Hard Asset Insights

A Weekly Update on Hard Assets Developments and MWM Insights

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Hard Asset Insights • Feb 04 2023
Seeing Through the Fog of War – February 3, 2023

Seeing Through the Fog of War HAI has long viewed the outbreak of consumer price inflation to 40-year highs as a consequential game changer for the economy and [...]

Morgan Lewis Posted on Feb 4, 2023
Hard Asset Insights • Jan 28 2023
The Next FOMC Meeting Could Be Historic – January 27, 2023

The Next FOMC Meeting Could Be Historic This week, HAI is being composed in the skies high above America—regrettably, in a plane with no Wi-Fi. A popular [...]

Morgan Lewis Posted on Jan 28, 2023
Hard Asset Insights • Jan 21 2023
Commodity Bull – Now or Later? – January 20, 2023

Commodity Bull – Now or Later? This week, major market indexes were mixed. The Dow Jones Industrials dramatically underperformed, the S&P 500 was also [...]

Morgan Lewis Posted on Jan 21, 2023
Hard Asset Insights • Jan 14 2023
A Perilous Path – January 13, 2023

A Perilous Path It may not be the return of the “everything bubble” just yet, but the “everything rally” has certainly taken hold of both markets and [...]

Morgan Lewis Posted on Jan 14, 2023
Hard Asset Insights • Jan 07 2023
Signs: What’s Here Today and What’s Coming Tomorrow – January 6, 2023

Signs: What’s Here Today and What’s Coming Tomorrow Stock markets started 2023 under pressure, but finished the new year’s first trading week on a strong [...]

Morgan Lewis Posted on Jan 7, 2023
Hard Asset Insights • Dec 31 2022
Unfinished Business from 2022 – December 30, 2022

Unfinished Business from 2022 Happy New Year to our MWM clients and all HAI readers! With holiday festivities ongoing, HAI will merely offer some thoughts to [...]

Morgan Lewis Posted on Dec 31, 2022
Hard Asset Insights • Dec 24 2022
Merry Christmas! – December 23, 2022

Merry Christmas! Merry Christmas to our MWM clients and all HAI readers. With holiday festivities fully ramped-up, HAI will just offer prices for this week. [...]

Morgan Lewis Posted on Dec 24, 2022
Hard Asset Insights • Dec 17 2022
Anatomy of a Yard Sale – December 16, 2022

Anatomy of a Yard Sale This Friday was a festive one at the McAlvany offices in Durango. A holiday decorating competition inspired impressive efforts along [...]

Morgan Lewis Posted on Dec 17, 2022
Hard Asset Insights • Dec 10 2022
An Object in Motion – December 9, 2022

An Object in Motion In a week light on macroeconomic data and void of any Fed speakers, markets still adopted a decidedly defensive posture. The S&P 500 [...]

Morgan Lewis Posted on Dec 10, 2022
Hard Asset Insights • Dec 03 2022
Risky Business – December 2, 2022

Risky Business This week marked the latest in a consecutive streak of fascinating weeks for markets throughout the remarkable year of 2022. The risk-on rally [...]

Morgan Lewis Posted on Dec 3, 2022
Hard Asset Insights • Nov 26 2022
Happy Thanksgiving, and 2023’s Story – November 25, 2022

Happy Thanksgiving, and 2023’s Story HAI wishes all readers and MWM clients a very Happy Thanksgiving weekend. Family time is a blessing for this author, and [...]

Morgan Lewis Posted on Nov 26, 2022
Hard Asset Insights • Nov 19 2022
Just Prices This Week – November 18, 2022

Just Prices This Week Due to a full day of travel, HAI is limited to prices only this week. Nevertheless, HAI does have one important insight to share. Flying [...]

Morgan Lewis Posted on Nov 19, 2022
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