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$32 UNFORCED ERRORS
Bond vigilantes may no longer be fossilized remains of ‘90s and ‘00s financial Americana
Jun 3
•
John Galt
8
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$31 HEADS I WIN, TAILS...
A few intriguing observations as we try to make sense of these nihilistic markets
Jun 25, 2024
•
John Galt
6
1
$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
Jan 29, 2024
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John Galt
12
4
$29 WHAT LANDING?
Right tail outcomes more probable, ‘crash up’ seems historically more likely from here despite obvious risks
Aug 31, 2023
•
John Galt
10
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$28 MONETARY TIGHTENING VS. BANK CREDIT TIGHTENING
Identifying the potential beneficiaries of last week's Fed decision
Mar 28, 2023
•
John Galt
6
3
$27 NO PERFECT TIME FOR HIKES
Will these events curtail credit and how will this impact economic activity and inflation?
Mar 22, 2023
•
John Galt
6
2
$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
Feb 9, 2023
•
John Galt
9
2
$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.)
Jan 23, 2023
•
John Galt
7
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Going John Galt
Financial adventures of a ‘retired’ millennial. Investment ideas with a macro overlay. Former institutional private equity investor.
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