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: There’s nothing more bullish than new all-time highs, and there was plenty to go around as we reviewed our monthly charts over the weekend. It’s no wonder that optimism is...

From the desk of Willie Delwiche.

From the desk of Willie Delwiche.

We’ve made some changes to our ASC+Plus Dynamic Portfolios. 

With the...

From the desk of Willie Delwiche.

Key Takeaway: Index strength fueled by new found momentum. New highs lists are expanding, but not very rapidly....

From the desk of Willie Delwiche.

Plenty of time is wasted and much virtual ink is spilled pulling apart and putting back together various pronouncements by the Federal Reserve and other central banks. With an FOMC meeting on tap,...

This is the video recording of the October 28th Weekly Town Hall w/ Willie Delwiche & JC Parets

10/28/21 3PM ET

From the desk of Willie Delwiche.

"We make our decisions, and then our decisions make us."

I came across that quote in a book I was reading this week (no apologies here -- I read books -- that's what I do).

That...

From the desk of Willie Delwiche.

Key Takeaway: There are plenty of adages to remind us that evidence of optimism re-emerging as stocks rally is neither surprising nor necessarily harmful to the health of the rally. When...

From the desk of Willie Delwiche.

Key Takeaways:

• China weakness has meant moving away from EEM for Emerging Market Exposure
• New...

From the desk of Willie Delwiche.

Key Takeaway: Mid-caps lead the way as new highs lists expand. Breadth heading in a positive direction but still has...

I'm sorry that I had to miss yesterday's Town Hall.

I had a great slide deck prepared (ASC+Plus subscribers can click below for access) and was excited to walk through it with everyone. We are seeing a breakout in our risk on / risk off ratio...

From the desk of Willie Delwiche.

Federal Reserve officials have talked about the benefit from having well-anchored inflation expectations. It provides flexibility in setting policy even as recent inflation readings have moved to...

From the desk of Willie Delwiche.

"If you board the wrong train, it is no use running along the corridor in the other direction."

• German pastor and Nazi resistor Dietrich Bonhoeffer...

From the desk of Willie Delwiche.

Key Takeaway: Sentiment remains neutral as bulls are on the rebound. Both II and AAII bulls ticked higher last week, and the 5-day put/call ratio dropped to levels indicating complacency....

From the desk of Willie Delwiche.

Key Takeaways:

• Custom Risk On / Risk Off Ratio breaking out of an 8-month consolidation
• Risk On...

From the desk of Willie Delwiche.

Key Takeaway: Risk On/Risk Off Ratio resolving higher. Commodity strength and bond weakness will have some looking...

From the desk of Willie Delwiche.

If there is something to know about me when it comes to the market, it’s this: When I have a chance to talk about the Value Line Geometric Index, I don’t let it pass. The Value Line index is still a...

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

10/14/21 2PM ET

From the desk of Willie Delwiche.

It's mid-October and things are winding down in the garden. 

The greens have perked up as the weather has turned cooler. But attempts to ripen a few final tomatoes as the summer heat fades and...

From the desk of Willie Delwiche.

Key Takeaway: Optimism has been unwound, but pessimism remains scarce. We have yet to see a level of fear associated with a complete unwind in sentiment. Still, risks loom overhead with...

From the desk of Willie Delwiche.

Key Takeaways:

• Analysts and economists no longer chasing reality higher
• Downward earnings...

From the desk of Willie Delwiche.

Key Takeaway: Energy and Financials looking for friends. Bonds remain under pressure, with German yields rising...