Hartnett: What To Trade When This Bubble Bursts

The post-bubble investor roadmap is long bonds (10-year yield down ~50bps in 6 months after market tops), and long defensives, and equity sectors which dramatically underperformed in last months of the bubble: the classic “long humiliation, short hubris” trade.


Gold’s best-kept secret

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Most gold investors spent this year paying to own gold.

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