Another Rough Week for the Dollar In last week’s HAI, it was noted that the US dollar delivered its worst weekly decline of 2021. This week, the [...]

Creeping Inflation Concerns? As we enjoy the warming temperatures of a budding spring, the US Labor Department reported on Friday a warming trend of [...]

An Echo of History On this holiday weekend, let’s take a short trek along the yellow brick road. While multi-month price corrections are never fun [...]

Markets: Risk-on, Risk-off, Risk-maybe On the macro economic front, significant coronavirus concerns have resurfaced again this past week. Germany, [...]

Time to Build a Portfolio of Real Things Today is “quadruple witching,” with a variety of options and futures contracts expiring. This adds a [...]

Real But Unacknowledged, Inflation Is the Elephant in the Room A failed rally in the 10-year Treasury took yields back to the highs for the week, [...]

Fed Starting to Lead Interest Rate Policy from the Rear Bank of America is calling this, “a new era of volatility.” Bonds, stocks, commodities, [...]

Investors Move to Reduce Risk The predominant market theme for this week was the spike in the 10-year yield and its implications for risk assets. [...]

The Market Considers Its Options The broader market had a bit of a pullback as it digested extraordinary gains. However, the selloff was uneven. [...]

Markets Continue Their Hopium High The risk-on trade continued into this week, and the markets saw a continued broad-based rally to all-time highs. [...]

Market Expects Fair Winds and Following Seas The markets got a taste of a risk-off environment last week. They quickly shrugged off a brief period of [...]

When Shorted Stocks Stand Tall Markets had a pullback this week despite a concerted effort by retail investors on the subreddit “Wall Street [...]