James E. Thorne (@DrJStrategy) / X

James E. Thorne

18K posts

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

Pinned
James E. Thorne
@DrJStrategy
Jun 8
THE REBIRTH TRADE IS UNDERWAY This isn’t politics. It’s REGIME CHANGE. America is done subsidizing the world while its factories rust and debt explodes. Hard power = energy, manufacturing, supply chains, chips, power grids. The U.S. is bringing it all home. AI isn’t hype
Wellington-Altus
@wellingtonaltus
May 29
The American 250th anniversary marks a new declaration. In his June #MarketInsights, @DrJStrategy explores America’s rebirth—and why investors are not seeing the last gasp of U.S. exceptionalism: wellington-altus.ca/june-market-in… #Investing
33K
James E. Thorne
@DrJStrategy
Dec 16, 2024
China 10 year yield. Pay attention, ignore the noise.
6M
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
1.2M
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
1.4M
James E. Thorne
@DrJStrategy
Oct 11, 2025
Bitcoin. Largest Liquidation event ever and Bitcoin is sitting at $114K. Think about that for one minute.
673K
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
319K
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
478K
James E. Thorne
@DrJStrategy
Sep 3, 2025
JOLTS. Construction Quits. Leading indicator. At level not seen GFC.
822K
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% 👇
1.1M
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.
1.1M
James E. Thorne
@DrJStrategy
Mar 7, 2025
Old rule: When Spot VIX is higher than VIX 3M buy the market.
570K
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 👇
561K
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
68K
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.
James E. Thorne
@DrJStrategy
Oct 31, 2025
Canada GDP -0.2 6M annualized. BOC needs to get overnight rate down to 1%.
129K