Hartnett: The "Run it Hot" Economy is in Danger
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Housekeeping: Hartnett flow show presented two ways. Title changed
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TL;DR
* Japan: No longer a Safe Haven and must take risk now
* Run it Hot is Almost Dead: All we need is one CAPEX cut and Run it Hot runs out of gas..
* State of the Union Key: Trump will rollout more price controls for Affordability. If these fail to support employment, then there is no fallback for CAPEX failure
* Big Picture Cycles: We contend “Run it Hot” is really 1971 all over again
The skinny
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