Relevant metrics / KPIs, takeaways and the future of Going John Galt
2
2
Nuclear and the uranium market—fuel for nuclear power plants—offers a great asymmetric risk-return opportunity today
5
5
Examining a potential peak in bond yields, an event that should reverberate throughout the whole financial system
3
2
Technical and fundamental factors are setting the market up for yet another bear market rally
6
What I got right / wrong about China in June: update on the ChinaTech thesis and the country's potential in coming months
4
Countries have to choose between their bond market and their currency
6
2
What's going on in FX Land and what might be in the cards soon
5
4
A (fresh) perspective on the emergence of a multipolar world order and its implications for investors
7
See all
Investment Talk
Investment Talk
Conor MacNeil
Invariant
Invariant
Devin LaSarre
Capital Notes
Capital Notes
Brant Hammer
Stenos Signals
AndreasStenoLarsen

Going John Galt