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@DrJStrategy James E. Thorne

James E. Thorne posts on X about inflation, bank, fed, wall street the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXXX +217%
X Month XXXXXXXXX -XX%
X Months XXXXXXXXXX -XX%
X Year XXXXXXXXXX +295%

Mentions: XX #

X Week XX -XX%
X Month XXX +51%
X Months XXXXX +17%
X Year XXXXX +75%

Followers: XXXXXX #

X Week XXXXXX +1.80%
X Month XXXXXX +4.30%
X Months XXXXXX +21%
X Year XXXXXX +170%

CreatorRank: XXXXXXX #

Social Influence

Social category influence finance #4030 countries XXXXX% stocks #5964 cryptocurrencies #3528 technology brands XXX% currencies XXX% celebrities XXX% automotive brands XXX% exchanges XXX%

Social topic influence inflation #156, bank #1318, fed #302, wall street #122, bank of #160, canada #3165, tariffs #108, into the 5.19%, bitcoin #1451, history #4845

Top accounts mentioned or mentioned by @james99991999 @mktcontext @theore5d @the_real_solyad @merlinreedfield @grok @richardkin14388 @bc_kowalski @jgp94 @geomadegeo @dingelfire @econspe @schwabnetwork @npetallides @meridithmcgraw @schwartzbwsj @camelanon @dimitarmicara @holyxcrusader97 @barcelonabatmn

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) NVIDIA Corp. (NVDA) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) Stacks (STX) Walmart, Inc. (WMT) Costco Hot Dog (COST) JPMorgan Chase (JPM) Morgan Stanley (MS) GammaSwap (GS) Tesla, Inc. (TSLA) Lennar Corporation (LEN)

Top Social Posts

Top posts by engagements in the last XX hours

"For the Record. The Oil SuperGlut Canada Cant Afford And the Bank of Canada Wont See Coming. Canadas main macro risk now is not stubborn inflation but an overtight central bank facing an oil superglut an America First trade rupture and a structurally weaker domestic economy. In that world the Bank of Canadas XXXX% rate is too high; a more realistic neutral is closer to 1.5%. No the economy is NOT resilient Once again Bay Street is behaving as if the Bank were omnipotent and infallible rather than a fallible institution using backwardlooking models in a regimeshifted world. To be clear 2026"
X Link 2025-12-10T16:12Z 60.1K followers, 19.8K engagements

"Yen Carry trade. Pundits new fixation is the yen carry trade unwind but Japans inflation exceeding the X% target is largely a mirage from soaring rice prices driven by brutal weather shocks and rigid protectionist policies that stifle supply not genuine demand pressures. Rice prices 👇"
X Link 2025-12-02T10:28Z 60K followers, 88K engagements

"Contrary to the Wall St Deflation risk should not be ignored. Look at China or Switzerland. After WWII Fed tightened too much and they almost put the US back into the 1930s deflation spiral. X year forwards saying we are at the Mason Dixon line b/t the risk of inflation and deflation"
X Link 2025-12-04T12:30Z 60K followers, 6001 engagements

"King Dollar is not dead; it is reasserting dominance as Chinas state banks buy dollars to manage yuan gains while global capital still seeks the deepest safest dollar assets and collateral at the core of the financial system. 👇"
X Link 2025-12-04T15:20Z 60K followers, 14.7K engagements

"BOJ hiking rates in response to policy induced inflation. Why do global centre bankers continue to make mistakes BOJ will raise rates yes it will be a mistake. Japans recent CPI spike is unusually concentrated in rice: with rice only about XXX% of the basket outsized price gains (up to roughly 90100% yearonyear at peaks) have contributed well over XXX percentage points to headline inflation. This followed a poor 2024 harvest and structural underproduction causing rice prices to more than double from under about 2000 per 5kg in 2022 to around 4000 by 2025. The key is that this scarcity and"
X Link 2025-12-05T12:42Z 60K followers, 11K engagements

"Canada Jobs data .decline in full time work 9.4K All part-time job growth. Employment was little changed in Ontario and Quebec in November with both provinces showing little net growth since January. With fewer Ontarians searching for work the unemployment rate in the province fell0.3percentage points to7.3% Everyone clam down"
X Link 2025-12-05T13:58Z 60K followers, 4773 engagements

"PCE ex shelter is at X% level. Putting in market based measures for rent and housing its below 2%. Where is the tariff inflation the Fed and Wall St keep talking about Simple tariffs are not inflationary ECON XXX. Fed should be at r* right now"
X Link 2025-12-05T18:42Z 60K followers, 20.2K engagements

"Back in Canada. With the very real prospect of USMCA disintegrating Bay Streets base case is still Bank of Canada rate hikes. Think about how deranged that is for a minute: markets are effectively pricing tighter policy into a scenario that screams trade shock currency volatility and investment uncertainty not a textbook moment for piling on additional monetary stress. The neutral rate r* in Canada is under 2%. BOC is already too tight. The lack of common sense in Canada shocking"
X Link 2025-12-07T14:56Z 60K followers, 20.4K engagements

"The Fed is a massive boondoggle. Wall Street still doesnt get it. The Fed has become a bloated backward-looking relic anchored to broken models and bad data. Secretary Bessent sees it clearly but investors keep treating Powells Fed like an oracle instead of the lagging error-prone institution its become. Theyre wrong on tariffs wrong on the balance sheet and dangerously behind the curve"
X Link 2025-12-07T17:51Z 60K followers, 34.4K engagements

"For the record. Wall Street Still Hasnt Done the Math. The US has quietly turned itself into a giant floatingrate borrower. With Tbills dominating new issuance the federal budgets interest bill now moves almost tickfortick with the Feds policy rate. That was lethal on the way up. It is incredibly powerful on the way down. Heres the uncomfortable truth: Trumps economic regime is deficitfriendly and wait till the Fed cuts to neutral. A billheavy structure means that once the funds rate drops toward a neutral XXXX% the governments effective interest cost falls fast as bills and short notes roll."
X Link 2025-12-09T10:21Z 60K followers, 34.9K engagements

"A simple question needs to be asked. As the Fed embarks on another episode of cranking up the printing press who interprets this as a Sell Bitcoin Event"
X Link 2025-12-11T00:14Z 60K followers, 14.9K engagements

"For the record. No debate. The printing press has started up just as history foretold. Wall Street once again willfully ignored monetary history in favor of comforting groupthink narratives. In the aftermath of World War II the United States endured several years of very high inflation and the Federal Reserves attempt to forcefully contract its balance sheet triggered enough economic and financial strain that policymakers were compelled to reverse course. That episode made clear that aggressive balance sheet reduction in a leveraged post-war economy was a policy error. Today the same mistake"
X Link 2025-12-11T09:35Z 60K followers, 9952 engagements

"Fed Chair Jerome Powell said on Dec XX 2025 that BLS jobs data is overstating monthly job growth by 60k due to flaws in the birth-death model. If hes right the true unemployment rate is already 5.05.3% not the official 4.4%. FFR should be at XXXX% right now"
X Link 2025-12-12T17:27Z 60K followers, 12.6K engagements

"Its standing right in front of us 👇"
X Link 2025-12-13T11:55Z 60K followers, 8056 engagements

"A Negative Oil Price Shock. Yes in 2026 the possibility of a super glut is significant. As Bay St models in rate hikes and the BOC ignores the looming Negative Oil Price Shock👇 In the last major negative oil price shock (201416) the Bank of Canada responded by rapidly easing policy with two surprise cuts to its policy rate in 2015 explicitly framed as insurance against the growth inflation and financialstability risks from the oil collapse"
X Link 2025-12-16T10:37Z 60.1K followers, 21.4K engagements

"For the record. The only real bubble is the MSM and Wall St shrieking about an AI bubble while the buildout is doing the heavy lifting for the next productivity cycle. These are the same geniuses who confidently blamed tariffs for inflation and still cant read a CPI report. Now they swear AI stocks are overvalued while $NVDA $MU $STX and $AVGO have lower valuations than $WMT and $Cost. Facts clearly dont matter to a lot of people. They already tried to pin inflation on wage growth long after the data and the literature torched that narrative. They were wrong on tariffs wrong on wages and now"
X Link 2025-12-17T22:06Z 60.1K followers, XXX engagements

"For the record. Ignore the noise The only real bubble is the MSM and Wall St shrieking about an AI bubble while the buildout is doing the heavy lifting for the next productivity cycle. These are the same geniuses who confidently blamed tariffs for inflation and still cant read a CPI report. Now they swear AI stocks are overvalued while $NVDA $MU $STX and $AVGO have lower valuations than $WMT and $Cost. Facts clearly dont matter to a lot of people. They already tried to pin inflation on wage growth long after the data and the literature torched that narrative. They were wrong on tariffs wrong"
X Link 2025-12-17T22:10Z 60.1K followers, 13.3K engagements

"For the record. This time it is different. What most Wall Street and central bank economists fail to grasp is that the shocks of recent years are not cyclical disruptions but generational turning points. Their models assume that the economy will eventually mean-revert to the pre2020 world an assumption that belongs to a bygone era. In reality this time is different. The rulesbased global order that defined the postWorld War II era is being rewritten. As Mark Carney candidly acknowledged in his Council on Foreign Relations address the Trumpera policy shift represents more than a political"
X Link 2025-12-16T01:57Z 60.1K followers, 15K engagements

"Best leading indicator of inflation Gasoline. In 2026 market need to absorb a glut of crude oil. Central Bankers are on the wrong side of the trade again"
X Link 2025-12-16T09:38Z 60.1K followers, 11.8K engagements

"Whats the next chart to go parabolic While pundits buy parabolic moves instead of selling the real question is what will be the next chart that goes parabolic Silver has had its parabolic move. Silver 👇"
X Link 2025-12-17T10:24Z 60.1K followers, 17.8K engagements

"A cut is a cut. The Bank of England just eased policy; debating whether it was hawkish or dovish is semantic pantry for Wall Street not a change in the underlying fact that the stance has moved looser"
X Link 2025-12-18T12:31Z 60.1K followers, XXX engagements

"A cut is a cut. The Bank of England just eased policy; debating whether it was hawkish or dovish is semantic pedantry for Wall Street not a change in the underlying fact that the stance has moved looser"
X Link 2025-12-18T12:36Z 60.1K followers, 3607 engagements

"SOFR dropping like a stone. A dramatic decline in SOFR means that borrowing money overnight in US markets just got cheaper which signals easier or more accommodative monetary conditions for banks and businesses"
X Link 2025-11-09T01:50Z 60.1K followers, 387.3K engagements

"For the record: its clear the Fed has TDS. The evidence is clear: the Fed is asleep at the wheel and NEEDS to cut rates in December theyre already dangerously late. The FFR should equal r* right now. To be clear the neutral rate r* (2.75%) is declining NOT increasing as some biased pundits suggest. Its basic economic theory. QT shouldve been killed months ago; instead Powell let the balance sheet shrink too much torching the interest rate sensitive area of the economy. Lets be clear Powells Fed and the Biden administration owns the affordability crisis not President Trump. Its clear the Fed"
X Link 2025-11-23T06:34Z 60.1K followers, 77.2K engagements

"Comment on Canadian Banks Royal Bank and CIBC are posting solid headline earnings as capital markets and wealth management offset weakening credit a classic latecycle setup. Both are sharply increasing provisions for credit losses with rising allowances on impaired and performing loans flagging mounting stress across retail and commercial books even as EPS and dividends hold. Investors are effectively paying latecycle bank prices on peak fee and trading income while underlying credit quietly deteriorates and tangible book multiples remain elevated versus historical stress-cycle entry points"
X Link 2025-12-04T12:39Z 60.1K followers, 5316 engagements

"Will Powell surprise on Wednesday Is Powell about to admit on Wednesday that the Fed has drained the system too far and now has to start refilling the bathtub This December FOMC is not just about another token rate cut; it is about whether Powell is forced to roll out a standing schedule of billheavy reserve management operations precisely because the Fed has yanked too much liquidity out of the plumbing a concern that New York Fed officials have been telegraphing in their recent remarks on funding markets and reserve adequacy. By Powells own framework QT is done reserves are skirting the"
X Link 2025-12-07T00:22Z 60.1K followers, 81.9K engagements

"Simple trade. In a bull run get Capital Market and Investment Management exposure. Yes I like Financials. Deregulation on the way. Interesting that $JPM starting to underperform other Money Centre banks $MS $GS"
X Link 2025-12-08T10:07Z 60.1K followers, 5011 engagements

"For the record: Can we please stop the Hawkish Cut nonsense Can we please stop treating dissent at the Fed like its a problem Debate isnt disorder; its how policy is supposed to work. If the Fed cuts XX bps on Wednesday and theres dissent that doesnt magically turn it into a Hawkish Cut. A cut is still a cut. Every meeting should be live not a pre-scripted groupthink march down a preset path. The whole point of monetary policy is to evaluate whats ahead through the windshield not obsess over lagging rearview-mirror data thats already stale especially given the long and variable lags of"
X Link 2025-12-09T02:00Z 60.1K followers, 8631 engagements

"Told ya. Balance Sheet needs to expand. QT ran for too long. Wall St wrong again. Contained in todays Fed release the Federal Reserve announced approximately XX billion per month of reservemanagement purchases of shortterm Treasury securities starting in midDecember with the stated goal of maintaining an ample supply of reserves and supporting smooth moneymarket functioning. Officials explicitly frame these operations as a technical liquidity tool under the amplereserves regime rather than a renewed QE program aimed at easing financial conditions"
X Link 2025-12-10T19:21Z 60.1K followers, 16.1K engagements

"Yes the Fed meeting was very Dovish. The printing press is starting up Yes Wall St is on the wrong side of this trade and history. Bloomberg 👇"
X Link 2025-12-11T08:45Z 60.1K followers, 20.5K engagements

"For the record: it sure smells like the monetization of debt. The Federal Reserves ongoing Treasury bill purchases now running at roughly $XX billion per month blur the line between routine reserve management and de facto debt monetization. The Treasury is increasingly financing deficits at the very front end of the curve while the central bank simultaneously absorbs a meaningful share of that issuance with newly created reserves. Formally there is no explicit coordination between the Federal Reserve and the Treasury and that absence of a stated fiscalfunding mandate is precisely why this"
X Link 2025-12-12T00:49Z 60.1K followers, 18.9K engagements

"For the record: My 2026 thesis. My thesis argues that 2026 will defy the comforting but increasingly misleading crutch of the Presidential Cycle. The old four-year templates are a poor guide to a market shaped by frontloaded damage regime shifts in liquidity and a radically different policy and political landscape. A key historical anchor for this thesis is that two successive years of 1820% equity market corrections have only occurred in the context of recessions or systemic financial crises. Outside of those environments backtoback drawdowns of that magnitude are essentially without"
X Link 2025-12-12T15:43Z 60.1K followers, 13.4K engagements

"Trumps Administration policies are clearly resulting in Deficit Reductions. When will Wall St and the Credit Market abandon their TDS"
X Link 2025-12-13T12:44Z 60.1K followers, 8680 engagements

"ECB officials keep touting resilience but Germanys numbers tell a different story: two years of contraction collapsing manufacturing and slumping investment. Calling this resilient is reckless spin not analysis and risks destroying what remains of ECB credibility as Europes core economy quietly slides into structural stagnation"
X Link 2025-12-13T19:17Z 60.1K followers, 5024 engagements

"The Bank of Canadas SelfInflicted Inflation Problem The Bank of Canada continues to tighten into a slowing economy. The fact that a key driver of headline CPI is its own policy error. Mortgage interest cost inflation mechanically linked to prior rate hikes has become a major contributor to measured CPI even though it reflects a transfer from households to lenders rather than excess demand in the real economy. In effect the Bank is chasing an inflation problem that it largely manufactured through its own tightening cycle. Once this policyinduced distortion is stripped out the picture is"
X Link 2025-12-15T18:01Z 60.1K followers, 1021 engagements

"Whats the next chart to go parabolic While pundits buy parabolic moves instead of selling the real question is what will be the next chart that goes parabolic Silver 👇"
X Link 2025-12-17T10:14Z 60.1K followers, XXX engagements

"Jolts Quits. Leading indicator At levels seen in recessions. Yes the Labor market is weakening"
X Link 2025-12-12T19:33Z 60.1K followers, 161.7K engagements

"Global digitization marks a Bretton Woods XXX yet King Dollar endures. U.S. dollar liquidity and institutional strength anchor global stability as Trumps industrial and tariff policies drive a forced rebalancingcorrecting imbalances through friction to forge a more resilient monetary order. 👇"
X Link 2025-12-13T16:24Z 60.1K followers, 26.3K engagements

"Long term investors are rewarded. Triple top breakout. Dont bet against Elon. $TSLA"
X Link 2025-12-16T20:42Z 60.1K followers, 40.7K engagements

"Pundits want you to buy parabolic moves that have peaked. For those long term investors I suggest doing research on Bitcoin and $MSTR. Note the pundits that are now bearish on Bitcoin. Yes its buy Low sell High"
X Link 2025-12-17T12:29Z 60.1K followers, 16.2K engagements

"What are the Inflation nutters going to complain about now"
X Link 2025-12-18T13:37Z 60.1K followers, 13.5K engagements

"I call it the Munger Rule. Buy at the upward sloping XXX week MA. $MSTR"
X Link 2025-12-04T11:23Z 60.1K followers, 68.3K engagements

"Best Leading indicator of inflation. Gasoline at the pump. In 2026 we get a crude oil supply glut. Wall St will be wrong again on rates trajectory. Average now firming below $X heading to the low $2s"
X Link 2025-12-12T12:26Z 60.1K followers, 49.9K engagements

"Did anyone notice Regulators Quietly ReArm the Credit Machine Regulators are quietly shifting the monetary fulcrum back to Wall Street and almost nobody is talking about it. As QE&QT fades into the rearview mirror the system is being rewired so that credit creation once again flows primarily from bank balance sheets rather than the Feds with the political veneer that this time the focus will be on financing productive capital rather than engineering new financial weapons of mass destruction. Under the new TrumpBessent regime the baton is being passed back to Wall Street and the long era of"
X Link 2025-12-15T10:48Z 60.1K followers, 14.5K engagements

"XLE is currently close to all time highs. The last time we experienced a negative crude oil price shock the $XLE corrected over 40%"
X Link 2025-12-16T10:46Z 60.1K followers, 8339 engagements

"Inflation surprising to the downside will be the 2026 story that many investors are not prepared for. 👇"
X Link 2025-12-17T08:05Z 60.1K followers, 16.2K engagements

"For the record. Micron is in an AIdriven supercycle that could absolutely morph into a bubble but on the numbers and valuation in front of us the AI is overvalued and the cycle is done meme simply does not survive contact with reality. In a world where facts mattered this print would put that narrative to bed; unfortunately history shows facts and Wall Street sentiment rarely move in lockstep. A Supercycle not a Bubble. The latest quarter and guide are exactly what an AI memory supercycle looks like: record revenue record EPS and record margins with forward guidance pointing to even higher"
X Link 2025-12-18T12:23Z 60.1K followers, 3195 engagements

"For the record Tariffs are NOT inflationary"
X Link 2025-12-18T13:49Z 60.1K followers, 16.1K engagements

"Oh look the Lagged Shelter data is catching up to market based measures. Wall St and the Fed are wrong again"
X Link 2025-12-18T14:15Z 60.1K followers, 4087 engagements

"A comment on Bitcoin. The U.S. government is reopening and the Treasurys management of the TGA signals an imminent injection of liquidity into the financial system. Quantitative tightening will soon end and in my view the Federal Reserve will continue to cut rates until the federal funds rate reaches around XXXX percent. In 2026 the composition of the Federal Open Market Committee will change Powell will be replaced effectively ending the era of the Progressive Left Keynesian control of the Fed. Chair Powells policy choices have already produced a housing recession an outcome the FOMC"
X Link 2025-11-14T13:35Z 60.1K followers, 433.8K engagements

"How much should the Fed add on a monthly basis to achieve as ample level of reserves Starting in January the Fed should add roughly 4060 billion dollars of reserves per month averaging about XX billion to rebuild a safe cushion over a two to threeyear period. With total bank reserves now just under X trillion dollars and trending down that pace would lift reserves by roughly XXX billion over 20262027 moving them back into the mid3 trillion range that aligns with an ample reserves regime for a 30trilliondollar economy without recreating a pandemicscale balance sheet"
X Link 2025-12-07T11:13Z 60.1K followers, 8338 engagements

"Ignore the noise. Yields on UST are falling. The printing press is starting up"
X Link 2025-12-11T08:16Z 60.1K followers, 160.8K engagements

"Trump Bessent and Warsh the Art of the Deal. IMHO Trump floating Warsh for Fed chair is the art of the deal version of getting easier money without installing a political dove . Trumps public ask is X% rates. Wall St & Credit Markets get their ask. But the real deal is a credible WallStreetapproved regime that cuts meaningfully pulls down the long end and hands credit allocation back to markets while keeping the dollar and bond market onside. Why Warsh works for Trump Warshs history is hawkish and antiQE but his more recent line is: the inflation mistake is behind us productivity and"
X Link 2025-12-13T01:14Z 60.1K followers, 51.6K engagements

"NASDAQ XXX rebalance. $MSTR The Nasdaq100 annual rebalance was announced on Friday NDX XXX is removing six names (BIIB CDW GFS LULU ON TTD) but MicroStrategy (MSTR) is not on the deletion list and remains in the index"
X Link 2025-12-13T13:56Z 60.1K followers, 64.9K engagements

"A New Axis of Power: Warsh Druckenmiller Bessent and the Next Fed Chair The centre of gravity in US economic policy is shifting from isolated personalities to a tightly connected network: Kevin Warsh Stanley Druckenmiller and Scott Bessent now aligned under Donald Trump. They are attempting to end a 15year experiment in Keynesian demand management and replace it with a supplyside regime built on productive capital rather than financial engineering. With the next Fed chair decision front and centre that network suddenly matters a great deal. Read the room. For years the playbook was simple:"
X Link 2025-12-14T13:02Z 60.1K followers, 441.2K engagements

"Triple witching aka freaky Friday is December the 19th"
X Link 2025-12-17T20:41Z 60.1K followers, 8024 engagements

"As Wall St complains about OER catch up market based measures point to further significant declines in Shelter. For $LEN most recent release. Lennars most recent (Q4 FY2025) release showed that its average new-home selling price fell about XX% year over year dropping to roughly $386000 from $430000 as the company traded price for volume amid weaker demand and higher incentives"
X Link 2025-12-18T14:47Z 60.1K followers, XXX engagements

"President Trumps economic policies are bringing inflation down and reducing the deficit. Wall St and the Bond Vigilantes are on the wrong side of this trade and history"
X Link 2025-12-18T15:09Z 60.1K followers, 5595 engagements