From the desk of Willie Delwiche.

With our latest Weight of the Evidence Dashboard improving...

From the desk of Willie Delwiche.

Key Takeaways:

• Bond-fueled cyclical rotation offers opportunity for better participation
• ...

From the desk of Willie Delwiche.

Key Takeaways:

• • Volatility shifts affect investor...

From the desk of Willie Delwiche.

Key Takeaways:

• Median stock has gone nowhere for months
• Bond market trusting Powell more than...

From the desk of Willie Delwiche.

Key Takeaways:

• Emerging Market indexes weighed down by weakness at top.
• Europe & Middle...

From the desk of Willie Delwiche.

Key Takeaways:

• Inflation narratives, not inflation itself, proving to be transitory 
• Economic...

From the desk of Willie Delwiche.

Key Takeaways:

• Breadth downgraded to neutral as trends in...

From the desk of Willie Delwiche.

Key Takeaways:

• New...

From the desk of Willie Delwiche.

Key Takeaways:

• Investors are...

From the desk of Willie Delwiche.

Key Takeaways:

• Breadth thrust regime from last year has...

From the desk of Willie Delwiche.

Key Takeaways:

• Active/passive debate...

From the desk of Willie Delwiche.

Key Takeaways:

• Housing market activity restrained by...

From the desk of Willie Delwiche.

Key Takeaways:

• Speculative excesses are being unwound as...

From the desk of Willie Delwiche.

Key Takeaways:

• Inflation surprise...

From the desk of Willie Delwiche.

Key Takeaways:

• The market hasn’t had to cope with disappointing news 
• Increased confidence raises the expectations bar
...

From the desk of Willie Delwiche.

Key Takeaways:

• Adaptive exposure can stay in harmony with market environment  
• Risk tolerances are dynamic, moving with the market...

From the desk of Willie Delwiche.

Key Takeaways:

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

From the desk of Willie Delwiche.

Key Takeaways:

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

From the desk of Willie Delwiche.

Key Takeaways:

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

From the desk of Willie Delwiche.

Key Takeaways:

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

From the desk of Willie Delwiche.

Key takeaways:

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

From the desk of Willie Delwiche.

Key takeaways:

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