From the desk of Willie Delwiche.

Key Takeaway: At last week’s CMT Symposium, the lack of bulls and high number of bears on the AAII survey was probably the most oft-cited single statistic by the symposium speakers. This...

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...

From the desk of Willie Delwiche.

Key Takeaway:

...

From the desk of Willie Delwiche.

Key Takeaway:  The lack of a meaningful rebound in price sustains a subdued atmosphere across the market. Sellers continue to drive prices lower and equity put/call ratios are on the rise...

Key Takeaway:

...

From the desk of Willie Delwiche.

One of the refrains I heard coming into 2022 was that, given inflation, holding cash was an expensive proposition. It is true that over the past year, inflation has eaten away 8.5% of the real...

This is the video recording of the April 21st Weekly Town Hall w/ Willie Delwiche.

04/21/22 2:00 PM ET

From the desk of Willie Delwiche.

Someone recently asked me why I pursued the CMT (Chartered Market Technician) designation. 

Was it for personal growth or to open up job opportunities? To be honest, fifteen years after...

From the desk of Willie Delwiche.

Key Takeaway: That investors are in a dour mood is not in doubt. We just saw the fewest bulls on the AAII survey since 1992 and the University of Michigan Consumer Sentiment Index is about...

From the desk of Willie Delwiche.

Participating in strength so far in 2022 provides us with some...

Key Takeaway:

...

This is the video recording of the April 14th Weekly Town Hall w/ Willie Delwiche.

04/14/22 2:00 PM ET

From the desk of Willie Delwiche.

It’s easy to fixate on percentages when discussing and labeling market moves, especially when those moves are to the downside. 

The S&P 500 can be 9.99% below its peak and you’ll hear...

From the desk of Willie Delwiche.

Key Takeaway: Renewed selling pressure brings an air of disappointment rather than fear. Lackluster price action, an absence of a meaningful breadth thrust, and an overall risk-off...

From the desk of Willie Delwiche.

Key Takeaways:

• Lack of follow through evident beneath the surface
• Risk Off Environment persists...

From the desk of Willie Delwiche.

Key Takeaway:

...

From the desk of Willie Delwiche.

The Fed was all over the news this week, going out of its way to telegraph to the market its intention to pursue an accelerated pace of rate hikes. Fed funds futures seem to be getting the message. A...

This is the video recording of the April 7th Weekly Town Hall w/ Willie Delwiche.

04/07/22 2:00 PM ET

From the desk of Willie Delwiche.

I got a message last night that Ned Davis is retiring from the eponymous firm he launched more than four decades ago. Turns out, he’s not quite retiring – but he is stepping back. Either way, it’s a...

From the desk of Willie Delwiche.

Key Takeaway: The rally off of the mid-March stock market lows has equity investors feeling better. Without upside follow through (in terms of price and/or risk appetite), moods could...

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...

From the desk of Willie Delwiche.

From the desk of Willie Delwiche.

Key Takeaway: Q1 returns reflect a bifurcated market. Weekly data shows breadth struggling for traction. Inflation-fighting proposals are political palliatives, not economic...