From the desk of Willie Delwiche.

Stocks attempted to rally this week. Following Tuesday’s abortive attempt to regain the considerable ground lost on Monday, the S&P 500 posted its best daily gain since 2020 on Wednesday (+2.65)....

We continue to see insider buying in a lot of the same names.

And the Baker brothers are making an appearance on The Hot List, as we suggested during our recent webinar. 

This is the video recording of the March 10th Weekly Town Hall w/ Willie Delwiche

03/10/22 2:00 PM ET

From the desk of Willie Delwiche.

This isn't a post about nuclear Armageddon or a survival guide for a post-apocalyptic world.

But it is about recognizing when something has ended.

In rare cases, we know when an end is...

We have a couple of billionaire sightings toward the top of today’s Hot List.

And we also have some congressional activity in the energy space to report.

From the desk of Willie Delwiche.

Key Takeaway: Put/call ratios are high, there are more bulls than bears on both the AAII and II surveys (a rarity over the past decade) and active investment managers have slashed equity...

I'm sounding like a broken record about elevated options premiums and my desire to be a net seller of options, and for good reason: $VIX continues to hang tight in the 30's. And when volatility is this high, it tends to favor the premium sellers. Not...

We’re probably not going to follow Nancy Pelosi into American Express $AXP or PayPal $PYPL.

And Warren Buffett’s recent purchase of a large stake in Occidental Petroleum $OXY doesn’t necessarily indicate an opportunity for us, either.

...

Commodities have been at the center of our analysis for over a year now. There have been times when base metals have done well. And here have been times when agri commodities have done well. But every single time, precious metals stayed out of it....

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...

From the desk of Willie Delwiche.

We don’t typically track small transactions by members of Congress, those in the $1,000-to-$15,000 range.

But a recent move by Rep. Marjorie Taylor-Greene, a Republican from Georgia, is worth noting.

Nickel is making an explosive move as we speak and it is important to address it as soon as we can.

Commodities are picking up pace everywhere, across the globe and this move has been in the pipes for a while.

So what are the levels...