Hartnett says "Pop & Bust" After Last Hike

Founders CoT discussion at 2p.m. ET tomorrow


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Report Overview:

New data indicates Hartnett’s “sell the last hike” idea is tracking. Run time 36:17

Podcast Topics:

  • 0:35- Context/ The story so far

  • 4:55- Net Zero will not happen

  • 6:15- Scores on the Doors

  • 7:30- Double Top technicals confirm the path

  • 10:30-Central Bank and Tech stock correlation analysis

  • ***14:10- The Biggest Picture- main idea described and elaborated***

    • Parallels with GoldFix assessments for 2022-23

    • How we got to this

    • real economic challenges for East and West are supply chains vs Value chains

    • Deglobalization and mercantilism means reshore, onshore, repatriate, rebuild

  • 20:45- Weekly flows, EM debt

  • ***22:30- Real vs Financial Assets turn around is now***

    • Redistribute, rebuild implications

    • Politics driving policy

    • Populism, fiscal conservatives, and Trump

    • Buffet Epiphany…

  • 26:00- Housing market analysis

  • 28: 05- What Hartnett focuses on in Housing

  • 28:40- Hartnett’s Global Macro:

    • Asian demand » Asian productivity» US demand still

    • Services drop off in Asia is a sign as well.

  • 31:00- US vs ROW stock valuations

    • 4200 remains key

  • ***32:45- Bubble and Boom to Pop and Bust***

    • How it was- Goldilocks and Fed disinflationary tailwinds

    • How it is changing- Anti-Goldilocks BRICS

    • How it manifests- Inflationary headwinds

  • 34:40- Sell the last rate hike


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