From the desk of Willie Delwiche.

Feeling More Like The Financial Crisis

Mortgage rates are...

The Dow Jones Industrial Average is working on its 3rd straight week of gains.

In case you missed it, you have to see the look on ...

From the desk of Willie Delwiche.

When They All Look Higher, Watch Out Below

Young investors were...

A funny thing tends to happen near the end of important trends.

The journalists finally catch on.

It's never at the beginning of...

The way I learned it was that we want to buy stocks when the journalists put a chart on the cover of a magazine.

I like to pick on The Economist because they have such a...

Who's left to sell?

That's the question I find myself asking as we finish up the 3rd Quarter today.

...

From the desk of Willie Delwiche.

Pessimism Not Taking A Bite Out Of Apple

The Fed unleashed a...

From the desk of Willie Delwiche.

Key Takeaway: With last month’s rally behind us and the June lows quickly approaching, investor attitudes are beginning to sour. Bears on the II survey now outnumber bulls for the first...

You know how I know we've been in a bear market?

Because investors got hammered. And not just in 2022, but over the past year and half.

From the desk of Willie Delwiche.

Key Takeaway: The bulls have some heavy lifting as bears pack on the pounds. Yes, last week was impressive, as was the summer rally. But questions about sustainability remain. After all,...

From the desk of Willie Delwiche.

Key Takeaway: Despite the stock market’s reluctance toward sustained advances, investors have refused to throw in the towel. The bulls showed up last month, declaring their intent by...

From the desk of Willie Delwiche.

Key Takeaway: In July, consumer expectations for stocks dropped to their lowest level since March 2009.  Excessive optimism is clearly not an issue for stocks right here. But bulls need...

From the desk of Willie Delwiche.

Key Takeaway:  It takes bulls to have a bull market. Seeing cyclical sentiment moving from pessimism to neutral in recent weeks has been fuel for the rally off of the June lows. From both...

From the desk of Willie Delwiche.

Key Takeaway: Permabulls will almost always complain about rallies being unloved, just as permabears never leave their refrain that downside risks are under appreciated. That is the prism...

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...

You see what happens when the US Dollar isn't ripping higher every day?

I wasn't ...

From the desk of Steve Strazza @Sstrazza

Monday night we held our July Mid-Month Conference Call, which ASC Premium Members can review here....

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...

If you've been following along over the years, you've heard me mention plenty of times that breadth thrusts tend to cluster together early on in market uptrends.

Well, a...