This is the video recording of the April 1st Town Hall Meeting w/ Willie Delwiche & JC Parets

04/1/21 2PM ET

From the desk of Willie Delwiche.

I’m now into my second year of working from home. 

Moving to my home office began as a temporary situation during the height of COVID uncertainty. But a day at home turned into a week, which...

From the desk of Willie Delwiche.

Key Takeaways:

• Bonds and gold see double-digit declines in Q1
• ...

From the desk of Willie Delwiche.

Key takeaway: The evidence continues to suggest we have recently undergone a healthy unwind in excessive optimism. Investment manager’s equity...

From the desk of Willie Delwiche.

Key Takeaway: Even with bottlenecks & distortions, economic recovery & cyclical rally remain intact. Tactical risks have risen as the market digests gains of last year....

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.

The rally in the stock market over the past year has been buoyed by many things and its shows. The year-over-year change in the S&P 500 reached its highest level ever this week as the index...

From the desk of Willie Delwiche.

March in Wisconsin (especially here in Milwaukee close to Lake Michigan) is a season of it being already and also not yet Spring. Depending on whether the wind is blowing out of the warm Southwest or...

This is the video recording of the March 25th Town Hall Meeting w/ Willie Delwiche & JC Parets

03/25/21 2PM ET

From the desk of Willie Delwiche.

Key Takeaways:

• Even with stimulus, the economy on a bumpy road
• ...

From the desk of Willie Delwiche.

Key takeaway: After a healthy unwind over the past few weeks that allowed sentiment to reset to neutral, we are seeing optimism rebuild. This uptick...

From the desk of Willie Delwiche.

Key Takeaway: Small-caps hit pause but remain market leaders. Another breadth thrust shows rally participation remains robust. Bond yields are digesting recent rise, but the path...

From the desk of Steve Strazza 

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 reminder, we analyze this...

From the desk of Willie Delwiche.

The recent uptick in US Treasury yields has not been confirmed by other areas of the bond market (specifically Bunds & JGBs). Bonds at this point are extremely oversold and sentiment...

From the desk of Willie Delwiche.

Earlier this week JC referenced the 1966 Western “The Good, the Bad, and the Ugly”. Labelled a “Spaghetti Western” because it was...

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...

This is the video recording of the March 18th Town Hall Meeting w/ Willie Delwiche & JC Parets

03/18/21 2PM ET

From the desk of Willie Delwiche.

Key Takeaways:

• Commodities prices are encouraging sign of growth rather...

From the desk of Willie Delwiche.

Key takeaway: Investor optimism has been unwinding even as indexes have moved into record territory and breadth remains strong (NYSE new high list at...

From the desk of Willie Delwiche.

Key Takeaway: New high lists are expanding, yet investors are turning more cautious. Weight of the evidence favors focusing on opportunity over risk....

From the desk of Steve Strazza 

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 reminder, we analyze this...

From the desk of Willie Delwiche.

Treasury yields have resumed their upward ascent and the 10-year T-Note yield appears poised to move toward 2.0%. I saw a study this week from Joe Kalish of NDR that suggested such a move would...

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...

This is the video recording of the March 11th Town Hall Meeting w/ Willie Delwiche & Steve Strazza

03/11/21 2PM ET