Not All That Glitters is Gold in 2026 Happy New Year, all! This author is still hanging on to the last of family vacation time, so HAI will again be brief this [...]
Happy New Year! Santa brought us another very strong week in the precious metals sector. It seems the world is finally starting to catch on to what HAI [...]
Rational Exuberance Thankfully, it’s that holly-jolly time of year again! For this author, that means it’s the very best time of the year. That said, [...]
Potomac Two-Step Since the start of 2025, HAI’s view has been that Trump administration 2.0 is all-in on a policy commitment to run the economy hot, inflate [...]
Sand in the Hourglass – December 5, 2025 In markets and the economy, the marquee title fight is always between inflation and deflation. Right now, [...]
Happy Thanksgiving! HAI wishes all readers the happiest of happy Thanksgivings! This holiday-shortened week was a very good one for the precious metals. [...]
Confidence in Destination For many months, HAI’s view has been that the U.S. is all-in on a policy commitment to run the economy hot, inflate the debt away, [...]
The Next Regime Playbook This week, price volatility was the name of the game in seemingly everything, and a prime contributor to that volatility was [...]
A Buying Opportunity for the Patient Over recent weeks we’ve seen funding stress resurface as a significant and growing issue for markets. Back in the [...]
Happy Halloween, All! Happy Halloween all HAI readers! With plans to hit the spooky streets of Durango, Colorado with wife and little one for the first time [...]
Last week, HAI made the case for a massive, ongoing, structural bull market in gold. HAI also said that the violent reversal lower in gold last Friday might [...]
Last week, McAlvany Wealth Management held its annual client conference. It was a pleasure, as always, for this author to offer his best take on the dead [...]
