From the desk of Willie Delwiche.

We like to say that dollars flow to where they are treated best. If that is the case, commodities could soon see a surge of inflows. The DBC/AGG ratio shows commodities surging to new multi-year highs...

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

10/07/21 2PM ET

From the desk of Willie Delwiche.

My team just participated in our final cross country race of the season, and I was thrilled with our performance. 

Our focus this season was effort and the improvement that follows. This week...

From the desk of Willie Delwiche.

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

From the desk of Willie Delwiche.

Key Takeaway: The risks associated with excessive optimism are no longer present as bulls are in full retreat. Recent spikes in volatility and downside pressure on price have ushered in an...

From the desk of Willie Delwiche.

From the desk of Willie Delwiche.

Key Takeaway: Price volatility fueling sentiment reset. Indexes under pressure as the tide turns against their...

From the desk of Willie Delwiche.

Index-level volatility picked up in September and by month-end the S&P 500 has experienced its first 5% drawdown in nearly a year. Beneath the surface, we’ve been seeing increasingly widespread...

This is the video recording of the September 30th Weekly Town Hall w/ Willie Delwiche & JC Parets

09/30/21 2PM ET

From the desk of Willie Delwiche.

We see what we are thinking about. The first time I really became aware of this was a few years ago after we bought our Subaru. I had gone from not thinking at all about Subarus to driving one and now...

From the desk of Willie Delwiche.

Key Takeaway: Bulls continue to retreat while bears remain relatively unchanged. The current imbalance in sentiment speaks to cooling optimism and an increasing...

From the desk of Willie Delwiche.

Key Takeaways:

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

From the desk of Willie Delwiche.

Key Takeaway: Bond yields on the rise across the curve. Hints of leadership rotation can be seen in sector work....

From the desk of Willie Delwiche.

The story this week was bond yields and the mounting evidence that they are ready to move higher. 10-year yields in the US and Germany have climbed to their highest levels since July. The US 10-year T...

This is the video recording of the September 23rd Weekly Town Hall w/ Willie Delwiche.

09/23/21 2PM ET

From the desk of Willie Delwiche.

I'll admit it. I'm a Fed-watcher from way back. I enjoy it as much as anyone, and probably more than most (especially those within the All Star Charts community). 

While I never had to analyze...

From the desk of Willie Delwiche.

Key Takeaway: Optimism has begun to cool as sentiment relieves the excesses of early summer. Yet, we are a far cry from a complete unwind that cyclical damage suggests is necessary. As...

From the desk of Willie Delwiche.

Key Takeaways:

• • Volatility shifts affect investor...

From the desk of Willie Delwiche.

Key Takeaway: Indexes caught up to and are now catching down to the median stock. Price and pessimism can fuel a...

From the desk of Willie Delwiche.

In 2021, every month except April has seen the S&P 500 testing its 50-day average. Only after the initial test in February did the index fall further below that average than it is doing in...

This is the video recording of the September 16th Weekly Town Hall w/ Willie Delwiche.

09/16/21 2PM ET

From the desk of Willie Delwiche.

It was the final stretch of the last sailing race of the day on Lake Michigan. 

A couple of my good friends squeezed the race in just before the weather started to deteriorate. They could see...

From the desk of Willie Delwiche.

Key Takeaway: Sentiment is teetering on the edge of a complete unwind. Six months of choppy markets has taken its toll on optimism and now pessimism is starting to move higher. This week’s...

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...