Hartnett: The World's Script is Getting Flipped

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good afternoon. Report’s Main Ideas: * Everything is telling him ROW fiscal spending replaces US spending— which means: USD weaker, Gold higher, Int’l stocks up, Int’l bonds down, US Bonds up* We Say: ROW is onshoring payment-chains ; and that Supply/Payment Chains are 2 sides of same coin thus—world must domesticate payment chains as US onshores supply chains…* AI Baby bubble popped.* He says: Trump plan wants/needs weaker USD, but cannot have inflation spiking.* We Both Say: As long as Bond yields stay stable, Inflation (Oil) remains steady/dropping, and GOP Mids are in line.. Trump keeps going with tariffs and DOGE.. Key Moments:3:55- Start Walkthrough6:20- Why financials matter- Supply Chains and Buffet’s trades9:40- Trump’s April 2nd not as important as some think25:17- Average performance of assets last 10 years**29:10 BIG Thesis restated and expanded