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 [...]

Confidence in Destination For many months, HAI’s view has been that the U.S. is all-in on a policy commitment to run the economy hot, inflate the [...]

The Next Regime Playbook This week, price volatility was the name of the game in seemingly everything, and a prime contributor to that volatility was [...]

A Buying Opportunity for the Patient Over recent weeks we’ve seen funding stress resurface as a significant and growing issue for markets. Back in [...]

Happy Halloween, All! Happy Halloween all HAI readers! With plans to hit the spooky streets of Durango, Colorado with wife and little one for the [...]

Last week, HAI made the case for a massive, ongoing, structural bull market in gold. HAI also said that the violent reversal lower in gold last [...]

Last week, McAlvany Wealth Management held its annual client conference. It was a pleasure, as always, for this author to offer his best take on the [...]

Thanks to All Our Clients! McAlvany Wealth Management enjoyed its annual client conference in Durango this week. I’d like to express my deepest [...]