From the desk of Willie Delwiche.

From the desk of Willie Delwiche.

Key Takeaway: Median stock has gone nowhere for six months. Emerging market trends are improving and commodities are...

From the desk of Willie Delwiche.

Despite government officials trying to explain it away, inflation is running at its highest levels in years or (in the case of producer prices) decades. For now, however, the bond market shows little...

This is the video recording of the September 9th Town Hall Meeting w/ Willie Delwiche & JC Parets.

09/09/21 2PM ET

From the desk of Willie Delwiche.

Labor Day weekend in Wisconsin usually means one last summer trip up north for one last summer swim in the lake.

For me, this also meant the final jump off the giant raft we built (a ton of...

From the desk of Willie Delwiche.

Key Takeaway: Risks remain elevated from a sentiment perspective. The bulls continue to hold court as bears are relatively absent despite their rise in recent weeks. Though there are signs...

From the desk of Willie Delwiche.

Key Takeaway: New highs lists expand as global markets show strength. Economic recovery falling short of expectations...

This is the video recording of the September 2nd Town Hall Meeting w/ Willie Delwiche & JC Parets

09/02/21 2PM ET

From the desk of Willie Delwiche.

According to Charles Darwin, you cannot make observations without some kind of underlying theory. And if you have any theories about financial markets, you understand thinking about what could...

From the desk of Willie Delwiche.

Key Takeaway: Investors continue to favor stocks as money relentlessly pours into equity ETFs. It’s no wonder, given that the main stock indexes are printing new record highs. Yet, a...

From the desk of Willie Delwiche.

Key Takeaways:

• Median stock has gone nowhere for months
• Bond market trusting Powell more than...

Key Takeaway: Recent laggards bounce into lead. Economic reports add noise to an otherwise quiet week. New highs for Value Line Geometric Index and Commodities would...

From the desk of Willie Delwiche.

This is the video recording of the August 26 Town Hall Meeting w/ Willie Delwiche

08/26/21 2PM ET

From the desk of Willie Delwiche.

Key Takeaway: It appears the bulls are preparing to pack it up and call it a day. Dark clouds are starting to roll in, as the slow deterioration beneath the surface has taken its toll....

From the desk of Willie Delwiche.

As we've still yet to see a decisive shift to a risk-on environment, caution remains the general guiding principle for this market. At the same time, there are opportunities in crypto that we'd like...

From the desk of Willie Delwiche.

Key Takeaways:

• Emerging Market indexes weighed down by weakness at top.
• Europe & Middle...

Key Takeaway: Indexes find ways to shrug off disappointment. Beneath the surface, market bending, not yet breaking. Surge in bond yields would sap financial liquidity...

From the desk of Willie Delwiche.

This is the video recording of the August 19 Town Hall Meeting w/ Willie Delwiche

08/19/21 2PM ET

From the desk of Willie Delwiche.

Key takeaway:  There are signs of bears beginning to stir. Pessimism on the II and AAII surveys has reached its highest level since Q1 and put/call ratios show investors turning to the...

From the desk of Willie Delwiche.

Key Takeaways:

• Inflation narratives, not inflation itself, proving to be transitory 
• Economic...