🦜 Thoughtful Money® / @thoughtfulmoney
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By popular demand @DariusDale42 returns to share his latest macro & market outlook
He predicts "meaningful tailwinds for risk assets", expecting stocks -- particularly international equities, cyclicals & small caps -- to perform well from here
WATCH: https://youtu.be/XLvqG7WdLEc
https://nitter.poast.org/thoughtfulmoney/status/2028861011302945267#m
Published: March 3, 2026 15:52
By popular demand @DariusDale42 returns to share his latest macro & market outlook
He predicts "meaningful tailwinds for risk assets", expecting stocks -- particularly international equities, cyclicals & small caps -- to perform well from here
WATCH:…
Yesterday the US & Israel conducted joint strikes on Iran's leadership and critical infrastructure
We are now at war
What will the likeliest implications be?
To address, RANE's Mideast analyst @Ryan_Bohl joined us for a livestream today
Watch the full replay below
https://nitter.poast.org/thoughtfulmoney/status/2028173645580062840#m
Published: March 1, 2026 18:20
Yesterday the US & Israel conducted joint strikes on Iran's leadership and critical infrastructure
We are now at war
What will the likeliest implications be?
To address, RANE's Mideast analyst @Ryan_Bohl joined us for a livestream today
Watch the full…
Obviously, the major strikes on Iran are going to have widespread global repercussions
To makes sense of this volatile & unfolding situation, we'll be holding a livestream w/RANE Mideast specialist @Ryan_Bohl at 11amET tomorrow
https://nitter.poast.org/thoughtfulmoney/status/2027840901146649029#m
Published: February 28, 2026 20:18
Obviously, the major strikes on Iran are going to have widespread global repercussions
To makes sense of this volatile & unfolding situation, we'll be holding a livestream w/RANE Mideast specialist @Ryan_Bohl at 11amET tomorrow
The market is at "a very important crossroads" concludes portfolio manager @LanceRoberts
(and this was recorded yesterday, *before* today's strike on Iran by the US & Israel)
Find out why. Watch: https://youtu.be/ZsdcO6wZ1Fc
https://nitter.poast.org/thoughtfulmoney/status/2027772792146657578#m
Published: February 28, 2026 15:48
The market is at "a very important crossroads" concludes portfolio manager @LanceRoberts
(and this was recorded yesterday, *before* today's strike on Iran by the US & Israel)
Find out why. Watch: youtu.be/ZsdcO6wZ1Fc
Housing analyst Melody Wright @m3_melody thinks the pace of contagion is accelerating as the correction spreads to more & more states
She’s now warning of a coming wave of distressed sellers that will really start to speed things up
Find out why. Watch: https://youtu.be/ZP1u2oYL1ro
https://nitter.poast.org/thoughtfulmoney/status/2027049409566179762#m
Published: February 26, 2026 15:53
Housing analyst Melody Wright @m3_melody thinks the pace of contagion is accelerating as the correction spreads to more & more states
She’s now warning of a coming wave of distressed sellers that will really start to speed things up
Find out why. Watch:…
Lyn Alden @LynAldenContact is famous for predicting "Nothing stops this train" when it comes to fiscal dominance
But can its momentum be slowed, buying the system more time?
And does AI offer a chance to improve the situation?
Find out. Watch: https://youtu.be/CpkN1FMR-5U
https://nitter.poast.org/thoughtfulmoney/status/2026681849284895046#m
Published: February 25, 2026 15:33
Lyn Alden @LynAldenContact is famous for predicting "Nothing stops this train" when it comes to fiscal dominance
But can its momentum be slowed, buying the system more time?
And does AI offer a chance to improve the situation?
Find out. Watch:…
Brent Johnson @SantiagoAuFund is ringing a bell loudly:
He thinks stablecoins will impact the global monetary order on the same level as the Bretton Woods accord, or when the dollar moved off the gold standard
To find out why, watch: https://youtu.be/DzTPVr_Xk3k
https://nitter.poast.org/thoughtfulmoney/status/2026323927145091427#m
Published: February 24, 2026 15:50
Brent Johnson @SantiagoAuFund is ringing a bell loudly:
He thinks stablecoins will impact the global monetary order on the same level as the Bretton Woods accord, or when the dollar moved off the gold standard
To find out why, watch: youtu.be/DzTPVr_Xk3k
LIVESTREAM with Andy Schectman of @MilesFranklinCo underway right now!
WATCH: https://youtube.com/live/XgwwcpBHg1w
https://nitter.poast.org/thoughtfulmoney/status/2025612982982750502#m
Published: February 22, 2026 16:45
LIVESTREAM with Andy Schectman of @MilesFranklinCo underway right now!
WATCH: youtube.com/live/XgwwcpBHg1w
While stocks have been stuck in a trading range for months, it has given their DMAs time to catch up & for oversold levels to burn off
Which is why @LanceRoberts thinks the odds of new highs for stocks is increasing
WATCH: https://youtu.be/JWoIiozlKoA
https://nitter.poast.org/thoughtfulmoney/status/2025239355217117623#m
Published: February 21, 2026 16:01
While stocks have been stuck in a trading range for months, it has given their DMAs time to catch up & for oversold levels to burn off
Which is why @LanceRoberts thinks the odds of new highs for stocks is increasing
WATCH: youtu.be/JWoIiozlKoA
Hear Stephanie Pomboy's top takeaways from her conference this week with Grant Williams @ttmygh
Featured speakers included @profplum99 @LukeGromen @DrPippaM @McClellanOsc Tom Hoenig, Andrew McDermott & Dave Iben
WATCH: https://youtu.be/rbBVUtspp8Q
https://nitter.poast.org/thoughtfulmoney/status/2024876377112273109#m
Published: February 20, 2026 15:58
Hear Stephanie Pomboy's top takeaways from her conference this week with Grant Williams @ttmygh
Featured speakers included @profplum99 @LukeGromen @DrPippaM @McClellanOsc Tom Hoenig, Andrew McDermott & Dave Iben
WATCH: youtu.be/rbBVUtspp8Q
ProSec is short for "production for Security": aka the sectors essential to national security -- and Peter Tchir @TFMkts thinks it's the key investing trend in the new era of de-globalization
To learn which sectors he's most bullish on, watch: https://youtu.be/WrelERTyG8E
https://nitter.poast.org/thoughtfulmoney/status/2024674395483214229#m
Published: February 20, 2026 02:36
ProSec is short for "production for Security": aka the sectors essential to national security -- and Peter Tchir @TFMkts thinks it's the key investing trend in the new era of de-globalization
To learn which sectors he's most bullish on, watch:…