Buying Humiliation: Taking The Opposite Side Of Michael Hartnett's Emerging Markets Trade Of 2023
Buying Humiliation: Taking The Opposite Side Of Michael Hartnett's Emerging Markets Trade Of 2023
买入羞辱：站在迈克尔·哈特奈特的 2023 年新兴市场交易的对立面
Sell Hubris, Buy Humiliation
卖出傲慢，买羞辱
As ZeroHedge has pointed out, Bank of America's Michael Hartnett has been one of Wall Street's most accurate analysts recently.
正如ZeroHedge指出的那样，美国银行的迈克尔·哈特奈特最近一直是华尔街最准确的分析师之一。
Chart via ZeroHedge
通过 ZeroHedge 查看图表
In Hartnett's latest weekly note, summarized by ZeroHedge here, he offered a contrarian trade for 2023, buy emerging markets:
在ZeroHedge在这里总结的哈特奈特最新的每周报告中，他提出了2023年的逆势交易，买入新兴市场：
In line with this, his trading recommendation conclusion is, as usual, to Sell Hubris, Buy Humiliation:
US equities as % MSCI World Index @ new all-time high 66%;
Tesla (NASDAQ:TESLA) market cap same as entire European banking sector (~$750bn);
regime change from Globalization to Isolationism = EM disinvestment + FX devaluation in "weak links" (Sri Lanka...
与此相一致，他的交易建议结论是，像往常一样， 到 卖出傲慢，买羞辱:
美国股市占摩根士丹利资本国际世界...
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