
From "End of Gold" to Return of the King
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com
Housekeeping: Good Afternoon Please excuse the allergy season symptoms
“ We remain H1 buyers of dips in bonds, international & gold, sellers of SPX/US$ rallies…”
Hartnett’s Key Points:
* BiG and Sell SPX until one of several things happen
* Those “things”- Trump/Fed/Consumer/5690 in Spoos
* Dollar Decline- All secular drivers converge on one thing. Lower DX
* Global Rebalancing- in stocks, bonds, FX, inflation etc
* Gold: Return of the King- we explain how Gold predicted all this
Topics Discussed:
1:20-…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.