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Willie Delwiche

@williedelwiche.bsky.social
307 followers 146 following 406 posts

Investment Strategist - Finance Professor - Urban Farmer/Vintner

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Willie Delwiche @williedelwiche.bsky.social · 14/04/2026
A breadth thrust fires when the % of SPX stocks at 20-day new highs surpasses 55%. That produces a bullish regime that lasts for a year. The last breadth thrust was last May. Not saying we won't get one in this cycle, but we haven't gotten one yet. himountresearch.substack.com/p/stocks-bou...
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Willie Delwiche @williedelwiche.bsky.social · 08/04/2026
Let’s call it a ‘cease fire’ but not actually cease firing.
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Adam Schwarz @adamjschwarz.bsky.social · 08/04/2026
Iran confirms a ceasefire agreement but notes it will continue to “control the Strait of Hormuz", with safe passage for ships achieved via coordination with Iran’s military. Iran did not “control” Hormuz pre-war. US acknowledgement of Iran controlling Hormuz is a strategic defeat and humiliation.
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Willie Delwiche @williedelwiche.bsky.social · 07/04/2026
It is.
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David Wessel @davidmwessel.bsky.social · 06/04/2026
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Barchart @barchart.com · 06/04/2026
Berkshire Hathaway is now sitting on a staggering $373 Billion in Cash, enough to buy 480 companies in the S&P 500 🚨🚨
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Willie Delwiche @williedelwiche.bsky.social · 06/04/2026
Quite the contrasting headlines from the WSJ today.
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Willie Delwiche @williedelwiche.bsky.social · 05/04/2026
Easter morning message from the president:
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Malcolm Guite @malcolmguite.bsky.social · 05/04/2026
A sound behind her stirs A scatter of bright birdsong through the air. She turns, but cannot focus through her tears, Or recognise the Gardener standing there malcolmguite.wordpress.com/2026/04/05/a...
malcolmguite.wordpress.com
A Sonnet for Easter Dawn
The Lord is Risen! He is risen indeed Alleluia! Heres is an extra ‘fifteenth’ sonnet for Easter Morning, which I dedicate to my friend Mary who asked me to write it, and to the memory o…
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Bob Brinker @bobbrinker.com · 04/04/2026
Earth ... from Artemis II crew.
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RedruM @dorsalstream.bsky.social · 03/04/2026
The horse op-ed is an instant classic. I can't tell you how much joy this piece gives me. It should be taught in every introductory writing class in no small part because the horse arguments are so compelling. "I have noticed that human children get to eat cake. But I am bigger than the children."
I Work Very Hard, And I Would Like To Try Cake

By A Horse

Hello. I am a horse. I work very hard at my job of being a horse. When humans say move the heavy thing, I move the heavy thing. When humans sit on top of me and pull on my head, I carry them where they want to go. The main food the humans give me is hay and oats. But I am thinking it would be nice to have a different food.

I am thinking I would like to try cake.

Yes, yes. Cake. I know all about it. When humans eat cake, it is in glad times. It is the food for a celebration, such as when a woman becomes 47. I have seen cake on the Fourth of July. When humans have a cake, they stand around it and clap hands and smile and say happy birthday at each other. Sometimes there are beautiful markings on a cake, such as balloons or a pink shape.

Sometimes the top of a cake is on fire and a boy must blow on the fire with mouth wind. This is the scariest cake. I do not want this kind. But I will eat any other cake. Any cake that is not the fire cake that tries to kill the boy.

Please understand: I do not get money for doing work. I do not get to go inside the house. All I am either doing my horse job or standing in my pen or eating food off the floor. I always do these things. But I have never once gotten cake and I would like it very much.

I have noticed that human children get to eat cake. But I am bigger than the children. I am more helpful to the farm. Children do not move the heavy things like me or let anyone ride on them. And yet they get cake. Maybe the humans will realize this. Maybe they will say, "You  know who deserves cake? That horse. That horse whose back we are always on."

Every day I dream about what it will be like if I get to eat cake. Here is what will happen. First, I will walk to the cake and putt my nose at it like hrrfff to make and stomping my hooves to make sure it is not a snake. Then I will trot in a circle to show that I am a horse and I am large. After that, I will nuzzle the cake to …
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Willie Delwiche @williedelwiche.bsky.social · 02/04/2026
Looks like the last couple of days in the market was an elaborate April Fool’s Day joke. Today it’s back to reality.
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Joey Politano🏳️‍🌈 @josephpolitano.bsky.social · 02/04/2026
full of sound and fury signifying nothing
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Stephen Miles @spmiles42.bsky.social · 02/04/2026
One thing is clear tonight, Trump started this war with no goals, fought it with no strategy, and now is trying to end it with no grasp of reality.
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Willie Delwiche @williedelwiche.bsky.social · 02/04/2026
Didn’t need to be a speech - could’ve just been a tweet.
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Willie Delwiche @williedelwiche.bsky.social · 02/04/2026
Well that was . . . something.
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Willie Delwiche @williedelwiche.bsky.social · 02/04/2026
Small point, but if “they don’t want to work” they are not unemployed.
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Claudia Sahm @claudia-sahm.bsky.social · 01/04/2026
'We don't need the Strait of Hormuz' is the new 'foreigners pay the tariffs.'
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Willie Delwiche @williedelwiche.bsky.social · 01/04/2026
II bulls continue to drop (down to 35.2) and bears climb (up to 31.5) as bull-bear spread drops to its lowest level in nearly a year. Stocks don't usually do well when bulls are heading for the exits.
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Invictus @tbpinvictus.bsky.social · 27/03/2026
Wait. What? The president misspoke? Oh, my.
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Willie Delwiche @williedelwiche.bsky.social · 27/03/2026
perhaps, but there will be many too choose from. . .
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Willie Delwiche @williedelwiche.bsky.social · 27/03/2026
At this point in the cycle, we don't have a low until after we have a panic. And we have not yet had a panic. . .
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Willie Delwiche @williedelwiche.bsky.social · 25/03/2026
It's asymmetric: US loses by not winning. Iran wins by not losing.
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Willie Delwiche @williedelwiche.bsky.social · 25/03/2026
#ironic
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Poll Tracker 📊 @polltracker.bsky.social · 24/03/2026
Trump approval poll (Ipsos) Approve 36% Disapprove 62% www.reuters.com/world/us/tru...
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Willie Delwiche @williedelwiche.bsky.social · 23/03/2026
“Traders” doing a lot of work in that sentence.
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Adam Schwarz @adamjschwarz.bsky.social · 23/03/2026
Trump threatened Iran's energy sites. Iran then threatened US allies’ energy sites and warned it would completely close the Strait of Hormuz. And Trump backed down. Now Iran knows that its threats and leverage are effective against Trump. ART OF THE DEAL.
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Shipwreck @shipwreck75.bsky.social · 22/03/2026
The Trouble With Seizing Kharg Island www.theatlantic.com/internationa...
theatlantic.com
The Trouble With Seizing Kharg Island
The Trump administration is contemplating a move that could end or escalate the Iran war.
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Willie Delwiche @williedelwiche.bsky.social · 22/03/2026
Can see why fed funds futures are no longer pricing in any additional rate cuts this year.
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Willie Delwiche @williedelwiche.bsky.social · 22/03/2026
Sometimes you need to get really drunk to start sobering up.
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Carl Quintanilla @carlquintanilla.bsky.social · 22/03/2026
“.. unlike the Islamic Republic, the White House doesn’t have the benefit of time. It needs to reopen the Strait of Hormuz in days or, at worst, weeks. Trump doesn’t have months to crank up the pressure on Iran ..” @javierblas.bsky.social www.bloomberg.com/opinion/arti...
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Willie Delwiche @williedelwiche.bsky.social · 20/03/2026
lol. literally.
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Willie Delwiche @williedelwiche.bsky.social · 19/03/2026
Oof - sorry for the delay. You probably have it by now but it is 42.6% bulls and 24.1% bears.
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Willie Delwiche @williedelwiche.bsky.social · 18/03/2026
Bulls continue to stream toward the exits, with the II bull-bear spread dropping this week to its lowest level since June. All the net gains for the S&P 500 over the past decade have come with the bull-bear spread above 20%. Without bulls it’s hard to have a bull market.
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Willie Delwiche @williedelwiche.bsky.social · 16/03/2026
Their stories aren’t getting any straighter.
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Martin Baccardax @mdbaccardax.bsky.social · 16/03/2026
Bessent 22 hours ago: if Trump delays China visit, it won’t be due to war. Trump just now: I am delaying China visit because of the war.
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Duncan Weldon @duncanweldon.bsky.social · 16/03/2026
What a paragraph. www.bloomberg.com/news/article...
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Bill McBride @calculatedrisk.bsky.social · 16/03/2026
For some reason I’m reminded of this old saying … “Failing to plan is planning to fail”
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Willie Delwiche @williedelwiche.bsky.social · 15/03/2026
Well done & well sung. Thank you.
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Malcolm Guite @malcolmguite.bsky.social · 15/03/2026
For tonight's Spell in the Library we attend an unexpected party and I sing you the song of the dwarves! youtu.be/umI7fNf99nE
youtu.be
The dwarves’ song (and some smoke rings)
YouTube video by Malcolm Guite
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Richard Waite @waiterich.bsky.social · 14/03/2026
3.14159265358979323846264338327950288419716939937510582097494459230781640628620899862803482534211706798214808651328230664709384460955058223172535940812848111745028410270193852110555964462294895493038196442881097566593344612847564823378678316527120190914564856692 🧵 1/∞
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Willie Delwiche @williedelwiche.bsky.social · 14/03/2026
Helps explain why he left on his hat.
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Willie Delwiche @williedelwiche.bsky.social · 14/03/2026
More than half of the stocks in the S&P 500 are below their 200-day average.
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Willie Delwiche @williedelwiche.bsky.social · 14/03/2026
The company that makes these shoes is literally suing the Trump administration right now.
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Willie Delwiche @williedelwiche.bsky.social · 14/03/2026
Raisin’ Caine raising some important points as it turns out.
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Willie Delwiche @williedelwiche.bsky.social · 13/03/2026
Vance: we are not backing off of our illegal enforcement of immigration policy.
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Jason Furman @jasonfurman.bsky.social · 13/03/2026
Note both median and trimmed mean PCE were much more moderate in January than core PCE. Suggests outliers (transitory???) drove much of the high growth in January. But core was really high (4.4%) so even if some of that was transitory still a lot of room from there to 2.0%.
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the hype @thehyyyype.bsky.social · 13/03/2026
The Strait of Hormuz is open for transit
Scene of Mario jumping around to avoid all the spinning fire sticks in the original Super Mario Bros game
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Andy Clark of the living dead @andycruns.bsky.social · 12/03/2026
I think I may have cracked it
An oil tanker approaches the strait of Hormuz, collects a gold star and passes through while safely invulnerable
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The Onion @theonion.com · 12/03/2026
Kate Hudson Under Fire For Doing Wisconsinface In ‘Song Sung Blue’ theonion.com/kate-hudson-under-fire…
Kate Hudson Under Fire For Doing Wisconsinface In ‘Song Sung Blue’
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