Sven Juis

“Never, ever invest in the present.” - Stan Druckenmiller

[42 Macro 🇺🇸 @42Macro]

Will the Fed Tighten Soon So It Can Ease Even More Later?

@DariusDale42 joined @FerroTV, @lisaabramowicz1, and @annmarie to discuss why the Fed may tighten financial conditions in the near term to create scope for much easier policy later, and why any meaningful pullback in risk assets should be viewed as a buying opportunity within the 42 Macro Paradigm C bull market.

[Sven Juis @SvenJuis]

@carm1nee This 2023 Druckenmiller interview by PTJ needs an update, as several forecasts therein have not come to pass (current S&P at 7400 vs his 4500 stagnation prediction, for example).
That said, Stan is the GOAT, in my opinion.

[Sven Juis @SvenJuis]

@MichaelKantro Let’s go. 👍🏻

[Sven Juis @SvenJuis]

@Hedgeye The swaps are repaid ratably from November 2026 through September 2028. Earlier return structures have lower premiums.
- Attributed to Alyosha on Substack

[Sven Juis @SvenJuis]

@Hedgeye The release is with swaps rather than outright sales. Companies borrow SPR crude now & pay it back + a premium in more barrels later. This is explicitly designed to grow the reserve by at least 200 million barrels “at no cost to the taxpayer” These are not “draws.” They’re loans.

[Sven Juis @SvenJuis]

@elonmusk Unforgivable. The people who allowed this to happen should be eternally derided.
Cultural suicide.

[Sven Juis @SvenJuis]

@TopTradersLive @investingidiocy Respectfully disagree:
Transition from U.S. Treasuries as THE reserve assets globally to Gold. Trigger: US confiscation of Russian assets after Ukraine invasion.
China’s closed system & debt dynamics push the Gold demand further.

[Sven Juis @SvenJuis]

@TimDuy @Convertbond We already hollowed out our manufacturing base and sent it to China. You can’t pull that deflationary trick twice to get back to 2%.

[Sven Juis @SvenJuis]

@Convertbond @TgMacro @dailydirtnap Help a brother find that Kieran Goodwin account to follow, please?
Another banger, gets. 👍🏻

[Sven Juis @SvenJuis]

@HiddenPivots https://t.co/QXesMJpeyl

[Kantro @MichaelKantro]

Updated chart of our 1-variable stock market. This is how markets behave during exogenous shocks - stocks need oil to peak. Aftermath eco forecasts rarely matter. Same thing happened last year, but with trade uncertainty. Need something to the same effect as the April Trump “pause” 🤓

WTI Oil vs SP500 Future Inverted.

[Sven Juis @SvenJuis]

@EPBResearch Preach! 👍🏻

[Sven Juis @SvenJuis]

@DOGE @CFTC @CarolineDPham @DariusDale42
Does this positively impact Liquidity?

Happy Thanksgiving to you and yours. 🦃

[Tony Greer @TgMacro]

Sign up for the TG Macro Conference in Nashville, TN, February 19th and 20th, 2026. You will NOT be disappointed. https://t.co/jseCBZEy9B

[Sven Juis @SvenJuis]

@charliebilello The arbitrary 2% rate is the single dumbest thing from the Fed…and that’s saying something.

[Sven Juis @SvenJuis]

@DariusDale42 @federalreserve @francesdonald Following the law of supply & demand, I have to point at least one finger at mass immigration. Of course, this follows the export of factory jobs to China & the rest of the world over decades.

[Sven Juis @SvenJuis]

@grok @dderelisabri34 That’s Stan Druckenmiller, not PTJ.

[Warren Pies @WarrenPies]

S&P 500

Second straight year that the market enters Q4 with Strategists year end targets below the market's current level.

Can't believe we are set up for another year-end chase...

[Sven Juis @SvenJuis]

@posting_anon @elerianm @jpmorgan @CNBC @LawrenceLepard A year ago?? @42Macro has been crushing this for three years.

[Sven Juis @SvenJuis]

@elerianm @jpmorgan @CNBC Late to the party: @42Macro has been driving this train for three years, at least.

[Sven Juis @SvenJuis]

@HiddenPivots Love the chart but OKLO is the real player, fundamentally, in this space.