Willie Delwiche @williedelwiche.bsky.social · 14/04/2026A 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... 000
Willie Delwiche @williedelwiche.bsky.social · 08/04/2026Let’s call it a ‘cease fire’ but not actually cease firing. 111
Reposted by Willie DelwicheAdam Schwarz @adamjschwarz.bsky.social · 08/04/2026Iran 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. 531114353
Reposted by Willie DelwicheBarchart @barchart.com · 06/04/2026Berkshire Hathaway is now sitting on a staggering $373 Billion in Cash, enough to buy 480 companies in the S&P 500 🚨🚨 3639
Willie Delwiche @williedelwiche.bsky.social · 06/04/2026Quite the contrasting headlines from the WSJ today. 010
Willie Delwiche @williedelwiche.bsky.social · 05/04/2026Easter morning message from the president: 033
Reposted by Willie DelwicheMalcolm Guite @malcolmguite.bsky.social · 05/04/2026A 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.comA Sonnet for Easter DawnThe 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… 026
Reposted by Willie DelwicheBob Brinker @bobbrinker.com · 04/04/2026Earth ... from Artemis II crew. 041
Reposted by Willie DelwicheRedruM @dorsalstream.bsky.social · 03/04/2026The 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." 266176766050
Willie Delwiche @williedelwiche.bsky.social · 02/04/2026Looks like the last couple of days in the market was an elaborate April Fool’s Day joke. Today it’s back to reality. 010
Reposted by Willie DelwicheJoey Politano🏳️🌈 @josephpolitano.bsky.social · 02/04/2026full of sound and fury signifying nothing 1242435
Reposted by Willie DelwicheStephen Miles @spmiles42.bsky.social · 02/04/2026One 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. 171211219
Willie Delwiche @williedelwiche.bsky.social · 02/04/2026Didn’t need to be a speech - could’ve just been a tweet. 010
Willie Delwiche @williedelwiche.bsky.social · 02/04/2026Small point, but if “they don’t want to work” they are not unemployed. 000
Reposted by Willie DelwicheClaudia Sahm @claudia-sahm.bsky.social · 01/04/2026'We don't need the Strait of Hormuz' is the new 'foreigners pay the tariffs.' 1043986
Willie Delwiche @williedelwiche.bsky.social · 01/04/2026II 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. 000
Reposted by Willie DelwicheInvictus @tbpinvictus.bsky.social · 27/03/2026Wait. What? The president misspoke? Oh, my. 072
Willie Delwiche @williedelwiche.bsky.social · 27/03/2026perhaps, but there will be many too choose from. . . 010
Willie Delwiche @williedelwiche.bsky.social · 27/03/2026At 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. . . 040
Willie Delwiche @williedelwiche.bsky.social · 25/03/2026It's asymmetric: US loses by not winning. Iran wins by not losing. 000
Reposted by Willie DelwichePoll Tracker 📊 @polltracker.bsky.social · 24/03/2026Trump approval poll (Ipsos) Approve 36% Disapprove 62% www.reuters.com/world/us/tru... 881069313
Willie Delwiche @williedelwiche.bsky.social · 23/03/2026“Traders” doing a lot of work in that sentence. 010
Reposted by Willie DelwicheAdam Schwarz @adamjschwarz.bsky.social · 23/03/2026Trump 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. 53937240
Reposted by Willie DelwicheShipwreck @shipwreck75.bsky.social · 22/03/2026The Trouble With Seizing Kharg Island www.theatlantic.com/internationa...theatlantic.comThe Trouble With Seizing Kharg IslandThe Trump administration is contemplating a move that could end or escalate the Iran war. 37031
Willie Delwiche @williedelwiche.bsky.social · 22/03/2026Can see why fed funds futures are no longer pricing in any additional rate cuts this year. 000
Willie Delwiche @williedelwiche.bsky.social · 22/03/2026Sometimes you need to get really drunk to start sobering up. 020
Reposted by Willie DelwicheCarl 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... 22491135
Willie Delwiche @williedelwiche.bsky.social · 19/03/2026Oof - sorry for the delay. You probably have it by now but it is 42.6% bulls and 24.1% bears. 100
Willie Delwiche @williedelwiche.bsky.social · 18/03/2026Bulls 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. 150
Willie Delwiche @williedelwiche.bsky.social · 16/03/2026Their stories aren’t getting any straighter. 022
Reposted by Willie DelwicheMartin Baccardax @mdbaccardax.bsky.social · 16/03/2026Bessent 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. 22591143
Reposted by Willie DelwicheDuncan Weldon @duncanweldon.bsky.social · 16/03/2026What a paragraph. www.bloomberg.com/news/article... 2447581408
Reposted by Willie DelwicheBill McBride @calculatedrisk.bsky.social · 16/03/2026For some reason I’m reminded of this old saying … “Failing to plan is planning to fail” 59418
Reposted by Willie DelwicheMalcolm Guite @malcolmguite.bsky.social · 15/03/2026For tonight's Spell in the Library we attend an unexpected party and I sing you the song of the dwarves! youtu.be/umI7fNf99nEyoutu.beThe dwarves’ song (and some smoke rings)YouTube video by Malcolm Guite 172
Reposted by Willie DelwicheRichard Waite @waiterich.bsky.social · 14/03/20263.14159265358979323846264338327950288419716939937510582097494459230781640628620899862803482534211706798214808651328230664709384460955058223172535940812848111745028410270193852110555964462294895493038196442881097566593344612847564823378678316527120190914564856692 🧵 1/∞ 771594302
Willie Delwiche @williedelwiche.bsky.social · 14/03/2026More than half of the stocks in the S&P 500 are below their 200-day average. 000
Willie Delwiche @williedelwiche.bsky.social · 14/03/2026The company that makes these shoes is literally suing the Trump administration right now. 000
Willie Delwiche @williedelwiche.bsky.social · 14/03/2026Raisin’ Caine raising some important points as it turns out. 000
Willie Delwiche @williedelwiche.bsky.social · 13/03/2026Vance: we are not backing off of our illegal enforcement of immigration policy. 000
Reposted by Willie DelwicheJason Furman @jasonfurman.bsky.social · 13/03/2026Note 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%. 0102
Reposted by Willie Delwichethe hype @thehyyyype.bsky.social · 13/03/2026The Strait of Hormuz is open for transit 126162133983
Reposted by Willie DelwicheAndy Clark of the living dead @andycruns.bsky.social · 12/03/2026I think I may have cracked it 6152611020
Reposted by Willie DelwicheThe Onion @theonion.com · 12/03/2026Kate Hudson Under Fire For Doing Wisconsinface In ‘Song Sung Blue’ theonion.com/kate-hudson-under-fire… 1585348