Going John Galt

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$29 WHAT LANDING?
Right tail outcomes more probable, ‘crash up’ seems historically more likely from here despite obvious risks
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John Galt
11
$28 MONETARY TIGHTENING VS. BANK CREDIT TIGHTENING
Identifying the potential beneficiaries of last week's Fed decision
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John Galt
3
$27 NO PERFECT TIME FOR HIKES
Will these events curtail credit and how will this impact economic activity and inflation?
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John Galt
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
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John Galt
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.)
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John Galt
12
$24 JPY: A GREAT 2023 STORY GETS BETTER
Japan’s new path leads to strong JPY appreciation through higher domestic bond yields & lower US-Japan bond yield differentials
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John Galt
2
$23 A MORE BALANCED APPROACH
Increasing odds of a range-bound / slowly upwards-sloping grind with substantial rotation within equities
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John Galt
2
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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