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$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.)
John Galt
Jan 23
7
9
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$25 GREAT THINGS HAPPEN TO CHEAP ASSETS
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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
John Galt
Dec 23, 2022
5
2
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$24 JPY: A GREAT 2023 STORY GETS BETTER
www.goingjohngalt.com
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November 2022
$23 A MORE BALANCED APPROACH
Increasing odds of a range-bound / slowly upwards-sloping grind with substantial rotation within equities
John Galt
Nov 30, 2022
9
2
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$23 A MORE BALANCED APPROACH
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Build in Public (BIP) $1
Relevant metrics / KPIs, takeaways and the future of Going John Galt
John Galt
Nov 26, 2022
5
6
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Build in Public (BIP) $1
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$22 “IT’S PRONOUNCED NUCULAR"
Nuclear and the uranium market—fuel for nuclear power plants—offers a great asymmetric risk-return opportunity today
John Galt
Nov 17, 2022
6
7
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$22 “IT’S PRONOUNCED NUCULAR"
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$21 THE ‘EVERYTHING TRADE’
Examining a potential peak in bond yields, an event that should reverberate throughout the whole financial system
John Galt
Nov 10, 2022
4
2
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$21 THE ‘EVERYTHING TRADE’
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October 2022
$20 ANOTHER BEAR MARKET RALLY?
Technical and fundamental factors are setting the market up for yet another bear market rally
John Galt
Oct 27, 2022
6
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$20 ANOTHER BEAR MARKET RALLY?
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$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
John Galt
Oct 23, 2022
4
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$19 CHINATECH: RETESTING CYCLE LOWS
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$18 DRINKING RED BULL & VODKA
Countries have to choose between their bond market and their currency
John Galt
Oct 12, 2022
6
2
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$18 DRINKING RED BULL & VODKA
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$17 ALL HAIL KING DOLLAR!
What's going on in FX Land and what might be in the cards soon
John Galt
Oct 3, 2022
5
4
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$17 ALL HAIL KING DOLLAR!
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September 2022
$16 ON CHIMERICA & EURUSSIA
A (fresh) perspective on the emergence of a multipolar world order and its implications for investors
John Galt
Sep 23, 2022
7
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$16 ON CHIMERICA & EURUSSIA
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$15 IF YOU BREAK IT, YOU BUY IT
Equities remain under the tenuous authority of investor positioning and mechanical / systematic flows
John Galt
Sep 16, 2022
6
2
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$15 IF YOU BREAK IT, YOU BUY IT
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