What Goes Up… This was an important week for markets. It did not bring any major change to HAI’s bearish narrative, but rather confirmed it. In five [...]
What Goes Up… This was an important week for markets. It did not bring any major change to HAI’s bearish narrative, but rather confirmed it. In five [...]
Miners: Approaching a Golden Moment? This week, MWM completed its latest quarterly client call. Thanks go out to those on the call and all clients we have the [...]
No Place for Pollyannas This week, financial markets acted decisively and with rare clarity. Essentially, for this ugly week, it was King Dollar up, virtually [...]
Jay Mans Up A tip of the hat to Fed Chairman Jerome Powell this week. Friday was his day. In just over eight focused minutes on the mic (versus 30 minutes [...]
Jackson Hole Faces a Gordian Knot; Will Powell Have a Sword? With the calendar now parked in the late August vacation season, trading volumes notched the [...]
Contradictions & Catch-22s A sleepy month of August this is not. On the week, the raging rally in major market equity indexes continued. The flagship [...]
Yield Curve Speaks, Commodities Listen August is just getting going, but it’s already proving to be far from a vacation month for markets. A number of [...]
Mr. Market Found His Enemy—In the Mirror Due to travel associated with a conference this week, HAI will offer weekly prices and just some brief thoughts on [...]
Good News/Bad News—But Not In Equal Measure This was another eventful week in markets. Overall, stocks continued to push higher in an ongoing bear market [...]
Inspired Heat and the Recessionary Gorilla Decades ago economist Hyman Minsky described our credit-based, Keynes-inspired, post gold-standard economic model as [...]
Eyes Ahead: Looking for the Fat Pitch It was a captivating week in the wild world of markets, with fascinating, high-impact dynamics in play. Strong labor [...]
