EPISODE · Apr 12, 2025 · 16 MIN
Hartnett: Short Stocks Until Powell Pivots
from GoldFix · host VBL
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good afternoon. Key Moments:0:00- Welcome/ intro6:30- Why Trump’s Plan under pressure now: Bonds, Tariffs, Polling 16:30- Report Starts28:58- Main Discussion- see Report Main Ideas43:28- Gold CommentaryHartnett: US Exceptionalism to US Repudiation “Both bond market and electoral base now pressing for US trade policy reversal”-Michael HartnettReport Main Ideas: * He’s Bearish: Short stocks, long 2YR Bonds until sees improvment in UST leading to Fed cuts* Gives very specific ideas for before/after Fed cut* Thinks for now 4X00 is a recessionary low safe to buy.. clients think lower!* Stated here before: we believed he was short stocks, long gold and long 10YR Bonds was his position. Now believe he’s...>>>>
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Hartnett: Short Stocks Until Powell Pivots
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