Archive - Going John Galt

New Top Discussion

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

Jan 23

December 2022

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

Dec 23, 2022

November 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

October 2022

Technical and fundamental factors are setting the market up for yet another bear market rally

Oct 27, 2022

What I got right / wrong about China in June: update on the ChinaTech thesis and the country's potential in coming months

Oct 23, 2022

Countries have to choose between their bond market and their currency

Oct 12, 2022

What's going on in FX Land and what might be in the cards soon

Oct 3, 2022

September 2022

A (fresh) perspective on the emergence of a multipolar world order and its implications for investors

Sep 23, 2022

Equities remain under the tenuous authority of investor positioning and mechanical / systematic flows

Sep 16, 2022

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts