This is the video recording of the November 3rd, 2022, Weekly Town Hall w/ Willie Delwiche.

11/03/22 2:00 PM ET

From the desk of Willie Delwiche.

This All Star Charts PLUS Monthly Playbook breaks down the investment universe into a series of  binary decisions, tactical calls and asset allocation models. 

Paired with our...

From the desk of Willie Delwiche.

With fear subsiding but strength slow to emerge, downside tactical risks are rising. We reduced the equity exposure in our Tactical Opportunity portfolio and have...

From the desk of Willie Delwiche.

Households Stick With Stocks

Household equity exposure is ten...

From the desk of Willie Delwiche.

The Scales are more balanced than last month but are...

Once Bitten - Twice Shy

Beyond the mega-cap earnings-related blow-ups of last...

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.

A Market of Stocks > A Stock Market

The Chart: The S&P 500...

This is the video recording of the October 27th, 2022, Weekly Town Hall w/ Willie Delwiche.

10/27/22 2:00 PM ET

From the desk of Willie Delwiche.

“This Is A Test. This Is Only A Test.”

The S&P 500 this...

From the desk of Willie Delwiche.

Stocks and bonds are enduring one of their worst...

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 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.

Reversal - Or Just a Respite?

The new low list peaked in May and the new high...

From the Desk of Willie Delwiche.

2022 Sovereign Stress > 2008 Corporate Stress

The Chart: ...

This is the video recording of the October 20th, 2022, Weekly Town Hall w/ Willie Delwiche.

10/20/22 2:00 PM ET

From the desk of Willie Delwiche.

Feeling More Like The Financial Crisis

Mortgage rates are...

From the desk of Willie Delwiche.

Over the past year, this old Wall Street saying...

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.

Taking Out The COVID Lows

US industry group trends are at a new low for the...

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.

Labor Pressure Eases - Is Inflation Next?

The Chart: 

On...

This is the video recording of the October 13th, 2022, Weekly Town Hall w/ Willie Delwiche.

10/13/22 2:00 PM ET