...

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.

While new highs are being seen around the world (Europe, Frontier Markets) and in the US (Broker/Dealers, Real Estate, Energy), there is still plenty of attention on former leaders who are trying...

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...

This is the video recording of the June 3rd Town Hall Meeting w/ Willie Delwiche & JC Parets

06/03/21 2PM ET

From the desk of Willie Delwiche.

Key takeaway: Sentiment continues to shift away from optimism and toward pessimism, though as with anything it is not a straight line. Speculative activity is flaring up again this week...

From the desk of Willie Delwiche.

From the desk of Willie Delwiche.

Key Takeaways: Economic data reflects pinched financial liquidity. US price trends are resilient even with momentum...

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-...

From the desk of Willie Delwiche.

We had fun with this one all week. We can frame it in the context of Ford’s aggressive foray into the EV market or more narrowly as an expression of suburbanite luxury truck preferences. It fits...

This is the video recording of the May 27th Town Hall Meeting w/ Willie Delwiche & JC Parets

05/27/21 2PM ET

From the desk of Willie Delwiche.

Wall Street is a trend following machine.

We all know the universal disclaimer: past performance being no guarantee of future results. 

But what has worked recently always gets...

From the desk of Willie Delwiche.

Key Takeaways:

• Housing market activity restrained by...

From the desk of Willie Delwiche.

Key takeaway: Sentiment continues to shift from optimism to pessimism. Unlike the March optimism unwind, the current situation is associated with a waning risk appetite on the...

From the desk of Willie Delwiche.

Key Takeaway: Mixed liquidity backdrop makes rebuilding risk appetites more of a challenge. Tailwinds that have fueled cyclical strength are tapering even if the Fed is not yet...

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.

Every streak comes to an end. After a record 243 consecutive days of positive readings, the US economic surprise index slipped below the zero line this week. For a mean-reverting index that has...

This is the video recording of the May 20th Town Hall Meeting w/ Willie Delwiche

05/20/21 2PM ET

From the desk of Willie Delwiche.

A box of family photos showed up at my house this weekend. 

Some are relatively recent, others stretch back nearly a century. Together, they tell a story of generation after generation...

From the desk of Willie Delwiche.

Key Takeaways:

• Speculative excesses are being unwound as...

From the desk of Willie Delwiche.

Key takeaway: Amid the economic optimism that is seen in surveys and magazine covers, the stock market is experiencing an unwinding in speculative excesses that has just begun...