Times Are Changing For many years, Japan has been used as the ultimate example for why sovereign debt burdens no longer matter in our bold new era of [...]
Noise vs. Signal This week in the wild world of markets, volatility was again the name of the game. Now, volatility comes in essentially two forms: [...]
Cooler Heads Will Prevail This week HAI will be short and to the point. Friday witnessed a historic sell-off in the precious metals. Gold dropped [...]
Iron Laws and Golden Light Shows In a recent New York Times article titled, “Stephen Miller Asserts U.S. Has Right to Take Greenland,” White [...]
A Generational Bull In the Wall Street Journal this week, Bank of France Governor François Villeroy de Galhau warned of “the possibility of a fall [...]
New Opportunities in a New World In 2022, Russian President Vladamir Putin addressed the plenary session of the 25th St. Petersburg International [...]
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 [...]
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 [...]
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. [...]
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 [...]
Sand in the Hourglass – December 5, 2025 In markets and the economy, the marquee title fight is always between inflation and deflation. Right [...]
Happy Thanksgiving! HAI wishes all readers the happiest of happy Thanksgivings! This holiday-shortened week was a very good one for the precious [...]
