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Risk Environment Gets Rattled
Deteriorating tactical conditions may not be a death knell to the cyclical rally.
Apr 17
•
Willie Delwiche, CMT, CFA
5
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Risk Environment Gets Rattled
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Rates of Change
Bullish resolve will be tested as bond yields climb
Apr 15
•
Willie Delwiche, CMT, CFA
2
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Rates of Change
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Inflation Fight Far From Over
Transitory disinflation is a headache for the Fed (and anyone banking on lower interest rates)
Apr 10
•
Willie Delwiche, CMT, CFA
3
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Inflation Fight Far From Over
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Gold Gains As Volatility Pierces Quiet Strength
Commodities are forcing a conversation about their place in portfolios
Apr 8
•
Willie Delwiche, CMT, CFA
3
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Gold Gains As Volatility Pierces Quiet Strength
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Quiet Optimism Outweighing Bond Market Moves
Expectations for a pivot are being disappointed but bull market behavior persists
Apr 5
•
Willie Delwiche, CMT, CFA
4
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Quiet Optimism Outweighing Bond Market Moves
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Inflation: "I'm Not Dead Yet"
Fed pivot is on pause, but weight of the evidence tilts toward opportunity
Apr 2
•
Willie Delwiche, CMT, CFA
2
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Inflation: "I'm Not Dead Yet"
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Strength Has Been Remarkable But Should Not Be Surprising
Historic advance fueled by surging momentum and broad support
Apr 1
•
Willie Delwiche, CMT, CFA
1
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Strength Has Been Remarkable But Should Not Be Surprising
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March 2024
Stocks Remain Well-Loved and (Mostly) Well Behaved
Elevated optimism can seem scary but rather than fighting the crowd, realize that it takes bulls to have a bull market.
Mar 27
•
Willie Delwiche, CMT, CFA
2
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Stocks Remain Well-Loved and (Mostly) Well Behaved
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Steady Strength Fueling Recent Rally
Weekly & quarterly gains accumulate without day-to-day fireworks
Mar 25
•
Willie Delwiche, CMT, CFA
2
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Steady Strength Fueling Recent Rally
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Equities Are In The Spotlight But Its Time For A Broader Conversation.
This new environment calls for a return to old approaches
Mar 23
•
Willie Delwiche, CMT, CFA
3
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Equities Are In The Spotlight But Its Time For A Broader Conversation.
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Plenty of Noise, But Most Stocks Are Moving Higher
Our goal is to follow the trend rather than trying to pick turning points. The bulls get the benefit of the doubt
Mar 20
•
Willie Delwiche, CMT, CFA
4
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Plenty of Noise, But Most Stocks Are Moving Higher
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Commodities Make Their Move
Equities receive attention as commodities request an allocation
Mar 18
•
Willie Delwiche, CMT, CFA
3
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Commodities Make Their Move
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