Hartnett: Stay Long, Stay Strong in 2026
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Housekeeping: Hartnett flow show presented two ways. Bonus at bottom
TL;DR
* Leadership change underway: Gold, along with emerging-market equities — especially commodity producers — is positioned to benefit in 2026 as debasement and global rebalancing themes persist.
* New regime shift: The 2020s are defined by populism, fiscal excess, policy intervention, and AI-driven disinflation, driving a rotation away from U.S. exceptionalism toward global rebalancing.
The skinny
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