Going John Galt

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$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
February 2023
January 2023
December 2022
$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
November 2022
$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
Build in Public (BIP) $1
Relevant metrics / KPIs, takeaways and the future of Going John Galt
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John Galt
6
$22 “IT’S PRONOUNCED NUCULAR"
Nuclear and the uranium market—fuel for nuclear power plants—offers a great asymmetric risk-return opportunity today
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John Galt
7
$21 THE ‘EVERYTHING TRADE’
Examining a potential peak in bond yields, an event that should reverberate throughout the whole financial system
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John Galt
2
October 2022
$20 ANOTHER BEAR MARKET RALLY?
Technical and fundamental factors are setting the market up for yet another bear market rally
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John Galt
$19 CHINATECH: RETESTING CYCLE LOWS
What I got right / wrong about China in June: update on the ChinaTech thesis and the country's potential in coming months
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John Galt
$18 DRINKING RED BULL & VODKA
Countries have to choose between their bond market and their currency
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John Galt
2
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