This Is Michael Hartnett's New Favorite Market Sector

"Materials are also the candidate to pair in an optimal bubble barbell strategy of long “hubris” (AI & chips today) & long “humiliation” (out-of-favor, distressed cyclical plays)."


Monetary Metals Promo 3

Commodity Supercycle: The Enemy Of The Bull Thesis

The commodity supercycle argument has real structural legs. But it also carries a reflexivity problem, a dollar mechanics problem, and a catastrophist assumption problem...

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