Posts From Willie Delwiche

Willie Delwiche
William Delwiche is a Director and Investment Strategist for R.W. Baird & Co. Before joining Baird in 1999, he worked as a researcher at the Committee for Economic Development, a Washington, D.C., pro-business think tank. Since 2004, Willie has also been the co-manager of Baird's ETF-based ALIGN Tactical Portfolios. Willie received a BA in Economics and in Government and Politics from the University of Maryland, and an MA in Economics from the University of Wisconsin-Milwaukee. He is a member of the Market Technicians Association and past member of the American Economics Association. Willie is both a Chartered Market Technician and a CFA Charter holder. Commentary from Willie on the economy and stock markets has been featured on other national, regional and trade media such as BARRON’S and Bloomberg BusinessWeek. He has appeared on Fox Business, the Nightly Business Report, and the MoneyLife show. Willie also regularly shares his perspectives via Twitter and other social media outlets.
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Corporate Earnings Importance To Grow As 2018 Wears On

Macro View With earnings season heating up (179 companies in the S&P 500 report this week), investors are likely to be focused on the ability of companies to beat or exceed earnings for the first quarter, as well as any available guidance for coming quarters. The earnings season is off…

S&P 500 Weekly Market Outlook: Headwinds Remain

Stocks slid yesterday and the rally may face additional headwinds going forward. Here’s our latest look at key technical indicators and market trends for the trading week ending April 20, 2018. Key Takeaways: A pessimism-fueled bounce has led to some near-term breadth improvements. Lack of a breadth thrust and more…

Macro Market Update: Rally On, But Headwinds Persist

Macro View While stocks may benefit in the near term from the perceived alleviation of geo-political uncertainties, this may yield to a more pronounced focus on the ability of companies to deliver on elevated earnings expectations. Consensus expectations have earnings rising 18% on reported basis in the first quarter (23%…

Investing Outlook: Earnings Estimates Set High Bar For Stocks

It’s been an uneasy consolidation for stocks since the retest of the February lows in late March/early April. If the bulls want to win the battle here (and get the bull market back on track) they will need to see several indicators improve, including breadth and momentum. In this outlook,…

U.S. Equity Market Update: The Roller Coaster Continues

The stock market roller coaster continues. Stocks reversed lower on Friday as investors fear of tariffs and trade conflicts between U.S. and China escalated. Well today was a re-run.  Price volatility persists. Over the weekend White House officials attempted to calm investor concerns by pointing out that tariffs have yet…

U.S. Equities Research Note: When Will Bulls Step Up?

Last Thursday marked the end of the first quarter for investors, with the broad market falling during the January to March time period by about 1.2%. The blame rests on rising interest rates, concern over tariff wars and weakness induced by a user data scandal at Facebook which drove the…

S&P 500 Weekly Investing Outlook: Pessimism Spurs A Bounce

Stocks bounced back this week as stocks (and investor sentiment) fell too far, too fast. Here’s our latest look at key technical indicators and market trends for the trading week ending March 29, 2018. Key Takeaways: Momentum and breadth trends have continued to deteriorate this week even as stock prices…

U.S. Equities Weekly Notes: Oversold With Divergences

The equity markets suffered the steepest decline in 26 months last week. The weakness was attributed mainly to investors’ fear of a trade war with China. Last week the President made good on a campaign promise of imposing new tariffs of $60 billion on products from China to punish China…

Weekly Stock Market Outlook: Breadth, Sentiment On Watch

Key Takeaways: The stock market rally off the February lows failed to produce upside breadth thrusts and narrowed into the current pullback. The recent new highs on the NASDAQ Composite came with internal and external divergences. Global stock markets look particularly out of gear, but domestic rally participation has been lackluster…

Investment Outlook: High Expectations Usher In Volatility

It’s been an uneasy consolidation for stocks following the February correction. If the bulls want to win the battle here (and get the bull market back on track) they will need to see market breadth improve. In this 2Q investment outlook we look at the technicals, fundamentals, sentiment, and market…