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@ForwardGuidance "The Everything Code Explained Financial conditions drive gold then global M2 then Bitcoin and stocks Its all predictable dominos if you know where to look. @RaoulGMI @BittelJulien"
@ForwardGuidance on X 2025-07-09 15:31:20 UTC 22.5K followers, 34.5K engagements

"@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Were living in the Golden Age of Grift 🔸 Shrubs GAG portfolio thrives on upside with minimal downside 🔸 Assets connected to government grift are outperforming (shocking I know) 🔸 Its not a jokegrift has become an asset class Grift arbitrage is the new alpha"
@ForwardGuidance on X 2025-07-20 19:30:35 UTC 22.5K followers, XXX engagements

"Fiscal dominance flips the Feds priorities ➤ Normally the Fed targets inflation while Treasury manages debt ➤ Under fiscal dominance the Fed prioritizes solvency over price stability ➤ This shift is no longer hypotheticalwe're halfway there The Fed becomes a servant to fiscal policy"
@ForwardGuidance on X 2025-07-17 19:01:52 UTC 22.5K followers, XXX engagements

"Main Street Never Stood a Chance They staged a comeback.for about XX hours. Back to business as usual @agnostoxxx"
@ForwardGuidance on X 2025-07-19 14:30:40 UTC 22.5K followers, 1530 engagements

"ICYMI: The Great Ponzi-fication Of Markets We Discuss: 🔶 The Golden Age of Grift 🔶 Why bonds are broken 🔶 The Fire Powell trial balloon 🔶 Japan risk repeat 🔶 Hedging for the summer Timestamps: 00:00 Introduction 02:54 Shrub Portfolio 07:47 Macro Setup 12:36 Ads (VanEck Aptos) 13:56 Yields Too High 16:33 Bessent & QRA 18:53 Fire Powell Trial Balloon 20:53 Trading The Ponzi 24:48 Japan & Inflation 26:41 Whos Gonna Buy The Bonds 33:24 Are Recessions Over 34:18 Ads (VanEck Apotos) 35:42 Are Recessions Over 36:34 Weimar Endgame 38:58 Coldplay Affair 40:41 Volatility Hedging & Hedge Funds"
@ForwardGuidance on X 2025-07-19 20:15:24 UTC 22.5K followers, 9961 engagements

"No war. No Recession. Yet $2T deficit. XXX% debt-to-GDP and rising even before the next crisis hits @DavidBeckworth"
@ForwardGuidance on X 2025-07-16 20:30:52 UTC 22.5K followers, 1459 engagements

"We Cant Outgrow This Debt With declining productivity and demographics governments are forced to pile debt on balance sheets just to pay interest. This is the everything code: rates down first then currency debasement. @RaoulGMI @BittelJulien"
@ForwardGuidance on X 2025-07-09 15:31:13 UTC 22.5K followers, 22K engagements

"Fiat is crumbling. Grift is thriving. The global bond market is breaking and the only trade that makes sense is betting on the endgame. Takeaways from our latest roundup @agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc"
@ForwardGuidance on X 2025-07-20 19:30:35 UTC 22.5K followers, 1757 engagements

"Making sense of crypto treasury premiums @agnostoxxx If $MSTR lends in Bitcoin with leverage its ROE could rise enough to justify trading at 35x NAV similar to book value for high-growth banks"
@ForwardGuidance on X 2025-07-20 22:30:36 UTC 22.5K followers, 2033 engagements

"🎙NEW POD: Threat to Fed Independence is Un-Anchoring Inflation Expectations We Discuss: 🔶 The risk of losing Fed independence 🔶 Why foreign investors are rethinking U.S. exposure 🔶 Breakevens & inflation expectations 🔶 What could drive the next dollar leg down @jnordvig @fejau_inc Links Below"
@ForwardGuidance on X 2025-07-25 14:24:45 UTC 22.5K followers, 12.6K engagements

"🎙NEW POD: Were Entering The Final Phase Of Fiscal Dominance We Discuss: 🔶 The X phases of Fiscal dominance 🔶 The Feds balance sheet dilemma 🔶 Stablecoins supporting dollar dominance 🔶 Active treasury issuance & political pressure 🔶 Rewriting the Feds monetary policy framework @DavidBeckworth @fejau_inc Links Below"
@ForwardGuidance on X 2025-07-16 14:20:31 UTC 22.5K followers, 32.5K engagements

"🚀 NEW ROUNDUP: The Great Ponzi-fication Of Markets We Discuss: 🔶 The Golden Age of Grift 🔶 Why bonds are broken 🔶 The Fire Powell trial balloon 🔶 Japan risk repeat 🔶 Hedging for the summer @agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Links Below"
@ForwardGuidance on X 2025-07-18 21:19:43 UTC 22.5K followers, 102.1K engagements

"🎙NEW POD: The Only Assets That Beat Fiat Debasement We Discuss: 🔶 How fiat debasement drives markets 🔶 AI & robots replacing humans 🔶 Why recessions may be gone forever 🔶 The next big liquidity-driven boom 🔶 ASI as the new religion & more @RaoulGMI @BittelJulien @fejau_inc Links Below"
@ForwardGuidance on X 2025-07-09 13:51:06 UTC 22.5K followers, 99.4K engagements

"@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Powells job is now a market risk 🔸 Trumps trial balloon to fire Powell spooked markets 🔸 Stocks bonds and the dollar all droppedfast 🔸 The Feds perceived independence is hanging by a thread Dont go full Erdogan"
@ForwardGuidance on X 2025-07-20 19:30:36 UTC 22.5K followers, XXX engagements

"🚀 ICYMI: All Roads Lead To Debasement We Discuss: 🔶 NFP & unemployment surprise 🔶 Impact of anti-immigration policy 🔶 What the BBB means for the deficit 🔶 Both political parties are terrible 🔶 EM-ification of the US & more Timestamps: 00:00 Cold Open 04:00 Bullish NFP 08:25 Ads (Aptos) 11:12 Anti-Immigration Impact 17:32 Wage Growth Yields & Controlled Demolition 21:22 BBB Passed Now What 26:40 Ads (Aptos) 27:32 Both Sides Are Terrible 34:32 High-Yield Credit 37:17 Get Out on the Risk Spectrum 39:52 Active Treasury Issuance Greater Than QE 41:37 The Problem is Getting Worse 44:12 All"
@ForwardGuidance on X 2025-07-04 14:31:16 UTC 22.5K followers, 18K engagements