Housekeeping: Good Afternoon
Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through with analytical comments transcribed, 2) Hartnett’s main points broken out below, 3) and original format at bottom.
Enjoy.
Hartnett’s Flow Show: One Flow Over the Cuckoo’s Nest
“[It’s] little wonder gold & crypto are in vogue”
-Michael Hartnett
**Long video walkthrough today…. be forewarned**
Scores on the Doors:
crypto 53.3%, gold 14.4%, stocks 10.7%, commod 7.4%, oil 5.5%, US dollar 2.8%, HY bonds 2.7%, cash 2.3%, IG bonds -0.1%, govt bonds -3.8% YTD.
Zeitgeist I:
"70% of portfolio I'm clipping 5% cash, the rest I’m just all-in on YOLO AI"