Hartnett’s (Crowded) Trades Election Matrix
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Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy.
“Nobody going into this election long 30-year Treasury, short gold [or] Nvidia.”
-Michael Hartnett
Summary/Overview
Trump winning victory is now consensus implying weaker bonds and a stronger USD post his winning. The problem is everyone knows that, and both Bonds and the USD have been moving decidedly in that…
The skinny
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