← Forward GuidanceTrade on Hyperliquid →Trade on Robinhood →Trade on Hyperliquid →Trade on Robinhood →
02:01LONG
“the rest of the world is getting very desperate … US prices will get up to the global price less transport costs”
@Forward Guidance · Neil Dutta
Oil stays bid as the rest of the world scrambles for US barrels, pulling US prices up to global levels
WTILONG@ $97.12
$87.68-9.72%
since call May 13
“real consumption is basically running slightly below 2% over the last 2 quarters. And we have weaker income growth in nominal terms.”
@Forward Guidance · Neil Dutta
Consumer is weaker than the bulls claim and an energy squeeze on real incomes will hit discretionary spending
XRTSHORT@ $79.38
$88.53-11.52%
since call May 13
23:40SHORT
“this is the biggest CapEx boom we've seen in our careers... all I can tell you is that when it slows down, that will be a macro issue.”
@Forward Guidance · Neil Dutta
The AI capex boom is propping up the whole economy, so when it slows it becomes a major macro shock
XYZ100SHORT@ $29,340.97
$28,078.20+4.30%
since call May 13
peak +6.9%
47:40LONG
“tariffs are, have put upward pressure on inflation, particularly core goods. Now maybe that goes away over the course of the year because tariffs aren't…”
@Forward Guidance · Neil Dutta
Tariff core-goods inflation is a one-time shock that fades, reviving front-end disinflation and pulling 1-3Y yields down.
SHYLONG@ $80.79
$82.21+1.76%
since call May 13
TIMESTAMPS
02:01
17:10
23:40
47:40