Hartnett: We remain long Bullion and Bonds as "I’m so bullish, I’m bearish" hedges
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Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through with light comments 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy.
The Flow Show’s Flow
* Between Fed easing and China stimulus inflation will continue taking commods, Gold with it
* Stocks are overvalued, US stocks even moreso
* Commod. and Gold underweighted by investors despite being strong
* If the stock rally continues, EM will be the play relative to US
* If, however…
The skinny
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