This is the video recording of the November 11th Weekly Town Hall w/ Willie Delwiche

11/11/21 3PM ET

This is the video recording of the November 4th Weekly Town Hall w/ Willie Delwiche & JC Parets

11/04/21 3PM ET

This is the video recording of the October 28th Weekly Town Hall w/ Willie Delwiche & JC Parets

10/28/21 3PM ET

I'm sorry that I had to miss yesterday's Town Hall.

I had a great slide deck prepared (ASC+Plus subscribers can click below for access) and was excited to walk through it with everyone. We are seeing a breakout in our risk on / risk off ratio, continued improvement in sector-level trends, and evidence that sentiment in Emerging Markets looks pretty washed out. While there may be opportunities for following strength and rotating away from US equity exposure, Germany (which is at a 17+ year low versus the S&P 500) is not one of them. I'm sure we will have a chance to talk through many of these things in the days ahead.

As some of you know by now, rather than spending the morning and early-afternoon getting ready for our Town Hall conversation, I was saying a final good-bye to the gentlest of spirits and an ever-faithful friend. Our family dog, Banjo, had a health emergency from which the vet told us there was no reasonable chance of recovery.

This is the video recording of the October 14th Weekly Town Hall w/ Willie Delwiche

10/14/21 2PM ET

This is the video recording of the October 7th Weekly Town Hall w/ Willie Delwiche

10/07/21 2PM ET

This is the video recording of the September 30th Weekly Town Hall w/ Willie Delwiche & JC Parets

09/30/21 2PM ET

This is the video recording of the September 23rd Weekly Town Hall w/ Willie Delwiche.

09/23/21 2PM ET

This is the video recording of the September 16th Weekly Town Hall w/ Willie Delwiche.

09/16/21 2PM ET

This is the video recording of the September 9th Town Hall Meeting w/ Willie Delwiche & JC Parets.

09/09/21 2PM ET

This is the video recording of the September 2nd Town Hall Meeting w/ Willie Delwiche & JC Parets

09/02/21 2PM ET

This is the video recording of the August 26 Town Hall Meeting w/ Willie Delwiche

08/26/21 2PM ET