From the desk of Willie Delwiche.

Key Takeaways:

• The market hasn’t had to cope with disappointing news 
• Increased confidence raises the expectations bar
...

From the desk of Willie Delwiche.

Key takeaway: Optimism remains widespread from a cyclical perspective but history shows that it can (and in the past, has) remain elevated for extended periods of time....

From the desk of Willie Delwiche.

Key Takeaway: Stocks have benefitted from an historic stretch of good news. Commodities suggest higher inflation may not be transitory. Global breadth trends turning higher....

From the desk of Willie Delwiche.

This week marked the anniversary of Oil busting the theory that there is firm support at $0. Oil is currently trading around $62/bbl, which puts its $100 higher than where it closed on April 20,...

From the desk of Willie Delwiche.

I recently came across a conversation about momentum…

I was excited when I first saw it -- but disappointed when it didn't actually go anywhere.

Okay that's a joke. But I did see a...

This is the video recording of the April 22nd Town Hall Meeting w/ Willie Delwiche

04/22/21 2PM ET

From the desk of Willie Delwiche.

Key Takeaways:

• Adaptive exposure can stay in harmony with market environment  
• Risk tolerances are dynamic, moving with the market...

From the desk of Willie Delwiche.

Key takeaway: The heat has been turned up on our sentiment indicators, and optimism is back to a full boil as we see indexes in the US and around the world move to new highs....

From the desk of Willie Delwiche.

Key Takeaway: Broad market strength gets front page treatment. German Bund yields pointing the way higher for US Treasury yields. Economic activity is...

From the desk of Willie Delwiche.

There was plenty of positive economic data this week, but the bounce in residential construction activity really caught my eye. This tends to be a leading indicator for the economy overall....

This is the video recording of the April 15th Town Hall Meeting w/ Willie Delwiche & JC Parets

04/15/21 2PM ET

From the desk of Willie Delwiche.

We were cooped up all winter, so we decided to head south. 

As soon as the kids got out of school for spring break, we loaded up the car, left Milwaukee, and headed for the Gulf of Mexico. ...

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: Despite the decreasing exposure of active equity managers, the weight of the evidence continues to lean toward a neutral sentiment...

From the desk of Willie Delwiche.

Key Takeaway: New highs bring out the bulls. Excessive optimism offset by broad market strength in the US & around the world. Despite Fed assurances...

From the desk of Steve Strazza @Sstrazza

Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes...

From the desk of Steve Strazza @Sstrazza

Check out this week's Momentum Report, our weekly summation of all the major indexes at a Macro, International, Sector, and Industry Group level. By analyzing the...

From the desk of Willie Delwiche.

From the desk of Willie Delwiche.

Baseball is back -- another sign that life is returning to normal. 

I’m already thinking about heading to the ballpark to see the Brewers play in person (even though my son isn’t thrilled that...

From the desk of Willie Delwiche.

Key takeaway: Despite the decreasing exposure of active equity managers, the weight of the evidence continues to lean toward a neutral sentiment...

From the desk of Willie Delwiche & Ian Culley. 

Key Takeaway: The overall market continues to digest gains within a larger structural advance. Market sectors that relate to tangible goods push to new highs....

From the desk of Steve Strazza & Grant Hawkridge

Don't miss this weeks Momentum Report; our weekly summation of all the major indexes at a Macro, International, Sector and Industry Group level. As a...

From the desk of Willie Delwiche.

Many financial assets made new highs in the first quarter. Gold and bonds did not. The drawdown they have experienced since their August highs has been remarkable - eclipsing 20% in the case of...