From the desk of Willie Delwiche.

From the desk of Steve Strazza @Sstrazza

Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.

1. Dow Averages Take The Driver Seat

At the index level, the Large-Cap Growth-heavy Nasdaq has felt the burden of the last month’s selling pressure. In fact, all other major indices in the US have generated positive returns over the last month. The Nasdaq is the one negative standout. It’s not that we’re seeing money flow out of stocks. Instead, we’re seeing money rotate between stocks.

This is the video recording of the March 11th Town Hall Meeting w/ Willie Delwiche & Steve Strazza

03/11/21 2PM ET

From the desk of Willie Delwiche.

Key Takeaways:

• Coming out of recession, economy typically roars beyond expectations
• Economic confidence is heating up but needs to expand
• Rise in yields & inflation reflect economic strength and are opportunities for investors

It’s been over two decades, but policy makers may finally be getting it right. This is not a blanket endorsement of the stimulus bill that is inching its way through Congress and toward the President’s desk. But it is a recognition that after bearing the cost of stimulus, the economy may be poised to reap the benefits of it as well. Wall Street has certainly celebrated excessive liquidity from the Fed. Fiscal stimulus at this juncture may help the Main Street recovery gain momentum and actually exceed expectations. That used to be the norm, though in recent decades recoveries have stalled out before gaining much traction. This has produced a bifurcated economy where those with Wall Street exposure have greatly benefitted and those with Main Street exposure have struggled to keep up.

From the desk of Willie Delwiche.

From the desk of Willie Delwiche.

From the desk of Steve Strazza 

Don't miss this weeks Momentum Report; our weekly summation of all the major indexes at a Macro, International, Sector and Industry Group level. As a reminder, we analyze this shorter-term data within the context of the structural trends at play.

From the desk of Willie Delwiche.

This is the video recording of the March 4th Town Hall Meeting w/ Willie Delwiche & JC Parets.

03/04/21 2PM ET

From the desk of Steve Strazza.

Our Top 10 report was just published; our weekly report highlighting the best 10 ideas and respective charts we are seeing across the markets this week.

1. No More Divergences For The Dow

From the desk of Willie Delwiche.

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 Weight of the Evidence Dashboard, this piece is designed to help active asset allocators follow trends, pursue opportunities, and manage risk.