Hartnett: Short Stocks Until Powell Pivots
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com
Housekeeping: Good afternoon.
Key Moments:
0:00- Welcome/ intro
6:30- Why Trump’s Plan under pressure now: Bonds, Tariffs, Polling
16:30- Report Starts
28:58- Main Discussion- see Report Main Ideas
43:28- Gold Commentary
Hartnett: US Exceptionalism to US Repudiation
“Both bond market and electoral base now pressing for US trade policy reversal”
-Michael Hartnett
Report Main Ideas:
* He’s Bearish: Short stocks, long 2YR Bonds until sees improvment in UST leading to Fed cuts
* Gives very specific ideas for…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.