Thoughtful Money @thoughtfulmoney Twitter profile

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Thoughtful Money

@thoughtfulmoney

6 months

A true veteran insider shares his view of how the Federal Reserve, the Treasury & Congress truly operate It's not a pretty picture Dr Thomas Hoenig was CEO of the Kansas City Fed, a voting member of the FOMC, and a Director of the FDIC Few sat closer to the center of power

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Thoughtful Money

@thoughtfulmoney

4 months

More rolling thunder of great upcoming guests Thu: John Hussman (yes, THE John Hussman!) Sat: Weekly Market Update w/ @LanceRoberts Sun: Nick Gerli (housing market) Tue: Options Hedging 101 w/ @NewHarborFin Thu: Chris Whalen (banks, markets) @hussmanjp @rcwhalen @nickgerli1

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Thoughtful Money

@thoughtfulmoney

2 months

Boy do we have a strong lineup ahead... Thu 8.8: Danielle @DiMartinoBooth (recession/jobs) Sat 8.10: Market Recap w/ @LanceRoberts Sun 8.11: @DariusDale42 (macro/markets) Tue 8.13: Ivy Zelman of @zelmanZreport (housing mkt) Thu 8.15: John Pease of @GMOInsights

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Thoughtful Money

@thoughtfulmoney

7 months

Hello world!

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Thoughtful Money

@thoughtfulmoney

5 months

Heavy hitter alert! Here's the lineup through the week: - Tue: David Rosenberg (coming jobs data shock) - Thu: Melody Wright (The Big Short 2.0?) - Sat: Weekly Market Recap (w/ @lanceroberts ) - Sun: Stephanie Pomboy (all things macro) @EconguyRosie @m3_melody @spomboy

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Thoughtful Money

@thoughtfulmoney

7 months

Liquidity is still in charge, but it's going to be a bumpier ride from here says Michael Howell of @crossbordercap The end of the BTFP, the drain of the RRP & tax-receipts flowing into the TGA will all (temporarily?) reduce net liquidity Watch:

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Thoughtful Money

@thoughtfulmoney

3 months

Another great lineup ahead: Tue: @LukeGromen (debt & deficits) Thu: Anna Wong @AnnaEconomist (macro) Sat: Weekly Market Recap w/ @michaellebowitz Sun: @michaelpento (market outlook) Tue: John Rubino (money bubbles)

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Thoughtful Money

@thoughtfulmoney

4 months

WONDERFUL SURPRISE! It's a thrill & honor to share that John Hussman will be tomorrow's guest expert He's just released a warning that "the speculative market advance since 2009 ended last week" In tomorrow's video, he'll explain why & what the likeliest implications are

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Thoughtful Money

@thoughtfulmoney

2 months

So this just arrived in the mail.....🙂 This amazing milestone, by definition, is due 100% to YOU, the folks who watch & support Thoughtful Money You have my utmost gratitude. And my commitment to work even harder to create even greater value for you in the years to come!

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Thoughtful Money

@thoughtfulmoney

6 months

Very happy to announce that the wise & wonderful Lyn Alden will be the featured guest on Thoughtful Money this Sunday She describes what to expect in this new era of fiscal dominance She also reveals which portfolio structure should whether it better than standard models

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Thoughtful Money

@thoughtfulmoney

6 months

Given the serious escalation of hostilities between #Iran & #Israel , RANE geopolitical analyst & MidEast specialist @Ryan_Bohl joins TM for a Special Report discussing: "How did we get to this point?" "What's exactly happening right now?" "How worried should we be?"

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Thoughtful Money

@thoughtfulmoney

5 months

This week's lineup of hard-hitters: Tue: Cameron Dawson (market outlook) Thu: Peter Atwater (sentiment) Sat: Weekly Market Recap (w/ @LanceRoberts ) Sun: Tom McClellan (technical analysis) Tue: Ronnie Stoeferle (gold) @CameronDawson @Peter_Atwater @McClellanOsc @RonStoeferle

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Thoughtful Money

@thoughtfulmoney

7 months

Higher inflation. Recession. Hard times for Main Street. A 50%+ correction for Wall Street. David Stockman @DA_Stockman sees all this happening & lasting for years b/c the Fed can't ride to the rescue in the same way it has in the past

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Thoughtful Money

@thoughtfulmoney

3 months

Happy to see Thoughtful Money ahead of CNBC on the latest rankings for Apple's 'Investing' Podcasts

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Thoughtful Money

@thoughtfulmoney

1 month

The interview w/ @DoombergT can now be watched below The AI-race is an existential one for the US Like the Space Race & the Cold War, we will do whatever it takes to win Winning will require vast new supplies of cheap energy...which the US has in natural gas

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Thoughtful Money

@thoughtfulmoney

7 months

Master chartist and macro & commodities expert Tavi Costa @tavicosta expects inflation, and therefore interest rates, to remain structurally elevated in coming years This will require a very different investing playbook than what has worked up until now, he predicts

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Thoughtful Money

@thoughtfulmoney

7 months

While it often takes longer than many imagine, high interest rates inevitably do pull down economic growth That's starting to manifest now & will build steam from here as $trillions of corp debt starts re-rating in coming years warns @MacroAlf Watch:

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Thoughtful Money

@thoughtfulmoney

7 months

Big week of big brains ahead Today: Michael Howell (liquidity flows) Tue: Alf Peccatiello (lag effect becoming visible) Thu: David Stockman (Powell & Yellen policy errors) Sun: Bill Fleckenstein (market stability) @crossbordercap @MacroAlf @DA_Stockman @fleckcap

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Thoughtful Money

@thoughtfulmoney

4 months

Do you use Rumble? We've received requests from enough of you to also post our videos to Rumble - so we've just created an account there & uploaded our 1st video (Nick Gerli) Can you click the link below & confirm you can access & watch it?

Home Prices Are Falling In More & More Markets Now | Nick Gerli

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com I find myself frequently repeating the advice that

rumble.com

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Thoughtful Money

@thoughtfulmoney

6 months

Here's our line-up for the coming week: Tue: Dr Art Laffer (economic outlook) Wed: Axel Mek (FOMC reaction w/ live Q&A) Thu: Adam Taggart (impact of higher rates) Sat: Weekly Market Recap (w/ Lance Roberts) Sun: Michael Every (macro & market outlook) Videos out at 11amET/8amPT

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Thoughtful Money

@thoughtfulmoney

6 months

WOO-HOO! Thoughtful Money's YouTube channel just passed 80k subscribers Are you one of them? If not, Subscribe now (it's free!):

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Thoughtful Money

@thoughtfulmoney

6 months

In order to succeed, it's critical to understand the rules you're playing by And now that we're in a new era of 'fiscal dominance', the rules for investing have changed The brilliant Lyn Alden explains how in today's interview @LynAldenContact

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Thoughtful Money

@thoughtfulmoney

4 months

Many of you have asked for a tutorial video on how to use options to protect against portfolio risk Well, your ask is our command In tomorrow's video, the @NewHarborFin team will walk you through the most common strategies for doing so Video out at 11atET!

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Thoughtful Money

@thoughtfulmoney

2 months

Coming up this week: - Tue 8.27: Thomas Hoenig (Jackson Hole reaction) - Thu 8.29: Lacy Hunt (disinflation/deflation) - Sat 8.31: Market Recap w/ @LanceRoberts - Sun 9.1: Craig Wichner (farmland) - Tue 9.3: Neil Howe (4th Turning) @farmlandlp @HoweGeneration

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Thoughtful Money

@thoughtfulmoney

6 months

And here's #3 : there's currently a 50x insider sell-to-buy ratio, the highest reading over the past decade This one blows my mind. Do we need any further evidence that those in the know are dumping assets to the 'greater fools'?

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Thoughtful Money

@thoughtfulmoney

6 months

We've moved out of the "Goldilocks" regime and into "Reflation", as the Immaculate Disinflation trade is now officially dead, reports market analyst Darius Dale @DariusDale42 What does that mean? Well, he's still bullish, but more moderately so

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Thoughtful Money

@thoughtfulmoney

6 months

Prepare for a disinflationary recession to arrive later this year, to be soon followed by an explosion of stagflation once the Fed & fiscal stimulus cannons start firing again So warns @michaelpento , who shares here how he's positioning for the road ahead

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Thoughtful Money

@thoughtfulmoney

6 months

Busy week ahead Mon: Axel Merk & team (gold, silver & miners) Tue: RENA/Stratfor special report on Iran-Israel Thu: Adam Kobeissi (The Kobeissi Letter) Sat: Market Recap w/ Lance Roberts Sun: Kevin Muir (The Macro Tourist) @kevinmuir @KobeissiLetter @Ryan_Bohl @AxelMerk

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Thoughtful Money

@thoughtfulmoney

6 months

Are cracks starting to appear in the bull market rally? Portfolio manager @LanceRoberts thinks so His technical dashboard is now showing sell signals as volatility is increasing & the S&P broke beneath its 20 DMA For everything that mattered to markets this week, watch:

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Thoughtful Money

@thoughtfulmoney

5 months

NewEdge Wealth CIO Cameron Dawson thinks that markets still have room to run here But she warns that if the Fed indeed starts cutting rates later this year, it may have the OPPOSITE effect of what Wall Street is hoping for

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Thoughtful Money

@thoughtfulmoney

7 months

Ed Yardeni @yardeni predicts the S&P will hit 5400 this year (he'll probably raise this target soon), 6000 next year, and 6500 the year after that

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Thoughtful Money

@thoughtfulmoney

4 months

Up this week: - Tue: Ted Oakley (bear markets) - Thu: Brent Johnson (USD outlook) - Sat: Weekly Market Recap w/ @LanceRoberts - Sun: Doomberg (energy future) @Oxbow_Advisors @SantiagoAuFund @DoombergT

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Thoughtful Money

@thoughtfulmoney

7 months

How much higher can stocks run? While there may be a little octane left to propel the indices even further, portfolio manager Lance Roberts advises now is the time to start hedging your positions To learn why, watch:

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Thoughtful Money

@thoughtfulmoney

7 months

There are a number of pins that could puncture the current run-up in, well, everything warns Chance Finucane, CIO of @Oxbow_Advisors But one of particular concern of his is the slowing/negative growth of global fiscal stimulus Watch:

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Thoughtful Money

@thoughtfulmoney

2 months

Celebrating another milestone 🥂 Thoughtful Money's interviews have now been viewed over 10 million times on YouTube (plus another 1.6 million listens across the major podcast networks) Not bad for a channel less than 10 months old...

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Thoughtful Money

@thoughtfulmoney

4 months

YOUR HELP APPRECIATED The @thoughtfulmoney YouTube channel is nearing 100,000 subscribers I could use your help getting to the finish line If not a subscriber yet, would you mind becoming one now? (it's free!) Just go to

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Thoughtful Money

@thoughtfulmoney

6 months

The market is at a "critical juncture" observes portfolio manager @LanceRoberts The S&P is getting quite close to its 50 & 20 DMAs If it rises above them, then new all-time highs are likely But if it fails to do so, then a fall back to the 100 DMA is more likely in store

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Thoughtful Money

@thoughtfulmoney

2 months

This is your Friday night reminder to buy your ticket at the Early Bird price (our lowest!) for Thoughtful Money's Oct 19th online conference Learn from Lacy Hunt, Faculty include Lacy Hunt @spomboy @LynAldenContact @DariusDale42 @michaelpento

Where Are Markets Headed From Here?

The world's top experts in money & markets share their forecasts for how to preserve & build wealth through the rest of this year

www.eventbrite.com

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Thoughtful Money

@thoughtfulmoney

5 months

Do you prefer to listen to interviews on your favorite podcast player? Thoughtful Money just hit 1 million plays across the major podcast networks like: Apple: Spotify: YouTube Music (formerly Google Podcast):

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Thoughtful Money

@thoughtfulmoney

7 months

Researcher @NeelyTamminga sees the US economy 'muddling through' 2024...unless over-leveraged consumers and/or corporations start failing For a deep dive into the topic, watch:

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Thoughtful Money

@thoughtfulmoney

6 months

Happy news! Thanks to a follower on X, we've been able to secure the @thoughtfulmoney handle for this account While I liked the prior @get_thoughtful handle, nothing beats using our proper name👍

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Thoughtful Money

@thoughtfulmoney

6 months

Here's #2 : there have been 50 'Titanic Syndromes' triggered in the last year, a phenomenon that only happens at major market peaks

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Thoughtful Money

@thoughtfulmoney

3 months

The Thoughtful Money YouTube channel is now just 35 subscribers away from hitting the big 100k subscriber milestone If you're not yet subscribed to it, will you help us get there? Will YOU be our 100,000th subscriber?

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Thoughtful Money

@thoughtfulmoney

6 months

Those who subscribe to our newsletter & then upgrade to premium get: 1. "Adam's Notes" recaps of every interview (now w/ Exec Summaries) 2. Our new MacroPass service: weekly private analysis from the experts we interview 3. Exclusive video content 4. VIP price discounts to events

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Thoughtful Money

@thoughtfulmoney

6 months

The 5 pillars of economic policy are 1) taxation 2) gov't spending 3) monetary & fiscal policy 4) regulation 5) Intl trade And we're getting failing grades on all 5 warns Dr Art Laffer of @LafferCenter , economic advisor to nearly every president since Nixon

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Thoughtful Money

@thoughtfulmoney

6 months

The S&P has broken below the bullish trendline it has been trading in since the bull rally began back in Nov The breakdown is unconfirmed as of yet. But if stocks close a little lower from here without regaining their 20 DMA, it will be. All the deets here with @LanceRoberts

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Thoughtful Money

@thoughtfulmoney

7 months

Markets hate uncertainty And with a close election expected, not just for the Presidency but for the chambers of Congress as well, @LanceRoberts predicts it's likely investors will start selling & become more defensive as summer approaches

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Thoughtful Money

@thoughtfulmoney

4 months

Piper Sandler chief strategist Michael Kantrowitz @MichaelKantro provides an important update to his H.O.P.E. framework Are those who believe in a no/soft landing right? Or will the weakening data send us into recession? Michael's answers are important to hear

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Thoughtful Money

@thoughtfulmoney

3 months

Coming up, another stellar lineup: Sun: Sven Henrich (TA) Tue: Jan Van Eck (macro/markets) Thu: Steve Hanke (inflation/recession) Sat: Weekly Market Recap w/ @LanceRoberts Sun: Gretchen Morgenson (Wall Street plunder) @NorthmanTrader @steve_hanke @gmorgenson @JanvanEck3

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Thoughtful Money

@thoughtfulmoney

5 months

In today's Market Recap, @LanceRoberts and I tackle: - this week's Fed guidance - the new payroll data - the impact massive buyback programs from companies like Google and Apple are having on the markets, and - the most common ways regular investors sabotage their success.

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Thoughtful Money

@thoughtfulmoney

5 months

After this week when the S&P, the Dow and the NASDAQ each hit new all-time highs, portfolio manager @LanceRoberts thinks the market will 'cool its heels' for a stretch

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Thoughtful Money

@thoughtfulmoney

7 months

Economist @steve_hanke says it's critical to monitor the change in money supply, as that's the fuel that powers the economy And right now, it's in a very rare contraction phase Which leads Steve to predict recession & <2% inflation by end of year

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Thoughtful Money

@thoughtfulmoney

6 months

Stocks to fall 20-30% soon, recover before the election, then "drop precipitously"? So predicts David Brady @GlobalProTrader , author of the popular FIPEST Report To understand why he expects "hyper-stagflation" ahead, watch

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Thoughtful Money

@thoughtfulmoney

6 months

Stocks are down 5% from their recent peak and the S&P just broke below 5000 How much lower is this pullback likely to go? Portfolio manager @LanceRoberts & TM host @menlobear discuss in this in depth in this week's Market Recap

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Thoughtful Money

@thoughtfulmoney

6 months

On Tuesday, @jessefelder shared the triple threat of warning signals he calls the "three 50s" He's now sent over charts for each Here's #1 : the Magnificent 7 stocks are collectively priced at 50x free cash flow (a clear extreme) Charts for #2 & #3 to follow shortly...

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Thoughtful Money

@thoughtfulmoney

7 months

LAST CALL! Thoughtful Money's online conference is TOMORROW Get your ticket now: Lacy Hunt @spomboy @michaelpento @DiMartinoBooth @SantiagoAuFund Ted Oakley, Tom McClellan, @1MarkMoss @RealRickRule @m3_melody Matt Piepenburg @michaellebowitz

Where Are Markets Headed From Here?

The world's top experts in money & markets share their forecasts for how to preserve & build wealth through the rest of this year

www.eventbrite.com

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Thoughtful Money

@thoughtfulmoney

6 months

Want to watch our new video w/ @DariusDale42 the day before it's publicly released on Sunday? One lucky winner who does the following before midnight tonight will be selected: 1. Follow @get_thoughtful 2. Comment w/ a summary of your top macro predictions for the rest of 2024

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Thoughtful Money

@thoughtfulmoney

6 months

What caused the recent 5% drop in stocks? And is it likely over now? Or was it the start of a larger market reversal? The team from @NewHarborFin share their assessment, as well as how they're positioning their portfolio for the road ahead

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Thoughtful Money

@thoughtfulmoney

3 months

Thoughtful Money's YouTube channel has *almost* reached the 100,000 subscriber milestone If you haven't subscribed to it yet, would you do so now? (it's free!) Click here:

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Thoughtful Money

@thoughtfulmoney

7 months

Steve predicted 9% CPI (on the nose) back when that sounded crazy He then predicted it would fall considerably and was again proved right So when he makes a forecast, it's wise to listen

Thoughtful Money

@thoughtfulmoney

7 months

Economist @steve_hanke says it's critical to monitor the change in money supply, as that's the fuel that powers the economy And right now, it's in a very rare contraction phase Which leads Steve to predict recession & <2% inflation by end of year

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Thoughtful Money

@thoughtfulmoney

7 months

Financial bubble expert Jonathan Treussard confirms that stocks are indeed back in one Watch:

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Thoughtful Money

@thoughtfulmoney

6 months

What did the Fed announce yesterday and what does it mean for the economy & markets? @axelmerk breaks it all down here

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Thoughtful Money

@thoughtfulmoney

6 months

Risk to stock valuations is increasing warns Adam Kobeissi of @KobeissiLetter Investors should prepare for "much larger swings to the downside" as the election approaches

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Thoughtful Money

@thoughtfulmoney

3 months

If you are the one who handles all the investing duties for your family, do you already have someone identified to pass the torch to if you die?

Yes

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No, but I'll do it soon

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No & don't plan to

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I don't have any heirs

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Thoughtful Money

@thoughtfulmoney

6 months

Today's investors are falling into the trap of "extrapolating the unsustainable" warns @jessefelder They're increasingly willing to pay prices for assets that only make sense if the pace of gains continues into the far future Classic sign at a top

The Market Is Priced For A Fairytale Economy, But Stagflation Is Much...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's g...

www.youtube.com

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Thoughtful Money

@thoughtfulmoney

3 months

With the markets starting to get more turbulent, the question: "What are the most important qualities to look for in a financial advisor?" Is getting asked a lot again. Here's our recommended checklist:

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Thoughtful Money

@thoughtfulmoney

4 months

@sarkpix 11amET/8amPT tomorrow

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Thoughtful Money

@thoughtfulmoney

6 months

BTW, are you subscribed to Thoughtful Money's free newsletter? If not, just go to and click the "Newsletter" link atop the page Do that, and you'll be kept informed of everything we're up to (like new interviews) as it happens

Thoughtful Money

Fund Your Life Goals - Get your free consultation with one of our endorsed financial advisors.

thoughtfulmoney.com

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Thoughtful Money

@thoughtfulmoney

7 months

Have you had a free consultation with one of Thoughtful Money's endorsed financial advisors yet? If not, why not schedule one now? It's experienced professional advice tailored to your personal situation, needs & goals What else can offer you as good a

Thoughtful Money

Fund Your Life Goals - Get your free consultation with one of our endorsed financial advisors.

thoughtfulmoney.com

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Thoughtful Money

@thoughtfulmoney

4 months

When we're old, we'll go dancing in the dark & walking through the park doing what?

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Thoughtful Money

@thoughtfulmoney

4 months

Catch Adam's live Fed press conference reaction and Q&A with Axel Merk at 5pmET today if you're a premium Substack subscriber If not, the replay will be out tomorrow at 11amET

Adam Taggart

@menlobear

4 months

Per usual, @AxelMerk & I will share our real-time reaction to the latest Federal Reserve policy update & Jerome Powell's press conference My premium Substack subscribers will be able to watch live at 5pmET/2pmPT tomorrow & ask Q&A Become one now:

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Thoughtful Money

@thoughtfulmoney

29 days

Per your requests, we try something a little different today Today's interview is a deep dive into the science of healthy relationships If folks like this, I'll do more on purpose & health, too WATCH:

Healthy Relationships Are A Huge Part Of True Wealth | Ashley Taggart

HAVE QUESTIONS FOR ASHLEY? You can contact her at https://taggartrelationships.com/We're going to do something a little different in today's video.This Thoug...

www.youtube.com

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