Hartnett: US Exceptionalism End is Near?
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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.
We forecast outperformance of Bonds, International stocks and Gold vs US exceptionalism consensus.
-Hartnett
Key time Stamps:
* 0:03- Two reports** context
* 4:34- Where we are and Hartnett’s thesis
* 15:34- Data corroborating Hartnett’s thesis
* 18:21- Trades to do
* 29:31- The full thesis deconstructed…
The skinny
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