EPISODE · Sep 14, 2024 · 2 MIN
Hartnett: "Gold to $3000 as Neither Harris nor Trump are [Debt] Gamechangers"
from GoldFix · host VBL
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good afternoon. Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through [starts 9:33 mark] with analytical comments transcribed, 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. Topics covered: Commodities, Bull/Bear macro debate, Election Soft Landing, inflation reaccelerationMain Flow Show Points:* Bullion, Bonds, Breadth are the Play in increasingly likely soft landing* Gold best play against inflation acceleration* Gen Z/ Millennial voters in majority* Oil best contrarian bet (it discounts a hard landing)* Sweep by either party less likely = spending unchanged* Comment: Gold Buy Season Preview? as noted in MUFG says the quiet Part Outloud yesterday. Gold heading to $3000/oz as neither Harris/Trump gamechangers for trajectory of US government debt—Michael Hartnett
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Hartnett: "Gold to $3000 as Neither Harris nor Trump are [Debt] Gamechangers"
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