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James E. Thorne
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James E. Thorne
@DrJStrategy
Chief Market Strategist @WellingtonAltus. PhD Econ. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research.
Joined November 2019
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  • Pinned
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    James E. Thorne
    @DrJStrategy
    Jul 12
    Gibbon, Trump, Bessent, AI – and a five‑digit S&P 500. What happens when late‑imperial America collides with agentic AI and an America First, supply‑side policy regime? This piece connects Gibbon’s Rome to today’s Washington and argues that a Warsh‑Bessent‑Druckenmiller mindset
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    Wellington-Altus
    @wellingtonaltus
    Jun 30
    “The game itself is changing.” In his July #MarketInsights, @DrJStrategy demonstrates how investors should reposition their strategies to capitalize on the new opportunities of Trump’s America First rebuild—or risk sitting on the sidelines. ow.ly/Ehq150ZiEQu #Investing #AI
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    James E. Thorne
    @DrJStrategy
    Dec 16, 2024
    China 10 year yield. Pay attention, ignore the noise.
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    6M06M
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    James E. Thorne
    @DrJStrategy
    Apr 2, 2025
    Folks just don’t get it. Rates are declining, Bessent is a happy man. His North Star is the UST 10 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
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    James E. Thorne
    @DrJStrategy
    Apr 9, 2025
    China 10 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 it’s running out of USD to keep the Peg to USD… I think Bessent knows a thing or two on currency Pegs
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    James E. Thorne
    @DrJStrategy
    Oct 11, 2025
    Bitcoin. Largest Liquidation event ever and Bitcoin is sitting at $114K. Think about that for one minute.
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    James E. Thorne
    @DrJStrategy
    Apr 5, 2025
    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 generation—attacking the Pound. His deep understanding of liquidity and financial conditions will reshape the
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    James E. Thorne
    @DrJStrategy
    Apr 3, 2025
    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
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    James E. Thorne
    @DrJStrategy
    Sep 3, 2025
    JOLTS. Construction Quits. Leading indicator. At level not seen GFC.
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    James E. Thorne
    @DrJStrategy
    Jan 2, 2025
    China 10 Yr Yield dropping like a stone. Irving Fisher Debt Deflation spiral in real time. 1.63% 👇
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    James E. Thorne
    @DrJStrategy
    Dec 29, 2024
    China 2yr yield about to go under 1%. Ignore the noise. The risk for the west is a debt deflation spiral.
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    James E. Thorne
    @DrJStrategy
    Mar 7, 2025
    Old rule: When Spot VIX is higher than VIX 3M buy the market.
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    James E. Thorne
    @DrJStrategy
    Jan 24, 2025
    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 👇
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    James E. Thorne
    @DrJStrategy
    Jul 30, 2025
    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 Reserve’s role within a truly capitalist society, now that its overreach has
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    James E. Thorne
    @DrJStrategy
    Nov 1, 2025
    Let’s try this again. 6 months of negative GDP growth is a recession folks!! Yes Canada is in a recession.
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    James E. Thorne
    @DrJStrategy
    Oct 31, 2025
    Canada GDP -0.2 6M annualized. BOC needs to get overnight rate down to 1%.
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