Hartnett: Gold Inflows are Back, ”Baby Bubble” Thesis Update

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Good Morning: Find attached Hartnett Report Walkthrough covering BOA Chief Investment Strategist Michael Hartnett’s Weekly Flow Show report.

Key in this week’s coverage are the treasury’s QRA announcement and the 3 things that will pop this apparent stock bubble.

The video includes an extemporaneous walkthrough of the work in context of his previous analyses. How his analysis reflects on Precious metals is also discussed.

If you are a ZeroHedge Premium subscriber, this is frequently a complementary, unofficial companion post to their breakdown pieces.

Topics Discussed:

* Chinese stimulus

* Bubble Update: What pops it

* ZH’s Hartnett: These Are The Three Things That Will Pop The AI Bubble

* Harnett Master/Servant insight

* ***QRA Treasury Announcement- THIS IS WHAT TO WATCH NEXT WEEK

* Fed Liquidity as the great unequalizer

* Massive deficit comped to FDR era

* World War Deficit comment

* Client flow commentary

* Vamp: Gold in the quilt chart

Here are a few charts discussed