Punch-Bowl Powell & Rational Exuberance This week, stocks posted their best week of the year after Fed Chair Powell and the Federal Reserve FOMC meeting [...]
Nowhere to Go but Gold This week, following the recent breakout of gold to new all-time highs, HAI will detail the set up for gold and gold mining stocks. [...]
Tying the Knot They say love conquers all. As an expression of the truth of that statement, there is no new HAI this week. However, the lack of a new missive [...]
Goldilocks—Between a Rock and a Hard Place The artificial intelligence (AI) themed, perpetual-Goldilocks inspired Wall Street bubble-bash continued to push [...]
The Magician’s Sleight of Hand The short list of market darling stocks leading this market higher continues to dwindle. The remaining [...]
A Flag on the Field The stock market financial asset bubble is a confidence bubble. That confidence holds on the assumption that, by hook, crook, or other [...]
FOMO, POMO, and the Fleeting Sigh of Relief This week the S&P 500 notched another record weekly close. It even managed to breach and hold above the [...]
Policy Error – The Risk for 2024 This week’s HAI is going to be short. Sickness has descended upon this author, and its manifestations have been [...]
Economic Boom Time in the Go-Go 2020s This week, Q4 U.S. GDP was reported at what the financial media touted as a “booming” 3.3%. The headline [...]
Danger Zone Recent HAIs have chronicled the breakdown of Goldilocks economic conditions that has occurred in the post-Covid timeframe. Historically [...]
Energy and the Controlled Fiscal Demolition It is a great frustration for HAI to constantly survey the investment landscape for opportunity and repeatedly find [...]
Transitory Goldilocks + De-dollarization = a Golden 2024 Welcome to the new year, beloved HAI readers. It promises to be a doozy. History generally suggests [...]
