From the desk of Willie Delwiche.

During our “Trendlines over Headlines” conversation last week, Patrick Dunuwila and I spent some time discussing seasonal patterns in the...

This is the video recording of the August 25, 2022, Weekly Town Hall w/ Willie Delwiche.

08/25/22 2:00 PM ET

From the desk of Willie Delwiche.

Key Takeaway:  It takes bulls to have a bull market. Seeing cyclical sentiment moving from pessimism to neutral in recent weeks has been fuel for the rally off of the June lows. From both...

From the desk of Willie Delwiche.

Key Takeaways:

• Risk On appetite missing from recent rally
• Bond yield momentum waning as financial stress...

Key Takeaway:

• Rally has not produced risk on leadership.
• ...

From the desk of Willie Delwiche.

With the latest surge, the S&P 500 has experienced 17 Momentum Thrusts since 1980. Excluding the signal from earlier this week, eight of these have been accompanied by Breadth Thrusts and eight...

This is the video recording of the August 18, 2022, Weekly Town Hall w/ Willie Delwiche.

08/18/22 2:00 PM ET

From the desk of Willie Delwiche.

I’ve got an old pair of Chaco sandals that I’m not ready to part with just yet. But the soles were becoming detached from the footbed, so I had to do a little repair work. 

I glued them up and...

From the desk of Willie Delwiche.

Key Takeaway: Permabulls will almost always complain about rallies being unloved, just as permabears never leave their refrain that downside risks are under appreciated. That is the prism...

From the desk of Willie Delwiche.

Breadth is improving and our bull market re-born checklist has...

From the desk of Willie Delwiche.

Key Takeaways:

• Breadth thrusts and global strength have fueled the market in the past
• Price patterns are...

Key Takeaway:

• Rally strengthens as participation broadens.
...

From the desk of Willie Delwiche.

While many started to pay attention to the potential for equity market weakness well after the S&P 500 peaked back in January, a look beneath the surface showed that trouble had been brewing for a...

This is the video recording of the August 11, 2022, Weekly Town Hall w/ Willie Delwiche.

08/11/22 2:00 PM ET

From the desk of Willie Delwiche.

I don’t want to count my melons before they are ripe, but letting profits run in the garden looks like it’s going to pay off this year. 

Sorry for the mixed metaphors. This is what I’m talking...

From the desk of Willie Delwiche.

Key Takeaway: The bulls are raising their voices in excitement. For the first time this year, momentum and breadth are improving in tandem. Despite the bullish developments in recent weeks...

From the desk of Willie Delwiche.

We adjusted our international equity exposure to stay in harmony...

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...

Key Takeaway:

• Sustained market strength tends to be quiet.
...

From the desk of Willie Delwiche.

We are still waiting for evidence that the bear market in equities has run its course, and a new bull market is being reborn. We have seen the short-term risk...

From the desk of Willie Delwiche.

From the desk of Willie Delwiche.

We got a breadth thrust this week as the percentage of S&P 500 stocks making new 20-day highs edged above 55% on Thursday. This might not be the most well-known of the various breadth thrusts, but...

This is the video recording of the July 28, 2022, Weekly Town Hall w/ Willie Delwiche.

07/28/22 2:00 PM ET

From the desk of Willie Delwiche.

It's not the first thing I do in the morning (a cup of coffee and some devotional time take precedence) but early each day, I am out in the garden. Hose in hand, I water what needs to be watered. I'm...