Going John Galt

Going John Galt

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$31 HEADS I WIN, TAILS...
A few intriguing observations as we try to make sense of these nihilistic markets
 • John Galt
$30 GOLDILOCKS (2.0) AND THE THREE BEARS
Goldilocks 2.0 possible with a resilient economy and investor-friendly monetary / fiscal policy supporting top-line growth and valuations
 • John Galt
$29 WHAT LANDING?
Right tail outcomes more probable, ‘crash up’ seems historically more likely from here despite obvious risks
 • John Galt
$28 MONETARY TIGHTENING VS. BANK CREDIT TIGHTENING
Identifying the potential beneficiaries of last week's Fed decision
 • John Galt
$27 NO PERFECT TIME FOR HIKES
Will these events curtail credit and how will this impact economic activity and inflation?
 • John Galt
$26 HIGHER FOR LONGER
Re-acceleration in economic data at odds with market pricing of a Fed pause and cuts this year, an ominous sign for US equities
 • John Galt
$25 GREAT THINGS HAPPEN TO CHEAP ASSETS
A ‘portfolio update’ on themes highlighted in past posts (i.e., China, Japanese Yen, and Europe’s energy crisis, commodity supercycle, etc.)
 • John Galt
Going John Galt
Going John Galt
Financial adventures of a ‘retired’ millennial. Investment ideas with a macro overlay. Former institutional private equity investor.
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