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
購買羞辱：邁克爾·哈特內特的 2023 年新興市場交易的對面
Sell Hubris, Buy Humiliation
賣傲慢，買羞辱
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 所指出的那樣，美國銀行的邁克爾·哈特內特最近一直是華爾街最準確的分析師之一。
Chart via ZeroHedge
通過零對沖圖表
In Hartnett's latest weekly note, summarized by ZeroHedge here, he offered a contrarian trade for 2023, buy emerging markets:
在哈特內特（ZeroHedge）的最新每週票據中，他提供了 2023 年的逆向交易，購買新興市場：
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...
符合這一點，他的交易建議結論是，像往常一樣, 至 賣傲慢，買羞辱:
美國股市佔摩根士丹利世界指數% @...
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