Luke Gromen

@LukeGromen

Founder of unique macroeconomic research firm Forest for the Trees (FFTT.) Author of "The Mr. X Interviews, Vol. I". RT not endorsements.

Vrijeme pridruživanja: prosinac 2014.

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  1. Prikvačeni tweet
    29. tra 2019.

    Mr. X: “If Big Deficits + Tighter Monetary Policy = USD+ , then Big Deficits + Looser Monetary Policy = ______?” Join our weekly newsletter and download the full report at

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  2. prije 6 sati
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  3. prije 12 sati

    Those of you who have told me "The structure of the USD's reserve status will not change in my lifetime", I am beginning to get concerned for your health...

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  4. prije 14 sati

    China & Kazakhstan apparently signed Tenge/CNY currency swap on 12/24/19.

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  5. prije 16 sati

    These weak stats make the US fiscal situation less sustainable, and therefore the prospective deficit higher, and therefore the future Fed balance sheet bigger...

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  6. prije 18 sati

    That's because "Infrastructure week" was long ago supplanted by "Entitlement century", with spending approved by FDR, LBJ, & George W Bush (Part D). Already-approved, $100-200T of "shovel-ready" stimulus - the catch is it is the Fed that has begun "shoveling." 😀

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  7. prije 19 sati

    Repo rate spike last fall strongly suggests Yellen's right...the Fed is now in the same position as 100 years ago: "Print the money or trigger the revolution."

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  8. prije 20 sati

    As VP Dick Cheney reportedly said, "Reagan proved deficits don't matter" [for nations that can print domestic currency for energy imports]. China is now printing CNY for its marginal oil import barrel, & "in commodities, the marginal ton prices the whole."

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  9. prije 21 sat
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  10. prije 21 sat

    Another piece of the puzzle here: Saudi Arabia grants license to Bank of China to open branch in kingdom - state news agency | Reuters, via

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  11. 5. velj

    FFTT Tree Rings helps to fill in the gaps of information. Our report is under $10/mth. Click here for more information:

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  12. 4. velj

    RE: Supply chains leaving China - who do you think will build the new port infrastructure in the new port locations? Here's a potential hint:

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  13. 4. velj

    Really looking forward to this in two weeks...

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  14. 4. velj

    REALLY important signpost given what happened to the yield curve last week. Super important. "Yuge."

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  15. 4. velj

    Live look at the Iowa caucuses:

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  16. 4. velj

    If 2016 was any guide, the Iowa caucus results were apparently Sanders in a landslide? I’m agnostic to these developments politically, but not economically.

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  17. 3. velj

    PS: It is gluten and dairy free

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  18. 3. velj

    I dropped 11 lbs in January via a combo of fasting, diet, & exercise. My mother-in-law just brought over one of her famous “chocolate truffle” deserts. I will be adding back 1-2 lbs tonight before my boys crush this desert. 😁

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  19. 3. velj

    It is impossible to have free markets while one currency has a monopoly on the pricing of energy & commodities. That is not a free market economy, that is a company town economy. There is a reason why company towns don't exist any longer.

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  20. 3. velj

    Most staggering # I've seen in a while: In F1q20, the US govt spent $62B in Veterans Benefits & Svcs. By way of comparison, the entire US deficit in 2002 (1st full yr we were in Afghanistan) was $158B. We should not cut Veterans benefits, we should cut bad foreign policies.

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  21. 3. velj

    $1.6T annualized deficit at the peak of the economic cycle; good thing the Fed’s helping with $60B/mth of “non-QE” for the US govt

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