January’s momentum darling -- the debasement trade -- may just be 2026’s ultimate consensus trap. Everyone piled in, seduced by a compelling narrative and the allure of early-year tailwinds. But what if the crowd is wrong? History suggests that when a trade feels too obvious,

There are three things the French are truly great at: 1) Food & Wine. 2) Protests. 3) Giving zero fucks how rich you are when you are in their court system. You can’t just scream ‘free speech’ and donate to a politician to escape here.

We should be manipulated by bots in the name of "free speech"? I mean 👋 wake up!

I know that Trump likes to go against the grain - and try to win midterms on foreign policy and trade - but I just think he forgets which country he got elected to run. Maybe in like... France... that would work. But this is 'Merica. And nobody cares.

While everyone is pushing the #reflation narrative, something is happening #economically. As Albert Edwards noted this morning: "I think Warsh will be pushing at an open door for lower rates within the #FOMC as, cyclically, #CPI could be set to slide sharply lower.

In my view, the key macro impact of AI will be deflationary/disinflationary, which runs directly counter to the debasement narrative. JDIresearch.com

In my view, the key macro impact of AI will be deflationary/disinflationary, which runs directly counter to the debasement narrative.

Not yet ...

Excuse me what is this?? Anybody posting anything like this is: 1. A filthy racist 2. A despicable human being 3. Mentally sick All 3 of those. No way around that! Have some respect - at least for the institution, the country and the people you represent. The rest of the

I am not saying this will be an easy macro backdrop... time to subscribe to JDIresearch.com for no bias / independent human-only forward-looking research.

This video should unsettle anyone who takes the United States seriously as a nation. Because it exposes something dangerous: the trivialization of the world's most consequential office. It shows how carelessly the power, credibility, and accumulated moral authority of a

Personally, I'm not ready to give up on the dream of sending Elon Musk to Mars

Love how many clowns ridiculed themselves yesterday by cheering the best labor market since… the last down revisions… there is an illusion of accelerating business cycle that’s seeping into many minds. Guess they will be shaken out if it the hard way.

Last chance to get onboard JDIresearch.com and not miss the 2026 A trade ...

Mocked, dismissed, disparaged, France has long thought differently about the world, and seldom been afraid to say so. Do not expect fellow Europeans to give it credit, even when they agree economist.com/europe/2026/02…