From the desk of Willie Delwiche.

Key Takeaway: In recent weeks, the bulls have made their presence known after hiding in the shadows for most of the year. But as they inch their way forward, they will need assurance from...

From the desk of Willie Delwiche.

It’s been over a month since the S&P 500 made a new year-to-date low and market volatility has cooled somewhat. After averaging a 1% move (in either direction)...

Key Takeaway:

• Fed in spotlight as Powell & Co move rates to last cycle’s peak.
...

From the desk of Willie Delwiche.

Stocks have rallied off of their mid-June lows, but it goes without saying that 2022 has still been a year marked by volatility and an absence of strength. In fact it has been historic (or nearly so)...

This is the video recording of the July 21, 2022, Weekly Town Hall w/ Willie Delwiche.

07/21/22 2:00 PM ET

From the desk of Willie Delwiche.

The world is an uncertain place. 

But that doesn’t make it altogether random. Trends persist – right up until the point that they don’t. If we’re going to move beyond irrefutable narratives...

From the desk of Willie Delwiche.

Key Takeaway:  It’s been bears on parade all year, starting with significantly less optimism coming into this year than was seen at the beginning of 2021 or 2020 and continuing through...

From the desk of Willie Delwiche.

The current imbalance between job openings and unemployed persons gets plenty of attention. That there are twice as many job openings as there are people looking...

From the desk of Steve Strazza @Sstrazza

Our Top 10 Charts 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 around the world.

Key Takeaway:

• Stocks celebrating small wins.
• For evidence...

From the desk of Willie Delwiche.

The S&P 500 index is 20% off its early 2022 high, but remains nearly 14% above its pre-COVID peak. The median stock in the index, however, is now trading just below its pre-COVID high. The last...

This is the video recording of the July 14, 2022, Weekly Town Hall w/ Willie Delwiche.

07/14/22 2:00 PM ET

From the desk of Willie Delwiche.

I'm watching a butterfly emerge from a chrysalis.

Literally.

I’m not conjuring a metaphor. This is happening in real life… in a jar on my desk.

A few weeks back, I found some...

From the desk of Willie Delwiche.

I'm away for a few days enjoying Wisconsin’s Door County Peninsula. It's been great to camp and explore in what is widely known as “the Cape Cod of the Midwest.”...

From the desk of Willie Delwiche.

The June employment report shows a labor market that remains on relatively firm footing. Nonfarm payrolls were up more than expected in the month, though this was partially offset by downward...

This is the video recording of the July 7th Weekly Town Hall w/ Willie Delwiche.

07/07/22 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 largely binary decisions and tactical calls. Paired with our...

From the desk of Willie Delwiche.

A new quarter brings new positioning for our strategic portfolio,...

From the desk of Willie Delwiche.

Key Takeaway: Flow data showing equities attracting 71 cents of every ETF dollar in the first half of 2022 casts some doubt on claims that sentiment is washed out even as bears continue to...

From the desk of Willie Delwiche.

Key Takeaway:

• Commodities facing pressure.
• Bonds looking...

From the desk of Willie Delwiche.

June asset allocation data from the AAII suggests that investors are beginning to act on their emotions. It’s not uncommon for sentiment to lead and positioning to lag, but the gap between the two had...

This is the video recording of the June 30th Weekly Town Hall w/ Willie Delwiche.

06/30/22 2:00 PM ET

From the desk of Willie Delwiche.

Earlier this week, I laid out some similarities between now and 2008. From a price, liquidity, breadth and...