#  @DrJStrategy James E. Thorne James E. Thorne posts on X about canada, $tsla, in the, inflation the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1197943937089982464/interactions)  - [--] Week [-------] -6.40% - [--] Month [---------] -2.50% - [--] Months [----------] +35% - [--] Year [----------] +97% ### Mentions: [--] [#](/creator/twitter::1197943937089982464/posts_active)  - [--] Week [--] -4% - [--] Month [---] +29% - [--] Months [-----] +24% - [--] Year [-----] +42% ### Followers: [-------] [#](/creator/twitter::1197943937089982464/followers)  - [--] Week [------] +1.20% - [--] Month [------] +10% - [--] Months [------] +43% - [--] Year [------] +115% ### CreatorRank: [------] [#](/creator/twitter::1197943937089982464/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #1684 [countries](/list/countries) 28.57% [stocks](/list/stocks) #1817 [automotive brands](/list/automotive-brands) 12.65% [cryptocurrencies](/list/cryptocurrencies) #568 [celebrities](/list/celebrities) 6.12% [currencies](/list/currencies) 3.27% [travel destinations](/list/travel-destinations) 1.63% [exchanges](/list/exchanges) 0.82% [technology brands](/list/technology-brands) 0.82% **Social topic influence** [canada](/topic/canada) #3932, [$tsla](/topic/$tsla) 9.8%, [in the](/topic/in-the) #2312, [inflation](/topic/inflation) #41, [tariffs](/topic/tariffs) #636, [china](/topic/china) 6.94%, [market](/topic/market) 6.53%, [bitcoin](/topic/bitcoin) #282, [investment](/topic/investment) 5.31%, [united states](/topic/united-states) 4.49% **Top accounts mentioned or mentioned by** [@_locke_xx](/creator/undefined) [@jlbroomes](/creator/undefined) [@huhimagine](/creator/undefined) [@jeffmccrimmon80](/creator/undefined) [@potus](/creator/undefined) [@lng_guy](/creator/undefined) [@thomas141869982](/creator/undefined) [@draper_scdpcgc](/creator/undefined) [@deus_xmac](/creator/undefined) [@ec265](/creator/undefined) [@realerikanaomi](/creator/undefined) [@biannagolodryga](/creator/undefined) [@zainasher](/creator/undefined) [@vonderleyen](/creator/undefined) [@cdnclubto](/creator/undefined) [@tmsfleming](/creator/undefined) [@nobbodyelse](/creator/undefined) [@rayincognito69](/creator/undefined) [@mapatriot1630](/creator/undefined) [@bob2trader](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "The concept of American System [---] in a potential second Trump administration evokes the legacy of Henry Clays original American System which significantly shaped Abraham Lincolns economic policies. With Scott Bessent Trumps Treasury Secretary nominee and a Yale economic historian at the helm theres potential for a modern strategy rooted in Clays protectionist and development-focused ideals. This fusion of historical insight and contemporary economic theory could redefine American economic policy reimagining Clays vision for the 21st century and addressing todays challenges with a bold" [X Link](https://x.com/DrJStrategy/status/1863259423143006587) 2024-12-01T16:30Z 72.4K followers, 55.7K engagements "Yen Carry trade. Pundits new fixation is the yen carry trade unwind but Japans inflation exceeding the 2% 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](https://x.com/DrJStrategy/status/1995802255488913874) 2025-12-02T10:28Z 72.5K followers, 89K engagements "Does not meet the smell test Powell and his allies are using the language of independence to turn a basic oversight dispute into a political morality play and it looks increasingly like an attempt to delegitimize any legal scrutiny of the Fed. This has all the elements of a hoax. What Powell actually did Powell chose to go public with a dramatic video statement saying DOJ subpoenas threatened a criminal indictment over his testimony on the Feds multibilliondollar building renovations. He explicitly framed the subpoenas as pretexts and cast them as retaliation for the Fed setting rates" [X Link](https://x.com/DrJStrategy/status/2011032604313518251) 2026-01-13T11:08Z 72.5K followers, 177.2K engagements "For the record. Greenland is not a European territory but a North American one in the Western Hemisphere whose people have repeatedly rejected EU control. It enjoys self-government a clear legal path to independence and longstanding US security guarantees and investment. Denmarks subsidies constrain rather than define sovereignty. Given climate change its strategic importance has only grown and President Trump is re-engaging a subject examined by many previous presidents. https://twitter.com/i/web/status/2013217549006037331 https://twitter.com/i/web/status/2013217549006037331" [X Link](https://x.com/DrJStrategy/status/2013217549006037331) 2026-01-19T11:50Z 72.5K followers, 76.5K engagements "Canadas consumer price index decreased 0.2% on an unadjusted basis in December. BOC is too tight. 👇" [X Link](https://x.com/DrJStrategy/status/2013296454152941916) 2026-01-19T17:04Z 72.3K followers, [----] engagements "A must watch interview many topics covered. 👇 The Mask is off Sobering words. Bessents warning to Canadians is simple: Mark Carney may talk like a middleclass champion but his career running the Bank of England the Bank of Canada and serving as a UN climate czar marks him as a committed globalist not a defender of Canadian workers or sovereignty. BESSENT: How can Murkowski be against Greenland when she herself is from Alaska which we purchased from the Russians https://t.co/eWNGP9JnO7 BESSENT: How can Murkowski be against Greenland when she herself is from Alaska which we purchased from the" [X Link](https://x.com/DrJStrategy/status/2014643746827329880) 2026-01-23T10:17Z 72.2K followers, 33.3K engagements "Notice the pivot its classic Trudeau playbook. His points arent wrong but they conveniently deflect from the deeper need for structural reform in Canada. The economic claims he made at Davos were exaggerated and critics are right to call out his globalist framing. When cornered his fallback is always the same as Trudeaus: our strength is our values. Meet the new boss same as the old boss. Please dont forget Brookfield HQ move to NYC. Now is the time to fight for our values. https://t.co/58RAWKLpeN Now is the time to fight for our values. https://t.co/58RAWKLpeN" [X Link](https://x.com/DrJStrategy/status/2014667454988058947) 2026-01-23T11:52Z 72.5K followers, 30.6K engagements "For the record. The Trump Doctrine and the Return of Real Growth. The Trump Doctrine marks the decisive end of the Davos era. America is turning away from financial engineering and green bureaucracy toward an economy built on real production national capacity and middle-class expansion. This is Hamiltonian capitalism revived focused on productive capital manufacturing infrastructure energy independence and capital formation. Supply-side economics is once again the organizing principle. Smaller government reduced regulations tax cuts the end of the Davos elites inefficient policy oversight." [X Link](https://x.com/DrJStrategy/status/2015415486553399770) 2026-01-25T13:24Z 72.4K followers, 14.8K engagements "A Wake up call Canada has seen this movie before. and it did not end well. In the 1980s when the United States under Ronald Reagan pivoted decisively toward supply-side economics and pro-growth reform Canada chose the opposite path. Rather than adapting to the new North American reality the Liberal Party and Pierre Elliott Trudeau leaned into a narrative that cast the U.S. as the villain and used that resentment to justify doubling down on progressive interventionist policy. And unfortunately the Canadian electorate bought it. The result was not moral victory but national decline. Of historic" [X Link](https://x.com/DrJStrategy/status/2015425053739941898) 2026-01-25T14:02Z 72.2K followers, 201.6K engagements "President Trumps team the smartest guys in the room. The Japanese Yen is the Canary in the Coal mine. Drive the Yen higher vs USD and watch the dominos fall. Bessent and Lutnick make a very strong capital markets team. Trump Could Make Your Mortgage Cheaper. How Japans Yen Fits In. https://t.co/waCBcd0ufR Trump Could Make Your Mortgage Cheaper. How Japans Yen Fits In. https://t.co/waCBcd0ufR" [X Link](https://x.com/DrJStrategy/status/2016291491673428309) 2026-01-27T23:25Z 72.3K followers, 184.5K engagements "Fun fact of the day. Weak USD does not imply Weak USD system. Ignore the noise do your own research. Bonus fact of the day. Interest rate differentials Do Not determine currency crosses" [X Link](https://x.com/DrJStrategy/status/2016484006955487486) 2026-01-28T12:10Z 72.2K followers, [----] engagements "Warning: ignore U of M surveys they are tainted by politics As with the U of M inflation expectation mania in the summer when the Fed actually referred to it. Now Pundits are focused on the U of M consumer confidence survey. Yes Dems are depressed and Rep are happy move along. Untainted surveys show strong consumer confidence https://twitter.com/i/web/status/2016866921832992839 https://twitter.com/i/web/status/2016866921832992839" [X Link](https://x.com/DrJStrategy/status/2016866921832992839) 2026-01-29T13:32Z 72.4K followers, [----] engagements "Carneys team does a SWOT analysis on the Canadian Auto Industry GM cuts third shift in Oshawa. All while the BOC and Bay St continue their Happy talk that all is well in Canada. Its not https://www.ctvnews.ca/toronto/article/1000-people-will-lose-their-jobs-as-gm-cuts-third-shift-at-oshawa-plant-unifor/ https://www.ctvnews.ca/toronto/article/1000-people-will-lose-their-jobs-as-gm-cuts-third-shift-at-oshawa-plant-unifor/" [X Link](https://x.com/DrJStrategy/status/2016883241676919004) 2026-01-29T14:36Z 72.2K followers, [----] engagements "Keeping it simple. Run the economy hot is the theme. Then copper is the play. $FCX is the stock" [X Link](https://x.com/DrJStrategy/status/2016911538066432064) 2026-01-29T16:29Z 72.2K followers, [----] engagements "For the record. Why I Suggest Warsh Is the Best Pick for the Fed. IMHO: Kevin Warsh remains the strongest choice for Fed chair because he uniquely combines market credibility with a clear willingness to reset policy in a more disciplined rulesbased direction. He is structurally hawkish on inflation and the balance sheet but tactically flexible enough to support meaningful rate cuts when conditions warrant which aligns with the TrumpBessent objective of moving the funds rate lower without sacrificing institutional legitimacy. He also brings deep institutional experience from his prior service" [X Link](https://x.com/DrJStrategy/status/2017024678896787588) 2026-01-29T23:58Z 72.3K followers, 78.7K engagements "My views on Warsh and the New Axis of Power . from last year 👇 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. https://t.co/MLHFr3emLV 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" [X Link](https://x.com/DrJStrategy/status/2017140266218480067) 2026-01-30T07:38Z 72.2K followers, 139.4K engagements "For the record. Wall Streets Warsh Hawk Label Misses the Point. Wall Street brands Kevin Warsh a hawk because he questions quantitative easing and refuses to use monetary policy to prop up asset prices instead of the real economy. That unsettles the dominant Keynesian consensus on the Street which still prefers aggressive stimulus and balancesheet activism as the first second and third tools of policy. In reality Warsh is clearly aligned with President Trumps productivecapital supplyside agenda: prioritizing investment productivity and privatesector credit creation over financial engineering." [X Link](https://x.com/DrJStrategy/status/2017156678630662591) 2026-01-30T08:43Z 72.4K followers, 123.5K engagements "For the record. President Trumps selfstyled Republican New Deal marks a rupture with the midcentury Keynesian consensus that has dominated central banking for nearly a century. It challenges the idea that technocrats at the Federal Reserve can finetune demand and rescue the economy every time asset prices wobble and instead recenters production work and national capacity as the core of economic strategy. Kevin Warshs charge that the Fed should abandon the dogma that inflation is caused when the economy grows too much and workers get paid too much goes straight at the priesthood of" [X Link](https://x.com/DrJStrategy/status/2017712029579026649) 2026-01-31T21:30Z 72.3K followers, 49.8K engagements "For the record. Trump is using Keynes where he was right on trade imbalances and rejecting him where his ideas became dogma: central banking. In doing so he revives Hamilton and Clays American System of tariffs internal improvements and a protected continental market. Trumps New Deal doctrine revives the HamiltonClay thesis while retiring the exhausted playbook of midcentury Keynesian central banking. It tips the hat to Keyness foresight at Bretton Woods: a postwar trading order that refused to correct chronic imbalances was destined to fail and fuel populist revolt. It also condemns how" [X Link](https://x.com/DrJStrategy/status/2017934750229336339) 2026-02-01T12:15Z 72.3K followers, 50.3K engagements "For the record. When will Wall Street stop running every data print through a tired Keynesian lens and fighting the last war Inflation driven by bloated government and weak productivity is not cured with more demand management. In a supplyside AIenabled world higher productivity and slashed fiscal waste are disinflationary exactly the point Friedman made when he called inflation a policy choice not fate. How long until markets admit that hawk and dove have lost their meaning Warsh sees inflation as a fiscal choice not a businesscycle accident and Friedman reminded us that inflation is made in" [X Link](https://x.com/DrJStrategy/status/2018283494070198557) 2026-02-02T11:20Z 72.2K followers, 11K engagements "You want madness Bay Street is now forecasting Bank of Canada rate hikes in the back half of [----]. Meanwhile GDP is contracting. The absence of serious data-driven research in this country is glaring. Canadas economic elite remains trapped in a Keynesian echo chamber and they still dont get it. Half of the Big [--] Banks see interest rates going up by end of [----]. RBC has the Bank of Canada at 3.25% by end of [----] Source: https://t.co/4P4jQJJgna https://t.co/iZF0S6D8Jy Half of the Big [--] Banks see interest rates going up by end of [----]. RBC has the Bank of Canada at 3.25% by end of [----] Source:" [X Link](https://x.com/DrJStrategy/status/2018392647576981908) 2026-02-02T18:34Z 72.5K followers, 85.6K engagements "ISM Manufacturing New Orders. Solid [----] Powell and his Wall St supporters will conclude inflation. But in reality expanding the Supply Side of the economy is NOT inflationary" [X Link](https://x.com/DrJStrategy/status/2018403427886223518) 2026-02-02T19:17Z 72.3K followers, 22K engagements "Cautionary Tale for Canada In the 1980s Canada briefly sank to near third world status. Pierre Elliott Trudeau was in office John Crow led the Bank of Canada and together they sought to prove that Canada could chart a more enlightened path than the Americans under Reagan. While the U.S. embraced supplyside reforms that unleashed investment and growth Ottawa doubled down on intervention regulation and monetary rigidity and paid the price. France today is the canary in the coal mine. Yet Canadas policymakers both in Ottawa and at the Bank of Canada seem to have forgotten the hard lessons of" [X Link](https://x.com/DrJStrategy/status/2018728308683272581) 2026-02-03T16:48Z 72.5K followers, 125K engagements "The point of my post wasnt to quibble over appointment dates but to capture the policy throughline from Trudeaus overspending in the 1980s to Crows brutal antiinflation campaign and the deep recession that followed. Trudeau ignored the regime change in the U.S. and doubled down on deficitfinanced expansion crowding out private investment and Crow then slammed on the monetary brakes in classic Keynesian fashion to crush the private sector when the inflation that era had baked in by excessive government spending. Today Carney and Macklem are replaying the script blind to their own ideological" [X Link](https://x.com/DrJStrategy/status/2018755230750343666) 2026-02-03T18:35Z 72.5K followers, [----] engagements "The point of my post wasnt to quibble over appointment dates but to capture the policy throughline from Trudeaus overspending In the 1980s to Crows brutal antiinflation campaign and the deep recession that followed. Trudeau ignored the regime change in the U.S. and doubled down on deficitfinanced expansion crowding out private investment and Crow then later slammed on the monetary brakes in classic fashion to crush the inflation that era had baked in. Today Carney and Macklem are replaying the script blind to their own ideological hangups and unwilling to learn from that history and Canada is" [X Link](https://x.com/DrJStrategy/status/2018776664885649675) 2026-02-03T20:00Z 72.5K followers, [----] engagements "For the record. Golds Generational Repricing: Time to Accumulate Not Chase. Gold has surged into what increasingly resembles a latestage parabolic phase with price action running well ahead of what core macro fundamentals and reserveflow dynamics would typically justify. A mediumterm blowoff top appears to be forming and after one of the strongest multiyear runs in modern history the market likely requires a period of consolidation and digestion to work off excesses. I have been advocating a 510% strategic allocation to gold for years precisely because of its role as portfolio insurance" [X Link](https://x.com/DrJStrategy/status/2019032378140672155) 2026-02-04T12:56Z 72.2K followers, [----] engagements "For the record. Its remarkable how often a thesis initially dismissed as speculative or unfounded later becomes conventional wisdom. Consider for example the potential link between Warsh Bessent and Druckenmiller or the historical parallel that in the 1990s as digital infrastructure was being built out hardware outperformed software a pattern likely to repeat in the AI era. Yet when such claims first surface the pundit class routinely ignores them only to embrace them once the evidence becomes undeniable. Claiming it was obvious all along Now as Anthropics rise forces Wall Street to confront" [X Link](https://x.com/DrJStrategy/status/2019054460752863351) 2026-02-04T14:24Z 72.5K followers, [----] engagements "For the record. Who piles into XLP Consumer Staples when the US economy is growing at 4% Its the crowd exhausted by the volatility unleashed under the Trump Administration. Walmart now trading over 50X. Rotating into consumer staples is the wrong move when the ISM manufacturing index has just broken back above [--]. If the Administration wants new alltime highs into the midterms it needs to dial down the noise. Investors are getting burned out. https://twitter.com/i/web/status/2019132416166670763 https://twitter.com/i/web/status/2019132416166670763" [X Link](https://x.com/DrJStrategy/status/2019132416166670763) 2026-02-04T19:34Z 72.5K followers, 13.7K engagements "Sec Bessent gets it. Tariffs are not inflationary. Shame Keynesian Central Bankers and Wall St continue to fail Eco [---]. Tariffs are not inflationary and an exhaustive historical study on tariffs from the San Francisco Fed confirms it. @POTUS tariffs have incentivized record capital commitments from foreign investors which will help reindustrialize and revitalize U.S. manufacturing and critical https://t.co/hIcW8uG0Qj Tariffs are not inflationary and an exhaustive historical study on tariffs from the San Francisco Fed confirms it. @POTUS tariffs have incentivized record capital commitments" [X Link](https://x.com/DrJStrategy/status/2019225873589891154) 2026-02-05T01:45Z 72.2K followers, 12K engagements "President Trump is asking a fair question. Why wont Powell answer it 👇 .@POTUS on Jerome Powell: "I'm asking him 'Why are you spending almost $4B on a very small little complex of buildings' . He's renovating buildings for $3-$4B. They're spending more money than was spent on any building ever built in history per square foot." https://t.co/zSWIeMG0Gz .@POTUS on Jerome Powell: "I'm asking him 'Why are you spending almost $4B on a very small little complex of buildings' . He's renovating buildings for $3-$4B. They're spending more money than was spent on any building ever built in history per" [X Link](https://x.com/DrJStrategy/status/2019231643782004929) 2026-02-05T02:08Z 72.2K followers, 11.5K engagements "For the record. Everyones busy trying to call a bottom in Bitcoin but theyre missing the real story Silver looks far riskier. The hype has gotten absurd with retail traders piling in like its a sure thing. Meanwhile the same pundits tripping over themselves to trash Bitcoin (which is already deeply oversold) cant see that parabolic charts like Silvers always pay back hard. Chasing that kind of FOMO trade isnt brave its reckless. https://twitter.com/i/web/status/2019458010007875738 https://twitter.com/i/web/status/2019458010007875738" [X Link](https://x.com/DrJStrategy/status/2019458010007875738) 2026-02-05T17:08Z 72.3K followers, 21K engagements "Listen to Sec Bessent on the importance Crypto for the US. Think about this as pundits claim Bitcoin is going to zero. NEW: Treasury Secretary Scott Bessent says the US has to get Bitcoin & crypto market structure bill "across the finish line" this year. "It's impossible to proceed without it." https://t.co/TseUGll8yV NEW: Treasury Secretary Scott Bessent says the US has to get Bitcoin & crypto market structure bill "across the finish line" this year. "It's impossible to proceed without it." https://t.co/TseUGll8yV" [X Link](https://x.com/DrJStrategy/status/2019471989765726225) 2026-02-05T18:03Z 72.4K followers, 30.8K engagements "Sec Bessent gets it 👇 The monumental retraction of Nature Magazines infamous KLW24 paper on The Economic Impact of Climate Change has laid bare the radical lefts apocalyptic hyperbole on climate change. This fatally fraught paper with errors far too substantial for correction has been https://t.co/B8lwXbs95L The monumental retraction of Nature Magazines infamous KLW24 paper on The Economic Impact of Climate Change has laid bare the radical lefts apocalyptic hyperbole on climate change. This fatally fraught paper with errors far too substantial for correction has been https://t.co/B8lwXbs95L" [X Link](https://x.com/DrJStrategy/status/2019492047225290856) 2026-02-05T19:23Z 72.3K followers, [----] engagements "For the record. This has been my thesis for some time: the U.S. economy is undergoing a structural transformation its foundation 19th century USA. The breadth of the market is widening as capital increasingly rotates toward sectors anchored in Middle America and the nations productive core. No AI and Crypto are not dead. This shift reflects a broader realignment underway catalyzed by Trump-era trade and industrial policies that have begun to rebuild the domestic capital base after decades of erosion driven by offshoringmost notably to China. The so-called Great Rotation is no longer a" [X Link](https://x.com/DrJStrategy/status/2019746626865332735) 2026-02-06T12:14Z 72.4K followers, 27.8K engagements "One of President Trumps key policy objectives is to establish the United States as the global leader in crypto and digital asset innovation. With the Clarity Act advancing the tokenization of real-world assets gaining traction and discussions of a Bitcoin Strategic Reserve underway the momentum is undeniable. Meanwhile the CFTC is expanding stablecoin regulations to allow national trust banks to issue dollar-pegged tokens under the GENIUS Act framework a major step toward institutional legitimacy. Yet many pundits still claim Bitcoin is heading to zero. If you view the current pullback as" [X Link](https://x.com/DrJStrategy/status/2020464411249463754) 2026-02-08T11:47Z 72.4K followers, [----] engagements "New rightwing PM Sanae Takaichi just won a historic landslide giving her nearunconstrained control over Japans economic and security policy. She is antiillegal immigration wants to preserve Japans core national culture and is a China hawk likely to back tougher policies on Beijing. She is closely aligned with the late Shinzo Abes conservative nationalist wing of the LDP and is seen as ideologically sympathetic to Donald Trumps brand of economic nationalism and hard line on China. My sincerest congratulations to Prime Minister @takaichi_sanae on her historic victory securing the biggest" [X Link](https://x.com/DrJStrategy/status/2020572975972446608) 2026-02-08T18:58Z 72.5K followers, 17.4K engagements "@RealErikaNaomi Get a deal with President Trump" [X Link](https://x.com/DrJStrategy/status/2021019151163326586) 2026-02-10T00:31Z 72.5K followers, [----] engagements "What youre describing is a textbook case of Trump Derangement Syndrome: treating every move as random tantrum then acting shocked when the buffoon keeps resetting the chessboard and extracting concessions. Weve seen the same thing in Canada. Large chunks of our mediapolitical class have been so emotionally invested in hating Trump that they literally smash his photos on TV and cheer on anything that might damage him even when it openly conflicts with Canadas own economic interests. That isnt sober statecraft its projection dressed up as analysis. You dont have to like Trump to take his" [X Link](https://x.com/DrJStrategy/status/2021029429112172989) 2026-02-10T01:12Z 72.5K followers, [----] engagements "President Trump expressed regret about listening to then Treasury Secretary Manchin during his 1st term when he reappointed Powell. Warsh was the runner-up. Yet in Canada the story gets twisted into Trump regrets appointing Warsh just weeks ago. Completely wrong and a classic example of Canadian TDS at work. Trump: I made a mistake in nominating Kevin Warsh to be Chair of the Federal Reserve TWO WEEKS AGO. The guy isnt even confirmed yet and the President is already undermining him. At a time when the US dollar is collapsing and global markets are on a knifes edge. The https://t.co/Az2seha4qb" [X Link](https://x.com/DrJStrategy/status/2021044179015516185) 2026-02-10T02:10Z 72.5K followers, 23.6K engagements "For the record. An America First President or Donor First Error Donald Trumps attack on the Gordie Howe International Bridge has turned a supposed America First doctrine into a textbook donor first blunder. Canada is paying to build a modern strategic border crossing and handing the United States a 50% stake and future revenue exactly the kind of deal Trump once promised when he said Mexico would pay for the wall. Yet instead of embracing a foreignfunded asset that strengthens U.S. control and redundancy he is trying to block it. The missing piece is the Ambassador Bridge: a privately owned" [X Link](https://x.com/DrJStrategy/status/2021850980631880162) 2026-02-12T07:36Z 72.5K followers, [----] engagements "@goclicking Warsh gets this nuanced point" [X Link](https://x.com/DrJStrategy/status/2022309707306647895) 2026-02-13T13:59Z 73.1K followers, [---] engagements "For the record: What has Canada become Canada likes to boast about having one of the most educated populations on earth but when it comes to Trump Derangement Syndrome it behaves like the global capital of political hysteria. What passes for education has curdled into progressive indoctrination so deep that basic objectivity and critical thought have become niche pursuits rather than civic norms. Carneys Davos grandstanding about Canada as a moral superpower is a case study in this selfcongratulatory delusion all rhetoric and posture no serious reckoning with power or trade realities. Common" [X Link](https://x.com/DrJStrategy/status/2016838323419976099) 2026-01-29T11:38Z 73.1K followers, 203.1K engagements "Comment on Bitcoin . Now we get the familiar chorus of pundits posting charts on Bitcoin recycling the same tired claims that its a scam its over its late its Epstein its quantum its going to zero. Every cycle its the same rinseandrepeat narrative dressed up as revelation. Declaring Bitcoins fair value as zero isnt analysis its a refusal to acknowledge that monetary sovereignty is evolving beyond the state. As the CLARITY Actthe most consequential digitalasset legislation in U.S. historymoves closer to passage market behavior shows a precision that strains the idea of ordinary price" [X Link](https://x.com/DrJStrategy/status/2019578213220106674) 2026-02-06T01:05Z 73.1K followers, 44K engagements "As Wall St pundits continue to proclaim that Bitcoin is going to zero 👇 Barclays Bank CEO Crypto stablecoin and digital assets are the future of banking. Barclays CEO https://t.co/ipwWsxreNe Barclays Bank CEO Crypto stablecoin and digital assets are the future of banking. Barclays CEO https://t.co/ipwWsxreNe" [X Link](https://x.com/DrJStrategy/status/2021568124219253228) 2026-02-11T12:52Z 73.1K followers, 12.6K engagements "To understand Donald Trump one must first understand 19thcentury America its protectionist tariffs populist rebellions and battles over central banking. Trump is not an aberration; he is a callback to the raw economic nationalism that once defined the American republic. What he recognizes and few on Wall Street yet grasp is that the United States is undergoing a structural pivot as consequential as the New Deal or the Reagan Revolution. His foreigneconomic doctrine forged in conflict with China and reminiscent in scope to the Monroe Doctrine seeks to rewrite the post1945 order into a new age" [X Link](https://x.com/anyuser/status/2019605134263939351) 2026-02-06T02:52Z 73.1K followers, 35.9K engagements "For the record. Jobs Day. Januarys jobs report will be less an economic signal than a statistical confession. The Bureau of Labor Statistics is poised to strip out roughly [--] million phantom jobs from the December [----] payroll level as part of its benchmark revisions quietly acknowledging that the labor market was materially weaker than the headline narrative suggested. Layered on top of that an updated birthdeath model and new seasonal factors will recast the story of [------] showing a labor market that cooled hard from mid2024 and faltered again in mid2025 not the resilient Goldilocks fantasy" [X Link](https://x.com/DrJStrategy/status/2021555391771947085) 2026-02-11T12:02Z 73.1K followers, 17.5K engagements "The U.S. economy added just [-----] jobs in December and a total of only [------] for all of [----] the weakest annual job growth outside a recession since [----] And FFR way above r*. Complete incompetence at the Powell Fed. On average thats roughly [-----] new jobs a month. Nearly 85% of those gains occurred by April leaving the rest of the year flat. By any objective measure the labor market softened considerably. The Feds assessment of strength in [----] now looks badly misplaced. To be clear the lesson is the 1st is always noise. But watch pundits extrapolate off the 1st print as usual." [X Link](https://x.com/DrJStrategy/status/2021590019568193821) 2026-02-11T14:19Z 73.1K followers, 21.6K engagements "For the record. Yes the Baby is being thrown out with the bath water. Markets are behaving as if AI is a universal wrecking ball when in reality it is mostly a universal productivity engine. Panic selling on the premise that AI will destroy every industry ignores two basic facts: almost all AI value shows up as cheaper better output for operators and most sectors compete on cost quality and speed not on preserving todays headcount or workflow. The idea that banks manufacturers retailers hospitals and logistics firms will all be structurally worse off because they can do more with less is" [X Link](https://x.com/DrJStrategy/status/2022211585565938103) 2026-02-13T07:29Z 73.1K followers, 20.1K engagements "For the record. Todays CPI release once again underscores that inflation remains overwhelmingly driven by shelter a lagging and statistically distorted component. There is still no evidence of any tariff-related inflationary pressure. An objective reading of the data would justify a Fed Funds rate closer to 2.75% or below. The Powell-led Feds persistence at current levels reflects not analytical rigor but political bias and policy incompetence" [X Link](https://x.com/DrJStrategy/status/2022312223071252508) 2026-02-13T14:09Z 73.1K followers, 79.3K engagements "CPI. Yes the Fed is either incompetent or has TDS. Yes Fed rate hikes contribute to inflation. Check your Macro [---] textbook. YoY Core Services 94% of CPI CPI is almost all shelter. 65% of Core Services is shelter YoY 68% of Core Services is shelter MoM" [X Link](https://x.com/anyuser/status/1922272425799983406) 2025-05-13T12:47Z 73.1K followers, 45K engagements "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 Ishibas resignation Sanae Takaichi is now the front runner to lead Japan signalling a major policy shift that will directly affect the Bank of Japan. Takaichis support for maintaining low interest rates is likely to keep the yen weak and incentivize global capital outflows through the yen carry trade. The Yen has responded. 👇 https://twitter.com/i/web/status/1964838104075768042 https://twitter.com/i/web/status/1964838104075768042" [X Link](https://x.com/anyuser/status/1964838104075768042) 2025-09-07T23:48Z 73.1K followers, 123.1K engagements "For the record. The sooner Canada acknowledges that portions of its manufacturing sector are structurally uncompetitive and unlikely to return the better. The path forward lies in embracing the countrys natural resource strengths and reforming the regulatory framework to attract global capital. The era of denial must come to an end" [X Link](https://x.com/anyuser/status/1982547490974183810) 2025-10-26T20:38Z 73.1K followers, 92.1K engagements "Treasury TGA.about to break $1T. Only time bigger during C-19. Treasury cant spend because of shut down. QT ends in December $70B of buying P/M. Potential liquidity about to hit the system" [X Link](https://x.com/DrJStrategy/status/1986615993813377417) 2025-11-07T02:05Z 73K followers, 114.6K engagements "Thoughts on [----]. As we end [----] when Wall Street once again called for the end of the world a few parting thoughts. Valuation frameworks like the CAPE ratio or historical P/E comparisons provide useful long-term context but bull markets rarely end because of valuation alone they end when liquidity dries up. That turning point still appears years away. Structural conditions suggest the eventual reckoning wont come until the early to mid-2030s. Demographics continue to favor expansion and the technological supercycle led by artificial intelligence automation and productivity-enhancing" [X Link](https://x.com/DrJStrategy/status/2006419725929132108) 2025-12-31T17:38Z 73.1K followers, 16.3K engagements "Canada is finally waking up to a hard reality it has long tried to ignore. Bay Street is now awakening as well. After decades of cheering on or excusing Ottawas performative policies and virtue signalling the realization that sanctions on Venezuelan oil can be lifted and those barrels can flow back to the U.S. Gulf Coast is a cold slap in the face for an economy that has squandered its natural resource advantage. Canada should be a global economic powerhouse; instead it has become a case study in squandered potential. Years of virtue signaling regulatory overreach and chronic underinvestment" [X Link](https://x.com/DrJStrategy/status/2008328460859523491) 2026-01-06T00:03Z 73.1K followers, 232.2K engagements "CarneyXi deal and Trump: what can we infer. TrumpXi and the coming bargain When Xi Jinping and Donald Trump sit down later this spring Mark Carneys Beijing deal will be sitting quietly at the table with them. Assume a grand bargain is coming a framework that will set the rules of global trade for decades to come. The CarneyXi package is a small early glimpse of how that bargain might be structured: narrow transactional and carefully routed around Americas hard security red lines. A deliberately constrained partnership Carneys strategic partnership with China is deliberately constrained. It" [X Link](https://x.com/DrJStrategy/status/2012115846227722363) 2026-01-16T10:52Z 73K followers, 47.5K engagements "Why is the EU willing to risk a trade war with the United States over a selfgoverning Danish colony that sits in the Western Hemisphere and is not even part of the European Union" [X Link](https://x.com/DrJStrategy/status/2013204902525153772) 2026-01-19T11:00Z 73K followers, 267.9K engagements "Canada is a small open exportdependent economy with exports over 30% of GDP and trade around twothirds of GDP. Roughly threequarters of Canadian merchandise exports go to the United States; no other market exceeds about 5%. Our comparative advantages are in resourceheavy sectors energy minerals forestry agrifood deeply integrated into North American supply chains. Rapid diversification away from the U.S. would require new ports pipelines terminals longterm contracts and a permissive regulatory environment that does not currently exist at scale. Treating a slogan as a strategy is politics not" [X Link](https://x.com/DrJStrategy/status/2015488159119819119) 2026-01-25T18:13Z 72.5K followers, 25.6K engagements "For the record. Carneys sectoral China deal rolled out from Beijing without serious consultation with President Trumps team flagrantly misread where Washingtons red line now sits. Its not about legal FTA formalities; its about whether Canada volunteers to be a pressurerelief valve for Chinese overcapacity into the US market. Carney walked straight into that line of fire then tried to hide behind technicalities. Taken together with his Davos moralgrandstanding and thinly veiled jabs at Trump it is hard to avoid the conclusion that he actively wanted a blowup with Washington to dramatize his" [X Link](https://x.com/DrJStrategy/status/2015771196634136709) 2026-01-26T12:57Z 72.5K followers, 152K engagements "The Bank Dithers Canada Burns: Moral Vanity in Place of Economic Strategy when will Canada wake up Canada needs to drop the TDS and look in the mirror. Canadas manufacturing has sunk below [----] levels as GDP contracts. The Bank of Canada refuses to cut rates Bay Street cheers while industry falters. The BOC dithers and Canada burns. Facts matter: Carneys Davos grandstanding about Canada as a moral superpower epitomizes this selfcongratulatory delusionrhetoric and posture without any reckoning with power or trade realities. https://twitter.com/i/web/status/2017594558645735769" [X Link](https://x.com/DrJStrategy/status/2017594558645735769) 2026-01-31T13:43Z 73.1K followers, 23K engagements "For the record. Global capital just handed Ottawa the verdict the political class keeps dodging: Canada is no longer a serious jurisdiction for largescale resource investment its a cautionary tale. Glencore suspending nearly a billion dollars in planned investment at Horne Canadas largest copper metal operation is not an unfortunate dispute its a red card for a country that thinks narratives can substitute for net present value. For years Canadians have been told that the country is a critical minerals superpower in waiting while federal and provincial regimes wrapped every project in layers" [X Link](https://x.com/DrJStrategy/status/2019145504513573168) 2026-02-04T20:26Z 73.1K followers, 36.9K engagements "JOLTS . openings private sector below [----] levels. Powell and the Keynesian Fed are incompetent. 👇" [X Link](https://x.com/DrJStrategy/status/2019431171885781282) 2026-02-05T15:21Z 72.5K followers, 12.1K engagements "For the record. The Fed and those that support its policies have lost the plot. What is the justification for being so far above r* (the Neutral Rate) Fed should be at 2.75% right now and they should have been at this level for months Total incompetence" [X Link](https://x.com/DrJStrategy/status/2019440437174353970) 2026-02-05T15:58Z 72.6K followers, [----] engagements "Canadian policy makers need a wake up call. Ottawa is promising a trillion-dollar surge in investment faster internal trade and a big pivot toward new markets overseas over the next five years. The trouble is trade diversification is a slow grind while Canadas economy is being squeezed today. The hard question is whether any of these long-horizon plans can deliver relief fast enough to offset the damage already in motion. In the real world it will take years to build new trade corridors negotiate and implement fresh agreements and retool supply chains. Canada is effectively on recession watch" [X Link](https://x.com/DrJStrategy/status/2020351384584142866) 2026-02-08T04:18Z 73.1K followers, 14.5K engagements "Market based measure CPI. The Powell Fed has lost the plot on employment and Price stability. CPI 0.68% 👇 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling inflation this time driven by a 20% drop in natural gas prices charged to residential https://t.co/VzP9LL29U3 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling" [X Link](https://x.com/DrJStrategy/status/2020462468829524432) 2026-02-08T11:39Z 73K followers, 32K engagements "One of President Trumps key policy objectives is to establish the United States as the global leader in crypto and digital asset innovation. With the Clarity Act advancing the tokenization of real-world assets gaining traction and discussions of a Bitcoin Strategic Reserve underway the momentum is undeniable. We just experienced a normal leverage flush and yes Im a buyer of Bitcoin. Meanwhile the CFTC is expanding stablecoin regulations to allow national trust banks to issue dollar-pegged tokens under the GENIUS Act framework a major step toward institutional legitimacy. Yet many pundits" [X Link](https://x.com/DrJStrategy/status/2020466013351919834) 2026-02-08T11:53Z 73.1K followers, 42.3K engagements "For the record: Warsh Druckenmiller Bessent and the New Accord Moment When I first floated the idea of a renewed accord between the Fed and Treasury akin to the pre1951 dynamic the reaction from Wall Street researchers was predictably skeptical. Likewise when I argued that Warsh would be an ideal Fed chair candidate and that his alignment with Druckenmiller and Bessent made such an accord plausible the notion was met with the usual handwaving. Now that Warsh himself is publicly advancing the same idea the Street appears as usual to be arriving fashionably late to the obvious. Kevin Warsh" [X Link](https://x.com/DrJStrategy/status/2020605362743792053) 2026-02-08T21:07Z 73K followers, 75.4K engagements "Buy Middle America. Small Caps 👇" [X Link](https://x.com/DrJStrategy/status/2020819546119032860) 2026-02-09T11:18Z 73K followers, [----] engagements "Art of the Deal. Another shot across the bow yes this is about leverage not geography. Trump is setting the narrative ahead of broader trade and infrastructure talks not just one bridge. And what about the other much bigger carveouts just sitting there when does he turn his attention to those The bridge is a convenient stage but with Carney in the mix his real game is deal hierarchy: Canada as a proxy while he lines up bigger fights over China supply chains and manufacturing sovereignty. The open question now is whether Carneys strategy is to call a snap election secure a clear majority and" [X Link](https://x.com/DrJStrategy/status/2021014562363871576) 2026-02-10T00:13Z 73.1K followers, 86.5K engagements "A double from here. Youre not bullish enough. Pres Trump call for DOW 100K 👇 Trump predicting 100K on Dow by time he leaves office claims he was 'right about everything' https://t.co/pW0iC6UCQO Trump predicting 100K on Dow by time he leaves office claims he was 'right about everything' https://t.co/pW0iC6UCQO" [X Link](https://x.com/DrJStrategy/status/2021172163496001625) 2026-02-10T10:39Z 73.1K followers, [----] engagements "For the record. President Donald Trumps posture on the Gordie Howe International Bridge is a textbook case of Art of the Deal rhetoric colliding with a complex reality. His core border slogan was blunt: the United States would build a wall on the southern border and Mexico would pay for it so Americans would not foot the bill for infrastructure he framed as essential to their security. Now in the bridge case Canada has in effect done exactly thatpicking up the tab for a multibilliondollar crossborder project including works on U.S. soil while the United States (through Michigan) walks away as" [X Link](https://x.com/DrJStrategy/status/2021184571375575277) 2026-02-10T11:28Z 73.1K followers, 64K engagements "AIs Forgotten Backbone: The Fiber Optic Renaissance Hang around long enough and memory rhymes. The same optical names that powered the first internet buildoutCOHR GLW CIEN LITEare being pulled back to center stage as AI rewires compute around bandwidth not just FLOPs. Training frontier models means tightly coupling tens of thousands of GPUs; the real constraint is now how fast bits can move not just how many chips you can buy. That turns fiber optics and advanced photonics from old telecom gear into the hard choke point of AI scale. This time the capex wave is different: it starts with GPUs" [X Link](https://x.com/DrJStrategy/status/2021238688508772375) 2026-02-10T15:03Z 73K followers, 15K engagements "For the record. Jobs Day. Januarys jobs report will be less an economic signal than a statistical confession. The Bureau of Labor Statistics is poised to strip out roughly [--] million phantom jobs from the December [----] payroll level as part of its benchmark revisions quietly acknowledging that the labor market was materially weaker than the headline narrative suggested. Layered on top of that an updated birthdeath model and new seasonal factors will recast the story of [------] showing a labor market that cooled hard from mid2024 and faltered again in mid2025 not the resilient Goldilocks fantasy" [X Link](https://x.com/DrJStrategy/status/2021553706139795795) 2026-02-11T11:55Z 72.9K followers, [---] engagements "Its astonishing that even after massive negative revisions and widespread admission that the BLS models are deeply flawed every socalled expert still clings to the tainted first print of the jobs report. They ignore the cleaner more reliable data that clearly signals a weakening labor market. The obsession with that initial number is pure garbage noise masquerading as insight. NEW: Job growth SURGED in January adding [------] total non-farm jobs and [------] private sector jobs shattering expectations once again. The unemployment rate fell. Wages grew. Federal employment is now at its lowest" [X Link](https://x.com/DrJStrategy/status/2021587172814360602) 2026-02-11T14:08Z 73.1K followers, 19.3K engagements "For the record. Its astonishing that even after massive downward revisions and open acknowledgment that the BLS models and collection procedures are deeply flawed every pundit still rushes to celebrate the tainted first print of the jobs report. The clean revised data tell a very different story a labor market that weakened steadily through [----]. For those cheering the January numbers take a breath and look at the revisions: those are the credible figures. Any serious research or disciplined analysis will withhold judgment on the January data until the second or even third print." [X Link](https://x.com/DrJStrategy/status/2021593183688216584) 2026-02-11T14:32Z 73.1K followers, [----] engagements "For the record When will reality set in Yes the Fed is too tight Januarys headline gain is a statistical mirage of strength: roughly threequarters of the [------] jobs added came from health care social assistance and other policy and demographicdriven services while genuinely ratesensitive privatesector cyclicals contributed only a thin sliver of growth masking underlying weakness in demanddriven hiring and the true impact of tight monetary policy on the real economy. https://twitter.com/i/web/status/2021599004929249539 https://twitter.com/i/web/status/2021599004929249539" [X Link](https://x.com/DrJStrategy/status/2021599004929249539) 2026-02-11T14:55Z 73.1K followers, [----] engagements "True but Im not convinced the White House is thinking in terms of a single sweeping trade framework this time. Its more plausible theyd pursue targeted industryspecific deals rather than an allencompassing replacement for USMCA. Carveouts would be an essential feature of that approach and I suspect Carney grasps that nuance. https://twitter.com/i/web/status/2021619877010641257 https://twitter.com/i/web/status/2021619877010641257" [X Link](https://x.com/DrJStrategy/status/2021619877010641257) 2026-02-11T16:18Z 73K followers, [---] engagements "Bitcoin. If you dont see the pullback in Bitcoin as a gift. You need to do more homework. Yes BTD" [X Link](https://x.com/DrJStrategy/status/2022134763994456180) 2026-02-13T02:24Z 73.1K followers, [---] engagements "For the record. The Carney governments tone-deaf drift on national security and economic sovereignty has crossed into dangerous territory. Energy Minister Tim Hodgsons refusal to rule out Chinese state-owned enterprises taking majority control of Canadas oil assets is more than a policy misstep its a betrayal of strategic sense. At the very moment Washington has drawn a hard line through the Trump Administrations National Security Strategy and the Trump Corollary that strategic industries must be insulated from authoritarian control Ottawa is signaling open doors to Beijing. Layer on the deal" [X Link](https://x.com/DrJStrategy/status/2019770192549884023) 2026-02-06T13:48Z 73.1K followers, 23.7K engagements "For the record. Macklems Capital Strike Against Productivity. IMHO its a mistake for the BOC to deliberately restrict capital access through high rates. Canada is now posting both negative GDP growth and negative job growth in the private sector yet the Bank of Canada under Macklem is still refusing to cut rates. Real output is contracting and private payrolls are shrinking but monetary policy remains stuck at 2.25% calibrated to an old inflation scare instead of todays recessionary reality. Macklems refusal to cut rates in an economy with weak productivity and stagnant capital stock is a" [X Link](https://x.com/DrJStrategy/status/2020134129883656279) 2026-02-07T13:54Z 73.1K followers, [----] 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](https://x.com/DrJStrategy/status/2000189729459814665) 2025-12-14T13:02Z 73.1K followers, 627.1K engagements "Looking forward to Vancouver. Lots to talk about. Trump Carney Gold and much more. 👇 What do renowned investment analysts Martin Armstrong Tony Grier Heather Exner-Pirot Paul Beatty James Thorne Kevin Muir Josef Schachter Ryan Irvine Joey Temprile all have in common They'll all be live at the World Outlook Conference February [--] &7 at the Westin Bayshore https://t.co/HABRnd9F5k What do renowned investment analysts Martin Armstrong Tony Grier Heather Exner-Pirot Paul Beatty James Thorne Kevin Muir Josef Schachter Ryan Irvine Joey Temprile all have in common They'll all be live at the World" [X Link](https://x.com/DrJStrategy/status/2019019068465091068) 2026-02-04T12:03Z 73.1K followers, [----] engagements "For the record. Yes USMCA is DOA. Careful listening to recent remarks by the U.S. ambassador to Canada key members of the Trump cabinet and the President himself makes it clear that the USMCA is becoming increasingly outdated. In practical terms the agreement appears to be dead on arrival a view Ive held for some time. The core issue lies not in traditional tariffs but in non-tariff barriers which will require significant attention in any future framework. New negotiations will likely center on carve-outs that no longer serve U.S. strategic priorities meaning Canada will need to reconsider" [X Link](https://x.com/DrJStrategy/status/2021564668980978052) 2026-02-11T12:39Z 73.1K followers, 48.4K engagements "My Build America Basket [--] is on fire Build America Basket 10: targeted exposure to U.S./North American real-economy build-out through heavy equipment power infrastructure industrial automation rail and ag machinery leaders: CAT GEV EMR ETN PWR JCI PH CP plus added engine and farm power via CMI and DE as core capex and infrastructure compounders. $DE and $CAT or $CP" [X Link](https://x.com/DrJStrategy/status/2021775624583418029) 2026-02-12T02:37Z 73.1K followers, 11K engagements "What if What if the real fiscal revolution isnt higher taxes or austerity but rooting out fraud Imagine if the bond vigilantes finally woke up to the fact that reducing government fraud and waste could shrink the deficit faster than any rate hike or spending cap. The real shocker might be just how much of Washingtons spending is pure noise and how putting the entire government budget on a transparent blockchain could fix it overnight. What would the doomsday crowd on Wall Street say then when the deficit problem isnt unsolvable just unaccountable" [X Link](https://x.com/DrJStrategy/status/2007054846860419493) 2026-01-02T11:42Z 73.1K followers, 1.7M engagements "For the record. Canadas Monetary Establishment Is Driving a Train Wreck With GDP flatlining private investment gutted and growth propped up by the state Canadas elites still prescribe rate hikes and no this is not Trumps fault its Canadas own policy train wreck. Canada is sleepwalking into decline. GDP growth is negative or stalling and what faint momentum remains is increasingly driven by public-sector activity rather than a vibrant private economy. Private investment per worker has been anaemic for years leaving the capital stock depleted and productivity stagnant by international" [X Link](https://x.com/DrJStrategy/status/2018505640360964101) 2026-02-03T02:03Z 73.1K followers, 26.9K engagements "Canada brace yourself its coming our way just listen to the Governor of the RBA. The RBA run by Keynesians in an economy with a desperate need for capital stock with inflation mostly caused by Housing the move of Central Bankers to raise rates. Making the current conditions worse. Real time example of Central Bankers having no clue. Crucial words from the RBA Governor: The economy is closer to its supply capacity than we previously thought. Which means supply constraints are binding in some sectors and its not taken much of a pick-up in demand to generate price pressures. Years of weak-to-no" [X Link](https://x.com/DrJStrategy/status/2018683965704388752) 2026-02-03T13:52Z 73.1K followers, 36.1K engagements "A must watch. Especially for Canadians. Niall Ferguson captures the essential point with remarkable clarity: to make sense of Donald Trump one must first grapple seriously with nineteenthcentury American history and the evolution of U.S. economic policy. Trumps outlook is best understood in a Jacksonian frame rooted in a long tradition of American populist nationalism rather than in the lazy and ahistorical Hitler analogies that dominate much contemporary discourse. Ferguson is also correct that by the 2000s the United States was on an unsustainable strategic and economic trajectory and a" [X Link](https://x.com/DrJStrategy/status/2019489451312050409) 2026-02-05T19:13Z 73.1K followers, 275.3K engagements "Good history lessons for Canadians As George Grant warned in Lament for a Nation a Canadian elite more concerned with its own ideological preening than with national interest sleepwalked the country into preventable loss of economic well being. History doesnt repeat exactly but the rhyme is getting loud. While the political class is gripped by TDS and performative outrage what Canada actually needs is a hardheaded pragmatic deal with President Trump; did no one learn the lesson from the Diefenbaker episode in the late 1950s when Ottawas posturing left us weaker not stronger Recall the" [X Link](https://x.com/DrJStrategy/status/2021037993482391816) 2026-02-10T01:46Z 73.1K followers, 46.2K engagements "Yes a TrumpXi grand bargain in April is very much on my bingo card: Bessent keeps saying the goal is to derisk not decouple and an April deal would be the logical place to codify that doctrine in tariffs supply chains and security linkages. America First doesnt mean America alone and @POTUS is the President of Peace. As trade rebalances and hotspots cool the peace brought by President Trump is the most bullish force for global markets and prosperity. https://t.co/8vHecZul6p America First doesnt mean America alone and @POTUS is the President of Peace. As trade rebalances and hotspots cool the" [X Link](https://x.com/DrJStrategy/status/2021401055737806894) 2026-02-11T01:49Z 73.1K followers, 15.9K engagements "For the record. House Rebuke of Trumps Canada Tariffs Doesnt Cancel Canadas Need for Structural Reform. The House vote to advance a resolution against President Trumps tariffs on Canada is the first direct confrontation between the House and the White House over a signature element of Trumps economic policy and it passed its crucial procedural hurdle by a narrow [------] margin after three Republicans broke with their leadership. This vote unlocks floor consideration of a measure that would terminate the national emergency Trump declared to impose an extra [--] percent tariff on most Canadian" [X Link](https://x.com/DrJStrategy/status/2021733949442338892) 2026-02-11T23:51Z 73.1K followers, 16.7K engagements "Bitcoin. Yes the CLARITY Act will get done and yes accelerating Wall Street adoption is real. This pullback is a gift for anyone who understands where we are in the cycle. If you dont see that yet you need to do more work on the structural fundamentals not the hourly chart. In the end everyone buys Bitcoin at the price they deserve. Yes BTD. JUST IN: FINANCIAL GIANT BLACKROCK JUST REVEALED INSTITUTIONS SOVERIGNS AND BANKS ARE BUYING THE #BITCOIN DIP YOU ARE SCARED WHALES ARE BUYING https://t.co/wdBGxfU8Sy JUST IN: FINANCIAL GIANT BLACKROCK JUST REVEALED INSTITUTIONS SOVERIGNS AND BANKS ARE" [X Link](https://x.com/DrJStrategy/status/2022136226631803134) 2026-02-13T02:30Z 73.1K followers, 166.8K engagements "Take a deep breath. Amaras Law tells us that we tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run. A closely related principle says that we always overestimate the change that will occur in the next two years and underestimate the change that will occur in ten which captures the same dynamic in more concrete timeframes. Todays hysteria that AI will imminently destroy every industry is entirely predictable: it reflects classic shortterm overestimation even as we likely still understate how profoundly AI will reshape the economy and" [X Link](https://x.com/DrJStrategy/status/2022484053870420384) 2026-02-14T01:32Z 73.1K followers, [----] engagements "Sec. Bessent gets it. Like the late 1990s by decades end USD strength will become the symptom of something deeper robust growth dominant innovation low inflation. Strong fundamentals drive strong currencies. Thats exactly what President Trump is rebuilding: tax certainty regulatory clarity and energy independence. When the U.S. becomes the worlds most attractive destination for capital the trend speaks for itself. Fundamentals matter. A strong dollar comes from strong fundamentals. That is exactly what @POTUS @realDonaldTrump is achieving through tax certainty regulatory clarity and energy" [X Link](https://x.com/DrJStrategy/status/2022503325778760003) 2026-02-14T02:49Z 73.1K followers, 13.6K engagements "The architect of the most reckless spending spree in modern history who has left behind a debt bomb ready to explode. And Janet Yellen has the audacity to criticize Trump's trade policy Seriously We're looking at a debt-to-GDP ratio of 125% and they couldn't even bother to lock in lower rates when they were at rock bottom. The sheer irony and tone-deafness of the left is absolutely staggering. In an exclusive interview with CNN's @biannagolodryga and @ZainAsher former U.S. Treasury Secretary Janet Yellen spoke out against President Trumps trade policy calling his recent tariffs the worst" [X Link](https://x.com/anyuser/status/1911765026169401606) 2025-04-14T12:54Z 73.1K followers, 147.6K engagements "The Fed is the last bastion of extreme progressive left ideology. Powells actions in Chicago yesterday showed the world that the Fed is NOT politically neutral. President Trump is right to be disappointed in the Fed" [X Link](https://x.com/anyuser/status/1912835391326929016) 2025-04-17T11:47Z 73.1K followers, 36.5K engagements "Yes the Fed is late. Yes President Trump has a right to be disappointed. Given that the Federal Funds Rate (FFR) is currently at 4.33% while the estimated natural rate of interest (r*)as defined by Wicksellis approximately 2.75% it suggests that the Fed should be operating at or near this natural rate to promote stable growth. However the reality is quite different. Wall Street has finally begun to recognize that the private sector is nearing a recession and the recent growth has largely been fueled by wartime-like fiscal policies that are inherently unsustainable. While a rate cut by the Fed" [X Link](https://x.com/DrJStrategy/status/1914422811487010887) 2025-04-21T20:55Z 72.9K followers, 53.1K engagements "Im sorry the Street just does not get it. $TSLA Semi Factory progress update https://t.co/OQ1oXvnjev Semi Factory progress update https://t.co/OQ1oXvnjev" [X Link](https://x.com/anyuser/status/1917315129315598478) 2025-04-29T20:28Z 73.1K followers, 41.2K engagements "Consensus Wall St view. 1) President Trump and Scott Bessent dont know that they are doing. 2) China holds all the cards. 3) No deal will be made. 4) The Result will be recession and inflation. 5) Market will make new lows and interest rates spike. I will take the other side of this trade" [X Link](https://x.com/anyuser/status/1921533874498064411) 2025-05-11T11:52Z 73.1K followers, 40.6K engagements "As Moodys downgrades US debt the Fed just sits there with its FFR at 4.33% and QT running. Powell will go down as one of worst Fed Chairman in history. How much would interest payments be reduced if the FFR=r*. Fed is reckless and dangerous" [X Link](https://x.com/anyuser/status/1923543304295129557) 2025-05-17T00:57Z 73.1K followers, 35.7K engagements "On the topic of Japan becoming Greece. Japan [--] year yield 👇" [X Link](https://x.com/DrJStrategy/status/1924763707621445908) 2025-05-20T09:46Z 73K followers, 104.9K engagements "PCE Feds target. 2.1% YoY Its all shelter. Tell me again the Fed is Data dependent" [X Link](https://x.com/anyuser/status/1928434965290659875) 2025-05-30T12:54Z 73.1K followers, 127K engagements "Thesis playing out Buy the pullback. $TSLA" [X Link](https://x.com/anyuser/status/1931687633345728934) 2025-06-08T12:19Z 73.1K followers, 167K engagements "Jobs collapse in the UK. BOE will be forced to cut. Yes the Fed is whistling by the graveyard" [X Link](https://x.com/anyuser/status/1932420957169393946) 2025-06-10T12:53Z 73.1K followers, 53.3K engagements "Dont bet against Elon 👇 These are unmodified Tesla cars coming straight from the factory meaning that every Tesla coming out of our factories is capable of unsupervised self-driving These are unmodified Tesla cars coming straight from the factory meaning that every Tesla coming out of our factories is capable of unsupervised self-driving" [X Link](https://x.com/anyuser/status/1932494770103869889) 2025-06-10T17:47Z 72.7K followers, 24.3K engagements "CPI ex shelter YoY 1.5% Fed has TDS" [X Link](https://x.com/DrJStrategy/status/1932787106792812742) 2025-06-11T13:08Z 72.9K followers, 60.8K engagements "$TSLA Long term thesis intact. Ignore the haters. Dont bet against Elon" [X Link](https://x.com/anyuser/status/1933872696325976230) 2025-06-14T13:02Z 73.1K followers, 25.4K engagements "Tel Aviv Stock Exchange bouncing" [X Link](https://x.com/anyuser/status/1934234525212569850) 2025-06-15T13:00Z 73.1K followers, 266.3K engagements "Instead of building a palace. Maybe the Fed can update its models. Tariffs do not cause inflation. CPI 1.68% 👇 @truflation" [X Link](https://x.com/DrJStrategy/status/1943632731633525110) 2025-07-11T11:25Z 72.9K followers, 36.2K engagements "Waiting for the next leg up. Long term thesis still intact. Dont bet against Elon. $TSLA" [X Link](https://x.com/anyuser/status/1946152435224838165) 2025-07-18T10:17Z 73.1K followers, 69.3K engagements "Dont bet against Elon. And Wall St still believes $TSLA is only a car company. Wall St will be proven wrong again. Long term thesis intact. Tesla Diner & Supercharger in Hollywood LA Open 24/7 starting now https://t.co/nISRNoV89Y Tesla Diner & Supercharger in Hollywood LA Open 24/7 starting now https://t.co/nISRNoV89Y" [X Link](https://x.com/DrJStrategy/status/1947645487815004377) 2025-07-22T13:10Z 72.9K followers, 42.9K engagements "Wall St wrong again. US EU massive trade deal. President Trump keeps working his magic 👇 .@vonderleyen: "We have a trade deal between the two largest economies in the world and it's a big deal. It's a huge deal." https://t.co/vuDZdRjPPJ .@vonderleyen: "We have a trade deal between the two largest economies in the world and it's a big deal. It's a huge deal." https://t.co/vuDZdRjPPJ" [X Link](https://x.com/anyuser/status/1949544174686236879) 2025-07-27T18:55Z 73.1K followers, 39.2K engagements "Trade deals open the door to a Fed rate cut this week" [X Link](https://x.com/anyuser/status/1949550639958405235) 2025-07-27T19:21Z 73.1K followers, 179.3K engagements "The Fed is now part of the problem. With the FFR at 4.375% deflationary forces loom yet Powell blindly crushes the private sector ignoring that the private sector wasnt overheating and causing inflation. The Feds mission creep and Keynesian bias are clear firing Powell is overdue. Yellens failure to issue long-term debt at near-zero rates could cost taxpayers $1 trillion. Powells reckless mismanagement must end. Yes the Fed is politicized institution" [X Link](https://x.com/anyuser/status/1950483182190535149) 2025-07-30T09:06Z 73.1K followers, 27.2K engagements "For the record. The question at hand is not whether the Fed will cut rates in September nor is it about parsing every word Powell uttered today. The fundamental issue is the viability of the Federal Reserves role within a truly capitalist society now that its overreach has become apparent. The sustainability of the Feds authority will be increasingly questioned as it acts as though we operate under a centrally planned economy an assertion that strains the very principles of free markets. The claim that the Fed is apolitical is now widely regarded as folly. Powells stark performance at the" [X Link](https://x.com/anyuser/status/1950707309623066629) 2025-07-30T23:57Z 73.1K followers, 72.7K engagements "Go ahead tell me the Fed is apolitical again" [X Link](https://x.com/DrJStrategy/status/1951271893354336397) 2025-08-01T13:20Z 72.9K followers, 22K engagements "Looks like its read to go. $TSLA" [X Link](https://x.com/anyuser/status/1959208805348135002) 2025-08-23T10:59Z 72.7K followers, 42K engagements "JOLTS. Construction Quits. Leading indicator. At level not seen GFC" [X Link](https://x.com/anyuser/status/1963254492998074611) 2025-09-03T14:55Z 73.1K followers, 828.7K engagements "Teslas long-term thesis is unfolding. Dont bet against Elon. $TSLA" [X Link](https://x.com/anyuser/status/1963930324469190891) 2025-09-05T11:40Z 73.1K followers, 34.8K engagements "Tariffs do not cause inflation. PPI negative MoM. Thats deflation Have a nice day" [X Link](https://x.com/anyuser/status/1965757168541667359) 2025-09-10T12:40Z 73.1K followers, 79K engagements "Bitcoin. Largest Liquidation event ever and Bitcoin is sitting at $114K. Think about that for one minute" [X Link](https://x.com/anyuser/status/1976801798079041631) 2025-10-11T00:07Z 73.1K followers, 685.5K engagements "Spot on 👇 Wealth isnt gold wealth is energy. - Buckminster Fuller [----] That is why Bitcoin is based on energy: you can issue fake fiat currency and every government in history has done so but it is impossible to fake energy. - @elonmusk [----] https://t.co/0xwU3Sxkwi Wealth isnt gold wealth is energy. - Buckminster Fuller [----] That is why Bitcoin is based on energy: you can issue fake fiat currency and every government in history has done so but it is impossible to fake energy. - @elonmusk [----] https://t.co/0xwU3Sxkwi" [X Link](https://x.com/DrJStrategy/status/1978092316033249397) 2025-10-14T13:35Z 72.5K followers, [----] engagements "Read the room folks" [X Link](https://x.com/anyuser/status/1979365372227915795) 2025-10-18T01:54Z 73.1K followers, 252K engagements "Yes S&P [---] [----] for [----]. Yes S&P [---] target for [----] is [----]. Yes S&P [---] target [-----] by end of decade. Yes Gold target is still $5K. Yes Bitcoin target to still $200K. Yes FFR heading to 2.75%. No AI Bubble yet. Have a nice day" [X Link](https://x.com/DrJStrategy/status/1980417594126655945) 2025-10-20T23:35Z 72.9K followers, 56.4K engagements "Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%" [X Link](https://x.com/anyuser/status/1984313950528225356) 2025-10-31T17:38Z 73.1K followers, 132.7K engagements "Canadians need to look in the mirror and stop blaming President Trump. "There are consequences to our decisions and there are consequences to our election. And Canadians are finally waking up to the fact that virtue signaling is costing us our standard of living." Get the complete interview with James Thorne @DrJStrategy tomorrow on MoneyTalks https://t.co/uNFeNMvQjF "There are consequences to our decisions and there are consequences to our election. And Canadians are finally waking up to the fact that virtue signaling is costing us our standard of living." Get the complete interview with" [X Link](https://x.com/anyuser/status/1984561598086758513) 2025-11-01T10:02Z 73.1K followers, 56.9K engagements "Lets try this again. [--] months of negative GDP growth is a recession folks Yes Canada is in a recession. Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%. https://t.co/8n2j8bTxZ4 Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%. https://t.co/8n2j8bTxZ4" [X Link](https://x.com/anyuser/status/1984597425319714838) 2025-11-01T12:24Z 73.1K followers, 133K engagements "Its a striking irony that two Canadian firms Brookfield and Cameco through their joint stake in Westinghouse are driving the nuclear revival at the heart of President Trumps U.S. economic strategy. Meanwhile Prime Minister Carney with deep ties to Brookfield presides over a Canada still paralyzed by its own indecision. The contrast could not be clearer: Canadian companies are powering American resurgence while Ottawa fumbles at home. https://www.investors.com/news/nuclear-cameco-westinghouse-big-winner-trump-nuclear-energy-push/" [X Link](https://x.com/anyuser/status/1984611239075455176) 2025-11-01T13:19Z 73.1K followers, 63.9K engagements "When Liquidity drys up the Bull Run ends. Its not about valuation ignore the noise. Government Opens and TGA draws begin. Dec [--] QT ends. More rate cuts. President Williams out with some interesting comments today. Fed to expand security holdings was the suggestion" [X Link](https://x.com/anyuser/status/1986882144636183005) 2025-11-07T19:43Z 73.1K followers, 98K 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](https://x.com/anyuser/status/1987336937896649008) 2025-11-09T01:50Z 73.1K followers, 387.8K 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 [----] percent. In [----] 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](https://x.com/anyuser/status/1989326324981522663) 2025-11-14T13:35Z 73.1K followers, 434.9K engagements "CPI 1.21% Powells Fed is incompetent. Where are the Wall St inflation is permanent folks Where is the tariff inflation FFR should be at 2.75% right now. US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies - Alcohol & tobacco - mostly alcoholic beverages Our number is derived by https://t.co/5LoMU6z2N1 US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs -" [X Link](https://x.com/DrJStrategy/status/2014331705180803271) 2026-01-22T13:37Z 72.5K followers, 56.7K engagements "My [--] cents on PM Carneys budget. Its not the Big Bang but its a coherent prudent starting point that recognizes the private sector must lead. Behind its careful rhetoric lies a $280 billion wager to unlock over $1 trillion in private capital for AI housing and defence. This is not fiscal tinkering; its the architecture of a national industrial strategy. Canada now has the beginnings of an industrial policy focused on productivity growth one thats been missing for decades. Is it perfect no but its starting point. While pundits obsess over pipelines they miss the bigger picture. Yes pipelines" [X Link](https://x.com/anyuser/status/1987287207007129774) 2025-11-08T22:32Z 73.1K followers, 141.6K engagements "To understand Donald Trump one must first understand 19thcentury America its protectionist tariffs populist rebellions and battles over central banking. Trump is not an aberration; he is a callback to the raw economic nationalism that once defined the American republic. What he recognizes and few on Wall Street yet grasp is that the United States is undergoing a structural pivot as consequential as the New Deal or the Reagan Revolution. His foreigneconomic doctrine forged in conflict with China and reminiscent in scope to the Monroe Doctrine seeks to rewrite the post1945 order into a new age" [X Link](https://x.com/anyuser/status/2019605134263939351) 2026-02-06T02:52Z 73.1K followers, 35.9K engagements "The Trump Doctrine envisions a sovereign American-led Western Hemisphere. But where does that leave Canadaand how do we secure our own economic sovereignty @DrJStrategy shares his thoughts in his February #MarketInsights: https://ow.ly/jqsa50Y8Mc6 https://ow.ly/jqsa50Y8Mc6" [X Link](https://x.com/wellingtonaltus/status/2019057567154999403) 2026-02-04T14:36Z [----] followers, 53.7K engagements "China [--] year yield. Pay attention ignore the noise" [X Link](https://x.com/anyuser/status/1868640984088953123) 2024-12-16T12:55Z 73.1K followers, 6M engagements "Folks just dont get it. Rates are declining Bessent is a happy man. His North Star is the UST [--] yr yield. Not the Fed Tariffs will eventually force the Feds hand. Let the crazies in the equity futures have their fun. The real information is in the credit markets. UST [--] yr about to break 4%" [X Link](https://x.com/anyuser/status/1907570725499842788) 2025-04-02T23:07Z 73.1K followers, 1.2M engagements "China [--] Year Yield getting ready to take a run at the 1.60% low. Rates going to the zero bound in China not on Wall St Bingo card. What if China needs to sell UST because its running out of USD to keep the Peg to USD I think Bessent knows a thing or two on currency Pegs" [X Link](https://x.com/anyuser/status/1909794026112311706) 2025-04-09T02:22Z 73.1K followers, 1.4M engagements "Bitcoin. Largest Liquidation event ever and Bitcoin is sitting at $114K. Think about that for one minute" [X Link](https://x.com/anyuser/status/1976801798079041631) 2025-10-11T00:07Z 73.1K followers, 685.5K engagements "Bessent isn't Yellen. We don't have a leftist Keynesian at the helm; we have a macro hedge fund manager who was instrumental in one of the most famous macro trades of our generationattacking the Pound. His deep understanding of liquidity and financial conditions will reshape the economy and marketshe gets it https://twitter.com/i/web/status/1908527525954797665 https://twitter.com/i/web/status/1908527525954797665" [X Link](https://x.com/anyuser/status/1908527525954797665) 2025-04-05T14:29Z 73.1K followers, 332.3K engagements "UST 2yr Yield. Nice clean break lower. Trump admin getting the response they want. Lower rates mean we avoid a financial crisis. $9T needs be refinanced a major concern. Get rates lower objective #1. If Equity market tantrums so be it there are bigger issues. For now stock market is not the top priority its fixing the fiscal mess Biden and Yellen left behind" [X Link](https://x.com/anyuser/status/1907742808548532366) 2025-04-03T10:31Z 73.1K followers, 489.1K engagements "JOLTS. Construction Quits. Leading indicator. At level not seen GFC" [X Link](https://x.com/anyuser/status/1963254492998074611) 2025-09-03T14:55Z 73.1K followers, 828.7K engagements "China [--] Yr Yield dropping like a stone. Irving Fisher Debt Deflation spiral in real time. 1.63% 👇" [X Link](https://x.com/anyuser/status/1874788309521830349) 2025-01-02T12:02Z 73.1K followers, 1.1M engagements "China 2yr yield about to go under 1%. Ignore the noise. The risk for the west is a debt deflation spiral" [X Link](https://x.com/anyuser/status/1873439110670815559) 2024-12-29T18:41Z 73.1K followers, 1.1M engagements "Old rule: When Spot VIX is higher than VIX 3M buy the market" [X Link](https://x.com/anyuser/status/1897992433427726727) 2025-03-07T12:47Z 73.1K followers, 576.7K engagements "USD has peaked. Rates have peaked. Oil going to $50. Inflation spike has dissipated. Labor data will be revised lower. Historic seasonal adjustments that Wall St took hook line and sinker r* is declining. Tariffs are not inflationary. Trade accordingly. USD 👇" [X Link](https://x.com/anyuser/status/1882753198982934592) 2025-01-24T11:31Z 73.1K followers, 565.6K engagements "For the record. The question at hand is not whether the Fed will cut rates in September nor is it about parsing every word Powell uttered today. The fundamental issue is the viability of the Federal Reserves role within a truly capitalist society now that its overreach has become apparent. The sustainability of the Feds authority will be increasingly questioned as it acts as though we operate under a centrally planned economy an assertion that strains the very principles of free markets. The claim that the Fed is apolitical is now widely regarded as folly. Powells stark performance at the" [X Link](https://x.com/anyuser/status/1950707309623066629) 2025-07-30T23:57Z 73.1K followers, 72.7K engagements "Lets try this again. [--] months of negative GDP growth is a recession folks Yes Canada is in a recession. Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%. https://t.co/8n2j8bTxZ4 Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%. https://t.co/8n2j8bTxZ4" [X Link](https://x.com/anyuser/status/1984597425319714838) 2025-11-01T12:24Z 73.1K followers, 133K engagements "Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%" [X Link](https://x.com/anyuser/status/1984313950528225356) 2025-10-31T17:38Z 73.1K followers, 132.7K engagements "The U.S. playing Dirty Harry stares down Chinas precarious economy and growls Go ahead make my day. Devalue the RMB and sell UST. China the most unbalanced economy in modern history is stuck in the middle-income trap weighed down by surplus production overcapacity and inelastic supply. A rapidly aging population and rising labor costs have left its growth model wobbling. What happens when millions from the countryside lose their jobs as factories slow and exports falter Social unrest could erupt like a powder keg while Beijings half-hearted reforms offer little relief. The question is: will" [X Link](https://x.com/anyuser/status/1909755702899511345) 2025-04-08T23:50Z 73.1K followers, 171.3K engagements "Trade deals open the door to a Fed rate cut this week" [X Link](https://x.com/anyuser/status/1949550639958405235) 2025-07-27T19:21Z 73.1K followers, 179.3K 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 [----] percent. In [----] 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](https://x.com/anyuser/status/1989326324981522663) 2025-11-14T13:35Z 73.1K followers, 434.9K engagements "Does everyone understand that China has a massive trade surplus and its supply is inelastic. Keep it simple: Chinas hand is not as strong as many on Wall St and MSM are suggesting. Ever wonder why Wall St is a big China cheerleader" [X Link](https://x.com/anyuser/status/1909560286983356821) 2025-04-08T10:53Z 73.1K followers, 698.7K engagements "Call me crazy. Bitcoins chart is a thing of beauty. Ignore the noise" [X Link](https://x.com/anyuser/status/1905938351976231244) 2025-03-29T11:01Z 73.1K followers, 252.2K engagements "Mr Bessent get it. The credit market leads the Fed" [X Link](https://x.com/anyuser/status/1887287970828292193) 2025-02-05T23:51Z 73.1K followers, 695.3K engagements "The architect of the most reckless spending spree in modern history who has left behind a debt bomb ready to explode. And Janet Yellen has the audacity to criticize Trump's trade policy Seriously We're looking at a debt-to-GDP ratio of 125% and they couldn't even bother to lock in lower rates when they were at rock bottom. The sheer irony and tone-deafness of the left is absolutely staggering. In an exclusive interview with CNN's @biannagolodryga and @ZainAsher former U.S. Treasury Secretary Janet Yellen spoke out against President Trumps trade policy calling his recent tariffs the worst" [X Link](https://x.com/anyuser/status/1911765026169401606) 2025-04-14T12:54Z 73.1K followers, 147.6K engagements "In an exclusive interview with CNN's @biannagolodryga and @ZainAsher former U.S. Treasury Secretary Janet Yellen spoke out against President Trumps trade policy calling his recent tariffs the worst self-inflicted wound that I have ever seen an administration impose."" [X Link](https://x.com/anyuser/status/1910360296914403369) 2025-04-10T15:52Z 30.8K followers, 519.6K engagements "Tariffs do not cause inflation. PPI negative MoM. Thats deflation Have a nice day" [X Link](https://x.com/anyuser/status/1965757168541667359) 2025-09-10T12:40Z 73.1K followers, 79K engagements "Only 14% of US GDP is imported goods and services" [X Link](https://x.com/anyuser/status/1907571397557211204) 2025-04-02T23:10Z 73.1K followers, 133.6K engagements "Retaliatory tariffs to Trump's auto tariffs are merely an emotional response. True courage lies in recognizing that Canada can no longer afford to squander its natural resources. Low-cost energy and critical minerals are key to economic success and Canada must wake up to this reality. It's time to rise above reactionary measures and seize the opportunity to become a powerhouse in the global market. The clock is tickingCanada must act decisively. Canada must become a Hard Power in Energy and natural resources. Thats the dominant strategy. Yes it will take time. The decades of squandering its" [X Link](https://x.com/anyuser/status/1905200503232798961) 2025-03-27T10:09Z 73.1K followers, 91.4K engagements "My target of S&P [---] [----] for [----] still holds" [X Link](https://x.com/anyuser/status/1903474175622140357) 2025-03-22T15:49Z 73.1K followers, 402.4K engagements "USA Full Time Jobs declined 350K month to month. Not a strong jobs report" [X Link](https://x.com/anyuser/status/1877716819588374931) 2025-01-10T13:59Z 73.1K followers, 287.3K 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](https://x.com/anyuser/status/1987336937896649008) 2025-11-09T01:50Z 73.1K followers, 387.8K engagements "Hat tip to President Trump and team. President Trumps recent announcement of a 90-day pause on tariffs for over [--] countries excluding China reflects his negotiation strategy often described as The Art of the Deal. By lowering tariffs to 10% for most nations Trump has encouraged dialogue and reduced market tensions while isolating China with a significant tariff increase to 125%. Moreover the move strategically mirrors the Chinese game of weiqi a key element brought to light by Dr Kissinger. Henry Kissinger often highlighted the strategic differences between Chinese and Western approaches" [X Link](https://x.com/anyuser/status/1910061293978951755) 2025-04-09T20:04Z 73.1K followers, 245.3K engagements "Canadians need to look in the mirror and stop blaming President Trump. "There are consequences to our decisions and there are consequences to our election. And Canadians are finally waking up to the fact that virtue signaling is costing us our standard of living." Get the complete interview with James Thorne @DrJStrategy tomorrow on MoneyTalks https://t.co/uNFeNMvQjF "There are consequences to our decisions and there are consequences to our election. And Canadians are finally waking up to the fact that virtue signaling is costing us our standard of living." Get the complete interview with" [X Link](https://x.com/anyuser/status/1984561598086758513) 2025-11-01T10:02Z 73.1K followers, 56.9K engagements ""There are consequences to our decisions and there are consequences to our election. And Canadians are finally waking up to the fact that virtue signaling is costing us our standard of living." Get the complete interview with James Thorne @DrJStrategy tomorrow on MoneyTalks" [X Link](https://x.com/anyuser/status/1984368640444293209) 2025-10-31T21:15Z 13.7K followers, 75.7K engagements "Read the room folks" [X Link](https://x.com/anyuser/status/1979365372227915795) 2025-10-18T01:54Z 73.1K followers, 252K engagements "China 2yr yield about to go under 1%. 1.017% 👇" [X Link](https://x.com/anyuser/status/1876101866486161907) 2025-01-06T03:01Z 73.1K followers, 212.9K engagements "UST 2yr through 3.5% like a hot knife through butter. Looks like 3%. Credit market forcing Powells hand. The Fed now has the blessing from the credit market to cut" [X Link](https://x.com/anyuser/status/1909041429873119608) 2025-04-07T00:31Z 73.1K followers, 154.6K engagements "Why is there no discussion about this on Wall St China has not fully met WTO obligations maintaining a state-led economic model distorting trade through subsidies limited market access and weak intellectual property protection despite benefiting from global market access. Middle America has been hallowed out. And yet many Wall St pundits and Think Tank pundits continue to do Chinas bidding" [X Link](https://x.com/anyuser/status/1909930437654233241) 2025-04-09T11:24Z 73.1K followers, 87.4K engagements "The Fed has no choice. If rates are not cut we get a financial crisis. There is too much government debt We now live in an era of Fiscal Dominance. The term "fiscal dominance" refers to a situation in which the government's fiscal policy (Deficits of 6% and Debt to GDP at WWII levels) significantly influences or dominates the monetary policy set by the central bank. This occurs when a government's debt level is so high that it restricts the central bank's ability to control inflation through monetary policy tools such as setting interest rates. If rates dont come down and the value of the USD" [X Link](https://x.com/anyuser/status/1775441127329468773) 2024-04-03T08:32Z 73.1K followers, 446.6K engagements "For the record. The sooner Canada acknowledges that portions of its manufacturing sector are structurally uncompetitive and unlikely to return the better. The path forward lies in embracing the countrys natural resource strengths and reforming the regulatory framework to attract global capital. The era of denial must come to an end" [X Link](https://x.com/anyuser/status/1982547490974183810) 2025-10-26T20:38Z 73.1K followers, 92.1K engagements "Well well well Maybe folks should have more faith in President Trump negotiation and deal making ability" [X Link](https://x.com/anyuser/status/1910022023931195663) 2025-04-09T17:28Z 73.1K followers, 44.1K engagements "Simple rule. liquidity leads risk assets. M2 growth now positive QT surprise by Fed rate cuts in [----]. Pain trade due north" [X Link](https://x.com/anyuser/status/1789726424469016759) 2024-05-12T18:36Z 73.1K followers, 530.7K engagements "Wall St needs to take a chill pill. The #1 objective is to fix the mess that Biden Yellen and Brianard left behind. Refinancing of $9T. Getting rates lower priority #1. Powells progressive left Fed not helping. Bessent North Star a (UST [--] yr) clean break lower" [X Link](https://x.com/anyuser/status/1907748839668224331) 2025-04-03T10:55Z 73.1K followers, 54.4K engagements "Its a striking irony that two Canadian firms Brookfield and Cameco through their joint stake in Westinghouse are driving the nuclear revival at the heart of President Trumps U.S. economic strategy. Meanwhile Prime Minister Carney with deep ties to Brookfield presides over a Canada still paralyzed by its own indecision. The contrast could not be clearer: Canadian companies are powering American resurgence while Ottawa fumbles at home. https://www.investors.com/news/nuclear-cameco-westinghouse-big-winner-trump-nuclear-energy-push/" [X Link](https://x.com/anyuser/status/1984611239075455176) 2025-11-01T13:19Z 73.1K followers, 63.9K engagements "Tel Aviv Stock Exchange bouncing" [X Link](https://x.com/anyuser/status/1934234525212569850) 2025-06-15T13:00Z 73.1K followers, 266.3K engagements "Quick comment on $TSLA. TSLA's Q4 delivery numbers were slightly below the Street's expectations. I see these deliveries numbers as solid. My long term thesis for [----] anchors off robots Robotaxi and autonomy. The attention deficit crowd clearly does not share my long-term belief in the potential of autonomy and robotics. Let the short-sighted investors move on; nothing has fundamentally changed. TSLA is still on track to be a $2T company by [----]. Ignore the noise" [X Link](https://x.com/anyuser/status/1874841662813323549) 2025-01-02T15:34Z 73.1K followers, 111.9K engagements "Perspective is crucial. While $TSLA has experienced a strong short-term rally a long-term view of the chart suggests a positive outlook ahead. My [----] price target of $700 still stands. TSLA breaking out of a [--] year consolidation pattern" [X Link](https://x.com/anyuser/status/1869018397893444028) 2024-12-17T13:54Z 73.1K followers, 112.1K engagements "$TSLA Hope you bought the dip Gap closed in one day a sign of strength. Retest right back to were it broke out. Classic technical playbook trading. Noise from Wall St being ignored. Will be a $2T company in [----]. By the end of Trump 2nd terma $4T company would not surprise. Dont bet against Elon. A simple rule" [X Link](https://x.com/anyuser/status/1875373525839597966) 2025-01-04T02:47Z 73.1K followers, 95.1K engagements "Thesis playing out Buy the pullback. $TSLA" [X Link](https://x.com/anyuser/status/1931687633345728934) 2025-06-08T12:19Z 73.1K followers, 167K engagements "As the shorts pile on nothing has changed. Buy the dip. $TSLA" [X Link](https://x.com/anyuser/status/1888531827452694748) 2025-02-09T10:14Z 73.1K followers, 103.1K engagements "My [--] cents on PM Carneys budget. Its not the Big Bang but its a coherent prudent starting point that recognizes the private sector must lead. Behind its careful rhetoric lies a $280 billion wager to unlock over $1 trillion in private capital for AI housing and defence. This is not fiscal tinkering; its the architecture of a national industrial strategy. Canada now has the beginnings of an industrial policy focused on productivity growth one thats been missing for decades. Is it perfect no but its starting point. While pundits obsess over pipelines they miss the bigger picture. Yes pipelines" [X Link](https://x.com/anyuser/status/1987287207007129774) 2025-11-08T22:32Z 73.1K followers, 141.6K engagements "An honour to speak at the @CdnClubTO about Budget [----] our plan to catalyse $1 trillion in investment for Canadians. We used to build big in Canada. Its time to take risks and invest boldly in our future again" [X Link](https://x.com/MarkJCarney/status/1986943609761853796) 2025-11-07T23:47Z 676.1K followers, 203.1K engagements "As Moodys downgrades US debt the Fed just sits there with its FFR at 4.33% and QT running. Powell will go down as one of worst Fed Chairman in history. How much would interest payments be reduced if the FFR=r*. Fed is reckless and dangerous" [X Link](https://x.com/anyuser/status/1923543304295129557) 2025-05-17T00:57Z 73.1K followers, 35.7K engagements "Those who criticize President Trump's tariff policy are essentially doing China's bidding" [X Link](https://x.com/anyuser/status/1909963689437913310) 2025-04-09T13:36Z 72.7K followers, 54.4K engagements "CPI ex shelter YoY 1.5% Fed has TDS" [X Link](https://x.com/DrJStrategy/status/1932787106792812742) 2025-06-11T13:08Z 72.9K followers, 60.8K engagements "China about to fire the Bazooka. offical budget deficit target the highest in over three decades pumping trillions of yuan into the system Slowing global growth and a massive liquidity wave invest accordingly" [X Link](https://x.com/DrJStrategy/status/1896507447701119375) 2025-03-03T10:26Z 72.9K followers, 160.2K engagements "Why do folks not realize. Lower UST yields and deprecation of USD help alleviate the pressure globally of the extreme levels of debt" [X Link](https://x.com/anyuser/status/1908164725591974277) 2025-04-04T14:28Z 73.1K followers, 42.8K engagements "The nonchalant attitude and disinterest by the Fed during this historic moment really brings into question its existence" [X Link](https://x.com/anyuser/status/1909786034126151977) 2025-04-09T01:50Z 73.1K followers, 59.2K engagements "$TSLA Right back to the [---] day EMA. Nothing has changed. My investment thesis on TSLA has not been altered because ELON is focused on DOGE" [X Link](https://x.com/DrJStrategy/status/1894513920037065178) 2025-02-25T22:24Z 72.9K followers, 93K engagements "Teslas long-term thesis is unfolding. Dont bet against Elon. $TSLA" [X Link](https://x.com/anyuser/status/1963930324469190891) 2025-09-05T11:40Z 73.1K followers, 34.8K engagements "My thesis is that by the end of Trumps 2nd term $TSLA will be #1 Current valuations: Nvidia: $3.6 trillion Apple: $3.4 trillion Microsoft: $3.3 trillion Amazon: $2.5 trillion Alphabet: $2.4 trillion Meta: $1.6 trillion Tesla: $1.3 trillion Taiwan Semi: $1.2 trillion Broadcom: $1.1 trillion Current valuations: Nvidia: $3.6 trillion Apple: $3.4 trillion Microsoft: $3.3 trillion Amazon: $2.5 trillion Alphabet: $2.4 trillion Meta: $1.6 trillion Tesla: $1.3 trillion Taiwan Semi: $1.2 trillion Broadcom: $1.1 trillion" [X Link](https://x.com/anyuser/status/1882589322442154291) 2025-01-24T00:40Z 73.1K followers, 107.6K engagements "Current valuations: Nvidia: $3.6 trillion Apple: $3.4 trillion Microsoft: $3.3 trillion Amazon: $2.5 trillion Alphabet: $2.4 trillion Meta: $1.6 trillion Tesla: $1.3 trillion Taiwan Semi: $1.2 trillion Broadcom: $1.1 trillion" [X Link](https://x.com/anyuser/status/1882545570826666275) 2025-01-23T21:46Z 436.3K followers, 282.6K engagements "PCE Feds target. 2.1% YoY Its all shelter. Tell me again the Fed is Data dependent" [X Link](https://x.com/anyuser/status/1928434965290659875) 2025-05-30T12:54Z 73.1K followers, 127K engagements "Chinas economy now teeters on the brink of a Fisherian debt-deflation spiral challenging long-held assumptions about its growth model and policy effectiveness. China appears to be ignoring crucial lessons from Japans lost decades" [X Link](https://x.com/anyuser/status/1869003160465060046) 2024-12-17T12:54Z 73.1K followers, 149K engagements "For the record: I cant believe Wall St has yet to read The Art of the Deal. Their reaction today proves this. Trumps Liberation Day tariffs announced in the Rose Garden reflect his Art of the Deal strategy. By implementing sweeping tariffs (10%-50%) and framing them as reciprocal Trump positions the U.S. as responding to unfair foreign practices making his actions appear moderate rather than extreme. This framing builds leverage for future negotiations consistent with his philosophy to Think Big and start from a strong position. The upshot of the event was to initiate the negotiation phase." [X Link](https://x.com/anyuser/status/1907859791591993848) 2025-04-03T18:16Z 73.1K followers, 56.8K engagements "Is Wall St finally waking up My $700 target on $TSLA is low" [X Link](https://x.com/anyuser/status/1879155563994677612) 2025-01-14T13:16Z 73.1K followers, 44.6K engagements "Listening to the $TSLA call. Wow Elon is hitting it out of the park. Lets ignore Fed and realize that [----] is going to be a year dominant by achievements driven by Elon. Just by the winners. And $TSLA is a winner" [X Link](https://x.com/DrJStrategy/status/1884740668188139968) 2025-01-29T23:09Z 72.9K followers, 35.7K engagements "Can the Fed please explain why QT is still running and the FFR is 4.33% when r* is 2.75%. Asking for a friend" [X Link](https://x.com/anyuser/status/1910317564011426003) 2025-04-10T13:02Z 73.1K followers, 72.2K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DrJStrategy James E. Thorne
James E. Thorne posts on X about canada, $tsla, in the, inflation the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
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Social Influence
Social category influence finance #1684 countries 28.57% stocks #1817 automotive brands 12.65% cryptocurrencies #568 celebrities 6.12% currencies 3.27% travel destinations 1.63% exchanges 0.82% technology brands 0.82%
Social topic influence canada #3932, $tsla 9.8%, in the #2312, inflation #41, tariffs #636, china 6.94%, market 6.53%, bitcoin #282, investment 5.31%, united states 4.49%
Top accounts mentioned or mentioned by @_locke_xx @jlbroomes @huhimagine @jeffmccrimmon80 @potus @lng_guy @thomas141869982 @draper_scdpcgc @deus_xmac @ec265 @realerikanaomi @biannagolodryga @zainasher @vonderleyen @cdnclubto @tmsfleming @nobbodyelse @rayincognito69 @mapatriot1630 @bob2trader
Top assets mentioned Tesla, Inc. (TSLA) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"The concept of American System [---] in a potential second Trump administration evokes the legacy of Henry Clays original American System which significantly shaped Abraham Lincolns economic policies. With Scott Bessent Trumps Treasury Secretary nominee and a Yale economic historian at the helm theres potential for a modern strategy rooted in Clays protectionist and development-focused ideals. This fusion of historical insight and contemporary economic theory could redefine American economic policy reimagining Clays vision for the 21st century and addressing todays challenges with a bold"
X Link 2024-12-01T16:30Z 72.4K followers, 55.7K engagements
"Yen Carry trade. Pundits new fixation is the yen carry trade unwind but Japans inflation exceeding the 2% 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 72.5K followers, 89K engagements
"Does not meet the smell test Powell and his allies are using the language of independence to turn a basic oversight dispute into a political morality play and it looks increasingly like an attempt to delegitimize any legal scrutiny of the Fed. This has all the elements of a hoax. What Powell actually did Powell chose to go public with a dramatic video statement saying DOJ subpoenas threatened a criminal indictment over his testimony on the Feds multibilliondollar building renovations. He explicitly framed the subpoenas as pretexts and cast them as retaliation for the Fed setting rates"
X Link 2026-01-13T11:08Z 72.5K followers, 177.2K engagements
"For the record. Greenland is not a European territory but a North American one in the Western Hemisphere whose people have repeatedly rejected EU control. It enjoys self-government a clear legal path to independence and longstanding US security guarantees and investment. Denmarks subsidies constrain rather than define sovereignty. Given climate change its strategic importance has only grown and President Trump is re-engaging a subject examined by many previous presidents. https://twitter.com/i/web/status/2013217549006037331 https://twitter.com/i/web/status/2013217549006037331"
X Link 2026-01-19T11:50Z 72.5K followers, 76.5K engagements
"Canadas consumer price index decreased 0.2% on an unadjusted basis in December. BOC is too tight. 👇"
X Link 2026-01-19T17:04Z 72.3K followers, [----] engagements
"A must watch interview many topics covered. 👇 The Mask is off Sobering words. Bessents warning to Canadians is simple: Mark Carney may talk like a middleclass champion but his career running the Bank of England the Bank of Canada and serving as a UN climate czar marks him as a committed globalist not a defender of Canadian workers or sovereignty. BESSENT: How can Murkowski be against Greenland when she herself is from Alaska which we purchased from the Russians https://t.co/eWNGP9JnO7 BESSENT: How can Murkowski be against Greenland when she herself is from Alaska which we purchased from the"
X Link 2026-01-23T10:17Z 72.2K followers, 33.3K engagements
"Notice the pivot its classic Trudeau playbook. His points arent wrong but they conveniently deflect from the deeper need for structural reform in Canada. The economic claims he made at Davos were exaggerated and critics are right to call out his globalist framing. When cornered his fallback is always the same as Trudeaus: our strength is our values. Meet the new boss same as the old boss. Please dont forget Brookfield HQ move to NYC. Now is the time to fight for our values. https://t.co/58RAWKLpeN Now is the time to fight for our values. https://t.co/58RAWKLpeN"
X Link 2026-01-23T11:52Z 72.5K followers, 30.6K engagements
"For the record. The Trump Doctrine and the Return of Real Growth. The Trump Doctrine marks the decisive end of the Davos era. America is turning away from financial engineering and green bureaucracy toward an economy built on real production national capacity and middle-class expansion. This is Hamiltonian capitalism revived focused on productive capital manufacturing infrastructure energy independence and capital formation. Supply-side economics is once again the organizing principle. Smaller government reduced regulations tax cuts the end of the Davos elites inefficient policy oversight."
X Link 2026-01-25T13:24Z 72.4K followers, 14.8K engagements
"A Wake up call Canada has seen this movie before. and it did not end well. In the 1980s when the United States under Ronald Reagan pivoted decisively toward supply-side economics and pro-growth reform Canada chose the opposite path. Rather than adapting to the new North American reality the Liberal Party and Pierre Elliott Trudeau leaned into a narrative that cast the U.S. as the villain and used that resentment to justify doubling down on progressive interventionist policy. And unfortunately the Canadian electorate bought it. The result was not moral victory but national decline. Of historic"
X Link 2026-01-25T14:02Z 72.2K followers, 201.6K engagements
"President Trumps team the smartest guys in the room. The Japanese Yen is the Canary in the Coal mine. Drive the Yen higher vs USD and watch the dominos fall. Bessent and Lutnick make a very strong capital markets team. Trump Could Make Your Mortgage Cheaper. How Japans Yen Fits In. https://t.co/waCBcd0ufR Trump Could Make Your Mortgage Cheaper. How Japans Yen Fits In. https://t.co/waCBcd0ufR"
X Link 2026-01-27T23:25Z 72.3K followers, 184.5K engagements
"Fun fact of the day. Weak USD does not imply Weak USD system. Ignore the noise do your own research. Bonus fact of the day. Interest rate differentials Do Not determine currency crosses"
X Link 2026-01-28T12:10Z 72.2K followers, [----] engagements
"Warning: ignore U of M surveys they are tainted by politics As with the U of M inflation expectation mania in the summer when the Fed actually referred to it. Now Pundits are focused on the U of M consumer confidence survey. Yes Dems are depressed and Rep are happy move along. Untainted surveys show strong consumer confidence https://twitter.com/i/web/status/2016866921832992839 https://twitter.com/i/web/status/2016866921832992839"
X Link 2026-01-29T13:32Z 72.4K followers, [----] engagements
"Carneys team does a SWOT analysis on the Canadian Auto Industry GM cuts third shift in Oshawa. All while the BOC and Bay St continue their Happy talk that all is well in Canada. Its not https://www.ctvnews.ca/toronto/article/1000-people-will-lose-their-jobs-as-gm-cuts-third-shift-at-oshawa-plant-unifor/ https://www.ctvnews.ca/toronto/article/1000-people-will-lose-their-jobs-as-gm-cuts-third-shift-at-oshawa-plant-unifor/"
X Link 2026-01-29T14:36Z 72.2K followers, [----] engagements
"Keeping it simple. Run the economy hot is the theme. Then copper is the play. $FCX is the stock"
X Link 2026-01-29T16:29Z 72.2K followers, [----] engagements
"For the record. Why I Suggest Warsh Is the Best Pick for the Fed. IMHO: Kevin Warsh remains the strongest choice for Fed chair because he uniquely combines market credibility with a clear willingness to reset policy in a more disciplined rulesbased direction. He is structurally hawkish on inflation and the balance sheet but tactically flexible enough to support meaningful rate cuts when conditions warrant which aligns with the TrumpBessent objective of moving the funds rate lower without sacrificing institutional legitimacy. He also brings deep institutional experience from his prior service"
X Link 2026-01-29T23:58Z 72.3K followers, 78.7K engagements
"My views on Warsh and the New Axis of Power . from last year 👇 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. https://t.co/MLHFr3emLV 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"
X Link 2026-01-30T07:38Z 72.2K followers, 139.4K engagements
"For the record. Wall Streets Warsh Hawk Label Misses the Point. Wall Street brands Kevin Warsh a hawk because he questions quantitative easing and refuses to use monetary policy to prop up asset prices instead of the real economy. That unsettles the dominant Keynesian consensus on the Street which still prefers aggressive stimulus and balancesheet activism as the first second and third tools of policy. In reality Warsh is clearly aligned with President Trumps productivecapital supplyside agenda: prioritizing investment productivity and privatesector credit creation over financial engineering."
X Link 2026-01-30T08:43Z 72.4K followers, 123.5K engagements
"For the record. President Trumps selfstyled Republican New Deal marks a rupture with the midcentury Keynesian consensus that has dominated central banking for nearly a century. It challenges the idea that technocrats at the Federal Reserve can finetune demand and rescue the economy every time asset prices wobble and instead recenters production work and national capacity as the core of economic strategy. Kevin Warshs charge that the Fed should abandon the dogma that inflation is caused when the economy grows too much and workers get paid too much goes straight at the priesthood of"
X Link 2026-01-31T21:30Z 72.3K followers, 49.8K engagements
"For the record. Trump is using Keynes where he was right on trade imbalances and rejecting him where his ideas became dogma: central banking. In doing so he revives Hamilton and Clays American System of tariffs internal improvements and a protected continental market. Trumps New Deal doctrine revives the HamiltonClay thesis while retiring the exhausted playbook of midcentury Keynesian central banking. It tips the hat to Keyness foresight at Bretton Woods: a postwar trading order that refused to correct chronic imbalances was destined to fail and fuel populist revolt. It also condemns how"
X Link 2026-02-01T12:15Z 72.3K followers, 50.3K engagements
"For the record. When will Wall Street stop running every data print through a tired Keynesian lens and fighting the last war Inflation driven by bloated government and weak productivity is not cured with more demand management. In a supplyside AIenabled world higher productivity and slashed fiscal waste are disinflationary exactly the point Friedman made when he called inflation a policy choice not fate. How long until markets admit that hawk and dove have lost their meaning Warsh sees inflation as a fiscal choice not a businesscycle accident and Friedman reminded us that inflation is made in"
X Link 2026-02-02T11:20Z 72.2K followers, 11K engagements
"You want madness Bay Street is now forecasting Bank of Canada rate hikes in the back half of [----]. Meanwhile GDP is contracting. The absence of serious data-driven research in this country is glaring. Canadas economic elite remains trapped in a Keynesian echo chamber and they still dont get it. Half of the Big [--] Banks see interest rates going up by end of [----]. RBC has the Bank of Canada at 3.25% by end of [----] Source: https://t.co/4P4jQJJgna https://t.co/iZF0S6D8Jy Half of the Big [--] Banks see interest rates going up by end of [----]. RBC has the Bank of Canada at 3.25% by end of [----] Source:"
X Link 2026-02-02T18:34Z 72.5K followers, 85.6K engagements
"ISM Manufacturing New Orders. Solid [----] Powell and his Wall St supporters will conclude inflation. But in reality expanding the Supply Side of the economy is NOT inflationary"
X Link 2026-02-02T19:17Z 72.3K followers, 22K engagements
"Cautionary Tale for Canada In the 1980s Canada briefly sank to near third world status. Pierre Elliott Trudeau was in office John Crow led the Bank of Canada and together they sought to prove that Canada could chart a more enlightened path than the Americans under Reagan. While the U.S. embraced supplyside reforms that unleashed investment and growth Ottawa doubled down on intervention regulation and monetary rigidity and paid the price. France today is the canary in the coal mine. Yet Canadas policymakers both in Ottawa and at the Bank of Canada seem to have forgotten the hard lessons of"
X Link 2026-02-03T16:48Z 72.5K followers, 125K engagements
"The point of my post wasnt to quibble over appointment dates but to capture the policy throughline from Trudeaus overspending in the 1980s to Crows brutal antiinflation campaign and the deep recession that followed. Trudeau ignored the regime change in the U.S. and doubled down on deficitfinanced expansion crowding out private investment and Crow then slammed on the monetary brakes in classic Keynesian fashion to crush the private sector when the inflation that era had baked in by excessive government spending. Today Carney and Macklem are replaying the script blind to their own ideological"
X Link 2026-02-03T18:35Z 72.5K followers, [----] engagements
"The point of my post wasnt to quibble over appointment dates but to capture the policy throughline from Trudeaus overspending In the 1980s to Crows brutal antiinflation campaign and the deep recession that followed. Trudeau ignored the regime change in the U.S. and doubled down on deficitfinanced expansion crowding out private investment and Crow then later slammed on the monetary brakes in classic fashion to crush the inflation that era had baked in. Today Carney and Macklem are replaying the script blind to their own ideological hangups and unwilling to learn from that history and Canada is"
X Link 2026-02-03T20:00Z 72.5K followers, [----] engagements
"For the record. Golds Generational Repricing: Time to Accumulate Not Chase. Gold has surged into what increasingly resembles a latestage parabolic phase with price action running well ahead of what core macro fundamentals and reserveflow dynamics would typically justify. A mediumterm blowoff top appears to be forming and after one of the strongest multiyear runs in modern history the market likely requires a period of consolidation and digestion to work off excesses. I have been advocating a 510% strategic allocation to gold for years precisely because of its role as portfolio insurance"
X Link 2026-02-04T12:56Z 72.2K followers, [----] engagements
"For the record. Its remarkable how often a thesis initially dismissed as speculative or unfounded later becomes conventional wisdom. Consider for example the potential link between Warsh Bessent and Druckenmiller or the historical parallel that in the 1990s as digital infrastructure was being built out hardware outperformed software a pattern likely to repeat in the AI era. Yet when such claims first surface the pundit class routinely ignores them only to embrace them once the evidence becomes undeniable. Claiming it was obvious all along Now as Anthropics rise forces Wall Street to confront"
X Link 2026-02-04T14:24Z 72.5K followers, [----] engagements
"For the record. Who piles into XLP Consumer Staples when the US economy is growing at 4% Its the crowd exhausted by the volatility unleashed under the Trump Administration. Walmart now trading over 50X. Rotating into consumer staples is the wrong move when the ISM manufacturing index has just broken back above [--]. If the Administration wants new alltime highs into the midterms it needs to dial down the noise. Investors are getting burned out. https://twitter.com/i/web/status/2019132416166670763 https://twitter.com/i/web/status/2019132416166670763"
X Link 2026-02-04T19:34Z 72.5K followers, 13.7K engagements
"Sec Bessent gets it. Tariffs are not inflationary. Shame Keynesian Central Bankers and Wall St continue to fail Eco [---]. Tariffs are not inflationary and an exhaustive historical study on tariffs from the San Francisco Fed confirms it. @POTUS tariffs have incentivized record capital commitments from foreign investors which will help reindustrialize and revitalize U.S. manufacturing and critical https://t.co/hIcW8uG0Qj Tariffs are not inflationary and an exhaustive historical study on tariffs from the San Francisco Fed confirms it. @POTUS tariffs have incentivized record capital commitments"
X Link 2026-02-05T01:45Z 72.2K followers, 12K engagements
"President Trump is asking a fair question. Why wont Powell answer it 👇 .@POTUS on Jerome Powell: "I'm asking him 'Why are you spending almost $4B on a very small little complex of buildings' . He's renovating buildings for $3-$4B. They're spending more money than was spent on any building ever built in history per square foot." https://t.co/zSWIeMG0Gz .@POTUS on Jerome Powell: "I'm asking him 'Why are you spending almost $4B on a very small little complex of buildings' . He's renovating buildings for $3-$4B. They're spending more money than was spent on any building ever built in history per"
X Link 2026-02-05T02:08Z 72.2K followers, 11.5K engagements
"For the record. Everyones busy trying to call a bottom in Bitcoin but theyre missing the real story Silver looks far riskier. The hype has gotten absurd with retail traders piling in like its a sure thing. Meanwhile the same pundits tripping over themselves to trash Bitcoin (which is already deeply oversold) cant see that parabolic charts like Silvers always pay back hard. Chasing that kind of FOMO trade isnt brave its reckless. https://twitter.com/i/web/status/2019458010007875738 https://twitter.com/i/web/status/2019458010007875738"
X Link 2026-02-05T17:08Z 72.3K followers, 21K engagements
"Listen to Sec Bessent on the importance Crypto for the US. Think about this as pundits claim Bitcoin is going to zero. NEW: Treasury Secretary Scott Bessent says the US has to get Bitcoin & crypto market structure bill "across the finish line" this year. "It's impossible to proceed without it." https://t.co/TseUGll8yV NEW: Treasury Secretary Scott Bessent says the US has to get Bitcoin & crypto market structure bill "across the finish line" this year. "It's impossible to proceed without it." https://t.co/TseUGll8yV"
X Link 2026-02-05T18:03Z 72.4K followers, 30.8K engagements
"Sec Bessent gets it 👇 The monumental retraction of Nature Magazines infamous KLW24 paper on The Economic Impact of Climate Change has laid bare the radical lefts apocalyptic hyperbole on climate change. This fatally fraught paper with errors far too substantial for correction has been https://t.co/B8lwXbs95L The monumental retraction of Nature Magazines infamous KLW24 paper on The Economic Impact of Climate Change has laid bare the radical lefts apocalyptic hyperbole on climate change. This fatally fraught paper with errors far too substantial for correction has been https://t.co/B8lwXbs95L"
X Link 2026-02-05T19:23Z 72.3K followers, [----] engagements
"For the record. This has been my thesis for some time: the U.S. economy is undergoing a structural transformation its foundation 19th century USA. The breadth of the market is widening as capital increasingly rotates toward sectors anchored in Middle America and the nations productive core. No AI and Crypto are not dead. This shift reflects a broader realignment underway catalyzed by Trump-era trade and industrial policies that have begun to rebuild the domestic capital base after decades of erosion driven by offshoringmost notably to China. The so-called Great Rotation is no longer a"
X Link 2026-02-06T12:14Z 72.4K followers, 27.8K engagements
"One of President Trumps key policy objectives is to establish the United States as the global leader in crypto and digital asset innovation. With the Clarity Act advancing the tokenization of real-world assets gaining traction and discussions of a Bitcoin Strategic Reserve underway the momentum is undeniable. Meanwhile the CFTC is expanding stablecoin regulations to allow national trust banks to issue dollar-pegged tokens under the GENIUS Act framework a major step toward institutional legitimacy. Yet many pundits still claim Bitcoin is heading to zero. If you view the current pullback as"
X Link 2026-02-08T11:47Z 72.4K followers, [----] engagements
"New rightwing PM Sanae Takaichi just won a historic landslide giving her nearunconstrained control over Japans economic and security policy. She is antiillegal immigration wants to preserve Japans core national culture and is a China hawk likely to back tougher policies on Beijing. She is closely aligned with the late Shinzo Abes conservative nationalist wing of the LDP and is seen as ideologically sympathetic to Donald Trumps brand of economic nationalism and hard line on China. My sincerest congratulations to Prime Minister @takaichi_sanae on her historic victory securing the biggest"
X Link 2026-02-08T18:58Z 72.5K followers, 17.4K engagements
"@RealErikaNaomi Get a deal with President Trump"
X Link 2026-02-10T00:31Z 72.5K followers, [----] engagements
"What youre describing is a textbook case of Trump Derangement Syndrome: treating every move as random tantrum then acting shocked when the buffoon keeps resetting the chessboard and extracting concessions. Weve seen the same thing in Canada. Large chunks of our mediapolitical class have been so emotionally invested in hating Trump that they literally smash his photos on TV and cheer on anything that might damage him even when it openly conflicts with Canadas own economic interests. That isnt sober statecraft its projection dressed up as analysis. You dont have to like Trump to take his"
X Link 2026-02-10T01:12Z 72.5K followers, [----] engagements
"President Trump expressed regret about listening to then Treasury Secretary Manchin during his 1st term when he reappointed Powell. Warsh was the runner-up. Yet in Canada the story gets twisted into Trump regrets appointing Warsh just weeks ago. Completely wrong and a classic example of Canadian TDS at work. Trump: I made a mistake in nominating Kevin Warsh to be Chair of the Federal Reserve TWO WEEKS AGO. The guy isnt even confirmed yet and the President is already undermining him. At a time when the US dollar is collapsing and global markets are on a knifes edge. The https://t.co/Az2seha4qb"
X Link 2026-02-10T02:10Z 72.5K followers, 23.6K engagements
"For the record. An America First President or Donor First Error Donald Trumps attack on the Gordie Howe International Bridge has turned a supposed America First doctrine into a textbook donor first blunder. Canada is paying to build a modern strategic border crossing and handing the United States a 50% stake and future revenue exactly the kind of deal Trump once promised when he said Mexico would pay for the wall. Yet instead of embracing a foreignfunded asset that strengthens U.S. control and redundancy he is trying to block it. The missing piece is the Ambassador Bridge: a privately owned"
X Link 2026-02-12T07:36Z 72.5K followers, [----] engagements
"@goclicking Warsh gets this nuanced point"
X Link 2026-02-13T13:59Z 73.1K followers, [---] engagements
"For the record: What has Canada become Canada likes to boast about having one of the most educated populations on earth but when it comes to Trump Derangement Syndrome it behaves like the global capital of political hysteria. What passes for education has curdled into progressive indoctrination so deep that basic objectivity and critical thought have become niche pursuits rather than civic norms. Carneys Davos grandstanding about Canada as a moral superpower is a case study in this selfcongratulatory delusion all rhetoric and posture no serious reckoning with power or trade realities. Common"
X Link 2026-01-29T11:38Z 73.1K followers, 203.1K engagements
"Comment on Bitcoin . Now we get the familiar chorus of pundits posting charts on Bitcoin recycling the same tired claims that its a scam its over its late its Epstein its quantum its going to zero. Every cycle its the same rinseandrepeat narrative dressed up as revelation. Declaring Bitcoins fair value as zero isnt analysis its a refusal to acknowledge that monetary sovereignty is evolving beyond the state. As the CLARITY Actthe most consequential digitalasset legislation in U.S. historymoves closer to passage market behavior shows a precision that strains the idea of ordinary price"
X Link 2026-02-06T01:05Z 73.1K followers, 44K engagements
"As Wall St pundits continue to proclaim that Bitcoin is going to zero 👇 Barclays Bank CEO Crypto stablecoin and digital assets are the future of banking. Barclays CEO https://t.co/ipwWsxreNe Barclays Bank CEO Crypto stablecoin and digital assets are the future of banking. Barclays CEO https://t.co/ipwWsxreNe"
X Link 2026-02-11T12:52Z 73.1K followers, 12.6K engagements
"To understand Donald Trump one must first understand 19thcentury America its protectionist tariffs populist rebellions and battles over central banking. Trump is not an aberration; he is a callback to the raw economic nationalism that once defined the American republic. What he recognizes and few on Wall Street yet grasp is that the United States is undergoing a structural pivot as consequential as the New Deal or the Reagan Revolution. His foreigneconomic doctrine forged in conflict with China and reminiscent in scope to the Monroe Doctrine seeks to rewrite the post1945 order into a new age"
X Link 2026-02-06T02:52Z 73.1K followers, 35.9K engagements
"For the record. Jobs Day. Januarys jobs report will be less an economic signal than a statistical confession. The Bureau of Labor Statistics is poised to strip out roughly [--] million phantom jobs from the December [----] payroll level as part of its benchmark revisions quietly acknowledging that the labor market was materially weaker than the headline narrative suggested. Layered on top of that an updated birthdeath model and new seasonal factors will recast the story of [------] showing a labor market that cooled hard from mid2024 and faltered again in mid2025 not the resilient Goldilocks fantasy"
X Link 2026-02-11T12:02Z 73.1K followers, 17.5K engagements
"The U.S. economy added just [-----] jobs in December and a total of only [------] for all of [----] the weakest annual job growth outside a recession since [----] And FFR way above r*. Complete incompetence at the Powell Fed. On average thats roughly [-----] new jobs a month. Nearly 85% of those gains occurred by April leaving the rest of the year flat. By any objective measure the labor market softened considerably. The Feds assessment of strength in [----] now looks badly misplaced. To be clear the lesson is the 1st is always noise. But watch pundits extrapolate off the 1st print as usual."
X Link 2026-02-11T14:19Z 73.1K followers, 21.6K engagements
"For the record. Yes the Baby is being thrown out with the bath water. Markets are behaving as if AI is a universal wrecking ball when in reality it is mostly a universal productivity engine. Panic selling on the premise that AI will destroy every industry ignores two basic facts: almost all AI value shows up as cheaper better output for operators and most sectors compete on cost quality and speed not on preserving todays headcount or workflow. The idea that banks manufacturers retailers hospitals and logistics firms will all be structurally worse off because they can do more with less is"
X Link 2026-02-13T07:29Z 73.1K followers, 20.1K engagements
"For the record. Todays CPI release once again underscores that inflation remains overwhelmingly driven by shelter a lagging and statistically distorted component. There is still no evidence of any tariff-related inflationary pressure. An objective reading of the data would justify a Fed Funds rate closer to 2.75% or below. The Powell-led Feds persistence at current levels reflects not analytical rigor but political bias and policy incompetence"
X Link 2026-02-13T14:09Z 73.1K followers, 79.3K engagements
"CPI. Yes the Fed is either incompetent or has TDS. Yes Fed rate hikes contribute to inflation. Check your Macro [---] textbook. YoY Core Services 94% of CPI CPI is almost all shelter. 65% of Core Services is shelter YoY 68% of Core Services is shelter MoM"
X Link 2025-05-13T12:47Z 73.1K followers, 45K engagements
"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 Ishibas resignation Sanae Takaichi is now the front runner to lead Japan signalling a major policy shift that will directly affect the Bank of Japan. Takaichis support for maintaining low interest rates is likely to keep the yen weak and incentivize global capital outflows through the yen carry trade. The Yen has responded. 👇 https://twitter.com/i/web/status/1964838104075768042 https://twitter.com/i/web/status/1964838104075768042"
X Link 2025-09-07T23:48Z 73.1K followers, 123.1K engagements
"For the record. The sooner Canada acknowledges that portions of its manufacturing sector are structurally uncompetitive and unlikely to return the better. The path forward lies in embracing the countrys natural resource strengths and reforming the regulatory framework to attract global capital. The era of denial must come to an end"
X Link 2025-10-26T20:38Z 73.1K followers, 92.1K engagements
"Treasury TGA.about to break $1T. Only time bigger during C-19. Treasury cant spend because of shut down. QT ends in December $70B of buying P/M. Potential liquidity about to hit the system"
X Link 2025-11-07T02:05Z 73K followers, 114.6K engagements
"Thoughts on [----]. As we end [----] when Wall Street once again called for the end of the world a few parting thoughts. Valuation frameworks like the CAPE ratio or historical P/E comparisons provide useful long-term context but bull markets rarely end because of valuation alone they end when liquidity dries up. That turning point still appears years away. Structural conditions suggest the eventual reckoning wont come until the early to mid-2030s. Demographics continue to favor expansion and the technological supercycle led by artificial intelligence automation and productivity-enhancing"
X Link 2025-12-31T17:38Z 73.1K followers, 16.3K engagements
"Canada is finally waking up to a hard reality it has long tried to ignore. Bay Street is now awakening as well. After decades of cheering on or excusing Ottawas performative policies and virtue signalling the realization that sanctions on Venezuelan oil can be lifted and those barrels can flow back to the U.S. Gulf Coast is a cold slap in the face for an economy that has squandered its natural resource advantage. Canada should be a global economic powerhouse; instead it has become a case study in squandered potential. Years of virtue signaling regulatory overreach and chronic underinvestment"
X Link 2026-01-06T00:03Z 73.1K followers, 232.2K engagements
"CarneyXi deal and Trump: what can we infer. TrumpXi and the coming bargain When Xi Jinping and Donald Trump sit down later this spring Mark Carneys Beijing deal will be sitting quietly at the table with them. Assume a grand bargain is coming a framework that will set the rules of global trade for decades to come. The CarneyXi package is a small early glimpse of how that bargain might be structured: narrow transactional and carefully routed around Americas hard security red lines. A deliberately constrained partnership Carneys strategic partnership with China is deliberately constrained. It"
X Link 2026-01-16T10:52Z 73K followers, 47.5K engagements
"Why is the EU willing to risk a trade war with the United States over a selfgoverning Danish colony that sits in the Western Hemisphere and is not even part of the European Union"
X Link 2026-01-19T11:00Z 73K followers, 267.9K engagements
"Canada is a small open exportdependent economy with exports over 30% of GDP and trade around twothirds of GDP. Roughly threequarters of Canadian merchandise exports go to the United States; no other market exceeds about 5%. Our comparative advantages are in resourceheavy sectors energy minerals forestry agrifood deeply integrated into North American supply chains. Rapid diversification away from the U.S. would require new ports pipelines terminals longterm contracts and a permissive regulatory environment that does not currently exist at scale. Treating a slogan as a strategy is politics not"
X Link 2026-01-25T18:13Z 72.5K followers, 25.6K engagements
"For the record. Carneys sectoral China deal rolled out from Beijing without serious consultation with President Trumps team flagrantly misread where Washingtons red line now sits. Its not about legal FTA formalities; its about whether Canada volunteers to be a pressurerelief valve for Chinese overcapacity into the US market. Carney walked straight into that line of fire then tried to hide behind technicalities. Taken together with his Davos moralgrandstanding and thinly veiled jabs at Trump it is hard to avoid the conclusion that he actively wanted a blowup with Washington to dramatize his"
X Link 2026-01-26T12:57Z 72.5K followers, 152K engagements
"The Bank Dithers Canada Burns: Moral Vanity in Place of Economic Strategy when will Canada wake up Canada needs to drop the TDS and look in the mirror. Canadas manufacturing has sunk below [----] levels as GDP contracts. The Bank of Canada refuses to cut rates Bay Street cheers while industry falters. The BOC dithers and Canada burns. Facts matter: Carneys Davos grandstanding about Canada as a moral superpower epitomizes this selfcongratulatory delusionrhetoric and posture without any reckoning with power or trade realities. https://twitter.com/i/web/status/2017594558645735769"
X Link 2026-01-31T13:43Z 73.1K followers, 23K engagements
"For the record. Global capital just handed Ottawa the verdict the political class keeps dodging: Canada is no longer a serious jurisdiction for largescale resource investment its a cautionary tale. Glencore suspending nearly a billion dollars in planned investment at Horne Canadas largest copper metal operation is not an unfortunate dispute its a red card for a country that thinks narratives can substitute for net present value. For years Canadians have been told that the country is a critical minerals superpower in waiting while federal and provincial regimes wrapped every project in layers"
X Link 2026-02-04T20:26Z 73.1K followers, 36.9K engagements
"JOLTS . openings private sector below [----] levels. Powell and the Keynesian Fed are incompetent. 👇"
X Link 2026-02-05T15:21Z 72.5K followers, 12.1K engagements
"For the record. The Fed and those that support its policies have lost the plot. What is the justification for being so far above r* (the Neutral Rate) Fed should be at 2.75% right now and they should have been at this level for months Total incompetence"
X Link 2026-02-05T15:58Z 72.6K followers, [----] engagements
"Canadian policy makers need a wake up call. Ottawa is promising a trillion-dollar surge in investment faster internal trade and a big pivot toward new markets overseas over the next five years. The trouble is trade diversification is a slow grind while Canadas economy is being squeezed today. The hard question is whether any of these long-horizon plans can deliver relief fast enough to offset the damage already in motion. In the real world it will take years to build new trade corridors negotiate and implement fresh agreements and retool supply chains. Canada is effectively on recession watch"
X Link 2026-02-08T04:18Z 73.1K followers, 14.5K engagements
"Market based measure CPI. The Powell Fed has lost the plot on employment and Price stability. CPI 0.68% 👇 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling inflation this time driven by a 20% drop in natural gas prices charged to residential https://t.co/VzP9LL29U3 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling"
X Link 2026-02-08T11:39Z 73K followers, 32K engagements
"One of President Trumps key policy objectives is to establish the United States as the global leader in crypto and digital asset innovation. With the Clarity Act advancing the tokenization of real-world assets gaining traction and discussions of a Bitcoin Strategic Reserve underway the momentum is undeniable. We just experienced a normal leverage flush and yes Im a buyer of Bitcoin. Meanwhile the CFTC is expanding stablecoin regulations to allow national trust banks to issue dollar-pegged tokens under the GENIUS Act framework a major step toward institutional legitimacy. Yet many pundits"
X Link 2026-02-08T11:53Z 73.1K followers, 42.3K engagements
"For the record: Warsh Druckenmiller Bessent and the New Accord Moment When I first floated the idea of a renewed accord between the Fed and Treasury akin to the pre1951 dynamic the reaction from Wall Street researchers was predictably skeptical. Likewise when I argued that Warsh would be an ideal Fed chair candidate and that his alignment with Druckenmiller and Bessent made such an accord plausible the notion was met with the usual handwaving. Now that Warsh himself is publicly advancing the same idea the Street appears as usual to be arriving fashionably late to the obvious. Kevin Warsh"
X Link 2026-02-08T21:07Z 73K followers, 75.4K engagements
"Buy Middle America. Small Caps 👇"
X Link 2026-02-09T11:18Z 73K followers, [----] engagements
"Art of the Deal. Another shot across the bow yes this is about leverage not geography. Trump is setting the narrative ahead of broader trade and infrastructure talks not just one bridge. And what about the other much bigger carveouts just sitting there when does he turn his attention to those The bridge is a convenient stage but with Carney in the mix his real game is deal hierarchy: Canada as a proxy while he lines up bigger fights over China supply chains and manufacturing sovereignty. The open question now is whether Carneys strategy is to call a snap election secure a clear majority and"
X Link 2026-02-10T00:13Z 73.1K followers, 86.5K engagements
"A double from here. Youre not bullish enough. Pres Trump call for DOW 100K 👇 Trump predicting 100K on Dow by time he leaves office claims he was 'right about everything' https://t.co/pW0iC6UCQO Trump predicting 100K on Dow by time he leaves office claims he was 'right about everything' https://t.co/pW0iC6UCQO"
X Link 2026-02-10T10:39Z 73.1K followers, [----] engagements
"For the record. President Donald Trumps posture on the Gordie Howe International Bridge is a textbook case of Art of the Deal rhetoric colliding with a complex reality. His core border slogan was blunt: the United States would build a wall on the southern border and Mexico would pay for it so Americans would not foot the bill for infrastructure he framed as essential to their security. Now in the bridge case Canada has in effect done exactly thatpicking up the tab for a multibilliondollar crossborder project including works on U.S. soil while the United States (through Michigan) walks away as"
X Link 2026-02-10T11:28Z 73.1K followers, 64K engagements
"AIs Forgotten Backbone: The Fiber Optic Renaissance Hang around long enough and memory rhymes. The same optical names that powered the first internet buildoutCOHR GLW CIEN LITEare being pulled back to center stage as AI rewires compute around bandwidth not just FLOPs. Training frontier models means tightly coupling tens of thousands of GPUs; the real constraint is now how fast bits can move not just how many chips you can buy. That turns fiber optics and advanced photonics from old telecom gear into the hard choke point of AI scale. This time the capex wave is different: it starts with GPUs"
X Link 2026-02-10T15:03Z 73K followers, 15K engagements
"For the record. Jobs Day. Januarys jobs report will be less an economic signal than a statistical confession. The Bureau of Labor Statistics is poised to strip out roughly [--] million phantom jobs from the December [----] payroll level as part of its benchmark revisions quietly acknowledging that the labor market was materially weaker than the headline narrative suggested. Layered on top of that an updated birthdeath model and new seasonal factors will recast the story of [------] showing a labor market that cooled hard from mid2024 and faltered again in mid2025 not the resilient Goldilocks fantasy"
X Link 2026-02-11T11:55Z 72.9K followers, [---] engagements
"Its astonishing that even after massive negative revisions and widespread admission that the BLS models are deeply flawed every socalled expert still clings to the tainted first print of the jobs report. They ignore the cleaner more reliable data that clearly signals a weakening labor market. The obsession with that initial number is pure garbage noise masquerading as insight. NEW: Job growth SURGED in January adding [------] total non-farm jobs and [------] private sector jobs shattering expectations once again. The unemployment rate fell. Wages grew. Federal employment is now at its lowest"
X Link 2026-02-11T14:08Z 73.1K followers, 19.3K engagements
"For the record. Its astonishing that even after massive downward revisions and open acknowledgment that the BLS models and collection procedures are deeply flawed every pundit still rushes to celebrate the tainted first print of the jobs report. The clean revised data tell a very different story a labor market that weakened steadily through [----]. For those cheering the January numbers take a breath and look at the revisions: those are the credible figures. Any serious research or disciplined analysis will withhold judgment on the January data until the second or even third print."
X Link 2026-02-11T14:32Z 73.1K followers, [----] engagements
"For the record When will reality set in Yes the Fed is too tight Januarys headline gain is a statistical mirage of strength: roughly threequarters of the [------] jobs added came from health care social assistance and other policy and demographicdriven services while genuinely ratesensitive privatesector cyclicals contributed only a thin sliver of growth masking underlying weakness in demanddriven hiring and the true impact of tight monetary policy on the real economy. https://twitter.com/i/web/status/2021599004929249539 https://twitter.com/i/web/status/2021599004929249539"
X Link 2026-02-11T14:55Z 73.1K followers, [----] engagements
"True but Im not convinced the White House is thinking in terms of a single sweeping trade framework this time. Its more plausible theyd pursue targeted industryspecific deals rather than an allencompassing replacement for USMCA. Carveouts would be an essential feature of that approach and I suspect Carney grasps that nuance. https://twitter.com/i/web/status/2021619877010641257 https://twitter.com/i/web/status/2021619877010641257"
X Link 2026-02-11T16:18Z 73K followers, [---] engagements
"Bitcoin. If you dont see the pullback in Bitcoin as a gift. You need to do more homework. Yes BTD"
X Link 2026-02-13T02:24Z 73.1K followers, [---] engagements
"For the record. The Carney governments tone-deaf drift on national security and economic sovereignty has crossed into dangerous territory. Energy Minister Tim Hodgsons refusal to rule out Chinese state-owned enterprises taking majority control of Canadas oil assets is more than a policy misstep its a betrayal of strategic sense. At the very moment Washington has drawn a hard line through the Trump Administrations National Security Strategy and the Trump Corollary that strategic industries must be insulated from authoritarian control Ottawa is signaling open doors to Beijing. Layer on the deal"
X Link 2026-02-06T13:48Z 73.1K followers, 23.7K engagements
"For the record. Macklems Capital Strike Against Productivity. IMHO its a mistake for the BOC to deliberately restrict capital access through high rates. Canada is now posting both negative GDP growth and negative job growth in the private sector yet the Bank of Canada under Macklem is still refusing to cut rates. Real output is contracting and private payrolls are shrinking but monetary policy remains stuck at 2.25% calibrated to an old inflation scare instead of todays recessionary reality. Macklems refusal to cut rates in an economy with weak productivity and stagnant capital stock is a"
X Link 2026-02-07T13:54Z 73.1K followers, [----] 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 73.1K followers, 627.1K engagements
"Looking forward to Vancouver. Lots to talk about. Trump Carney Gold and much more. 👇 What do renowned investment analysts Martin Armstrong Tony Grier Heather Exner-Pirot Paul Beatty James Thorne Kevin Muir Josef Schachter Ryan Irvine Joey Temprile all have in common They'll all be live at the World Outlook Conference February [--] &7 at the Westin Bayshore https://t.co/HABRnd9F5k What do renowned investment analysts Martin Armstrong Tony Grier Heather Exner-Pirot Paul Beatty James Thorne Kevin Muir Josef Schachter Ryan Irvine Joey Temprile all have in common They'll all be live at the World"
X Link 2026-02-04T12:03Z 73.1K followers, [----] engagements
"For the record. Yes USMCA is DOA. Careful listening to recent remarks by the U.S. ambassador to Canada key members of the Trump cabinet and the President himself makes it clear that the USMCA is becoming increasingly outdated. In practical terms the agreement appears to be dead on arrival a view Ive held for some time. The core issue lies not in traditional tariffs but in non-tariff barriers which will require significant attention in any future framework. New negotiations will likely center on carve-outs that no longer serve U.S. strategic priorities meaning Canada will need to reconsider"
X Link 2026-02-11T12:39Z 73.1K followers, 48.4K engagements
"My Build America Basket [--] is on fire Build America Basket 10: targeted exposure to U.S./North American real-economy build-out through heavy equipment power infrastructure industrial automation rail and ag machinery leaders: CAT GEV EMR ETN PWR JCI PH CP plus added engine and farm power via CMI and DE as core capex and infrastructure compounders. $DE and $CAT or $CP"
X Link 2026-02-12T02:37Z 73.1K followers, 11K engagements
"What if What if the real fiscal revolution isnt higher taxes or austerity but rooting out fraud Imagine if the bond vigilantes finally woke up to the fact that reducing government fraud and waste could shrink the deficit faster than any rate hike or spending cap. The real shocker might be just how much of Washingtons spending is pure noise and how putting the entire government budget on a transparent blockchain could fix it overnight. What would the doomsday crowd on Wall Street say then when the deficit problem isnt unsolvable just unaccountable"
X Link 2026-01-02T11:42Z 73.1K followers, 1.7M engagements
"For the record. Canadas Monetary Establishment Is Driving a Train Wreck With GDP flatlining private investment gutted and growth propped up by the state Canadas elites still prescribe rate hikes and no this is not Trumps fault its Canadas own policy train wreck. Canada is sleepwalking into decline. GDP growth is negative or stalling and what faint momentum remains is increasingly driven by public-sector activity rather than a vibrant private economy. Private investment per worker has been anaemic for years leaving the capital stock depleted and productivity stagnant by international"
X Link 2026-02-03T02:03Z 73.1K followers, 26.9K engagements
"Canada brace yourself its coming our way just listen to the Governor of the RBA. The RBA run by Keynesians in an economy with a desperate need for capital stock with inflation mostly caused by Housing the move of Central Bankers to raise rates. Making the current conditions worse. Real time example of Central Bankers having no clue. Crucial words from the RBA Governor: The economy is closer to its supply capacity than we previously thought. Which means supply constraints are binding in some sectors and its not taken much of a pick-up in demand to generate price pressures. Years of weak-to-no"
X Link 2026-02-03T13:52Z 73.1K followers, 36.1K engagements
"A must watch. Especially for Canadians. Niall Ferguson captures the essential point with remarkable clarity: to make sense of Donald Trump one must first grapple seriously with nineteenthcentury American history and the evolution of U.S. economic policy. Trumps outlook is best understood in a Jacksonian frame rooted in a long tradition of American populist nationalism rather than in the lazy and ahistorical Hitler analogies that dominate much contemporary discourse. Ferguson is also correct that by the 2000s the United States was on an unsustainable strategic and economic trajectory and a"
X Link 2026-02-05T19:13Z 73.1K followers, 275.3K engagements
"Good history lessons for Canadians As George Grant warned in Lament for a Nation a Canadian elite more concerned with its own ideological preening than with national interest sleepwalked the country into preventable loss of economic well being. History doesnt repeat exactly but the rhyme is getting loud. While the political class is gripped by TDS and performative outrage what Canada actually needs is a hardheaded pragmatic deal with President Trump; did no one learn the lesson from the Diefenbaker episode in the late 1950s when Ottawas posturing left us weaker not stronger Recall the"
X Link 2026-02-10T01:46Z 73.1K followers, 46.2K engagements
"Yes a TrumpXi grand bargain in April is very much on my bingo card: Bessent keeps saying the goal is to derisk not decouple and an April deal would be the logical place to codify that doctrine in tariffs supply chains and security linkages. America First doesnt mean America alone and @POTUS is the President of Peace. As trade rebalances and hotspots cool the peace brought by President Trump is the most bullish force for global markets and prosperity. https://t.co/8vHecZul6p America First doesnt mean America alone and @POTUS is the President of Peace. As trade rebalances and hotspots cool the"
X Link 2026-02-11T01:49Z 73.1K followers, 15.9K engagements
"For the record. House Rebuke of Trumps Canada Tariffs Doesnt Cancel Canadas Need for Structural Reform. The House vote to advance a resolution against President Trumps tariffs on Canada is the first direct confrontation between the House and the White House over a signature element of Trumps economic policy and it passed its crucial procedural hurdle by a narrow [------] margin after three Republicans broke with their leadership. This vote unlocks floor consideration of a measure that would terminate the national emergency Trump declared to impose an extra [--] percent tariff on most Canadian"
X Link 2026-02-11T23:51Z 73.1K followers, 16.7K engagements
"Bitcoin. Yes the CLARITY Act will get done and yes accelerating Wall Street adoption is real. This pullback is a gift for anyone who understands where we are in the cycle. If you dont see that yet you need to do more work on the structural fundamentals not the hourly chart. In the end everyone buys Bitcoin at the price they deserve. Yes BTD. JUST IN: FINANCIAL GIANT BLACKROCK JUST REVEALED INSTITUTIONS SOVERIGNS AND BANKS ARE BUYING THE #BITCOIN DIP YOU ARE SCARED WHALES ARE BUYING https://t.co/wdBGxfU8Sy JUST IN: FINANCIAL GIANT BLACKROCK JUST REVEALED INSTITUTIONS SOVERIGNS AND BANKS ARE"
X Link 2026-02-13T02:30Z 73.1K followers, 166.8K engagements
"Take a deep breath. Amaras Law tells us that we tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run. A closely related principle says that we always overestimate the change that will occur in the next two years and underestimate the change that will occur in ten which captures the same dynamic in more concrete timeframes. Todays hysteria that AI will imminently destroy every industry is entirely predictable: it reflects classic shortterm overestimation even as we likely still understate how profoundly AI will reshape the economy and"
X Link 2026-02-14T01:32Z 73.1K followers, [----] engagements
"Sec. Bessent gets it. Like the late 1990s by decades end USD strength will become the symptom of something deeper robust growth dominant innovation low inflation. Strong fundamentals drive strong currencies. Thats exactly what President Trump is rebuilding: tax certainty regulatory clarity and energy independence. When the U.S. becomes the worlds most attractive destination for capital the trend speaks for itself. Fundamentals matter. A strong dollar comes from strong fundamentals. That is exactly what @POTUS @realDonaldTrump is achieving through tax certainty regulatory clarity and energy"
X Link 2026-02-14T02:49Z 73.1K followers, 13.6K engagements
"The architect of the most reckless spending spree in modern history who has left behind a debt bomb ready to explode. And Janet Yellen has the audacity to criticize Trump's trade policy Seriously We're looking at a debt-to-GDP ratio of 125% and they couldn't even bother to lock in lower rates when they were at rock bottom. The sheer irony and tone-deafness of the left is absolutely staggering. In an exclusive interview with CNN's @biannagolodryga and @ZainAsher former U.S. Treasury Secretary Janet Yellen spoke out against President Trumps trade policy calling his recent tariffs the worst"
X Link 2025-04-14T12:54Z 73.1K followers, 147.6K engagements
"The Fed is the last bastion of extreme progressive left ideology. Powells actions in Chicago yesterday showed the world that the Fed is NOT politically neutral. President Trump is right to be disappointed in the Fed"
X Link 2025-04-17T11:47Z 73.1K followers, 36.5K engagements
"Yes the Fed is late. Yes President Trump has a right to be disappointed. Given that the Federal Funds Rate (FFR) is currently at 4.33% while the estimated natural rate of interest (r*)as defined by Wicksellis approximately 2.75% it suggests that the Fed should be operating at or near this natural rate to promote stable growth. However the reality is quite different. Wall Street has finally begun to recognize that the private sector is nearing a recession and the recent growth has largely been fueled by wartime-like fiscal policies that are inherently unsustainable. While a rate cut by the Fed"
X Link 2025-04-21T20:55Z 72.9K followers, 53.1K engagements
"Im sorry the Street just does not get it. $TSLA Semi Factory progress update https://t.co/OQ1oXvnjev Semi Factory progress update https://t.co/OQ1oXvnjev"
X Link 2025-04-29T20:28Z 73.1K followers, 41.2K engagements
"Consensus Wall St view. 1) President Trump and Scott Bessent dont know that they are doing. 2) China holds all the cards. 3) No deal will be made. 4) The Result will be recession and inflation. 5) Market will make new lows and interest rates spike. I will take the other side of this trade"
X Link 2025-05-11T11:52Z 73.1K followers, 40.6K engagements
"As Moodys downgrades US debt the Fed just sits there with its FFR at 4.33% and QT running. Powell will go down as one of worst Fed Chairman in history. How much would interest payments be reduced if the FFR=r*. Fed is reckless and dangerous"
X Link 2025-05-17T00:57Z 73.1K followers, 35.7K engagements
"On the topic of Japan becoming Greece. Japan [--] year yield 👇"
X Link 2025-05-20T09:46Z 73K followers, 104.9K engagements
"PCE Feds target. 2.1% YoY Its all shelter. Tell me again the Fed is Data dependent"
X Link 2025-05-30T12:54Z 73.1K followers, 127K engagements
"Thesis playing out Buy the pullback. $TSLA"
X Link 2025-06-08T12:19Z 73.1K followers, 167K engagements
"Jobs collapse in the UK. BOE will be forced to cut. Yes the Fed is whistling by the graveyard"
X Link 2025-06-10T12:53Z 73.1K followers, 53.3K engagements
"Dont bet against Elon 👇 These are unmodified Tesla cars coming straight from the factory meaning that every Tesla coming out of our factories is capable of unsupervised self-driving These are unmodified Tesla cars coming straight from the factory meaning that every Tesla coming out of our factories is capable of unsupervised self-driving"
X Link 2025-06-10T17:47Z 72.7K followers, 24.3K engagements
"CPI ex shelter YoY 1.5% Fed has TDS"
X Link 2025-06-11T13:08Z 72.9K followers, 60.8K engagements
"$TSLA Long term thesis intact. Ignore the haters. Dont bet against Elon"
X Link 2025-06-14T13:02Z 73.1K followers, 25.4K engagements
"Tel Aviv Stock Exchange bouncing"
X Link 2025-06-15T13:00Z 73.1K followers, 266.3K engagements
"Instead of building a palace. Maybe the Fed can update its models. Tariffs do not cause inflation. CPI 1.68% 👇 @truflation"
X Link 2025-07-11T11:25Z 72.9K followers, 36.2K engagements
"Waiting for the next leg up. Long term thesis still intact. Dont bet against Elon. $TSLA"
X Link 2025-07-18T10:17Z 73.1K followers, 69.3K engagements
"Dont bet against Elon. And Wall St still believes $TSLA is only a car company. Wall St will be proven wrong again. Long term thesis intact. Tesla Diner & Supercharger in Hollywood LA Open 24/7 starting now https://t.co/nISRNoV89Y Tesla Diner & Supercharger in Hollywood LA Open 24/7 starting now https://t.co/nISRNoV89Y"
X Link 2025-07-22T13:10Z 72.9K followers, 42.9K engagements
"Wall St wrong again. US EU massive trade deal. President Trump keeps working his magic 👇 .@vonderleyen: "We have a trade deal between the two largest economies in the world and it's a big deal. It's a huge deal." https://t.co/vuDZdRjPPJ .@vonderleyen: "We have a trade deal between the two largest economies in the world and it's a big deal. It's a huge deal." https://t.co/vuDZdRjPPJ"
X Link 2025-07-27T18:55Z 73.1K followers, 39.2K engagements
"Trade deals open the door to a Fed rate cut this week"
X Link 2025-07-27T19:21Z 73.1K followers, 179.3K engagements
"The Fed is now part of the problem. With the FFR at 4.375% deflationary forces loom yet Powell blindly crushes the private sector ignoring that the private sector wasnt overheating and causing inflation. The Feds mission creep and Keynesian bias are clear firing Powell is overdue. Yellens failure to issue long-term debt at near-zero rates could cost taxpayers $1 trillion. Powells reckless mismanagement must end. Yes the Fed is politicized institution"
X Link 2025-07-30T09:06Z 73.1K followers, 27.2K engagements
"For the record. The question at hand is not whether the Fed will cut rates in September nor is it about parsing every word Powell uttered today. The fundamental issue is the viability of the Federal Reserves role within a truly capitalist society now that its overreach has become apparent. The sustainability of the Feds authority will be increasingly questioned as it acts as though we operate under a centrally planned economy an assertion that strains the very principles of free markets. The claim that the Fed is apolitical is now widely regarded as folly. Powells stark performance at the"
X Link 2025-07-30T23:57Z 73.1K followers, 72.7K engagements
"Go ahead tell me the Fed is apolitical again"
X Link 2025-08-01T13:20Z 72.9K followers, 22K engagements
"Looks like its read to go. $TSLA"
X Link 2025-08-23T10:59Z 72.7K followers, 42K engagements
"JOLTS. Construction Quits. Leading indicator. At level not seen GFC"
X Link 2025-09-03T14:55Z 73.1K followers, 828.7K engagements
"Teslas long-term thesis is unfolding. Dont bet against Elon. $TSLA"
X Link 2025-09-05T11:40Z 73.1K followers, 34.8K engagements
"Tariffs do not cause inflation. PPI negative MoM. Thats deflation Have a nice day"
X Link 2025-09-10T12:40Z 73.1K followers, 79K engagements
"Bitcoin. Largest Liquidation event ever and Bitcoin is sitting at $114K. Think about that for one minute"
X Link 2025-10-11T00:07Z 73.1K followers, 685.5K engagements
"Spot on 👇 Wealth isnt gold wealth is energy. - Buckminster Fuller [----] That is why Bitcoin is based on energy: you can issue fake fiat currency and every government in history has done so but it is impossible to fake energy. - @elonmusk [----] https://t.co/0xwU3Sxkwi Wealth isnt gold wealth is energy. - Buckminster Fuller [----] That is why Bitcoin is based on energy: you can issue fake fiat currency and every government in history has done so but it is impossible to fake energy. - @elonmusk [----] https://t.co/0xwU3Sxkwi"
X Link 2025-10-14T13:35Z 72.5K followers, [----] engagements
"Read the room folks"
X Link 2025-10-18T01:54Z 73.1K followers, 252K engagements
"Yes S&P [---] [----] for [----]. Yes S&P [---] target for [----] is [----]. Yes S&P [---] target [-----] by end of decade. Yes Gold target is still $5K. Yes Bitcoin target to still $200K. Yes FFR heading to 2.75%. No AI Bubble yet. Have a nice day"
X Link 2025-10-20T23:35Z 72.9K followers, 56.4K engagements
"Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%"
X Link 2025-10-31T17:38Z 73.1K followers, 132.7K engagements
"Canadians need to look in the mirror and stop blaming President Trump. "There are consequences to our decisions and there are consequences to our election. And Canadians are finally waking up to the fact that virtue signaling is costing us our standard of living." Get the complete interview with James Thorne @DrJStrategy tomorrow on MoneyTalks https://t.co/uNFeNMvQjF "There are consequences to our decisions and there are consequences to our election. And Canadians are finally waking up to the fact that virtue signaling is costing us our standard of living." Get the complete interview with"
X Link 2025-11-01T10:02Z 73.1K followers, 56.9K engagements
"Lets try this again. [--] months of negative GDP growth is a recession folks Yes Canada is in a recession. Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%. https://t.co/8n2j8bTxZ4 Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%. https://t.co/8n2j8bTxZ4"
X Link 2025-11-01T12:24Z 73.1K followers, 133K engagements
"Its a striking irony that two Canadian firms Brookfield and Cameco through their joint stake in Westinghouse are driving the nuclear revival at the heart of President Trumps U.S. economic strategy. Meanwhile Prime Minister Carney with deep ties to Brookfield presides over a Canada still paralyzed by its own indecision. The contrast could not be clearer: Canadian companies are powering American resurgence while Ottawa fumbles at home. https://www.investors.com/news/nuclear-cameco-westinghouse-big-winner-trump-nuclear-energy-push/"
X Link 2025-11-01T13:19Z 73.1K followers, 63.9K engagements
"When Liquidity drys up the Bull Run ends. Its not about valuation ignore the noise. Government Opens and TGA draws begin. Dec [--] QT ends. More rate cuts. President Williams out with some interesting comments today. Fed to expand security holdings was the suggestion"
X Link 2025-11-07T19:43Z 73.1K followers, 98K 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 73.1K followers, 387.8K 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 [----] percent. In [----] 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 73.1K followers, 434.9K engagements
"CPI 1.21% Powells Fed is incompetent. Where are the Wall St inflation is permanent folks Where is the tariff inflation FFR should be at 2.75% right now. US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies - Alcohol & tobacco - mostly alcoholic beverages Our number is derived by https://t.co/5LoMU6z2N1 US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs -"
X Link 2026-01-22T13:37Z 72.5K followers, 56.7K engagements
"My [--] cents on PM Carneys budget. Its not the Big Bang but its a coherent prudent starting point that recognizes the private sector must lead. Behind its careful rhetoric lies a $280 billion wager to unlock over $1 trillion in private capital for AI housing and defence. This is not fiscal tinkering; its the architecture of a national industrial strategy. Canada now has the beginnings of an industrial policy focused on productivity growth one thats been missing for decades. Is it perfect no but its starting point. While pundits obsess over pipelines they miss the bigger picture. Yes pipelines"
X Link 2025-11-08T22:32Z 73.1K followers, 141.6K engagements
"To understand Donald Trump one must first understand 19thcentury America its protectionist tariffs populist rebellions and battles over central banking. Trump is not an aberration; he is a callback to the raw economic nationalism that once defined the American republic. What he recognizes and few on Wall Street yet grasp is that the United States is undergoing a structural pivot as consequential as the New Deal or the Reagan Revolution. His foreigneconomic doctrine forged in conflict with China and reminiscent in scope to the Monroe Doctrine seeks to rewrite the post1945 order into a new age"
X Link 2026-02-06T02:52Z 73.1K followers, 35.9K engagements
"The Trump Doctrine envisions a sovereign American-led Western Hemisphere. But where does that leave Canadaand how do we secure our own economic sovereignty @DrJStrategy shares his thoughts in his February #MarketInsights: https://ow.ly/jqsa50Y8Mc6 https://ow.ly/jqsa50Y8Mc6"
X Link 2026-02-04T14:36Z [----] followers, 53.7K engagements
"China [--] year yield. Pay attention ignore the noise"
X Link 2024-12-16T12:55Z 73.1K followers, 6M engagements
"Folks just dont get it. Rates are declining Bessent is a happy man. His North Star is the UST [--] yr yield. Not the Fed Tariffs will eventually force the Feds hand. Let the crazies in the equity futures have their fun. The real information is in the credit markets. UST [--] yr about to break 4%"
X Link 2025-04-02T23:07Z 73.1K followers, 1.2M engagements
"China [--] Year Yield getting ready to take a run at the 1.60% low. Rates going to the zero bound in China not on Wall St Bingo card. What if China needs to sell UST because its running out of USD to keep the Peg to USD I think Bessent knows a thing or two on currency Pegs"
X Link 2025-04-09T02:22Z 73.1K followers, 1.4M engagements
"Bitcoin. Largest Liquidation event ever and Bitcoin is sitting at $114K. Think about that for one minute"
X Link 2025-10-11T00:07Z 73.1K followers, 685.5K engagements
"Bessent isn't Yellen. We don't have a leftist Keynesian at the helm; we have a macro hedge fund manager who was instrumental in one of the most famous macro trades of our generationattacking the Pound. His deep understanding of liquidity and financial conditions will reshape the economy and marketshe gets it https://twitter.com/i/web/status/1908527525954797665 https://twitter.com/i/web/status/1908527525954797665"
X Link 2025-04-05T14:29Z 73.1K followers, 332.3K engagements
"UST 2yr Yield. Nice clean break lower. Trump admin getting the response they want. Lower rates mean we avoid a financial crisis. $9T needs be refinanced a major concern. Get rates lower objective #1. If Equity market tantrums so be it there are bigger issues. For now stock market is not the top priority its fixing the fiscal mess Biden and Yellen left behind"
X Link 2025-04-03T10:31Z 73.1K followers, 489.1K engagements
"JOLTS. Construction Quits. Leading indicator. At level not seen GFC"
X Link 2025-09-03T14:55Z 73.1K followers, 828.7K engagements
"China [--] Yr Yield dropping like a stone. Irving Fisher Debt Deflation spiral in real time. 1.63% 👇"
X Link 2025-01-02T12:02Z 73.1K followers, 1.1M engagements
"China 2yr yield about to go under 1%. Ignore the noise. The risk for the west is a debt deflation spiral"
X Link 2024-12-29T18:41Z 73.1K followers, 1.1M engagements
"Old rule: When Spot VIX is higher than VIX 3M buy the market"
X Link 2025-03-07T12:47Z 73.1K followers, 576.7K engagements
"USD has peaked. Rates have peaked. Oil going to $50. Inflation spike has dissipated. Labor data will be revised lower. Historic seasonal adjustments that Wall St took hook line and sinker r* is declining. Tariffs are not inflationary. Trade accordingly. USD 👇"
X Link 2025-01-24T11:31Z 73.1K followers, 565.6K engagements
"For the record. The question at hand is not whether the Fed will cut rates in September nor is it about parsing every word Powell uttered today. The fundamental issue is the viability of the Federal Reserves role within a truly capitalist society now that its overreach has become apparent. The sustainability of the Feds authority will be increasingly questioned as it acts as though we operate under a centrally planned economy an assertion that strains the very principles of free markets. The claim that the Fed is apolitical is now widely regarded as folly. Powells stark performance at the"
X Link 2025-07-30T23:57Z 73.1K followers, 72.7K engagements
"Lets try this again. [--] months of negative GDP growth is a recession folks Yes Canada is in a recession. Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%. https://t.co/8n2j8bTxZ4 Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%. https://t.co/8n2j8bTxZ4"
X Link 2025-11-01T12:24Z 73.1K followers, 133K engagements
"Canada GDP [----] 6M annualized. BOC needs to get overnight rate down to 1%"
X Link 2025-10-31T17:38Z 73.1K followers, 132.7K engagements
"The U.S. playing Dirty Harry stares down Chinas precarious economy and growls Go ahead make my day. Devalue the RMB and sell UST. China the most unbalanced economy in modern history is stuck in the middle-income trap weighed down by surplus production overcapacity and inelastic supply. A rapidly aging population and rising labor costs have left its growth model wobbling. What happens when millions from the countryside lose their jobs as factories slow and exports falter Social unrest could erupt like a powder keg while Beijings half-hearted reforms offer little relief. The question is: will"
X Link 2025-04-08T23:50Z 73.1K followers, 171.3K engagements
"Trade deals open the door to a Fed rate cut this week"
X Link 2025-07-27T19:21Z 73.1K followers, 179.3K 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 [----] percent. In [----] 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 73.1K followers, 434.9K engagements
"Does everyone understand that China has a massive trade surplus and its supply is inelastic. Keep it simple: Chinas hand is not as strong as many on Wall St and MSM are suggesting. Ever wonder why Wall St is a big China cheerleader"
X Link 2025-04-08T10:53Z 73.1K followers, 698.7K engagements
"Call me crazy. Bitcoins chart is a thing of beauty. Ignore the noise"
X Link 2025-03-29T11:01Z 73.1K followers, 252.2K engagements
"Mr Bessent get it. The credit market leads the Fed"
X Link 2025-02-05T23:51Z 73.1K followers, 695.3K engagements
"The architect of the most reckless spending spree in modern history who has left behind a debt bomb ready to explode. And Janet Yellen has the audacity to criticize Trump's trade policy Seriously We're looking at a debt-to-GDP ratio of 125% and they couldn't even bother to lock in lower rates when they were at rock bottom. The sheer irony and tone-deafness of the left is absolutely staggering. In an exclusive interview with CNN's @biannagolodryga and @ZainAsher former U.S. Treasury Secretary Janet Yellen spoke out against President Trumps trade policy calling his recent tariffs the worst"
X Link 2025-04-14T12:54Z 73.1K followers, 147.6K engagements
"In an exclusive interview with CNN's @biannagolodryga and @ZainAsher former U.S. Treasury Secretary Janet Yellen spoke out against President Trumps trade policy calling his recent tariffs the worst self-inflicted wound that I have ever seen an administration impose.""
X Link 2025-04-10T15:52Z 30.8K followers, 519.6K engagements
"Tariffs do not cause inflation. PPI negative MoM. Thats deflation Have a nice day"
X Link 2025-09-10T12:40Z 73.1K followers, 79K engagements
"Only 14% of US GDP is imported goods and services"
X Link 2025-04-02T23:10Z 73.1K followers, 133.6K engagements
"Retaliatory tariffs to Trump's auto tariffs are merely an emotional response. True courage lies in recognizing that Canada can no longer afford to squander its natural resources. Low-cost energy and critical minerals are key to economic success and Canada must wake up to this reality. It's time to rise above reactionary measures and seize the opportunity to become a powerhouse in the global market. The clock is tickingCanada must act decisively. Canada must become a Hard Power in Energy and natural resources. Thats the dominant strategy. Yes it will take time. The decades of squandering its"
X Link 2025-03-27T10:09Z 73.1K followers, 91.4K engagements
"My target of S&P [---] [----] for [----] still holds"
X Link 2025-03-22T15:49Z 73.1K followers, 402.4K engagements
"USA Full Time Jobs declined 350K month to month. Not a strong jobs report"
X Link 2025-01-10T13:59Z 73.1K followers, 287.3K 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 73.1K followers, 387.8K engagements
"Hat tip to President Trump and team. President Trumps recent announcement of a 90-day pause on tariffs for over [--] countries excluding China reflects his negotiation strategy often described as The Art of the Deal. By lowering tariffs to 10% for most nations Trump has encouraged dialogue and reduced market tensions while isolating China with a significant tariff increase to 125%. Moreover the move strategically mirrors the Chinese game of weiqi a key element brought to light by Dr Kissinger. Henry Kissinger often highlighted the strategic differences between Chinese and Western approaches"
X Link 2025-04-09T20:04Z 73.1K followers, 245.3K engagements
"Canadians need to look in the mirror and stop blaming President Trump. "There are consequences to our decisions and there are consequences to our election. And Canadians are finally waking up to the fact that virtue signaling is costing us our standard of living." Get the complete interview with James Thorne @DrJStrategy tomorrow on MoneyTalks https://t.co/uNFeNMvQjF "There are consequences to our decisions and there are consequences to our election. And Canadians are finally waking up to the fact that virtue signaling is costing us our standard of living." Get the complete interview with"
X Link 2025-11-01T10:02Z 73.1K followers, 56.9K engagements
""There are consequences to our decisions and there are consequences to our election. And Canadians are finally waking up to the fact that virtue signaling is costing us our standard of living." Get the complete interview with James Thorne @DrJStrategy tomorrow on MoneyTalks"
X Link 2025-10-31T21:15Z 13.7K followers, 75.7K engagements
"Read the room folks"
X Link 2025-10-18T01:54Z 73.1K followers, 252K engagements
"China 2yr yield about to go under 1%. 1.017% 👇"
X Link 2025-01-06T03:01Z 73.1K followers, 212.9K engagements
"UST 2yr through 3.5% like a hot knife through butter. Looks like 3%. Credit market forcing Powells hand. The Fed now has the blessing from the credit market to cut"
X Link 2025-04-07T00:31Z 73.1K followers, 154.6K engagements
"Why is there no discussion about this on Wall St China has not fully met WTO obligations maintaining a state-led economic model distorting trade through subsidies limited market access and weak intellectual property protection despite benefiting from global market access. Middle America has been hallowed out. And yet many Wall St pundits and Think Tank pundits continue to do Chinas bidding"
X Link 2025-04-09T11:24Z 73.1K followers, 87.4K engagements
"The Fed has no choice. If rates are not cut we get a financial crisis. There is too much government debt We now live in an era of Fiscal Dominance. The term "fiscal dominance" refers to a situation in which the government's fiscal policy (Deficits of 6% and Debt to GDP at WWII levels) significantly influences or dominates the monetary policy set by the central bank. This occurs when a government's debt level is so high that it restricts the central bank's ability to control inflation through monetary policy tools such as setting interest rates. If rates dont come down and the value of the USD"
X Link 2024-04-03T08:32Z 73.1K followers, 446.6K engagements
"For the record. The sooner Canada acknowledges that portions of its manufacturing sector are structurally uncompetitive and unlikely to return the better. The path forward lies in embracing the countrys natural resource strengths and reforming the regulatory framework to attract global capital. The era of denial must come to an end"
X Link 2025-10-26T20:38Z 73.1K followers, 92.1K engagements
"Well well well Maybe folks should have more faith in President Trump negotiation and deal making ability"
X Link 2025-04-09T17:28Z 73.1K followers, 44.1K engagements
"Simple rule. liquidity leads risk assets. M2 growth now positive QT surprise by Fed rate cuts in [----]. Pain trade due north"
X Link 2024-05-12T18:36Z 73.1K followers, 530.7K engagements
"Wall St needs to take a chill pill. The #1 objective is to fix the mess that Biden Yellen and Brianard left behind. Refinancing of $9T. Getting rates lower priority #1. Powells progressive left Fed not helping. Bessent North Star a (UST [--] yr) clean break lower"
X Link 2025-04-03T10:55Z 73.1K followers, 54.4K engagements
"Its a striking irony that two Canadian firms Brookfield and Cameco through their joint stake in Westinghouse are driving the nuclear revival at the heart of President Trumps U.S. economic strategy. Meanwhile Prime Minister Carney with deep ties to Brookfield presides over a Canada still paralyzed by its own indecision. The contrast could not be clearer: Canadian companies are powering American resurgence while Ottawa fumbles at home. https://www.investors.com/news/nuclear-cameco-westinghouse-big-winner-trump-nuclear-energy-push/"
X Link 2025-11-01T13:19Z 73.1K followers, 63.9K engagements
"Tel Aviv Stock Exchange bouncing"
X Link 2025-06-15T13:00Z 73.1K followers, 266.3K engagements
"Quick comment on $TSLA. TSLA's Q4 delivery numbers were slightly below the Street's expectations. I see these deliveries numbers as solid. My long term thesis for [----] anchors off robots Robotaxi and autonomy. The attention deficit crowd clearly does not share my long-term belief in the potential of autonomy and robotics. Let the short-sighted investors move on; nothing has fundamentally changed. TSLA is still on track to be a $2T company by [----]. Ignore the noise"
X Link 2025-01-02T15:34Z 73.1K followers, 111.9K engagements
"Perspective is crucial. While $TSLA has experienced a strong short-term rally a long-term view of the chart suggests a positive outlook ahead. My [----] price target of $700 still stands. TSLA breaking out of a [--] year consolidation pattern"
X Link 2024-12-17T13:54Z 73.1K followers, 112.1K engagements
"$TSLA Hope you bought the dip Gap closed in one day a sign of strength. Retest right back to were it broke out. Classic technical playbook trading. Noise from Wall St being ignored. Will be a $2T company in [----]. By the end of Trump 2nd terma $4T company would not surprise. Dont bet against Elon. A simple rule"
X Link 2025-01-04T02:47Z 73.1K followers, 95.1K engagements
"Thesis playing out Buy the pullback. $TSLA"
X Link 2025-06-08T12:19Z 73.1K followers, 167K engagements
"As the shorts pile on nothing has changed. Buy the dip. $TSLA"
X Link 2025-02-09T10:14Z 73.1K followers, 103.1K engagements
"My [--] cents on PM Carneys budget. Its not the Big Bang but its a coherent prudent starting point that recognizes the private sector must lead. Behind its careful rhetoric lies a $280 billion wager to unlock over $1 trillion in private capital for AI housing and defence. This is not fiscal tinkering; its the architecture of a national industrial strategy. Canada now has the beginnings of an industrial policy focused on productivity growth one thats been missing for decades. Is it perfect no but its starting point. While pundits obsess over pipelines they miss the bigger picture. Yes pipelines"
X Link 2025-11-08T22:32Z 73.1K followers, 141.6K engagements
"An honour to speak at the @CdnClubTO about Budget [----] our plan to catalyse $1 trillion in investment for Canadians. We used to build big in Canada. Its time to take risks and invest boldly in our future again"
X Link 2025-11-07T23:47Z 676.1K followers, 203.1K engagements
"As Moodys downgrades US debt the Fed just sits there with its FFR at 4.33% and QT running. Powell will go down as one of worst Fed Chairman in history. How much would interest payments be reduced if the FFR=r*. Fed is reckless and dangerous"
X Link 2025-05-17T00:57Z 73.1K followers, 35.7K engagements
"Those who criticize President Trump's tariff policy are essentially doing China's bidding"
X Link 2025-04-09T13:36Z 72.7K followers, 54.4K engagements
"CPI ex shelter YoY 1.5% Fed has TDS"
X Link 2025-06-11T13:08Z 72.9K followers, 60.8K engagements
"China about to fire the Bazooka. offical budget deficit target the highest in over three decades pumping trillions of yuan into the system Slowing global growth and a massive liquidity wave invest accordingly"
X Link 2025-03-03T10:26Z 72.9K followers, 160.2K engagements
"Why do folks not realize. Lower UST yields and deprecation of USD help alleviate the pressure globally of the extreme levels of debt"
X Link 2025-04-04T14:28Z 73.1K followers, 42.8K engagements
"The nonchalant attitude and disinterest by the Fed during this historic moment really brings into question its existence"
X Link 2025-04-09T01:50Z 73.1K followers, 59.2K engagements
"$TSLA Right back to the [---] day EMA. Nothing has changed. My investment thesis on TSLA has not been altered because ELON is focused on DOGE"
X Link 2025-02-25T22:24Z 72.9K followers, 93K engagements
"Teslas long-term thesis is unfolding. Dont bet against Elon. $TSLA"
X Link 2025-09-05T11:40Z 73.1K followers, 34.8K engagements
"My thesis is that by the end of Trumps 2nd term $TSLA will be #1 Current valuations: Nvidia: $3.6 trillion Apple: $3.4 trillion Microsoft: $3.3 trillion Amazon: $2.5 trillion Alphabet: $2.4 trillion Meta: $1.6 trillion Tesla: $1.3 trillion Taiwan Semi: $1.2 trillion Broadcom: $1.1 trillion Current valuations: Nvidia: $3.6 trillion Apple: $3.4 trillion Microsoft: $3.3 trillion Amazon: $2.5 trillion Alphabet: $2.4 trillion Meta: $1.6 trillion Tesla: $1.3 trillion Taiwan Semi: $1.2 trillion Broadcom: $1.1 trillion"
X Link 2025-01-24T00:40Z 73.1K followers, 107.6K engagements
"Current valuations: Nvidia: $3.6 trillion Apple: $3.4 trillion Microsoft: $3.3 trillion Amazon: $2.5 trillion Alphabet: $2.4 trillion Meta: $1.6 trillion Tesla: $1.3 trillion Taiwan Semi: $1.2 trillion Broadcom: $1.1 trillion"
X Link 2025-01-23T21:46Z 436.3K followers, 282.6K engagements
"PCE Feds target. 2.1% YoY Its all shelter. Tell me again the Fed is Data dependent"
X Link 2025-05-30T12:54Z 73.1K followers, 127K engagements
"Chinas economy now teeters on the brink of a Fisherian debt-deflation spiral challenging long-held assumptions about its growth model and policy effectiveness. China appears to be ignoring crucial lessons from Japans lost decades"
X Link 2024-12-17T12:54Z 73.1K followers, 149K engagements
"For the record: I cant believe Wall St has yet to read The Art of the Deal. Their reaction today proves this. Trumps Liberation Day tariffs announced in the Rose Garden reflect his Art of the Deal strategy. By implementing sweeping tariffs (10%-50%) and framing them as reciprocal Trump positions the U.S. as responding to unfair foreign practices making his actions appear moderate rather than extreme. This framing builds leverage for future negotiations consistent with his philosophy to Think Big and start from a strong position. The upshot of the event was to initiate the negotiation phase."
X Link 2025-04-03T18:16Z 73.1K followers, 56.8K engagements
"Is Wall St finally waking up My $700 target on $TSLA is low"
X Link 2025-01-14T13:16Z 73.1K followers, 44.6K engagements
"Listening to the $TSLA call. Wow Elon is hitting it out of the park. Lets ignore Fed and realize that [----] is going to be a year dominant by achievements driven by Elon. Just by the winners. And $TSLA is a winner"
X Link 2025-01-29T23:09Z 72.9K followers, 35.7K engagements
"Can the Fed please explain why QT is still running and the FFR is 4.33% when r* is 2.75%. Asking for a friend"
X Link 2025-04-10T13:02Z 73.1K followers, 72.2K engagements
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