Going John Galt | Substack

Will these events curtail credit and how will this impact economic activity and inflation?

Mar 22

New Top Community

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

A ‘portfolio update’ on themes highlighted in past posts (i.e., China, Japanese Yen, and Europe’s energy crisis, commodity supercycle, etc.)

Jan 23

Japan’s new path leads to strong JPY appreciation through higher domestic bond yields & lower US-Japan bond yield differentials

Dec 23, 2022

Increasing odds of a range-bound / slowly upwards-sloping grind with substantial rotation within equities

Nov 30, 2022

Relevant metrics / KPIs, takeaways and the future of Going John Galt

Nov 26, 2022

Nuclear and the uranium market—fuel for nuclear power plants—offers a great asymmetric risk-return opportunity today

Nov 17, 2022

Examining a potential peak in bond yields, an event that should reverberate throughout the whole financial system

Nov 10, 2022

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