It Hasn’t Hit Yet Two weeks ago, HAI referenced comments from Western financial behemoth BlackRock managing Director Rick Rieder as evidence that [...]

Loyalty to Country With our MWM quarterly client call yesterday and this author’s in-laws visiting for the long Memorial Day holiday weekend, this [...]

The Debt’s Too Darn Big Strength in precious metals was notable this week. Gold is retesting recent highs, silver broke out to new post-Covid [...]

Do the Right Thing This week, International Monetary Fund Managing Director Kristalina Georgieva observed a critical change in the global fiscal [...]

Stagflationary Winds Last week, HAI noted this author’s suspicion that inflation will not be the dominant driver of Fed policy. Instead, signs of a [...]

We Are In It Now Since inflation data began picking up again in the first three months of the year, the drumbeat of higher-for-longer interest rate [...]

In the Foothills of Its Everest Outside of a wild week of Middle East geopolitics and volatile market price action, this week was relatively quiet on [...]

Under Pressure Last week HAI featured a very notable comment from economist Mohamad El-Erian. This week let’s start there. Following the latest [...]

A New Set of Rules This week, the stock market finally took a breather with just its fifth weekly decline in the last 22 weeks. Despite the off week [...]

Happy Easter! Happy Easter to all HAI readers! This author is traveling this holiday weekend. As a result, this week, HAI will be limited to prices [...]

Punch-Bowl Powell & Rational Exuberance This week, stocks posted their best week of the year after Fed Chair Powell and the Federal Reserve FOMC [...]

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 [...]