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.
We forecast outperformance of Bonds, International stocks and Gold vs US exceptionalism consensus.
-Hartnett
Key time Stamps:
0:03- Two reports** context
4:34- Where we are and Hartnett’s thesis
15:34- Data corroborating Hartnett’s thesis
18:21- Trades to do
29:31- The full thesis deconstructed
Hartnett: Go BIG in 2025
Scores on the Doors: crypto 82.0%, gold 27.4%, stocks 20.2%, HY bonds 8.0%, US dollar 4.7%, cash 4.8%, IG bonds 2.8%, commods 2.6%, govt bonds -1.9%, oil -4.1% YTD.
