The Uncertainty Variable In HAI‘s view, the current uncertainty variable for markets and the economy ranks as off the charts. That’s no [...]

Clarity In the Fog of War According to the latest UMich consumer sentiment data, fear is now very real among Americans. U.S. consumer sentiment has [...]

The “New” That Awaits For months, HAI has been increasingly confident that a break away from the post-1971 global financial/monetary system is [...]

Right Place, Right Time This was a big week at the remarkably busy corner of Wall Street and Main Street. Much like last week, domestic and [...]

Liberation Day and Liquidation Days This was an exceptionally important week for markets, the economy, and for the post-1971 dollar-based global [...]

Where the Puck Is Going During his first inaugural address to Americans struggling in the depths of the Great Depression, President Franklin D. [...]

The Detox Period While Jay Powell and the Federal Reserve met this week for their latest FOMC meeting, little has changed in HAI’s overall outlook. [...]

Signal and Noise This was an important week in the wild world of markets. The broad market is suddenly down big, down hard, and down fast. Given the [...]

Valuations, Fundamentals, and Technicals Since the end of January HAI has presented the essentials of what appear to be potentially high-impact [...]

Pain Before Gain? A little over a month into President Trump 2.0 and DOGE cost-cutting initiatives, U.S. economic growth is starting to significantly [...]

Gold’s Shining Moment? Since 1971, the U.S. as global hegemon has followed the same path of deindustrialization that ended the preceding British [...]

Thinking Very Big Ahead of the Presidents’ Day long weekend, HAI will be reduced to just a few short comments on the latest week in the wild, wild [...]