[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@DrJStrategy](/creator/twitter/DrJStrategy) "For the record. The Fed needs a complete overhaul. From top to bottom. Their models are broken their assumptions are flawed"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948854945060716929) 2025-07-25 21:16:41 UTC 50.7K followers, 5920 engagements "What happened to all the End of the World Cassandras that freaked out in April Folks the Group think on Wall St is almost as bad as the Group think at the Fed"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949612045902430424) 2025-07-27 23:25:08 UTC 50.7K followers, 7025 engagements "Spot on 👇 Wall St sold the bottom. Wall St did not read Art of the Deal. Wall St supports the Democrats"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949606942210462039) 2025-07-27 23:04:51 UTC 50.7K followers, 23.5K engagements "Fed policies are hammering first time home buyers. If the average mortgage rates were to decline to X% our scenario analysis suggests an additional 160000 renters becoming first-time homeowners"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949580225928441958) 2025-07-27 21:18:41 UTC 50.7K followers, 5019 engagements "The Fed should already be on an interest rate normalization glide path to get the FFR to r* (the natural rate) or 2.75%. Yes the Fed should cut in July"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948519264232898665) 2025-07-24 23:02:48 UTC 50.6K followers, 6123 engagements "I will suggest one last time. Make the Fed subordinate to the Treasury as it was before the 1951 accord. My logic The Federal Reserve needs a reset as its current independence has led to neglect of financial stability and the debt crisis yes it has gone rogue. A new agreement between the Fed and the Treasury similar to the 1951 Treasury-Fed Accord is essential with the Fed subordinate to the Treasury to ensure effective coordination amid high debt and complex unwinding processes. I have been advocating for this approach for some time and my proposed solution is that Kevin Warsh who knows the"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1947073267992502732) 2025-07-20 23:16:56 UTC 50.6K followers, 5654 engagements "Wall St still thinks the X year cycle is intact. My thesis is the X year cycle was reset by the Tariff tantrum in April 2025. Go back and check the conditions needed to have XX% corrections back to back. Whats needed a recession . IMHO its not happening"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949131848673616149) 2025-07-26 15:37:00 UTC 50.7K followers, 8174 engagements "Is the US self-sufficient in aluminum production The U.S. lacks enough aluminum smelters for self-sufficiency producing only about XX% of its demand. Most aluminum is imported or recycled. High energy costs aging infrastructure and investment barriers prevent new smelters. Achieving self-sufficiency would require major new facilities and expanded recycling capacity"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1929530559782363442) 2025-06-02 13:28:29 UTC 50.6K followers, 5685 engagements "The X year cycle clock has been reset. The S&P XXX measure to 7500. Ignore the noise"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1947478388353995024) 2025-07-22 02:06:44 UTC 50.6K followers, 40.2K engagements "The Feds story is a tragic comedy of missed opportunities and stubborn blindness. Here we have an institution stuck in the 1950s clinging to outdated models and old-school thinking while the world races ahead into the digital age. Instead of embracing blockchain AI and the technological revolution that could actually modernize finance and society they cling to their archaic reliance on BLS data and outdated policies. Meanwhile the economy is drowning in debt debt-to-GDP soaring past XXX% yet their fears about tariffs arent even supported by basic economic theory or data. With 1000 PhDs seems"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948696998728601607) 2025-07-25 10:49:04 UTC 50.7K followers, 9148 engagements "The Anti-CBDC bill blocks a U.S. digital dollar supporting private blockchains like Ripples XRP for cross-border payments. This bolsters XRPs utility aligns with ISO 20022 messaging standards and further legitimizes Ripples push for global financial infrastructure and adoption. As the is US embedding Digital Assets into it Industrial Policy Wall St keeps yapping about Powells incompetence. Yes Powell and the Fed have TDS. $XRP"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1945792388795863296) 2025-07-17 10:27:11 UTC 50.6K followers, 4285 engagements "Want a non consensus call. Buy Homebuilders Bearish to Bullish reversal. Ignore the noise look X to X quarters out. FFR will be at 2.7%. Demographics point to secular bull run. $TOL $DHI"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1943096317812584582) 2025-07-09 23:53:57 UTC 50.6K followers, 19.2K engagements "Fun fact of the day. The US is a service based economy. Why does the Fed ignore the facts PCE Services last print 0.1%"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1947234677732868252) 2025-07-21 09:58:19 UTC 50.7K followers, 6796 engagements "Waiting for the next leg up. Long term thesis still intact. Dont bet against Elon. $TSLA"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1946152435224838165) 2025-07-18 10:17:52 UTC 50.7K followers, 67.8K engagements "President Trump successfully negotiated a historic deal with Japan something many believed was impossible. Team Trump made it happen. They said it couldnt be done. 👇"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1947818136348004518) 2025-07-23 00:36:47 UTC 50.6K followers, 9882 engagements "PM Carney makes another logical strategic move to redefine Canadas Industrial policy. Canada targets China with higher tariffs as part of steel industry measures"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1945539546579402879) 2025-07-16 17:42:28 UTC 50.7K followers, 3356 engagements "Trump is charting a course rooted in the foundational ideas of Mundell and Reagan principles that emphasize the power of supply-side economics to drive growth. Robert Mundell a visionary economist argued that cutting taxes incentivizes work and investment unleashing the economys full potential. Ronald Reagan famously embraced this philosophy implementing sweeping tax cuts and deregulation what became known as Reaganomics. Both believed that reducing tax burdens and regulatory constraints would fuel production stimulate economic activity and ultimately benefit the entire nation. However what"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949164549854069117) 2025-07-26 17:46:57 UTC 50.7K followers, 6233 engagements "Thomas Jefferson opposed a national bank as unconstitutional and elitist. Today Donald Trump echoes Jeffersonian rhetoric in his feud with Fed Chair Jerome Powell criticizing high rates and threatening Fed independence. Trump cites Jefferson to justify limiting central power and promoting populist economic control"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1946571642596946062) 2025-07-19 14:03:39 UTC 50.6K followers, 5093 engagements "Instead of building a palace. Maybe the Fed can update its models. Tariffs do not cause inflation. CPI XXXX% 👇 @truflation"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1943632731633525110) 2025-07-11 11:25:28 UTC 50.6K followers, 35.2K engagements "At the beginning of 2025 I suggested that portfolios needed to have a significant weight (approximately 10%) in Gold and Bitcoin. Consensus pushed back. What was once contentious is now becoming consensus. Imagine that. Both up well over XX% Year to Date"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948346789569933631) 2025-07-24 11:37:27 UTC 50.6K followers, 4838 engagements "IMHO July Fed meeting is now live Federal Reserve Chair Jerome Powell indicated that if not for the inflation risk created by tariffs the Fed would have already cut rates. With new trade deals diminishing tariff pressures Powell signaled the Fed is poised to reduce rates soon. He said I think thats right when asked whether the Fed would have eased policy absent the tariffs risk"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949570292336255438) 2025-07-27 20:39:13 UTC 50.7K followers, 12.6K engagements "President Trumps strategy is straightforward: keep the dollar stable lower interest rates and encourage wage growth through increased production. This approach reflects a classic America First mindset focused on rebuilding American manufacturing controlling inflation by boosting supply rather than handing out subsidies and strengthening the dollar without losing ground in global markets. Central to his vision is establishing a strong dollar system fit for the digital age aimed at restoring Americas economic sovereignty. This emphasis on strengthening the economy and maintaining independence"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949419105620025650) 2025-07-27 10:38:27 UTC 50.7K followers, 10.6K engagements "The Feds mission creep. The Federal Reserve System employs close to 24400 people nationwide including about 3183 at the Board of Governors in Washington D.C. and roughly 21238 at the twelve regional Federal Reserve Banks and their branches. Approximately XXX PhDs are employed at the Fed. Talk about a massive boondoggle And they still cant model the economy inflation or the labor market. The Construction Boondoggle. Multi-Decade Renovation and Upgrade Project The Federal Reserves Washington D.C. campus has undergone a far-reaching multi-decade renovation initiative. This comprehensive"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948677696919147005) 2025-07-25 09:32:22 UTC 50.6K followers, 4845 engagements "Instead of building the replica of the Palace of Versailles. The Fed should invest in new models. BLS is living in the 1950s. Truflation CPI XXXX% 👇"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1945289114028265743) 2025-07-16 01:07:21 UTC 50.6K followers, 10.8K engagements "Folks are finally getting it. And Wall St has a theme the End of American Exceptionalism. So wrong. IMHO President Trump is setting up the US to lead for the rest of the century. 👇"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948335275395985723) 2025-07-24 10:51:42 UTC 50.6K followers, 2786 engagements "For the record. Independent monetary policy means the Fed should have the freedom to set interest rates and manage inflation free from political interference but not the unchecked authority to shape social norms or dictate the course of innovation. The Fed must stay within its clearly defined dual mandate and avoid mission creep or political bias. Decades of expanding its scope have undermined both public trust and policy effectiveness. To restore credibility a full overhaul of the Feds outdated economic models and beliefs is overdue along with reaffirmed limits on its authority. The"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949064350259449881) 2025-07-26 11:08:47 UTC 50.7K followers, 3882 engagements "All imports prices YoY -0.2%. DEFLATION The Fed has lost the plot. Inflation is the YoY of the general price level. NOT the change in relative prices"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1945842965970141261) 2025-07-17 13:48:09 UTC 50.7K followers, 8846 engagements "Trade deals open the door to a Fed rate cut this week"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949550639958405235) 2025-07-27 19:21:08 UTC 50.7K followers, 155.7K engagements "Fed should NOT have complete and total autonomy. An independent monetary policy does not equate to complete and total autonomy IMHO the Official Sector represented by El-Erian realizes the cat is out of the bag"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949073923154260256) 2025-07-26 11:46:49 UTC 50.7K followers, 5939 engagements "Dont bet against Elon. Long term thesis intact. Bounced off the XXX day EMA . BTD $TSLA"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948776871585329587) 2025-07-25 16:06:27 UTC 50.7K followers, 25.5K engagements "Trade deals and Wall Street is surprised. Remember they all cut targets and called for the end of the world in April. President Trump and his team know what they are doing. Ignore the noise"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949766205645967601) 2025-07-28 09:37:42 UTC 50.7K followers, 3059 engagements "Folks just dont get it. Rates are declining Bessent is a happy man. His North Star is the UST XX 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 XX yr about to break 4%"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1907570725499842788) 2025-04-02 23:07:56 UTC 50.7K followers, 1.2M engagements "And Wall St is under exposed and still believes Bitcoin is a scam. President Trump following through on his campaign promise to make the USA a digital asset superpower 👇"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1945474238468518224) 2025-07-16 13:22:58 UTC 50.6K followers, 5486 engagements "Dont bet against Elon. And Wall St still believes $TSLA is only a car company. Wall St will be proven wrong again. Long term thesis intact"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1947645487815004377) 2025-07-22 13:10:44 UTC 50.6K followers, 42.4K engagements "Remember when Wall Street arrogantly claimed Powell was obsessed with his legacy Yet its Powells Fed its governors and regional presidents that may ultimately be remembered as some of the most misguided and catastrophic in history. Only time will tell who truly bears the stain of failure"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1946908892484759919) 2025-07-20 12:23:46 UTC 50.6K followers, 5240 engagements "The Output Gap in the US is negative. The FED and its Cheerleaders Must Stop Saying the US ECO is in a good place. Its just bad economics A negative output gap for the US economy means that actual economic output (GDP) is less than the economys potential output at full capacity. This situation indicates that there is slack or spare capacity with resources such as labor and capital being underutilized due to weak demand. New York Fed: US Output Gap 👇"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948397404291563660) 2025-07-24 14:58:35 UTC 50.6K followers, 3891 engagements "Why do folks assume NVDA and Jensen are over night successes. So wrong. Jensen been working full out for XX years. Why punish his hard earned success"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948838192515612934) 2025-07-25 20:10:07 UTC 50.7K followers, 7048 engagements "$BYON a company with significant Blockchain assets. @TZERO is the play for tokenization. $ICE is the other significant shareholder in TZERO . FYI ICE owns the NYSE. Think about that for X min. Slow turning Do your own research"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1947731410887815198) 2025-07-22 18:52:10 UTC 50.7K followers, 18K engagements "For the record. Powells missteps became clear in 2018 with his misjudged comments on r* amid the China trade war sparking market turmoil and a hasty reversal. The problematic Jackson Hole speech foreshadowed further instability including a regional bank crisis. Early signals of incompetence were ignoreduntil now when mainstream critics ( the cool kids) finally noticed"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1945079777603543292) 2025-07-15 11:15:31 UTC 50.7K followers, 5748 engagements "Is the Fed truly politically independent Fed cut XX bps before a Presidential Election last year. Lets compare Beige Book data. Between the September 2024 and June 2025 Beige Books more Federal Reserve districts reported flat or negative growth. Persistent weakness in manufacturing consumer spending and hiring along with rising uncertainty signaled a broad economic slowdown and increased regional caution. Action speak louder than words. Fed Cheerleaders on MSM keep stating the Fed is independent. Beige book Inflation Data Employment Data and an effective FFR at XXXX% says otherwise"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1947603238410235924) 2025-07-22 10:22:51 UTC 50.6K followers, 7281 engagements "Homebuilders Been banging pots and pans about this space for some time now. Bearish to Bullish reversal Capital markets anticipate the future. $DHI and $TOL"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1947684119040954517) 2025-07-22 15:44:14 UTC 50.6K followers, 5605 engagements "When I assert that the Fed is fundamentally Keynesian and desperately needs to reclaim the moral high ground in economic thought the underlying message is clear: the Federal Reserve is a bloated compromised institution thats lost its way. Removing Powell alone Thats mere window dressing. The real overhaul requires a wholesale cleanup top to bottom Until the Fed confronts its own ideological decay and institutional rot any hope of meaningful reform is just wishful thinking. The Fed isnt just a little off course; its dangerously adrift and superficial personnel changes wont fix what ails it. To"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1946262140710461463) 2025-07-18 17:33:48 UTC 50.7K followers, 24.5K engagements "The simple solution to rain in the Fed. Cut off the flow of money. What happens if the Fed can no longer create money out of thin air What if the Fed is Subordinate to the Treasury. Does the Fed really need roughly 25k employees to continue to make policy mistakes"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949070674321924213) 2025-07-26 11:33:55 UTC 50.7K followers, 5101 engagements "For the record. The Fed should cut. The FFR should be at r* (2.75%). The important question is how fast can the Fed get to r* and will they have to go below it. History says they will need to go below r*. This time may be different"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948687354123698259) 2025-07-25 10:10:44 UTC 50.7K followers, 3791 engagements "China US to extend tariff pause at Sweden talks by another XX days. via @scmpnews"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949619558123270461) 2025-07-27 23:54:59 UTC 50.7K followers, 3891 engagements "Rules vs Discretion: the classic monetary policy debate real time. Yes we live in historic times. Calls for the Feds complete and total autonomy are fundamentally misguided. The classic rules vs discretion debate isnt just academic relic (yes its covered in 3rd year macro) its flashing red today as the Feds mission creep and unchecked discretion have fueled policy blunders market confusion and diminished public trust. Kydland and Prescotts seminal work exposed why discretionary policy tempts even well-meaning central bankers to break their promises eroding credibility and producing worse"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949069431956545571) 2025-07-26 11:28:59 UTC 50.7K followers, 2805 engagements "Will the BOC cut They should. Canada Unemployment Rate is close to 7%. Mortgage interest cost ( BOC rate hikes) are a major contributor to inflation MP has lags of up to X years. Ex Shelter CPI is 1.5%. BOC overnight rate should be at 2%"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1948686618497310886) 2025-07-25 10:07:49 UTC 50.7K followers, 3030 engagements "Im old enough to remember dial up internet access. Or how about the last mile debate. So are cell phone towers now obsolete Dont bet against Elon"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949223899880898980) 2025-07-26 21:42:47 UTC 50.7K followers, 9373 engagements "Wall St wrong again. US EU massive trade deal. President Trump keeps working his magic 👇"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1949544174686236879) 2025-07-27 18:55:26 UTC 50.7K followers, 37K engagements "Looks like President Trump worked his magic again. Next up July XX we get the Treasury report on the Bitcoin Strategic Reserve. US becoming a Digital Asset Superpower and Wall St just sits there and stares into the TV. $XRP"  [@DrJStrategy](/creator/x/DrJStrategy) on [X](/post/tweet/1945440023060402242) 2025-07-16 11:07:00 UTC 50.6K followers, 18.1K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DrJStrategy
"For the record. The Fed needs a complete overhaul. From top to bottom. Their models are broken their assumptions are flawed"
@DrJStrategy on X 2025-07-25 21:16:41 UTC 50.7K followers, 5920 engagements
"What happened to all the End of the World Cassandras that freaked out in April Folks the Group think on Wall St is almost as bad as the Group think at the Fed" @DrJStrategy on X 2025-07-27 23:25:08 UTC 50.7K followers, 7025 engagements
"Spot on 👇 Wall St sold the bottom. Wall St did not read Art of the Deal. Wall St supports the Democrats" @DrJStrategy on X 2025-07-27 23:04:51 UTC 50.7K followers, 23.5K engagements
"Fed policies are hammering first time home buyers. If the average mortgage rates were to decline to X% our scenario analysis suggests an additional 160000 renters becoming first-time homeowners" @DrJStrategy on X 2025-07-27 21:18:41 UTC 50.7K followers, 5019 engagements
"The Fed should already be on an interest rate normalization glide path to get the FFR to r* (the natural rate) or 2.75%. Yes the Fed should cut in July" @DrJStrategy on X 2025-07-24 23:02:48 UTC 50.6K followers, 6123 engagements
"I will suggest one last time. Make the Fed subordinate to the Treasury as it was before the 1951 accord. My logic The Federal Reserve needs a reset as its current independence has led to neglect of financial stability and the debt crisis yes it has gone rogue. A new agreement between the Fed and the Treasury similar to the 1951 Treasury-Fed Accord is essential with the Fed subordinate to the Treasury to ensure effective coordination amid high debt and complex unwinding processes. I have been advocating for this approach for some time and my proposed solution is that Kevin Warsh who knows the" @DrJStrategy on X 2025-07-20 23:16:56 UTC 50.6K followers, 5654 engagements
"Wall St still thinks the X year cycle is intact. My thesis is the X year cycle was reset by the Tariff tantrum in April 2025. Go back and check the conditions needed to have XX% corrections back to back. Whats needed a recession . IMHO its not happening" @DrJStrategy on X 2025-07-26 15:37:00 UTC 50.7K followers, 8174 engagements
"Is the US self-sufficient in aluminum production The U.S. lacks enough aluminum smelters for self-sufficiency producing only about XX% of its demand. Most aluminum is imported or recycled. High energy costs aging infrastructure and investment barriers prevent new smelters. Achieving self-sufficiency would require major new facilities and expanded recycling capacity" @DrJStrategy on X 2025-06-02 13:28:29 UTC 50.6K followers, 5685 engagements
"The X year cycle clock has been reset. The S&P XXX measure to 7500. Ignore the noise" @DrJStrategy on X 2025-07-22 02:06:44 UTC 50.6K followers, 40.2K engagements
"The Feds story is a tragic comedy of missed opportunities and stubborn blindness. Here we have an institution stuck in the 1950s clinging to outdated models and old-school thinking while the world races ahead into the digital age. Instead of embracing blockchain AI and the technological revolution that could actually modernize finance and society they cling to their archaic reliance on BLS data and outdated policies. Meanwhile the economy is drowning in debt debt-to-GDP soaring past XXX% yet their fears about tariffs arent even supported by basic economic theory or data. With 1000 PhDs seems" @DrJStrategy on X 2025-07-25 10:49:04 UTC 50.7K followers, 9148 engagements
"The Anti-CBDC bill blocks a U.S. digital dollar supporting private blockchains like Ripples XRP for cross-border payments. This bolsters XRPs utility aligns with ISO 20022 messaging standards and further legitimizes Ripples push for global financial infrastructure and adoption. As the is US embedding Digital Assets into it Industrial Policy Wall St keeps yapping about Powells incompetence. Yes Powell and the Fed have TDS. $XRP" @DrJStrategy on X 2025-07-17 10:27:11 UTC 50.6K followers, 4285 engagements
"Want a non consensus call. Buy Homebuilders Bearish to Bullish reversal. Ignore the noise look X to X quarters out. FFR will be at 2.7%. Demographics point to secular bull run. $TOL $DHI" @DrJStrategy on X 2025-07-09 23:53:57 UTC 50.6K followers, 19.2K engagements
"Fun fact of the day. The US is a service based economy. Why does the Fed ignore the facts PCE Services last print 0.1%" @DrJStrategy on X 2025-07-21 09:58:19 UTC 50.7K followers, 6796 engagements
"Waiting for the next leg up. Long term thesis still intact. Dont bet against Elon. $TSLA" @DrJStrategy on X 2025-07-18 10:17:52 UTC 50.7K followers, 67.8K engagements
"President Trump successfully negotiated a historic deal with Japan something many believed was impossible. Team Trump made it happen. They said it couldnt be done. 👇" @DrJStrategy on X 2025-07-23 00:36:47 UTC 50.6K followers, 9882 engagements
"PM Carney makes another logical strategic move to redefine Canadas Industrial policy. Canada targets China with higher tariffs as part of steel industry measures" @DrJStrategy on X 2025-07-16 17:42:28 UTC 50.7K followers, 3356 engagements
"Trump is charting a course rooted in the foundational ideas of Mundell and Reagan principles that emphasize the power of supply-side economics to drive growth. Robert Mundell a visionary economist argued that cutting taxes incentivizes work and investment unleashing the economys full potential. Ronald Reagan famously embraced this philosophy implementing sweeping tax cuts and deregulation what became known as Reaganomics. Both believed that reducing tax burdens and regulatory constraints would fuel production stimulate economic activity and ultimately benefit the entire nation. However what" @DrJStrategy on X 2025-07-26 17:46:57 UTC 50.7K followers, 6233 engagements
"Thomas Jefferson opposed a national bank as unconstitutional and elitist. Today Donald Trump echoes Jeffersonian rhetoric in his feud with Fed Chair Jerome Powell criticizing high rates and threatening Fed independence. Trump cites Jefferson to justify limiting central power and promoting populist economic control" @DrJStrategy on X 2025-07-19 14:03:39 UTC 50.6K followers, 5093 engagements
"Instead of building a palace. Maybe the Fed can update its models. Tariffs do not cause inflation. CPI XXXX% 👇 @truflation" @DrJStrategy on X 2025-07-11 11:25:28 UTC 50.6K followers, 35.2K engagements
"At the beginning of 2025 I suggested that portfolios needed to have a significant weight (approximately 10%) in Gold and Bitcoin. Consensus pushed back. What was once contentious is now becoming consensus. Imagine that. Both up well over XX% Year to Date" @DrJStrategy on X 2025-07-24 11:37:27 UTC 50.6K followers, 4838 engagements
"IMHO July Fed meeting is now live Federal Reserve Chair Jerome Powell indicated that if not for the inflation risk created by tariffs the Fed would have already cut rates. With new trade deals diminishing tariff pressures Powell signaled the Fed is poised to reduce rates soon. He said I think thats right when asked whether the Fed would have eased policy absent the tariffs risk" @DrJStrategy on X 2025-07-27 20:39:13 UTC 50.7K followers, 12.6K engagements
"President Trumps strategy is straightforward: keep the dollar stable lower interest rates and encourage wage growth through increased production. This approach reflects a classic America First mindset focused on rebuilding American manufacturing controlling inflation by boosting supply rather than handing out subsidies and strengthening the dollar without losing ground in global markets. Central to his vision is establishing a strong dollar system fit for the digital age aimed at restoring Americas economic sovereignty. This emphasis on strengthening the economy and maintaining independence" @DrJStrategy on X 2025-07-27 10:38:27 UTC 50.7K followers, 10.6K engagements
"The Feds mission creep. The Federal Reserve System employs close to 24400 people nationwide including about 3183 at the Board of Governors in Washington D.C. and roughly 21238 at the twelve regional Federal Reserve Banks and their branches. Approximately XXX PhDs are employed at the Fed. Talk about a massive boondoggle And they still cant model the economy inflation or the labor market. The Construction Boondoggle. Multi-Decade Renovation and Upgrade Project The Federal Reserves Washington D.C. campus has undergone a far-reaching multi-decade renovation initiative. This comprehensive" @DrJStrategy on X 2025-07-25 09:32:22 UTC 50.6K followers, 4845 engagements
"Instead of building the replica of the Palace of Versailles. The Fed should invest in new models. BLS is living in the 1950s. Truflation CPI XXXX% 👇" @DrJStrategy on X 2025-07-16 01:07:21 UTC 50.6K followers, 10.8K engagements
"Folks are finally getting it. And Wall St has a theme the End of American Exceptionalism. So wrong. IMHO President Trump is setting up the US to lead for the rest of the century. 👇" @DrJStrategy on X 2025-07-24 10:51:42 UTC 50.6K followers, 2786 engagements
"For the record. Independent monetary policy means the Fed should have the freedom to set interest rates and manage inflation free from political interference but not the unchecked authority to shape social norms or dictate the course of innovation. The Fed must stay within its clearly defined dual mandate and avoid mission creep or political bias. Decades of expanding its scope have undermined both public trust and policy effectiveness. To restore credibility a full overhaul of the Feds outdated economic models and beliefs is overdue along with reaffirmed limits on its authority. The" @DrJStrategy on X 2025-07-26 11:08:47 UTC 50.7K followers, 3882 engagements
"All imports prices YoY -0.2%. DEFLATION The Fed has lost the plot. Inflation is the YoY of the general price level. NOT the change in relative prices" @DrJStrategy on X 2025-07-17 13:48:09 UTC 50.7K followers, 8846 engagements
"Trade deals open the door to a Fed rate cut this week" @DrJStrategy on X 2025-07-27 19:21:08 UTC 50.7K followers, 155.7K engagements
"Fed should NOT have complete and total autonomy. An independent monetary policy does not equate to complete and total autonomy IMHO the Official Sector represented by El-Erian realizes the cat is out of the bag" @DrJStrategy on X 2025-07-26 11:46:49 UTC 50.7K followers, 5939 engagements
"Dont bet against Elon. Long term thesis intact. Bounced off the XXX day EMA . BTD $TSLA" @DrJStrategy on X 2025-07-25 16:06:27 UTC 50.7K followers, 25.5K engagements
"Trade deals and Wall Street is surprised. Remember they all cut targets and called for the end of the world in April. President Trump and his team know what they are doing. Ignore the noise" @DrJStrategy on X 2025-07-28 09:37:42 UTC 50.7K followers, 3059 engagements
"Folks just dont get it. Rates are declining Bessent is a happy man. His North Star is the UST XX 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 XX yr about to break 4%" @DrJStrategy on X 2025-04-02 23:07:56 UTC 50.7K followers, 1.2M engagements
"And Wall St is under exposed and still believes Bitcoin is a scam. President Trump following through on his campaign promise to make the USA a digital asset superpower 👇" @DrJStrategy on X 2025-07-16 13:22:58 UTC 50.6K followers, 5486 engagements
"Dont bet against Elon. And Wall St still believes $TSLA is only a car company. Wall St will be proven wrong again. Long term thesis intact" @DrJStrategy on X 2025-07-22 13:10:44 UTC 50.6K followers, 42.4K engagements
"Remember when Wall Street arrogantly claimed Powell was obsessed with his legacy Yet its Powells Fed its governors and regional presidents that may ultimately be remembered as some of the most misguided and catastrophic in history. Only time will tell who truly bears the stain of failure" @DrJStrategy on X 2025-07-20 12:23:46 UTC 50.6K followers, 5240 engagements
"The Output Gap in the US is negative. The FED and its Cheerleaders Must Stop Saying the US ECO is in a good place. Its just bad economics A negative output gap for the US economy means that actual economic output (GDP) is less than the economys potential output at full capacity. This situation indicates that there is slack or spare capacity with resources such as labor and capital being underutilized due to weak demand. New York Fed: US Output Gap 👇" @DrJStrategy on X 2025-07-24 14:58:35 UTC 50.6K followers, 3891 engagements
"Why do folks assume NVDA and Jensen are over night successes. So wrong. Jensen been working full out for XX years. Why punish his hard earned success" @DrJStrategy on X 2025-07-25 20:10:07 UTC 50.7K followers, 7048 engagements
"$BYON a company with significant Blockchain assets. @TZERO is the play for tokenization. $ICE is the other significant shareholder in TZERO . FYI ICE owns the NYSE. Think about that for X min. Slow turning Do your own research" @DrJStrategy on X 2025-07-22 18:52:10 UTC 50.7K followers, 18K engagements
"For the record. Powells missteps became clear in 2018 with his misjudged comments on r* amid the China trade war sparking market turmoil and a hasty reversal. The problematic Jackson Hole speech foreshadowed further instability including a regional bank crisis. Early signals of incompetence were ignoreduntil now when mainstream critics ( the cool kids) finally noticed" @DrJStrategy on X 2025-07-15 11:15:31 UTC 50.7K followers, 5748 engagements
"Is the Fed truly politically independent Fed cut XX bps before a Presidential Election last year. Lets compare Beige Book data. Between the September 2024 and June 2025 Beige Books more Federal Reserve districts reported flat or negative growth. Persistent weakness in manufacturing consumer spending and hiring along with rising uncertainty signaled a broad economic slowdown and increased regional caution. Action speak louder than words. Fed Cheerleaders on MSM keep stating the Fed is independent. Beige book Inflation Data Employment Data and an effective FFR at XXXX% says otherwise" @DrJStrategy on X 2025-07-22 10:22:51 UTC 50.6K followers, 7281 engagements
"Homebuilders Been banging pots and pans about this space for some time now. Bearish to Bullish reversal Capital markets anticipate the future. $DHI and $TOL" @DrJStrategy on X 2025-07-22 15:44:14 UTC 50.6K followers, 5605 engagements
"When I assert that the Fed is fundamentally Keynesian and desperately needs to reclaim the moral high ground in economic thought the underlying message is clear: the Federal Reserve is a bloated compromised institution thats lost its way. Removing Powell alone Thats mere window dressing. The real overhaul requires a wholesale cleanup top to bottom Until the Fed confronts its own ideological decay and institutional rot any hope of meaningful reform is just wishful thinking. The Fed isnt just a little off course; its dangerously adrift and superficial personnel changes wont fix what ails it. To" @DrJStrategy on X 2025-07-18 17:33:48 UTC 50.7K followers, 24.5K engagements
"The simple solution to rain in the Fed. Cut off the flow of money. What happens if the Fed can no longer create money out of thin air What if the Fed is Subordinate to the Treasury. Does the Fed really need roughly 25k employees to continue to make policy mistakes" @DrJStrategy on X 2025-07-26 11:33:55 UTC 50.7K followers, 5101 engagements
"For the record. The Fed should cut. The FFR should be at r* (2.75%). The important question is how fast can the Fed get to r* and will they have to go below it. History says they will need to go below r*. This time may be different" @DrJStrategy on X 2025-07-25 10:10:44 UTC 50.7K followers, 3791 engagements
"China US to extend tariff pause at Sweden talks by another XX days. via @scmpnews" @DrJStrategy on X 2025-07-27 23:54:59 UTC 50.7K followers, 3891 engagements
"Rules vs Discretion: the classic monetary policy debate real time. Yes we live in historic times. Calls for the Feds complete and total autonomy are fundamentally misguided. The classic rules vs discretion debate isnt just academic relic (yes its covered in 3rd year macro) its flashing red today as the Feds mission creep and unchecked discretion have fueled policy blunders market confusion and diminished public trust. Kydland and Prescotts seminal work exposed why discretionary policy tempts even well-meaning central bankers to break their promises eroding credibility and producing worse" @DrJStrategy on X 2025-07-26 11:28:59 UTC 50.7K followers, 2805 engagements
"Will the BOC cut They should. Canada Unemployment Rate is close to 7%. Mortgage interest cost ( BOC rate hikes) are a major contributor to inflation MP has lags of up to X years. Ex Shelter CPI is 1.5%. BOC overnight rate should be at 2%" @DrJStrategy on X 2025-07-25 10:07:49 UTC 50.7K followers, 3030 engagements
"Im old enough to remember dial up internet access. Or how about the last mile debate. So are cell phone towers now obsolete Dont bet against Elon" @DrJStrategy on X 2025-07-26 21:42:47 UTC 50.7K followers, 9373 engagements
"Wall St wrong again. US EU massive trade deal. President Trump keeps working his magic 👇" @DrJStrategy on X 2025-07-27 18:55:26 UTC 50.7K followers, 37K engagements
"Looks like President Trump worked his magic again. Next up July XX we get the Treasury report on the Bitcoin Strategic Reserve. US becoming a Digital Asset Superpower and Wall St just sits there and stares into the TV. $XRP" @DrJStrategy on X 2025-07-16 11:07:00 UTC 50.6K followers, 18.1K engagements