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Housekeeping: 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.
Main Flow Show Points:
* Private hires drop, productivity to follow
* Some Recession now, Much Inflation later
Topics covered: Commodities, Inflation, BRICS, Stagflation, Recession, AI applications
Some Takeaways:
* Commodity Bull Gets Restarted: Round 2 of Zoltan's Commodity Crisis is Coming
* Bad Bonds: probably a sale.
* Dollar Milkshake is Back: CN trying to export its way out of recession but not happening enough….. one for the Dollar Milkshake concept. Read the footnote for Gold implications
* EM Commodity dominance thing
The whole report is an excellent recall and update on the post covid secular drivers using current events.
Hartnett Flow Show: The last private hire
“[C]ommodity secular bull market in the 2020s just getting started”
—Michael Hartnett
