Hartnett: Using HELOCS to Buy US Bonds Coming?

GoldFix · Dec 15, 2024 · 16m

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: 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.

"Treasury price action this week suddenly ‘cut, then cut, then inflation'."

- M. Hartnett

TL/DR

* Markets pricing AI benefits, not AI costs

* Trump 2.0 » Inflation 2.0 » Dealing with Inflation 2.0

* Bonds, Int’l Stocks, and Gold benefit

Key Timestamps:

12:53- Hartnett’s 2025 playbook intro (a way to…