EPISODE · Dec 21, 2025 · 1 MIN
Hartnett: Might Be Selling Time for Stocks
from GoldFix · host VBL
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good afternoon. TL;DR— Key Points* Markets are front-running a 2026 “run-it-hot” economy, driven by expectations for lower CPI, falling yields, policy easing, and fiscal support ahead of midterms, even as EPS upside looks capped without major China stimulus.
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Hartnett: Might Be Selling Time for Stocks
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This episode was published on December 21, 2025.
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This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good afternoon. TL;DR— Key Points* Markets are front-running a 2026 “run-it-hot” economy, driven by expectations for lower CPI, falling yields,...
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