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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.
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benzinga.com
BofA's Hartnett Sounds Bubble Alarm: His Post-AI Playbook - State Street SPDR S&P 500 ETF Trust (ARCA:SPY
BofA's Michael Hartnett pushed his Bull & Bear gauge to a sell signal and laid out the post-bubble trade he says has worked since 1929.
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zerohedge.com
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…