Back In Time Last week, HAI detailed an alternative, lower odds “inflationary fire” scenario. Rather than break down, markets could potentially [...]

The Fitzgerald Test A recent HAI cited F. Scott Fitzgerald’s famous quote that, “The test of a first-rate intelligence is the ability to hold two [...]

Buyer Beware This author has been attending a natural resource conference all week and was traveling Friday. As a result, this week’s HAI will just [...]

The Fog of Mania For many months, HAI has been of the opinion that the current “goldilocks” environment is on borrowed time. Many market [...]

Transitory Goldilocks The National Bureau of Economic Research (NBER) is the research organization known for marking the official start and end dates [...]

Quality & Scarcity: Keys for Higher Gold During the brief, holiday-shortened week on Wall Street, economic data again came in stronger than [...]

Hope Amid Dangerous Times The pre-party was alive and well in financial markets this week as America looks forward to Independence Day celebrations. [...]

Higher For Longer—Into The Teeth of Trouble This week, HAI is necessarily brief. The author is currently flying high over the beloved United [...]

“Prudent” Amid FOMO, POMO, and MOMO This week, in the wild world of markets, fear of missing out (FOMO) has turned into full-on panic of missing [...]

Trading Places This week in 1983, the hit film Trading Places was released in theaters. Forty years later, financial markets may be preparing for [...]

“May you live in interesting times” is said to be an ancient Chinese curse. HAI doesn’t know about Chinese curses, but is certain that these [...]

The “Unpleasant” Tsunami This week, market action was primarily dominated by two factors: the developing “baby-bubble” in generative [...]