Hard Asset Insights

A Weekly Update on Hard Assets Developments and MWM Insights

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Wealth Management • Jan 18 2025
Good for Gold – January 17, 2025

Good for Gold This was another interesting week in the wild world of Wall Street. The big market-moving news surrounded Wednesday’s release of Consumer Price [...]

Morgan Lewis Posted on Jan 18, 2025
Wealth Management • Jan 11 2025
A Very Interesting Set-Up – January 10, 2025

A Very Interesting Set-Up This week the S&P 500 closed at its lowest level since November 5th. The slide lower in the S&P has now given back all of the [...]

Morgan Lewis Posted on Jan 11, 2025
Wealth Management • Jan 04 2025
2025—No Room for Error – January 3, 2025

2025—No Room for Error Since the Fed started its latest rate-cutting cycle in mid-September, the results haven’t exactly fallen in line with the typical [...]

Morgan Lewis Posted on Jan 4, 2025
Wealth Management • Dec 28 2024
Merry Christmas! – December 27, 2024

Merry Christmas! Merry Christmas everyone! If you celebrate the 12 days thereof, you might be due for some calling birds today. HAI adds its customary offering [...]

Morgan Lewis Posted on Dec 28, 2024
Wealth Management • Dec 21 2024
Merry Christmas to All! – December 20, 2024

Merry Christmas to All! This week was a wild one on Wall Street. The main event was a Wednesday bomb-drop by Jay Powell and the Federal Open Market Committee [...]

Morgan Lewis Posted on Dec 21, 2024
Wealth Management • Dec 14 2024
Risks and Opportunities – December 13, 2024

Risks and Opportunities The tech giants who’ve made 2024 “magnificent” aren’t letting up as the year winds down. The Nasdaq 100 (the [...]

Morgan Lewis Posted on Dec 14, 2024
Wealth Management • Dec 07 2024
Great Expectations—and the Thinnest of Thin Ice – December 6, 2024

Great Expectations—and the Thinnest of Thin Ice The raucous party on Wall Street continued to rage this week with another 0.96% S&P 500 gain to a new [...]

Morgan Lewis Posted on Dec 7, 2024
Hard Asset Insights • Nov 30 2024
Hurrah for Thanksgiving Day! – November 29, 2024

Hurrah for Thanksgiving Day! With Thanksgiving family frivolity in high gear, HAI will be extremely brief this week. Perhaps the ultimate highlight of this [...]

Morgan Lewis Posted on Nov 30, 2024
Hard Asset Insights • Nov 23 2024
Just Prices from the NOIC – November 22, 2024

Just Prices from the NOIC This week HAI is just prices. This author is blessed to be along the banks of the mighty Mississippi River in New Orleans, Louisiana [...]

Morgan Lewis Posted on Nov 23, 2024
Hard Asset Insights • Nov 16 2024
Trump Trades and Trends – November 15, 2024

Trump Trades and Trends When describing the run-up to the great depression, Dr. Benjamin Anderson wrote in Economics and the Public Welfare that: “Every [...]

Morgan Lewis Posted on Nov 16, 2024
Hard Asset Insights • Nov 09 2024
A Big Deal Going Forward – November 8, 2024

A Big Deal Going Forward This week wasn’t exactly what HAI would call slow and uneventful. Quite the opposite! We learned that Donald J. Trump is on his way [...]

Morgan Lewis Posted on Nov 9, 2024
Hard Asset Insights • Nov 02 2024
All Eyes on Gold – October 31, 2024

All Eyes on Gold On the eve of both a very consequential election and a critical Fed FOMC meeting next week, HAI will keep it brief this week.  The big [...]

Morgan Lewis Posted on Nov 2, 2024
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