From the desk of Willie Delwiche.

While many started to pay attention to the potential for equity market weakness well after the S&P 500 peaked back in January, a look beneath the surface showed that trouble had been brewing for a...

This is the video recording of the August 11, 2022, Weekly Town Hall w/ Willie Delwiche.

08/11/22 2:00 PM ET

From the desk of Willie Delwiche.

I don’t want to count my melons before they are ripe, but letting profits run in the garden looks like it’s going to pay off this year. 

Sorry for the mixed metaphors. This is what I’m talking...

From the desk of Willie Delwiche.

Key Takeaway: The bulls are raising their voices in excitement. For the first time this year, momentum and breadth are improving in tandem. Despite the bullish developments in recent weeks...

From the desk of Willie Delwiche.

We adjusted our international equity exposure to stay in harmony...

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...

Key Takeaway:

• Sustained market strength tends to be quiet.
...

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.

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.

We are still waiting for evidence that the bear market in equities has run its course, and a new bull market is being reborn. We have seen the short-term risk...

From the desk of Willie Delwiche.

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.

We got a breadth thrust this week as the percentage of S&P 500 stocks making new 20-day highs edged above 55% on Thursday. This might not be the most well-known of the various breadth thrusts, but...

This is the video recording of the July 28, 2022, Weekly Town Hall w/ Willie Delwiche.

07/28/22 2:00 PM ET

From the desk of Willie Delwiche.

It's not the first thing I do in the morning (a cup of coffee and some devotional time take precedence) but early each day, I am out in the garden. Hose in hand, I water what needs to be watered. I'm...

From the desk of Willie Delwiche.

Key Takeaway: In recent weeks, the bulls have made their presence known after hiding in the shadows for most of the year. But as they inch their way forward, they will need assurance from...

From the desk of Willie Delwiche.

It’s been over a month since the S&P 500 made a new year-to-date low and market volatility has cooled somewhat. After averaging a 1% move (in either direction)...

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.

Key Takeaway:

• Fed in spotlight as Powell & Co move rates to last cycle’s peak.
...

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.

Stocks have rallied off of their mid-June lows, but it goes without saying that 2022 has still been a year marked by volatility and an absence of strength. In fact it has been historic (or nearly so)...

This is the video recording of the July 21, 2022, Weekly Town Hall w/ Willie Delwiche.

07/21/22 2:00 PM ET

From the desk of Willie Delwiche.

The world is an uncertain place. 

But that doesn’t make it altogether random. Trends persist – right up until the point that they don’t. If we’re going to move beyond irrefutable narratives...