Investment Strategy and Market Research by James E. Thorne
Bitcoin advocates turn against each other as prices change, James E. Thorne notes
James E. Thorne observes a trend among Bitcoin maximalists, remarking that they often begin to criticize each other when the cryptocurrency’s price changes. He adds that narratives in the ...
James E. Thorne: Market leadership is broadening beyond AI in 2026
James E. Thorne observes that market leadership in 2026 is expanding beyond an AI-focused narrative. He points out that recent price action across equal-weight and extended indices suggests a ...
Canada needs action from Bank of Canada to boost growth, James E. Thorne states
James E. Thorne questions when the Bank of Canada will help reignite economic growth amid what he describes as a balance sheet recession. Thorne highlights that Mark Carney and financial ...
James E. Thorne: S&P 500 posts nearly 22 percent earnings growth as profit cycle strengthens
James E. Thorne questions market sentiment as the S&P 500 has delivered close to 22 percent earnings growth. He highlights that despite this strong profit cycle in modern history, narratives ...
Two-year breakevens are negative for the year, James E. Thorne notes
James E. Thorne observes that two-year breakeven rates have become negative year to date. According to Thorne, current inflation expectations are now lower compared to the start of the year, and ...
James E. Thorne: Fed dot plot criticized as misleading market tool
James E. Thorne questions the validity of the Federal Reserve’s dot plot, calling it a private and non-binding survey that is neither debated nor voted on by officials. He highlights that ...
Durable goods remain in deflation while oil rises, James E. Thorne notes
James E. Thorne observes that as U.S. President Donald Trump's Iran deal takes effect and the supply shock eases, durable goods remain in deflation even as oil prices trend back toward the 60s. ...
James E. Thorne: Historic Iran deal signed as president attends G7, oil markets react
James E. Thorne highlights a sequence of major events, describing a historic deal with Iran being signed as the president participates in the G7 summit. The commentary draws attention to an ...
Commodities are rolling over amid supply shock, James E. Thorne argues
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 ...
James E. Thorne: ECB tightening in response to supply shock is a policy misdiagnosis
James E. Thorne argues that the European Central Bank’s recent decision to tighten policy in response to a supply-driven shock is based on a fundamental misdiagnosis of current economic ...
Supply shocks mischaracterized as inflation by central banks and Wall Street, James E. Thorne argues
James E. Thorne criticizes the prevailing approach of central banks and Wall Street, asserting that any supply shock is quickly labeled as inflation. He suggests that this leads to immediate ...
James E. Thorne: Wall Street belief in jobs-inflation link persists
James E. Thorne criticizes the ongoing acceptance of Keynesian economic thinking on Wall Street. According to Thorne, both Wall Street and central bankers maintain the view that a strong jobs ...
Bitcoin price drops hard while liquidity rotates to AI stocks, James E. Thorne notes
James E. Thorne highlights how Bitcoin's price experienced a sharp drop as emotional retail investors sold amid news of the Clarity Act progressing through Senate committees and Wall Street ETFs ...
James E. Thorne: Buy low sell high principle for Bitcoin trading
James E. Thorne emphasizes the classic investment rule of buying low and selling high in his latest comment on Bitcoin market behavior. He adds that few market participants follow this approach ...
Canada labor productivity falls 0.5 percent in Q1 2026, James E. Thorne notes
James E. Thorne comments on the recent data showing a decline in Canadian labor productivity for Q1 2026, recording a 0.5 percent decrease. He suggests that this trend points to challenges for ...
James E. Thorne: Bull market enters modern Mad Money phase
James E. Thorne observes that market behavior resembles the era when a mention on Jim Cramer’s “Mad Money” show could push stocks sharply higher by the next day. He notes that while media ...
Stablecoins seen as threat to banks' deposit control, James E. Thorne argues
James E. Thorne claims that JPMorgan is using regulatory influence to maintain its competitive edge as stablecoins threaten the traditional banking hold on cheap, regulated deposits. Thorne ...
James E. Thorne: Wall Street doomers dismiss earnings growth as bubble
James E. Thorne describes a resurgence of pessimism among Wall Street observers. He notes that despite a rally in profits and stock prices, some market participants now dismiss these gains as an ...
Debate on inflation drivers continues, James E. Thorne argues
James E. Thorne questions the current stance of the Federal Reserve and Wall Street in favor of additional rate hikes. He distinguishes between a change in relative prices and actual inflation, ...
James E. Thorne: Exponential improvement in digital technologies reshapes S&P 500 earnings
James E. Thorne discusses how exponential advances in digital technology are transforming traditional financial metrics. He references Ray Kurzweil's Law of Accelerating Returns, explaining that ...
AI super cycle and S&P 500 target explored, James E. Thorne discusses
James E. Thorne discussed the ongoing AI super cycle, mentioning companies such as MU and SpaceX, and referenced an S&P 500 target of 14000. The commentary encourages people to look beyond ...
