From the desk of Willie Delwiche.

Key Takeaways:

• Coming out of recession, economy typically roars beyond...

From the desk of Willie Delwiche.

Key takeaway: Sentiment shifts last week seemed more reflective of weakness in the headliners than the new weekly closing highs in the equal-weight S&P 500. This is a...

From the desk of Willie Delwiche.

Key Takeaway: Crowded trades have come back to earth, but average stock and cyclical industry groups are making new highs. Economic momentum is building...

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 monthly jobs report always gets a lot of attention. Headlines usually focus on the number of jobs added (or lost) in the month and the unemployment rate. Occasionally, the hourly earnings...

This is the video recording of the March 4th Town Hall Meeting w/ Willie Delwiche & JC Parets.

03/04/21 2PM ET

From the desk of Steve Strazza.

Our Top 10 report was just published; our weekly report highlighting the best 10 ideas and respective charts we are seeing across the markets this week.

...

From the desk of Willie Delwiche.

Key takeaway: Another bout of late-month market volatility produced quickly frayed nerves. The VIX spiked and put/call ratios moved away from excessive complacency. Our tactical...

From the desk of Willie Delwiche.

Momentum fades but firming economy keeps evidence bullish.

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 Weight of the Evidence Dashboard, this...

From the desk of Willie Delwiche.

Key Takeaway: Market volatility has not interrupted rotation to new leadership. Long-term breadth remains robust, but shorter-term trends are in need of repair. Earnings and...

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.

There are plenty of ways to take apart and dissect the move in the bond market that accelerated over the past week. From an investment perspective, if the 11% YTD decline in TLT holds, Q1...

From the desk of Steve Strazza.

Our Top 10 report was just published; our weekly report highlighting the best 10 ideas and respective charts we are seeing across the markets this week.

...

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

02/25/21 2PM ET

From the desk of Willie Delwiche.

Key takeaways:

• Previous leaders have been overwhelmed by strength elsewhere
...

These are the registration details for our Weekly Town Hall.

From the desk of Willie Delwiche.

Key takeaway: Optimism remains elevated when looking at investor positioning (equity ETFs have seen a quarter trillion dollars of inflows since the end of Q3) and demand for call...

From the desk of Willie Delwiche.

Key Takeaway: After record strength, breadth is taking a well-deserved breather.

This has the hallmarks of digestion more than divergence,...

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.

Constructing a narrative can be risky behavior if you end up trusting the story more than the incoming evidence. When you can remain objective, however, it allows you to position for an expected...

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

02/18/21 2PM ET

From the desk of Steve Strazza 

Our Top 10 report was just published; our weekly report highlighting the best 10 ideas and respective charts we are seeing across the markets this week. One idea and...

From the desk of Willie Delwiche.

Key takeaways:

• Both sales and earnings coming in better than expected...