From the desk of Willie Delwiche.

We discussed the need to look beneath the surface of the market in our Weekly Townhall and I  mentioned it again on the...

From the desk of Willie Delwiche.

This year’s March Madness has been maddening indeed. Brackets were busted early and often. Three of the #1 seeds lost before they even had a chance to play for a trip to the Final Four. As challenging...

This is the video recording of the March 31st Weekly Town Hall w/ Willie Delwiche & JC Parets

03/31/22 2:00 PM ET

From the desk of Willie Delwiche.

Key Takeaway: Price action has a way of changing sentiment, and the recent bout of strength has brought signs of hope. Optimism is on the rise with an uptick in bulls, a rebound in both...

From the desk of Willie Delwiche.

Key Takeaways:

• 2022...

From the desk of Willie Delwiche.

Key Takeaways:

• March rally takes some sting off of a challenging Q1.
...

From the desk of Willie Delwiche.

There is still one week to go before it ends, but Q1 2022 has been a remarkable quarter in many respects. If this year has taught us anything, it’s that a lot could change between now and when the...

This is the video recording of the March 24th Weekly Town Hall w/ Willie Delwiche & JC Parets

03/24/22 2:00 PM ET

From the desk of Willie Delwiche.

I had a chance to catch up with my friend Dave Keller this week. We talked about the overall market environment, touching specifically on market breadth...

From the desk of Willie Delwiche.

Our dynamic portfolio update discusses some changes we've made to...

From the desk of Willie Delwiche.

Key Takeaway: Investors are identifying with fear and pessimism as bears dominate the surveys. But we have yet to see the type of pessimism that drives market participants to do something...

From the desk of Willie Delwiche.

Key Takeaways:

• Stocks struggle when the Fed is aggressive
• Pace of tightening likely to be more...

From the desk of Willie Delwiche.

Key Takeaways:

• Rally lacks conviction.
• Looking...

From the desk of Willie Delwiche.

The FOMC meeting is out of the way and the quiet period for Fed speakers that preceded it has ended. We are now getting a barrage of “how we got it wrong” inflation retrospectives and “how we can get...

This is the video recording of the March 17th Weekly Town Hall w/ Willie Delwiche

03/17/22 2:00 PM ET

From the desk of Willie Delwiche.

To the surprise of no one, the Federal Reserve voted to raise its...

From the desk of Willie Delwiche.

Key Takeaway: There is abundant focus on weekly and monthly surveys showing evidence of investor pessimism with regard to equities. This is at odds with the strategic positioning...

From the desk of Willie Delwiche.

Key Takeaways:

• Range-O-Meter points to Risk Off environment
• Risk On index remains stalled, Risk...

From the desk of Willie Delwiche.

It has an ominous name, but not much of a signal. The so-called “Death Cross” occurs when the 50-day average closes below the 200-day average. Today, for the...

From the desk of Willie Delwiche.

Stocks attempted to rally this week. Following Tuesday’s abortive attempt to regain the considerable ground lost on Monday, the S&P 500 posted its best daily gain since 2020 on Wednesday (+2.65)....

This is the video recording of the March 10th Weekly Town Hall w/ Willie Delwiche

03/10/22 2:00 PM ET

From the desk of Willie Delwiche.

This isn't a post about nuclear Armageddon or a survival guide for a post-apocalyptic world.

But it is about recognizing when something has ended.

In rare cases, we know when an end is...

From the desk of Willie Delwiche.

Key Takeaway: Put/call ratios are high, there are more bulls than bears on both the AAII and II surveys (a rarity over the past decade) and active investment managers have slashed equity...

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...