China deindustrializes the west by manufacturing for no profits. The US has grown Federal debt by 8% CAGR since 2008 while USTs have rarely yielded much above 4%. Making no money in manufacturing > Losing 4-8% CAGR in USTs on a real basis, b/c at least you end up with factories https://t.co/4tZbH5xgI9

Original source ↗ | January 21, 2026 at 16:29 UTC | Twitter - @lukegromen

Here are the actionable trade ideas extracted from the tweets:

IDEA [4] TICKER: US Treasuries (USTs) DIRECTION: Short / Avoid THESIS: US Federal debt growth and consistently low real yields (4-8% CAGR loss on a real basis since 2008) make USTs a losing investment compared to other assets. SPEAKER: @lukegromen TIMEFRAME: Long-term

IDEA [6] TICKER: Small-cap / Mid-cap stocks DIRECTION: Long THESIS: The market is showing a rotation of money out of mega-cap leaders and into smaller names, indicating strength and opportunity in small- and mid-cap segments. SPEAKER: @markminervini

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Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
US	SHORT	@lukegromen	US Federal debt growth and consistently low real yields (4-8% CAGR loss on a real basis since 2008) make USTs a losing investment compared to other assets.	—