Hartnett's Hard Landing Scenario
ZH Excerpt- Founders
Housekeeping: Bunch of PDFs being looked at now for later today
Intro:
The ZeroHedge headline in their weekly Hartnett focuses on the 4% line (read this footnote1 for our interpretation) in the sand we discussed yesterday in our podcast walkthrough. Summarized:
Above 4%: Bonds are discounting a soft landing and the trade mix he suggests- out of big tech …