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A Systematic Approach To Dynamic Asset Allocation
Introducing our Blue Heron Fixed Income & Equity Models
 • 
Willie Delwiche, CMT, CFA
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Most Stocks Are Moving Lower
Mega-caps fuel index-level gains, but a majority of the stocks in the S&P 500 are in the red for 2023.
 • 
Willie Delwiche, CMT, CFA
Debt Ceiling Distractions
Year-end interest rate expectations are at their highest level since the March banking blow up
 • 
Willie Delwiche, CMT, CFA
Reasons to Smile
A market that consistently produces more new highs than new lows will be ready for sustained strength
 • 
Willie Delwiche, CMT, CFA
On The Cusp Of New All-Time Highs
Relative to bonds, our equity market benchmark is just shy of its 2022 peak
 • 
Willie Delwiche, CMT, CFA
Chart for the Weekend: Another Pivot
Folks want the Fed to follow the market, but the market doesn’t seem to know if it is coming or going
Struggle For Traction Makes For An Unprecedented Quarter
Weakness beneath the surface has come with a notable lack of volatility
 • 
Willie Delwiche, CMT, CFA
Bonds Turn Higher
Dynamic Asset Allocation Model Update
 • 
Willie Delwiche, CMT, CFA
Hi Mount Research
Hi Mount Research
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