Investment Strategy and Market Research by James E. Thorne
Global market faces structural shift reshaping Bitcoin dynamics, James E. Thorne states
James E. Thorne wrote that the Bitcoin halving cycle is no longer a dominant factor influencing the market. He compared the current structural transformation in the global market to the impact ...
James E. Thorne: Hedge funds rising influence challenges old views of bond market intelligence
James E. Thorne argues that the increasing control of hedge funds in the bond market undermines the longstanding belief that credit markets and bond vigilantes represent the smart money. Thorne ...
Targeted yield-curve control urged to rebuild U.S., James E. Thorne argues
James E. Thorne calls for canceling long-end U.S. Treasury auctions and implementing targeted yield-curve control with inflation safeguards to support America’s rebuilding. He argues that ...
James E. Thorne: AI trade dominates as market reacts to tight Fed policy
James E. Thorne raises concerns about the current direction of U.S. Federal Reserve policy, arguing that high interest rates are creating weakness in the most sensitive sectors of the market. ...
Fed views oil-supply shock as demand-driven inflation, James E. Thorne argues
James E. Thorne critiques the Federal Reserve’s response to the recent oil shock, describing a misdiagnosis that could lead to policy errors. According to Thorne, the central bank risks ...
James E. Thorne: Federal Reserve should support growth without fueling inflation
James E. Thorne questions the current approach of the Federal Reserve, pointing to its role in the U.S. fiscal situation. He asserts that the central bank should support economic growth without ...
Auction results confirm robust demand for U.S. Treasuries, James E. Thorne notes
James E. Thorne challenges the view that U.S. government debt faces weak demand and that bond yields must remain high. According to Thorne, recent Treasury auction data points to continued ...
James E. Thorne: Japan challenges link between high debt and rising yields
James E. Thorne questions the commonly held belief that rising public debt inevitably leads to higher yields. He points to Japan’s experience, highlighting that the country increased its ...
Bitcoin weekly chart holds key support, James E. Thorne notes
James E. Thorne highlights that Bitcoin's intermediate trend has turned, as reflected by its weekly chart. The correction from the 2025 high retraced to the rising 200-week average but did not ...
James E. Thorne: Dallas Fed President overlooks key inflation gauge in push for rate hikes
James E. Thorne sharply criticizes Dallas Federal Reserve President Lorie Logan for advocating additional rate hikes while disregarding her institution's own Trimmed Mean PCE inflation measure, ...
Trimmed Mean PCE at 1.92 percent reflects policy concerns, James E. Thorne writes
James E. Thorne points to the current reading of Trimmed Mean PCE at 1.92 percent as a notable economic signal. He criticizes the Federal Reserve's approach, suggesting that strong economic ...
James E. Thorne: Yields have peaked as market eyes post-mid-term moves
James E. Thorne observes that yields have reached their peak, referencing the traditional market wisdom of selling parabolic chart patterns. He adds interest in seeing how charts, particularly ...
Canadian job growth slows and inflation at 1.9 percent, James E. Thorne notes
James E. Thorne points out that Canada is distinct from the U.S. and argues that the Bank of Canada should not implement interest rate hikes solely in response to policy actions by the Federal ...
James E. Thorne: Key market questions include Micron discount, Fed policy and Bitcoin cycle
James E. Thorne raises three critical questions for market watchers after a conversation with Liz Claman. He asks whether Micron's MU discount will disappear, when the Federal Reserve will shift ...
Micron faces subdued durability expectations despite AI-driven earnings, James E. Thorne notes
James E. Thorne highlights that Micron, ahead of earnings next week, is trading at less than 7× fiscal-2027 consensus earnings. Thorne points out that the current valuation still treats memory as ...
James E. Thorne: Investors recognize shift in economic priorities to production and infrastructure
James E. Thorne describes how investors are beginning to recognize a significant change in the economic environment. He points to an emerging policy framework that now prioritizes areas such as ...
Oil prices may fall if Iran deal advances, James E. Thorne argues
James E. Thorne suggests that a potential Iran deal could have significant effects beyond the Middle East. Such an agreement might increase oil supply on global markets, potentially reducing crude ...
James E. Thorne: Bank of Canada faces trade and inflation dilemma
James E. Thorne highlights a key policy challenge for the Bank of Canada as it navigates economic pressures. He notes that tariffs and trade uncertainty are hindering Canadian growth, while ...
Canada core inflation slows to 1.9 percent, James E. Thorne notes
James E. Thorne highlights that Canada’s core consumer price index is now under 2 percent. He points to the Bank of Canada’s Trimmed Mean Core Inflation measure, which stands at 1.9 percent ...
James E. Thorne: Warsh critiques Federal Reserve policy approach
James E. Thorne highlights concerns raised by Kevin Warsh regarding the Federal Reserve’s current policy dynamics. Warsh criticized the central bank’s use of forward guidance, arguing it has ...
Core PPI drops to 0.162, James E. Thorne notes
James E. Thorne highlights that core producer price index (PPI) has decreased to 0.162, down from 0.3%. He adds that this is the second lowest reading in a ...
