Investment Strategy and Market Research by James E. Thorne
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 ...
James E. Thorne: Mega-IPOs like SpaceX reflect scarcity in U.S. public listings
James E. Thorne challenges the narrative that upcoming mega-IPOs, including SpaceX, OpenAI, and Anthropic, signal an excessive supply of stock in the market. He argues these anticipated IPOs, ...
Japan CPI falls short of forecasts and rice prices drop, James E. Thorne notes
James E. Thorne observes that Japanese consumer price index (CPI) growth has fallen below expectations, reaching 1.4 percent year on year. He also draws attention to a dramatic fall in rice ...
James E. Thorne: Federal Reserve should not raise rates in response to oil shock
James E. Thorne argues that the Federal Reserve should avoid overreacting to an oil shock by raising interest rates. He states that the central bank has already made one major policy error this ...
Investors overlook major shifts beyond Bitcoin price action, James E. Thorne warns
James E. Thorne argues that the primary risk facing Bitcoin is not market volatility, but rather investors being overly focused on price movements and missing broader systemic changes taking place ...
James E. Thorne: S&P 500 could reach 10,000 in 2027
James E. Thorne projects a significant milestone for the S&P 500, suggesting the index could reach 10,000 in 2027. He notes that this view is consistent with projections he shared in a 2020 ...
Crypto regulation faces paradigm shifts, James E. Thorne notes
James E. Thorne discusses the changing landscape of cryptocurrency regulation, highlighting President Donald Trump’s 'CLARITY Test' as a benchmark for letting crypto compete. He references ...
James E. Thorne: Trump urged to secure U.S. influence over Strategy
James E. Thorne suggests that U.S. President Donald Trump should help the U.S. acquire a strategic position in Strategy, the company led by Michael Saylor known for its large bitcoin holdings. ...
S&P 500 may reach 10,000 in 2027 amid AI-powered growth, James E. Thorne predicts
James E. Thorne, industry influencer, projects a significant increase for the S&P 500, targeting 10,000 in 2027. He highlights that Corporate America’s Q1 2026 earnings surged 27%, more than ...
James E. Thorne: Investment theme portfolios need U.S. retooling exposure
James E. Thorne, industry influencer, emphasizes the importance of gaining portfolio exposure to the retooling of America as an investment theme. He advises market participants not to overthink ...
Rolling bull market drives U.S. equities momentum, James E. Thorne notes
James E. Thorne, industry influencer, states that U.S. equities are experiencing a rolling bull market, highlighted by April’s V-shaped surge, rising earnings estimates, the ISM index back above ...
James E. Thorne: Natural gas down nearly 30 percent year to date
James E. Thorne, industry influencer, draws attention to the significant decline in natural gas prices, noting that the commodity is down nearly 30 percent year to date. He questions why this ...
Another 20% S&P 500 collapse unlikely after recent decline, for the record notes
For the record, industry influencer, challenges the prediction that Kevin Warsh’s confirmation will trigger another 20% drop in the S&P 500. The statement points out that markets have already ...
James E. Thorne: Bitcoin market value trails Nvidia and global gold stock
Bitcoin is currently valued at roughly $1.5 trillion, which is about one-third the size of Nvidia and approximately one-twentieth of the total global gold stock. James E. Thorne highlights these ...
Monetary policy perspectives differ based on macro frameworks, James E. Thorne argues
James E. Thorne comments on ongoing debate about Kevin Warsh’s monetary policy views, suggesting the challenge lies not in Warsh's perceived opacity, but in the analytical frameworks used by ...
