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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Market Update: Sector Rotation Is Bullish For Stocks

The Dow Jones Industrials (INDEXDJX:.DJI) reached a record high last week but the best performance was seen in small-cap indices including the Russell 2000 Index (INDEXRUSSELL:RUT) which gained more than 1.00%. A rotation away from the 2017 market leaders into previously underperforming sectors is considered a potentially bullish development for…

S&P 500 Weekly Outlook: Evidence Of Investor Complacency

In this week’s investing research outlook, we analyze the current trend of the S&P 500 Index (INDEXSP:.INX), key stock market indicators, and discuss emerging themes and news that we are watching closely in our investing research. Here’s a summary of our findings for the week ending June 9, 2017: Shifts in Leadership? – The…

Stock Market Update: Technicals Suggest More Upside

The equity markets broke out to the upside last week with popular stock market averages hitting new 52-week highs. The advance in the final month of the second quarter is growing more inclusive with the NYSE Composite and the Wilshire 5000 joining the S&P 500 (INDEXSP:.INX), NASDAQ Composite (INDEXNASDAQ:.IXIC) and…

S&P 500 Weekly Outlook: Sector Level Trends Improving

In this week’s investing research outlook, we analyze the current trend of the S&P 500 Index (INDEXSP:.INX), key stock market indicators, and discuss emerging themes and news that we are watching closely in our investing research. Here’s a summary of our findings for the week ending June 2, 2017: Support Holds; Resistance Folds –…

U.S. Equities Enjoying Low Interest Rates And Soft Dollar

U.S. equity market indices seeing new record highs include the S&P 500 Index (INDEXSP:.INX), the NASDAQ Composite (INDEXNASDAQ:.IXIC) and the Dow Utilities.  But the dynamic in the markets may be shifting a bit. The unusual combination of growth stocks and utilities issues hitting 52-week highs suggests that the equity markets are now being supported…

S&P 500 Weekly Update: Can Stocks Overcome Internal Weakness?

In this week’s investing research outlook, we analyze the current trend of the S&P 500 Index (INDEXSP:.INX), key stock market indicators, and discuss emerging themes and news that we are watching closely in our investing research. Here’s a summary of our findings: Index-Level Highs Providing More Questions Than Answers – The S&P 500…

Market Update: Foreign Stocks Heat Up; Economy Next?

The U.S. stock market indices suffered a rare bout of volatility last week with the S&P 500 (INDEXSP:.INX) and Dow Jones Industrials (INDEXDJX:.DJI) losing more than 1.0% in a single session for only the second time in 2017. The NASDAQ (INDEXNASDAQ:.IXIC) fell more than 2.00% on Wednesday, the sharpest one-day…

S&P 500 Market Outlook (May 19): Breadth Deteriorating

In this investing research note, we will analyze key stock market indicators, consider the current trend of the S&P 500 Index (INDEXSP:.INX), and discuss emerging themes that we are watching in our investing research. Here’s a summary of the highlights: Breadth Deteriorating as S&P 500 Moves Toward Support – The S&P 500 has…

Political Rumblings Awaken Sleep-Walking Stock Market

Stocks are reacting to increased uncertainty in the U.S. with political developments dominating the headlines. While this may be the catalyst for stock market weakness, it likely does not represent an underlying cause for sustained selling. Political headlines tend to be more noise than news and we are hesitant to…

U.S. Markets Update: Benign CPI Data Good For Equities

The U.S. equity markets have regained some of the ground they lost last week, with the S&P 500 Index (INDEXSP:.INX) and Dow Jones Industrial Average (INDEXDJX:.DJI) moving higher on Monday. The pervasive lack of volatility in the stock market, though, has not afforded the necessary footing or springboard that a meaningful correction…