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$30 GOLDILOCKS (2.0) AND THE THREE BEARS
Goldilocks 2.0 possible with a resilient economy and investor-friendly monetary / fiscal policy supporting top-line growth and valuations
Jan 29
•
John Galt
12
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$30 GOLDILOCKS (2.0) AND THE THREE BEARS
www.goingjohngalt.com
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August 2023
$29 WHAT LANDING?
Right tail outcomes more probable, ‘crash up’ seems historically more likely from here despite obvious risks
Aug 31, 2023
•
John Galt
10
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$29 WHAT LANDING?
www.goingjohngalt.com
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March 2023
$28 MONETARY TIGHTENING VS. BANK CREDIT TIGHTENING
Identifying the potential beneficiaries of last week's Fed decision
Mar 28, 2023
•
John Galt
6
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$28 MONETARY TIGHTENING VS. BANK CREDIT TIGHTENING
www.goingjohngalt.com
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$27 NO PERFECT TIME FOR HIKES
Will these events curtail credit and how will this impact economic activity and inflation?
Mar 22, 2023
•
John Galt
6
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$27 NO PERFECT TIME FOR HIKES
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February 2023
$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
Feb 9, 2023
•
John Galt
9
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$26 HIGHER FOR LONGER
www.goingjohngalt.com
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January 2023
$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.)
Jan 23, 2023
•
John Galt
7
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$25 GREAT THINGS HAPPEN TO CHEAP ASSETS
www.goingjohngalt.com
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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
Dec 23, 2022
•
John Galt
5
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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
Nov 30, 2022
•
John Galt
9
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$23 A MORE BALANCED APPROACH
www.goingjohngalt.com
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Build in Public (BIP) $1
Relevant metrics / KPIs, takeaways and the future of Going John Galt
Nov 26, 2022
•
John Galt
5
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Build in Public (BIP) $1
www.goingjohngalt.com
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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
Nov 17, 2022
•
John Galt
6
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$22 “IT’S PRONOUNCED NUCULAR"
www.goingjohngalt.com
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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
Nov 10, 2022
•
John Galt
4
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$21 THE ‘EVERYTHING TRADE’
www.goingjohngalt.com
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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
Oct 27, 2022
•
John Galt
6
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$20 ANOTHER BEAR MARKET RALLY?
www.goingjohngalt.com
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