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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Stock Market Outlook: Do Small Caps Have An Answer?

Here’s a look at some key stock market indicators, charts, and themes that we are watching. This Week’s Stock Market Outlook: Small-Caps Moment In The Sun – The Russell 2000 led the rally off of the February lows, or at least the first few weeks of it. Over the past…

US Dollar Trends Rolling Over: A Tailwind For Earnings?

Key Takeaway: The US Dollar uptrend has stalled, turning what had been a headwind for the economy in 2015 into a potential tailwind in 2016. US Dollar trends are showing weakness and this could help fuel a rebound in earnings growth, helping relieve still-high valuations. While it was a story (and…

Stocks Enter Positive Territory For 2016

U.S. stock market indices surged for the fifth week in a row last week, catapulting the popular averages into positive territory for the first time in 2016. The first 2016 stock market rally, which began in mid-February, developed from a severely oversold condition and amid widespread and deeply seated investor…

Stock Market Weekly Outlook: Breadth, Sentiment Improve

Here’s a look at some key stock market indicators, charts, and themes that we are watching. This Week’s Stock Market Outlook: Market Trends Prove Themselves Through Resiliency – After looking tired last week, the rally off of the February lows has proven resilient, bringing the S&P 500 and the Dow…

U.S. Economy: Has The Industrial Recession Run Its Course?

Key Takeaway: Data out of the manufacturing sector has been encouraging; looking more like the industrial recession may have run its course. The relative price rally in the industrials sector since last summer suggests that even if the recovery is uneven, the bad news might already have been priced into…

Stock Market Rally Remains In Testing Phase

Stocks added to their gains last week, as the recent stock market rally put in its 4th week higher. Understanding that, some near-term divergences have begun to emerge. While the S&P 500 and the Dow Jones Industrials rallied through their 200-day moving averages on Friday, the NASDAQ Composite and Russell…

Weekly Stock Market Outlook: Is The Rally Getting Tired?

Here’s a look at some key stock market indicators, charts, and themes that we are watching. This Week’s Stock Market Outlook: Longer-Term Trend Improvement Remains Elusive – With the ready availability of so many tools (in terms of data and indicators) it can be easy to forget some of the…

The Current State Of The Labor Market: Holding Steady

Key Takeaway: Monthly changes in employment data are mostly noise and do not deserve the attention they get. Longer-term trends show continued (or even increased) strength in the labor market. Both employers and employees are showing increased confidence in the economic recovery. Despite the attention it gets, there is really…

Stock Market Rally Heads Into Overhead Price Resistance

Stocks added to their gains last week as investors watched an early March stock market rally unfold. The S&P 500 posted its third consecutive weekly gain of more than 1%, and March is off to one of its best starts in history (up 3.5% after four trading days). While the S&P…

Weekly Stock Market Outlook: Putting The Rally In Context

Here’s a look at some key stock market indicators, charts, and themes that we are watching. This Week’s Stock Market Outlook: Keeping the Rally in Context – The S&P 500 has rallied through 1950 but faces additional resistance above 2000. While the near-term trends have improved, there is little evidence…