From the desk of Willie Delwiche.

Dynamic Portfolio Update: With the weight of the evidence improving, we are putting some cash to work in the cyclical portfolio while also staying...

The number of stocks making new lows remains negligible. Last week, the number of stocks making...

From the Desk of Willie Delwiche.

After Tuesday’s 9-to-1 upside volume day, our Bull Market Re-Birth Checklist is now...

This is the video recording of the February 2nd, 2023, Weekly Town Hall w/ Willie Delwiche.

2/2/23 2:00 PM ET

From the desk of Willie Delwiche.

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

From the desk of Willie Delwiche.

Both our Risk On Index and our Risk On and Risk...

2023 is on the cusp of producing as many days with new highs greater than new lows in its first...

From the Desk of Willie Delwiche.

The last decade-plus has featured extended periods of US leadership and only brief...

This is the video recording of the January 26th, 2023, Weekly Town Hall w/ Willie Delwiche.

1/26/23 2:00 PM ET

From the desk of Willie Delwiche.

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

From the desk of Willie Delwiche.

Incoming economic data has been weaker than...

The S&P 500 has rallied off of its October and December lows, but the 200-day average,...

From the Desk of Willie Delwiche.

Firms are still hiring but with average weekly hours being curtailed, aggregate hours...

This is the video recording of the January 19th, 2023, Weekly Town Hall w/ Willie Delwiche.

1/19/23 2:00 PM ET

From the desk of Willie Delwiche.

Dynamic Portfolio Update: With...

From the desk of Willie Delwiche.

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

The shorter-term risk indicators have teased the possibility in recent weeks, but now for the...

From the Desk of Willie Delwiche.

Money supply is unchanged over the past year and has fallen at a never-before-seen 5%...

This is the video recording of the January 12th, 2023, Weekly Town Hall w/ Willie Delwiche.

1/12/23 2:00 PM ET

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.

Dynamic Portfolio Update: Our...

New highs exceeded new lows last week for the first time since August (and only the third time...

From the desk of Willie Delwiche.

The new year can bring the hope of a better market environment....

This is the video recording of the December 22nd, 2022, Weekly Town Hall w/ Willie Delwiche.

12/22/22 2:00 PM ET