_James E. Thorne @_DrJStrategy
Chief Market Strategist @WellingtonAltus. PhD Econ. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research. Joined August 2018-
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A return of the Yen Carry trade. Put in on your Bingo Card. Get ready for the “Iron Lady” of Japan. With Prime Minister of Japan Shigeru Ishiba’s resignation, Sanae Takaichi is now the front runner to lead Japan, signalling a major policy shift that will directly affect the…
When will Wall St wake up 👇 Remember when group think narrative was President Trumps policy were bad for the deficit. Now we hear 🦗
When will Wall St wake up 👇 Remember when group think narrative was President Trumps policy were bad for the deficit. Now we hear 🦗
My thesis is simple. Combine equal portions of the 1950’s and the 1990’s. Extreme levels of debt, financial repression and Fiscal Dominance. Own Secular growth, Bitcoin, AI, Gold, … Watch consensus finally open their eyes to what’s been in front of us for years.
Yes, the Fed’s complete Autonomy is finally in question. Is the Fed above the US Constitution? I say no, I checked the org chart. Independent monetary policy does not mean UNACCOUNTABLE. Finally I’m not the only one. 👇
Yes, the Fed’s complete Autonomy is finally in question. Is the Fed above the US Constitution? I say no, I checked the org chart. Independent monetary policy does not mean UNACCOUNTABLE. Finally I’m not the only one. 👇
President Trump is the forcing function. Canada’s only move is to become a Resource Superpower. No kidding. IMHO Prime Minister Carney understands this. But Trudeau set back Canada decades. This is not a quick fix! If you understand resource development, you just don’t build…
Seasonals in Gold. Rally hard into early October, significant correction into Mid November, then rally into year end.
Elon deserves his due recognition, society would not be where it is today if he hadn't taken over X and influenced the platform's direction. As Benjamin Franklin said, ‘Freedom of speech is a principal pillar of a free government; when this support is taken away, the…
Elon deserves his due recognition, society would not be where it is today if he hadn't taken over X and influenced the platform's direction. As Benjamin Franklin said, ‘Freedom of speech is a principal pillar of a free government; when this support is taken away, the…
Federal Reserve Chairman Alan Greenspan on the need to own gold & protect yourself from deficit spending "In the absence of the gold standard, there is no way to protect savings from confiscation through inflation. There is no safe store of value. Deficit spending is simply a…
Don’t forget Silver..poor man’s gold Go back and review what happened in the early 1990’s
Are folks finally waking up to the fact the fiat currencies are continually being debased. Yes Gold is on a nice bull run. But is this new digital world, a digital asset with perfect scarcity should not be ignored. Gold and Bitcoin.
Gold should be a core holding. Let’s also add, other critical minerals. Uranium is also in a secular bull run. President Trump 👇
Gold should be a core holding. Let’s also add, other critical minerals. Uranium is also in a secular bull run. President Trump 👇
Why am I bullish on Gold? The proposition regarding gold is not a novel concept. As former Federal Reserve Chairman Alan Greenspan summarized succinctly: "In the absence of the gold standard, there is no way to protect savings from confiscation through inflation. There is no…
You can’t be surprised. $MSTR not added to the S&P 500. Folks need to wake up to the fact that Wall St still hates #Bitcoin
Bessent's op-ed on the Federal Reserve is a must-read. Since 2008, the Fed has experienced mission creep, expanding its role beyond traditional monetary policy into areas that may undermine economic stability and its credibility as being independent. As Bessent emphasizes, the…
Bessent's op-ed on the Federal Reserve is a must-read. Since 2008, the Fed has experienced mission creep, expanding its role beyond traditional monetary policy into areas that may undermine economic stability and its credibility as being independent. As Bessent emphasizes, the…
Next week we get more revisions to the labor data set. Yes they will be negative. IMHO Powell needs to resign and the Fed should cut 50 bps at the next meeting. Have a nice day.
In my view, the real story is the June jobs revision: a drop of 13,000. We typically only see negative job growth during major crises like COVID-19, the Global Financial Crisis, or the 2001–2003 recession. The idea, pushed by the Fed and echoed by Wall Street, that the labor…
Tesla’s long-term thesis is unfolding. Don’t bet against Elon. $TSLA
Across the Pond 👇 Please forward to Fed.
Across the Pond 👇 Please forward to Fed.
Fed Governor Cook’s reliance on a ruling from a known progressive left judge to justify her point is a clear attempt to mask the Fed’s true political leanings. Under Powell’s leadership, the Fed’s claims of neutrality ring increasingly hollow. Supporters on the Left continue to…
Japan deal. Trump Administration continues to forge ahead even as the naysayers continue to remain silent.
Japan deal. Trump Administration continues to forge ahead even as the naysayers continue to remain silent.
Angelica @ms9912C4w4SZJ
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X @Lisa38712480
745 Followers 393 Following 鸟累了，树知道。云累了，天知道。我累了，谁知道？ Never be ungrateful. If one greedy crooked tree is missing, there will be a big forest.
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174 Followers 490 Following The Age Of Information is here, and with it the “Managerial Class” house of cards is falling. Get your popcorn ready.
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255 Followers 220 Following A redeemed deplorable who returned to X after Jack departed! A crypto trading rookie, constantly seeking knowledge! Philly born & Philly Fan! * I BLOCK lists! *
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274 Followers 81 Following #Bitcoin is a black hole on the world's balance sheet, ∞/21m. 💎hands w/ $HR.UN investment. #hardasset
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