Hartnett: Buy Bonds, Hold Gold, Rotate Stocks
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Housekeeping: Another extremely light report from BOA this week. The standouts are: Credit as Stock Crusher, Gold remains darling, Adds to Bonds
[Only] a major catalyst such as central-bank gold revaluation, U.S.–China détente, Russia–Ukraine détente, or an AI-driven spike in real rates — ends [Gold’s] bull run.
- Michael Hartnett
Key Topics 10:14- Main Discussion 16:00- AI Rollout Theory- AI= UBI= YCC 25:44- Hartnett on Gold 32:35- FMS Gold Commentary
The skinny
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