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Luke Gromen @LukeGromen

Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements. FFTT-LLC.com Joined December 2014
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LukeGromen Profile Picture

Luke Gromen @LukeGromen

11 hours ago

1. Wait, what? 2. Explain to me again how Russia with its "catastrophic demographic problem" is going to a) overrun Europe and b) hold all that territory when even the US couldn't do that in Iraq?

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*Walter Bloomberg @DeItaone

12 hours ago

1. Wait, what? 2. Explain to me again how Russia with its "catastrophic demographic problem" is going to a) overrun Europe and b) hold all that territory when even the US couldn't do that in Iraq?

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Luke Gromen @LukeGromen

14 hours ago

Per the 9/18/23 post at bottom, here's a chart of what markets saying "I don't care!" to purists saying "That's not QE!" looks like: Since 9/18/23, BTC up 92%, NDX up 21%, SPX up 18%, gold up 17%, TLT up 7%, DXY down 0.89% PS: Bank reserves rose too (another side effect of QE.)

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Luke Gromen @LukeGromen

7 months ago

Per the 9/18/23 post at bottom, here's a chart of what markets saying "I don't care!" to purists saying "That's not QE!" looks like: Since 9/18/23, BTC up 92%, NDX up 21%, SPX up 18%, gold up 17%, TLT up 7%, DXY down 0.89% PS: Bank reserves rose too (another side effect of QE.) https://t.co/0SqfkmN9yg

Luke Gromen retweeted
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Matthew Pines @matthew_pines

7 months ago

It’s only called QE if it comes from the “monetary policy purchases” region of the Eccles Building—otherwise it’s just sparkling “restoring market functioning.”

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Luke Gromen @LukeGromen

7 months ago

It’s only called QE if it comes from the “monetary policy purchases” region of the Eccles Building—otherwise it’s just sparkling “restoring market functioning.”

Luke Gromen retweeted
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Lyn Alden @LynAldenContact

15 hours ago

@bitlinc @mark_dow Fed had to pivot from QT to QE in 2019 in response to the repo spike (a key funding source for Treasuries). Fed had to bail out the Treasury market when it went illiquid in 2020. Fed had to provide liquidity to banks underwater on Treasuries in 2023 despite trying to tighten.…

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Luke Gromen @LukeGromen

a day ago

Gain immediate access to all FFTT Tree Rings reports when you subscribe here: fftt-treerings.com

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Luke Gromen @LukeGromen

2 days ago

This chart remains one of our north stars. Since 2018, when the latest divergence became increasingly obvious, gold & BTC have crushed TLT & the USD. Unless US govt gets religion on spending (yesterday's $95B just the latest example they aren't yet), inflation ain't transitory.

Luke Gromen retweeted
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Geoffrey Fouvry @GraphFinancials

2 days ago

1/3 On Gold we have a classic "external drain", that's a classical economics term, The only way to prevent is is to get the rates to the moon above what the market is simply asking for compensation for the ccy falling vs commodities...

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Luke Gromen @LukeGromen

2 days ago

If the US did not want higher interest rates to add to deficits & inflation, it would be saying "Sorry Ukraine, Israel, & Taiwan, interest rates have risen on our $35T in debt so we cannot afford to give you any more aid." We are not saying that = inflation Higher for Longer.

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Bloomberg @business

2 days ago

If the US did not want higher interest rates to add to deficits & inflation, it would be saying "Sorry Ukraine, Israel, & Taiwan, interest rates have risen on our $35T in debt so we cannot afford to give you any more aid." We are not saying that = inflation Higher for Longer.

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Luke Gromen @LukeGromen

3 days ago

PLOT TWIST: Churchill circa 1955 (shortly before the Suez Crisis forced wider recognition of the declining finances of the UK & a resultant acceleration of a UK fiscal crisis and years of elevated inflation) ...not Churchill circa 1940.

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Luke Gromen @LukeGromen

3 days ago

Terrific thread at the intersection of Mideast realpolitik & economic realpolitik: America can win the great power competition, or it can keep the post-1971 structure of USD reserve status (USTs as primary global rsv asset); it cannot do both, it must choose. Choose wisely.

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Martin Skold @MartinSkold2

4 days ago

Terrific thread at the intersection of Mideast realpolitik & economic realpolitik: America can win the great power competition, or it can keep the post-1971 structure of USD reserve status (USTs as primary global rsv asset); it cannot do both, it must choose. Choose wisely.

LukeGromen Profile Picture

Luke Gromen @LukeGromen

4 days ago

This is a great (& important) thread 👇

VincentDeluard Profile Picture

Vincent Deluard @VincentDeluard

6 days ago

This is a great (& important) thread 👇

LukeGromen Profile Picture

Luke Gromen @LukeGromen

4 days ago

Gain immediate access to all FFTT Tree Rings reports when you subscribe here: fftt-treerings.com

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