Just when 2022 was getting known for noise, the markets quieted down last week. For the first...

From the Desk of Willie Delwiche.

With stocks experiencing week-to-week swings at a nearly unprecedented level, zooming...

This is the video recording of the November 17th, 2022, Weekly Town Hall w/ Willie Delwiche.

11/17/22 2:00 PM ET

From the desk of Willie Delwiche.

Long-term yields are moving lower while short-term yields continue to rise....

From the desk of Willie Delwiche.

The broker-dealer index (XBD) has eclipsed its...

Last week’s 5.9% rally in the S&P 500 was the best single-week gain since June but it was...

From the Desk of Willie Delwiche.

Time for A New Driver

Priced in their own currencies, more than half...

This is the video recording of the November 10th, 2022, Weekly Town Hall w/ Willie Delwiche.

11/10/22 2:00 PM ET

From the desk of Willie Delwiche.

The number of issues that traded on the NASDAQ in any given week just prior to...

From the desk of Willie Delwiche.

Going back to 1950, the S&P 500 has always...

Range Bound and Restless

The S&P 500 was down last week but remains above...

From the Desk of Willie Delwiche.

Rules Need Application To Be Useful

Market legend Marty Zweig was known...

This is the video recording of the November 3rd, 2022, Weekly Town Hall w/ Willie Delwiche.

11/03/22 2:00 PM ET

From the desk of Willie Delwiche.

This All Star Charts PLUS Monthly Playbook breaks down the investment universe into a series of  binary decisions, tactical calls and asset allocation models. 

Paired with our...

From the desk of Willie Delwiche.

With fear subsiding but strength slow to emerge, downside tactical risks are rising. We reduced the equity exposure in our Tactical Opportunity portfolio and have...

From the desk of Willie Delwiche.

Households Stick With Stocks

Household equity exposure is ten...

From the desk of Willie Delwiche.

The Scales are more balanced than last month but are...

Once Bitten - Twice Shy

Beyond the mega-cap earnings-related blow-ups of last...

From the Desk of Willie Delwiche.

A Market of Stocks > A Stock Market

The Chart: The S&P 500...

This is the video recording of the October 27th, 2022, Weekly Town Hall w/ Willie Delwiche.

10/27/22 2:00 PM ET

From the desk of Willie Delwiche.

“This Is A Test. This Is Only A Test.”

The S&P 500 this...

From the desk of Willie Delwiche.

Stocks and bonds are enduring one of their worst...

Reversal - Or Just a Respite?

The new low list peaked in May and the new high...

From the Desk of Willie Delwiche.

2022 Sovereign Stress > 2008 Corporate Stress

The Chart: ...