From the Desk of Willie Delwiche

Investors had second thoughts about stocks last week, with sentiment dropping...

From the Desk of Willie Delwiche

When the Fed raised rates to 4.50% in early February, the market was expecting that...

From the Desk of Willie Delwiche

The NAAIM exposure index surpassed its August high last month and has been on...

From the Desk of Willie Delwiche

Last week was the first time in 45 weeks that the weekly AAII survey showed more bulls than bears. The most recent stretch of pessimism did not eclipse the Financial Crisis in terms of...

From the desk of Willie Delwiche.

Bulls on the Investors Intelligence survey continued to climb while bears fell...

From the desk of Willie Delwiche.

The January AAII asset allocation survey shows household equity exposure...

From the desk of Willie Delwiche.

The Investors Intelligence Bull-Bear Spread was unchanged last week, remaining just...

From the desk of Willie Delwiche.

The Investors Intelligence measure of advisory services sentiment shows Bulls...

From the desk of Willie Delwiche.

Over the course of 2022, the two-year (8-quarter) return for the aggregate...

From the desk of Willie Delwiche.

Seems like almost everyone has a 2023 earnings estimate for the S&P 500....

From the desk of Willie Delwiche.

Household equity exposure (as a percentage of total liquid assets) fell again...

From the desk of Willie Delwiche.

The S&P 500 continues to make lower highs as new lows have approached, but...

From the desk of Willie Delwiche.

The S&P 500 just experienced its longest stretch without a 1% daily swing...

From the desk of Willie Delwiche.

Long-term yields are moving lower while short-term yields continue to rise....

From the desk of Willie Delwiche.

The number of issues that traded on the NASDAQ in any given week just prior to...

From the desk of Willie Delwiche.

Households Stick With Stocks

Household equity exposure is ten...

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.

Feeling More Like The Financial Crisis

Mortgage rates are...

From the desk of Willie Delwiche.

When They All Look Higher, Watch Out Below

Young investors were...

From the desk of Willie Delwiche.

Calling Baloney On Investor Bearishness

Investor surveys...

From the desk of Willie Delwiche.

Pessimism Not Taking A Bite Out Of Apple

The Fed unleashed a...

From the desk of Willie Delwiche.

Key Takeaway: With last month’s rally behind us and the June lows quickly approaching, investor attitudes are beginning to sour. Bears on the II survey now outnumber bulls for the first...

From the desk of Willie Delwiche.

Key Takeaway: The bulls have some heavy lifting as bears pack on the pounds. Yes, last week was impressive, as was the summer rally. But questions about sustainability remain. After all,...

From the desk of Willie Delwiche.

Key Takeaway: Despite the stock market’s reluctance toward sustained advances, investors have refused to throw in the towel. The bulls showed up last month, declaring their intent by...