Keep Your Eye on the Ball This week’s highlights feature both weak and weaker-than-expected economic data in the US and around the globe. Consumer sentiment [...]
On The Road Again Just like Willie Nelson, this week HAI is on the road again. Amid cross-country travel, this week’s commentary will be brief and to the [...]
Back In Time Last week, HAI detailed an alternative, lower odds “inflationary fire” scenario. Rather than break down, markets could potentially crack up. [...]
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 [...]
