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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Disappointing Economic Data A Headwind For Stocks

Disappointing economic data combined with ongoing geopolitical developments were largely responsible for the weakness in the equity markets last week. When all was said and done, the S&P 500 Index (INDEXSP:.INX) was lower by 1.2% (closing on its lows for the week). Retail sales declined for the second month in…

S&P 500 Weekly Review & Outlook: The VIX Awakens

In this investing research note, we will analyze key stock market indicators, weigh the health of the S&P 500 Index (INDEXSP:.INX), and discuss old and new themes that we are watching in our investing research. Here are some summary highlights: Upswing in Volatility Could Have Indexes Looking for Support – Volatility…

Stock Market Update: Resilience In The Face Of Weakness

The equity markets escaped through a minefield of potentially damaging economic and geopolitical news and events last week to finish the period little changed. Note that the S&P 500 (INDEXSP:.INX) finished down just -0.3%. So Where Are We Now? Business activity and job creation slowed in March. The fact that…

S&P 500 Weekly Outlook: This Rally Could Use A Reset

In this investing research note, we will analyze key stock market indicators, weigh the health of the S&P 500 Index (INDEXSP:.INX), and discuss old and new themes that we are watching in our investing research. Here are some summary highlights: Rally Needing a Reset – Daily and weekly momentum indicators have…

Stock Market Update: 2Q Likely To See Broad Consolidation

The first three months of the year concluded with the popular stock market averages recording their sixth straight quarterly gain and the best performance from the S&P 500 Index (INDEXSP:.INX) since 2012. After experiencing a modest pullback in March, stocks recovered much of the lost ground the final week of…

Market Update: Investor Psychology Reverses; Stocks Too?

The popular stock market averages lost more than 1.00% last week on concerns that pro-business programs from Washington could be delayed. And this week began on a similar note. Given that stock market valuations are historically high, it is widely believed that tax and regulatory relief is essential if corporate…

Investing Strategy Outlook: Evidence Remains Bullish Into 2Q

Evidence Bullish As Stocks And Broader S&P 500 (INDEXSP:.INX) Consolidate Gains A look at 2Q and beyond for investors. Highlights: Federal Reserve Raises Rates Despite Elevated Uncertainty Economic Recovery Not Just ‘Animal Spirits’ Investor Optimism Retreating From Recent Excesses Rally Participation Remains Broad, At Home & Overseas Longer-term breadth and…

Investor Optimism Fades From Peak: Are Stocks Vulnerable?

The rally in the equity markets stalled last week with the Dow Industrials and S&P 500 (INDEXSP:.INX) basically flat for the period while the NASDAQ (INDEXNASDAQ:.IXIC) showed a fractional gain. The relatively weak performance was surprising given that stocks had good support from economic data that included a report showing…

S&P 500 Weekly Outlook: Is The Rally Losing Steam?

In this research note, we will look at some key stock market indicators, the health of the S&P 500 Index (INDEXSP:.INX), and a handful of emerging themes that we are watching in our investing research. Here are some summary highlights: Rally Losing Upside Momentum – The surge in momentum that emerged…

Stock Market Indices To Continue Rangebound Consolidation Into 2Q

The major stock indices retreated last week with the Dow Jones Industrials (INDEXDJX:.DJI), S&P 500 Index (INDEXSP:.INX) and NASDAQ (INDEXNASDAQ:.IXIC) losing less than 50 basis points. The decline in small- and mid-cap stocks was more severe with the Russell 2000 Index (INDEXRUSSELL:RUT) down 2.00% for the period. Selling pressure in…