From the desk of Willie Delwiche.

It’s difficult to stay on top of things if you don’t periodically pause for reflection. 

What did you do yesterday that you want to do more of tomorrow? What do you want to do less of tomorrow?...

From the desk of Willie Delwiche.

With the...

From the desk of Willie Delwiche.

Key Takeaway:  Investor sentiment looks washed out - at least for now. Investor sentiment was a headwind early in 2021 but more recently had been a neutral market influence from our...

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 Takeaways:

• Trends turning flat as breadth...

From the desk of Willie Delwiche.

There was plenty of focus on the Fed this week - not so much for what they did (which was nothing), but for what they said. After a benign written statement, Fed Chair Powell took to the podium at his...

This is the video recording of the January 27th Weekly Town Hall w/ Willie Delwiche

01/27/22 2:00 PM ET

From the desk of Willie Delwiche.

What a week…  

What a month…  

What a start to the year!

We’ve seen pockets of strength in the market. But by and large, it’s been a tough slog to start 2022....

From the desk of Willie Delwiche.

Key Takeaway: US stocks are on the ropes after taking a series of heavy hits in recent weeks. This comes against a backdrop of rising volatility and fear, fueling an increase in pessimism...

From the desk of Willie Delwiche.

Key Takeaways:

• Corporate bond yield momentum a headwind for stocks 
• Growth and inflation leave...

From the desk of Willie Delwiche.

Key Takeaways:

• First 10% correction in two years signals the end of...

From the desk of Willie Delwiche.

When it comes to portfolio management, asset allocation matters. For many the starting point of this discussion of dividing assets between stocks and bonds. This leads to the often talked about 60/40...

This is the video recording of the January 20th Weekly Town Hall w/ Willie Delwiche & JC Parets

01/20/22 2:00 PM ET

From the desk of Willie Delwiche.

The number crunchers are reporting that workers have gone missing. Plenty of jobs are available. But no one is showing up to fill the open positions. 

They are calling this phenomenon the...

From the desk of Willie Delwiche.

Key Takeaway: A sentiment unwind can be constructive if it bends but doesn't break. That is, if volatility squeezes out some excessive optimism without ushering in pessimism. On the other...

From the desk of Willie Delwiche.

Key Takeaway: New highs being seen in areas where most investors have little exposure. Liquidity pressures build as...

From the desk of Willie Delwiche.

Two weeks into 2022 and EEM (Emerging Markets) has a 500 basis point YTD lead over SPY (S&P 500). Emerging markets are up more than 2% and the S&P 500 is down more than 2%. Short-term charts...

From the desk of Willie Delwiche.

It was Bucks vs Warriors in Milwaukee last night. Giannis vs Curry. A marquee January matchup for the NBA. 

The game got away from Golden State early and they were down 48-24 with about 8...

This is the video recording of the January 13th Weekly Town Hall w/ Willie Delwiche & JC Parets

01/13/22 2:00 PM ET

From the desk of Willie Delwiche.

Don't judge a book by its cover is sage advice I'm sure we've all heard from a parent, teacher or mentor at some point in our lives. 

The message is clear. We’re not supposed to read...

From the desk of Willie Delwiche.

Key Takeaway: Investor sentiment surveys are showing waning optimism as 2022 gets underway but there is still little evidence of fear. From a flow and positioning perspective, the 2021...

From the desk of Willie Delwiche.

The cyclical weight of the evidence tilts toward...

From the desk of Willie Delwiche.

Key Takeaway: Bonds make good on their resolution to take rate hikes more seriously. Breadth thrust prospects are...