Letting the Thesis Play Out This week HAI is on the road at the Rule Symposium in sunny, hot, and humid South Florida. This natural resource investment [...]
Speculative markets are inherently short-term focused, with notably short attention spans. President Trump is increasingly fearless. Stocks have moved on from [...]
The metals markets have been anything but dull, even if the week’s price action felt subdued. The compressing pennant pattern in gold’s trading often [...]
[CNBC] Stocks fall after Trump unveils 35% tariffs on Canada starting Aug 1: Live updates [Yahoo/Bloomberg] Silver Rises to Highest Since 2011 as US Premiums [...]
[CNBC] Stocks are little changed after Nasdaq notches new record: Live updates [Yahoo/Reuters] Oil Steady as Traders Weigh Trump’s Tariffs and Red Sea [...]
[CNBC] Stocks rise as investors monitor Trump tariff developments: Live updates [Yahoo/Bloomberg] Oil Extends Gain as UAE Signals Strong Demand for OPEC+ [...]
Devaluation? Dollar Loses 10% In Six Months Can Powell Lower Interest Rates Without A Dollar Crash? “90 Deals In 90 Days” – Only 2 So Far [...]
[CNBC] S&P 500 rebounds from sell-off as investors bet Trumps tariffs will end up lower than threatened: Live updates [Yahoo/Bloomberg] Oil Dips as Traders [...]
[CNBC] Stocks fall after Trump team says tariffs will go into effect on Aug. 1: Live updates [Yahoo/Reuters] Stocks slip in Asia on US tariff confusion, oil [...]
[Yahoo/Bloomberg] US trade partners race for deals as Trump readies tariff notices [Yahoo/Bloomberg] Trump’s tariff date arrives after a 90-day rollercoaster [...]
President Trump’s policies and actions continue to produce results at odds with the predictions of many experts. Virtually every commentator, analyst, and [...]
This week, HAI wishes a happy 4th of July to all readers and a very happy birthday to the land of the free and the home of the brave! While this year’s [...]
[Axios] Trump tariff letters going to a dozen countries Monday [CNBC] Trump says tariff letters to 12 countries signed, going out Monday [Yahoo/Bloomberg] [...]
Rarely, if ever, had a period so beckoned for market discipline. It took a fateful pass. I found myself this week pondering a fundamental Bubble Maxim: Bubbles [...]
[Yahoo/Bloomberg] US Stock Futures Drop on Latest Trump Tariff Salvo: Markets Wrap [Yahoo/Reuters] Stocks and dollar dip as Trump’s spending bill passes, [...]