The Fitzgerald Test A recent HAI cited F. Scott Fitzgerald’s famous quote that, “The test of a first-rate intelligence is the ability to hold two opposing [...]
Buyer Beware This author has been attending a natural resource conference all week and was traveling Friday. As a result, this week’s HAI will just be prices [...]
The Fog of Mania For many months, HAI has been of the opinion that the current “goldilocks” environment is on borrowed time. Many market participants [...]
Transitory Goldilocks The National Bureau of Economic Research (NBER) is the research organization known for marking the official start and end dates for U.S. [...]
Quality & Scarcity: Keys for Higher Gold During the brief, holiday-shortened week on Wall Street, economic data again came in stronger than expected and [...]
Hope Amid Dangerous Times The pre-party was alive and well in financial markets this week as America looks forward to Independence Day celebrations. The [...]
Higher For Longer—Into The Teeth of Trouble This week, HAI is necessarily brief. The author is currently flying high over the beloved United States. As a [...]
“Prudent” Amid FOMO, POMO, and MOMO This week, in the wild world of markets, fear of missing out (FOMO) has turned into full-on panic of missing out (POMO) [...]
Trading Places This week in 1983, the hit film Trading Places was released in theaters. Forty years later, financial markets may be preparing for some trading [...]
“May you live in interesting times” is said to be an ancient Chinese curse. HAI doesn’t know about Chinese curses, but is certain that these are [...]
The “Unpleasant” Tsunami This week, market action was primarily dominated by two factors: the developing “baby-bubble” in generative artificial [...]
Thanks to All Our Clients! The MWM team members would like to express our gratitude to the clients who joined us this past Thursday for the Q1 2023 MAPS client [...]
