From the desk of Willie Delwiche.

While the Fed may be newly focused on inflation, the bond market does not appear to be similarly inclined. The yield on 30-year Treasury bonds this week has undercut its summer lows near 1.80% and the...

This is the video recording of the December 2nd Weekly Town Hall w/ Willie Delwiche

12/02/21 3:00 PM ET

From the desk of Willie Delwiche.

There’s no shortage of headlines this week -- a potpourri of potentially market-moving developments. 

And boy, have markets moved! Of course, these market gyrations are probably not quite for...

From the desk of Willie Delwiche.

Stocks finished a volatile month of November in...

From the desk of Willie Delwiche.

Key Takeaway: The bulls came out expecting strength but were served a healthy dose of volatility. What on paper is a historically favorable season has turned out to be quite the...

From the desk of Willie Delwiche.

With volatility on the rise and increased evidence...

From the desk of Willie Delwiche.

Key Takeaway: Cyclical rally needs to prove its strength. New lows and expanding downside volume suggests more...

From the desk of Willie Delwiche.

Key Takeaway: A healthy level of optimism ushers investors into the holiday season. But lofty expectations are neither reflected in price nor supported by breadth. Participation is...

From the desk of Willie Delwiche.

Key Takeaways:

• Bond yields rising as pressure mounts for Fed to raise rates
• From hints of new...

From the desk of Willie Delwiche.

Key Takeaway: Market breadth souring as new lows spike. Absence of breadth thrusts leaves the market adrift and...

From the desk of Willie Delwiche.

It’s no secret that we’ve been looking for evidence of improving breadth that would support last month’s breakouts in the small-cap and mid-cap indexes and provide fuel for a rally into the first...

This is the video recording of the November 18th Weekly Town Hall w/ Willie Delwiche

11/18/21 2:30 PM ET

From the desk of Willie Delwiche.

Last week, I wrote about how stillness can be the riskiest decision. 

This week, I want to discuss how periods of stillness...

From the desk of Willie Delwiche.

Key Takeaway: Bullish sentiment is on the rise. The bears may be reluctant to leave the party, but the bulls squarely outnumber their counterparts. The AAII survey shows bulls...

From the desk of Willie Delwiche.

Key Takeaways:

• Inflation...

From the desk of Willie Delwiche.

Key Takeaway: Inflation remains hot as narratives shift. Yields perk up as the bond market takes notice of price...

From the desk of Willie Delwiche.

I’m no crypto expert - I don’t even play one on TV. But every week seems to bring a new story about ways in which cryptocurrencies will not only stick around but see wider usage in the economy and as...

This is the video recording of the November 11th Weekly Town Hall w/ Willie Delwiche

11/11/21 3PM ET

From the desk of Willie Delwiche.

After my daughter’s flight landed in Minneapolis, she had to hurry through the terminal to catch a bus for the ride that would complete the final leg of her trip back to college. She did a great job...

From the desk of Willie Delwiche.

Key Takeaway: The bulls are back as more and more investors begin to reach for risk. Optimism is expanding across investor surveys and active equity managers have increased their exposure...

From the desk of Willie Delwiche.

Key Takeaways:

• Despite macro concerns, evidence tilts toward opportunity
• Energy sector strength benefitting...

From the desk of Willie Delwiche.

Key Takeaway: Small-caps leading the way higher. No breadth thrusts (yet) but rally participation is improving....

From the desk of Willie Delwiche.

We’ve been on the lookout for evidence of breadth improvement and the new high lists this week have given us plenty of it. The 63-day (3-month) new high lists for small-caps and mid-caps have heated...

This is the video recording of the November 4th Weekly Town Hall w/ Willie Delwiche & JC Parets

11/04/21 3PM ET