Luke Gromen – X, Released on 4/29/25

Let's hope Sec. Bessent is more right about shortages than he was about…

-Tariffs driving the USD higher;

-Falling stock prices causing 10y UST yields to drop;

-US shale production being sustainable at $50-55 oil;

If he's wrong on shortages, this summer may get spicy. https://t.co/CDsuZ46Gix

— Luke Gromen (@LukeGromen) April 29, 2025

Luke Gromen is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Luke provides strategic consulting services for corporate executives and is the founder of The Forest For The Trees, LLC, a macro/thematic research firm catering to institutions and individuals.