Adapt to the New Set of Rules Last week, it sure felt like peak summer doldrums for markets and the economy. But what a difference a week makes! This [...]

Soon to Reignite  From the standpoint of major new macro news, this week can certainly be described as the summer doldrums. In fact, for this [...]

The Road to the Dodo This week in the wild world of markets was not without intrigue. Stocks were up, the dollar was up, energy was mixed, precious [...]

Letting the Thesis Play Out This week HAI is on the road at the Rule Symposium in sunny, hot, and humid South Florida. This natural resource [...]

This week, HAI wishes a happy 4th of July to all readers and a very happy birthday to the land of the free and the home of the brave! While this [...]

For over a year, HAI has considered the Federal Reserve’s interest rate policy to be broken. That’s because the Fed is largely boxed in by the [...]

On Thursday this week, MWM had its first-quarter client call. The narrative below will be a highlight reel of this author’s comments, given their [...]

The Flight to Quality Asset The big news this week was unquestionably the Israeli military strikes against Iran. Unlike the previous military [...]

Only the Beginning This author is traveling with family this week. As a result, time is tight, and HAI will get straight to the point. The U.S. has a [...]

Tariff Tennis, Capital Wars, and Gold’s Golden Decade This was an interesting week at the increasingly busy intersection of Washington and Wall [...]

A Golden Age for Gold This week, with efforts channeled towards prepping for a McAlvany Wealth Management webinar next Thursday, HAI will be just [...]

To Correct, or Not to Correct? While we await clarity on unfolding tariff trade war ramifications for the global economy and equity markets, let’s [...]