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.
“Everything I learned in my life, I learned because I decided to try something new.”
Flip to long gold vs. oil as Russia/Ukraine/Middle East geopolitics flip from war to peace - Michael Hartnett
Key time Stamps:
0:00- Intro
1:15- Report overview
10:09- Hartnett’s “Flip to Gold vs Oil” idea and Comment
18:00- Main Discussion- also see written “Breakdown” down page
35:50- Gold in context of his main points
Hartnett: Twin Peaks
Scores on the Doors: oil 10.2%, commodities 5.9%, crypto 5.8%, gold 3.9%, stocks 0.9%, US dollar 0.4%, HY bonds 0.3%, cash 0.2%, IG -0.4%, govt bonds -0.5% YTD.
