Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 2 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, Enjoy.
Themes:
Go BIG Now: He’s Buying BIG now, not later
Gold No Twin Peak + Historical Events = Bull Mkt
No Tariffs Now: Stocks and Oil told Trump to tread carefully here
Trump’s Playbook: 1) Shrink government, 2) Lower taxes, 3) Weaken USD
-China tariff war means MAD risk.. do that later
Miners: Hartnett mentions everything but miners here. We explain why he implicitly is recommending miners by loving Gold and Int’l stocks while underweighting US Tech
