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 [...]
The Rocket’s Red Glare With America’s 4th of July birthday upon us, we’re not just seeing fireworks decorate the nation’s skies, markets are putting on [...]
The Fed’s Dilemma: Pyrrhic Victory Against Inflation or Worldwide Flood of Liquidity Extremely depressed market sentiment readings and oversold underlying [...]
One Giant Leap In anticipation of this week’s Federal Reserve FOMC meeting, economist Mohamed El-Erian warned, “I think the Fed is going to have to decide [...]
Recognition Day Due to travel and a family commitment, HAI will offer just prices and a few very brief thoughts this week. For full coverage of the high impact [...]
The Good, The Bad, and The Ugly “May you live in interesting times” is said to be an ancient Chinese curse. We’ll, I don’t know if it’s actually a [...]
Fed Gets Risky; Bulls Get Frisky This week, MWM completed its latest quarterly client call. Thanks go out to all those who joined us, and to everyone we have [...]
The Bullard Put? This was a very special week for the McAlvany Financial Group as we marked the milestone of a remarkable 50 years of business. Fifty years [...]
“Nowcasting” the Storm Track This past week was another wild one in markets. Broad-based cross-asset selling pressure remained intense. Notable exceptions [...]
Storm Watch The storm stalking global markets is rapidly deepening. As it develops and approaches, more significant impacts are increasingly being felt. The [...]
Call This Storm Leviathan—It’s Big; It’s Bad; It’s Caused by Policy Last week HAI likened the current market and economic dynamics to a developing [...]
