Archive - Going John Galt

New Top Discussion

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

Oct 3

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

Sep 23

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

Sep 16

This time is different®—there are strong arguments in favor of bonds not rallying into this bear market

Aug 19

What if oil stocks have become the tobacco stocks of our generation, the ultimate compounders

Aug 9

The Fed might have signaled a shift in their reaction function and markets continue to be driven by squeezy, systematic flows

Aug 2

Equity valuations always reach their lows before earnings trough

Jul 22

The shadow of stagflation looms over the economy and markets

Jul 7

The Fed let the central bank genie out of the bottle

Jun 26

A 75bps increment shortens the runway for a “soft landing”.

Jun 14

China tech offers tremendous growth at deep value. Careful though, if not a falling knife it definitely is a sharp object plummeting.

Jun 9

China tech offers tremendous growth at deep value. Careful though, if not a falling knife it definitely is a sharp object plummeting

Jun 7

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