The tweet was deleted by the author.
But we saved everything 🙂.
James E. Thorne criticizes policymakers for treating disruptions in the Strait of Hormuz as a problem of demand rather than supply.
He notes that raising interest rates will not resolve crude oil shortages or clear blocked shipping lanes, arguing that commodities prices are already declining. Thorne also suggests that U.S. President Donald Trump is poised to secure a deal despite the ongoing economic challenges.
Thorne has recently examined the pace of digital technology growth and its impact on S&P 500 earnings expansion. He has also discussed the ongoing AI super cycle and detailed his views on a potential S&P 500 target of 14000. These topics highlight his focus on structural market shifts amid current geopolitical events.