JCF33

[JCF33 @JCF834]

@DaveHcontrarian @ReaderPhx @marc__8005v @westerbeke @Oshaughnesseyj @BarryOKeefe6 @NormalisingNud1 @313Reckless @MMusclesd @ReggieSmit9809 @8muerte @KuzushiFinance @Chase_1234567 I was trying to understand why yesterday my commodity producers were rising on the election results when I expected the opposite. Today they're falling. Same news. What changed?

[JCF33 @JCF834]

@DaveHcontrarian @TheSwankCoach @FoodHou67882697 @maclaren_peter @riteshtaunk27 @PalisadesRadio My biggest concern holding on during large selloffs in things like PM miners is that I won't know until after the fact whether I just rode it all the way down. That's where your experience and Ouija board ease my mind. Predictions are hard, especially about the future 🙂

[JCF33 @JCF834]

@DaveHcontrarian @intheox6030 @Mi12392 Reshoring has been part of your forecast, along with power shifting back and forth as the bust unfolds. If the far left gets control in the next couple of years, wouldn't they try to end reshoring since they're globalists?

[JCF33 @JCF834]

@DaveHcontrarian @Frogman323 @FoodHou67882697 @jimknoesel @BozoHero @Abbas62413663 @R_Delahay @HMan52842311 @MartinOliveizy @dwal111 @evanp901 @_OutlierTrading In a bust scenario with falling property values, do you think even highly rated munis could be in trouble? I know you've said maybe only Treasuries and cash would offer protection.

[JCF33 @JCF834]

@DaveHcontrarian @AchillesofHomer @ihaesin36931 @marv_fx @PRodr1guez @TimPrice1969 I really enjoy your interviews. That's how I discovered you, and what really stood out to me was how much thought you put into your forecast. You factor in ALL the moving parts, and you explain your rationale so well!

[Scott Adams @ScottAdamsSays]

Coffee With Scott Adams 6/5/25 https://t.co/aZmZpP5khA