Hartnett: US Exceptionalism End is Near?

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 with commentary 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. We forecast outperformance of Bonds, International stocks and Gold vs US exceptionalism consensus.-HartnettKey time Stamps:* 0:03- Two reports** context* 4:34- Where we are and Hartnett’s thesis* 15:34- Data corroborating Hartnett’s thesis* 18:21- Trades to do* 29:31- The full thesis deconstructedHartnett: Go BIG in 2025Scores on the Doors: crypto 82.0%, gold 27.4%, stocks 20.2%, HY bonds 8.0%, US dollar 4.7%, cash 4.8%, IG bonds 2.8%, commods 2.6%, govt bonds -1.9%, oil -4.1% YTD.