James E. Thorne
@DrJStrategy
Chief Market Strategist @WellingtonAltus. PhD Econ. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research.
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 that’s lost its way. Removing Powell alone? That’s mere…
From its origins to its modern role, the U.S. Federal Reserve has influenced economic policy. In his July #MarketInsights, @DrJStrategy looks at past decisions to inform today’s challenges—and what the Fed’s next chapter could mean globally: ow.ly/kvnR50Wmiv6 #Investing
Ever notice that the Cassandra’s that called for the end of the world in April. Are now saying it’s a bubble. They just repeat the same narrative over and over again hoping no one will notice.
President Trump successfully negotiated a historic deal with Japan, something many believed was impossible. Team Trump made it happen. They said it couldn’t be done. 👇
We just completed a massive Deal with Japan, perhaps the largest Deal ever made. Japan will invest, at my direction, $550 Billion Dollars into the United States, which will receive 90% of the Profits. This Deal will create Hundreds of Thousands of Jobs — There has never been…
$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 1 min. Slow turning… Do your own research

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


You want a tokenization play check this out. Do your own research 👇 $Byon @Tzero
Letter to Board of @tZERO We $BYON believe in you and the business. It’s time to move forward.
Don’t 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
Powell as the sacrificial lamb. Mr. El-Erian says it out loud!! Where did I hear the term mission creep applied to the Fed? Like I said what was contentious is now consensus. Watch the Kool Kids at school pile on. 👇
This morning, US government criticism of both Federal Reserve Chair Powell and the institution itself has broadened to include "mission creep" and the effectiveness of other officials. The developments of the last few days reinforce my view: If Chair Powell's objective is to…
Do we all understand that Bernanke, Yellen and Brianard are all hard core Keynesians!
My once-controversial thesis that the Fed lacks true political independence is now increasingly accepted as fact. It’s clear that the consensus is shifting, seems like Wall St is finally catching up to the analysis I’ve been presenting all along. My work here may well be done.
You realize S&P 500 target of 7500 by this time next year is probably too low. Just saying.
Random thoughts: No Bitcoin is not RAT POISON. So, what are the so-called pundits who once called Bitcoin and digital assets scams going to do now that they’re embedded in U.S. industrial policy? Suddenly, digital assets are “mainstream,” huh? Imagine that! Meanwhile, the MSM…
Is the Fed truly politically independent? Fed cut 50 bps before a Presidential Election last year. Let’s 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…
The 4 year cycle clock has been reset. The S&P 500 measure to 7500. Ignore the noise.

Spot on. 👇 And yet Fed’s world view is Keynesian and The General Theory.
“To make his theory more attractive, Keynes called it ‘The General Theory.’ In fact, he knew precisely that it was not a general theory. It was an argument to persuade the government in the 1930s to do particular things.” — Friedrich Hayek
IMHO it all started with Bernanke decades ago. Yes the Fed is an academic institution whose economic world view is solely Keynesian. Yes the Fed has mission creep. Getting rid of Powell is not enough!! My points 👇 @SchwabNetwork Fed ‘Asleep at the Wheel’ on Rate Cuts?…