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Willie Delwiche
Investment Strategist | CFA & CMT | Observation - Interpretation - Application | Not always just about the markets & economy
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Willie Delwiche 2h
No trade deal this year means it gets pushed into the next decade.
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Willie Delwiche 2h
Deterioration in sector-level trends could be evidence that rally has gotten a bit tired - it becomes more meaningful if/when these indicator approaches zero.
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Willie Delwiche 5h
How are we feeling about the economy? Recent uptick in PMI's (US & globally) is
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Willie Delwiche 6h
Trump's approval rating rose 2 points in the first half of November - for now impeachment proceedings are more noise than news for mkt & economy.
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Willie Delwiche 7h
II data little changed this week - continues to show elevated optimism though shy of 2018 excesses. Bulls at 57%, bears at 17%, bull-bear spread peeked above 40%.
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Willie Delwiche 7h
Results from retailers over past few days giving everyone a chance to push their narratives. Just find what you were looking for and run with it.
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Willie Delwiche 20h
Replying to @lhamtil
Get them fresh & grill them yourself. Come up to MKE and we’ll show you how it’s done.
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Willie Delwiche 22h
Just stopping by to cheer you up after your tough day.
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Willie Delwiche 22h
Macro Update (): Stocks buoyed by better-than-expected Q3 earnings
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Willie Delwiche 24h
"one of the best ways to get better is to challenge our own opinions" from
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Willie Delwiche Nov 19
Whatever our default settings (optimist/pessimist, conservative/liberal), we need to be active & intentional about challenging our views and not just see that which we are inclined to find.
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Willie Delwiche Nov 19
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Willie Delwiche Nov 19
NASDAQ has moved into record territory while more than half of its stocks are trading below their 200-day averages and as many stocks are making new lows as new highs. One way or the other, seems like an imbalance in need of resolution.
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Willie Delwiche Nov 19
Replying to @AndrewThrasher
I agree - not every small stumble turns into a meaningful decline, but most every meaningful decline begins with a series of small stumbles. Something to keep an eye on.
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Willie Delwiche Nov 19
S&P 500, Dow Industrials & NASDAQ all made new highs yesterday yet more stocks were down than up.
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Willie Delwiche Nov 19
. is bringing the heat this morning.
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Willie Delwiche Nov 18
Santoli picking up on the “economic surprise index has weakened of late” theme. Not sure if activity has be weak or expectations got ahead reality, but either way data<consensus.
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Willie Delwiche Nov 18
Market & Sector Trend Summary (): Broad participation fueling rally
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Willie Delwiche Nov 18
Last week's new highs for the S&P 500 and NASDAQ composite were accompanied by an uptick in the new low list and a contraction in the new high list.
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Willie Delwiche Nov 18
Interesting perspective from - always important to be alert to "feigned indifference" in our own lives (versus Chesterton's "furious indifference").
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