Archive - Best of Twitter/Threads, Analysis & Forecasts

May 2025

The Fiscal Dominance Trap, an Upcoming Tailwind for Risk Assets late 2025 into 2026

Tariffs to Debt Ceiling then Tax and Deregulation Policy Legs to eventual QE

May 26

Moody's Downgrade and We're Heading Towards Stagflation

What matters is the bond market

May 18

GREED is Back and Upcoming PPI Report Likely Bearish

Early Innings of Trade Collapse and Jobs Market Weakening

May 11

Freight Ripple Effects from April Tariffs Chaos is Going to Hit Soon

Fed and Powell is also this week

May 4

April 2025

Bessent Takes the Wheel as Trump Softens

Trump Backs Off on Powell firing and China tariffs

Apr 27

The 3-Legged Policy Stool: What Bessent Is Really Signaling to Markets

Unpredictable policy, trade tensions, and political volatility are negatively impacting business confidence and investment but tax cuts and deregulation…

Apr 20

The Market Correction Came, What's Next

Wait for full capitulation, buying the dip early can be painful

Apr 13

March 2025

The Upcoming Market Correction

GDPNow Forecast Sharply Drops to -1.5%

Mar 2

February 2025

How Will DOGE Cuts Impact Feb's Job Report?

Flows remain normal and bullish for now

Feb 16

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