Jeff James

Markets, Economy, HODLer, Self-directed

[Jeff James @DryNavigator]

@cryptorover Even Dec could be a skip now!

[Jeff James @DryNavigator]

@LizThomasStrat Does that force the Fed to pivot its focus from fighting inflation to preventing a labor market contraction?

[Jeff James @DryNavigator]

@cryptogoos Bad news is so good!

[Jeff James @DryNavigator]

@cryptorover $90,000 incoming! 🟠

[Jeff James @DryNavigator]

@lisaabramowicz1 If investors think that AI capex is delaying a downturn, then they won't hurry back to 60/40.

[Jeff James @DryNavigator]

@business If the data center buildout had been tariff-free, we would've seen billions less long-bond issuance and far less upward pressure on rates!

[Jeff James @DryNavigator]

@cryptogoos 💲1️⃣0️⃣0️⃣ 0️⃣0️⃣0️⃣

[Jeff James @DryNavigator]

@cryptorover A trap!

[Jeff James @DryNavigator]

@viaCristiano Thank you for calling it AI. "SI" means Sports Illustrated to half the planet!

[Jeff James @DryNavigator]

@cryptorover Charts don't lie!

[Jeff James @DryNavigator]

@cryptorover Why not? 🟠

[Jeff James @DryNavigator]

@lisaabramowicz1 That's the real tightening cycle!

[Jeff James @DryNavigator]

@cryptorover I'll take it!

[Jeff James @DryNavigator]

@cryptorover Those seem conservative!

[Jeff James @DryNavigator]

@cryptorover Fiscal Doom Loop incoming!

[Jeff James @DryNavigator]

@cryptorover @ValourFunds $DEFT is so mispriced!

[Jeff James @DryNavigator]

@cryptorover Big investors now have more certainty!

[Jeff James @DryNavigator]

@cryptorover There'll be a day reckoning!

[Jeff James @DryNavigator]

@LizThomasStrat If capex slows, the hawks are wrong!

[Jeff James @DryNavigator]

@cryptorover Solana! 💜🩵