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Going John Galt

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Contributor's Links: GoingJohnGalt
Financial adventures of a ‘retired’ millennial. Investment ideas with a macro overlay. Former institutional private equity investor.
Following: 17 Followers: 384

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1 to 9 of 9 Posts
$30 Goldilocks (2.0) And The Three Bears
Monday, January 29, 2024 1:55 PM EDT
Goldilocks 2.0 is possible with a resilient economy and investor-friendly monetary/fiscal policy supporting top-line growth and valuations.
In this article: BABA, KWEB, NIO, JD
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What Landing?
Thursday, August 31, 2023 11:01 AM EDT
The market's skepticism that the economy can handle “higher for longer” has been noticeably alleviated. The economy seems to have turned the corner.
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$28 Monetary Tightening Vs. Bank Credit Tightening
Tuesday, March 28, 2023 9:50 AM EDT
Identifying the potential beneficiaries of last week's Fed decision
In this article: BNO, FXE, GDX, GLD, OIL, UCO, USO, UUP
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$27 No Perfect Time For Hikes
Wednesday, March 22, 2023 1:45 PM EDT
Will these events curtail credit and how will this impact economic activity and inflation?
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$26 Higher For Longer
Thursday, February 9, 2023 5:00 AM EDT
Re-acceleration in economic data at odds with market pricing of a Fed pause and cuts this year.
In this article: GOOG, MSFT
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$25 Great Things Happen To Cheap Assets
Monday, January 23, 2023 4:32 AM EDT
Few saw China’s recovery coming or Europe’s pressures subsiding, now global growth outlook seems to be improving.
In this article: BABA, NIO, FXY, UUP, BP, XOM, XLE, SHEL
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$24 JPY: A Great 2023 Story Gets Better
Friday, December 23, 2022 5:45 AM EDT
Japan’s new path leads to strong JPY appreciation through higher domestic bond yields & a lower US-Japan bond yield differential.
In this article: FXY, IEF, UUP
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$23 A More Balanced Approach
Wednesday, November 30, 2022 8:21 PM EDT
Increasing odds of a range-bound / slowly upwards-sloping grind with substantial rotation within equities
In this article: IWM
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$22 “It’s Pronounced Nucular"
Wednesday, November 23, 2022 7:17 AM EDT
Nuclear and the uranium market—fuel for nuclear power plants—offers a great asymmetric risk-return opportunity today.
In this article: CCJ, CCO, URA, URNM
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1 to 9 of 9 Posts