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[Yahoo/Bloomberg] Stocks Rebound as Chipmakers Climb: Markets Wrap [Yahoo/Bloomberg] Oil Edges Up as Twin Mideast Strikes Raise Risk of Escalation Pakistan launches retaliatory airstrikes in Iran after an earlier attack by Tehran, killing 9 people [Reuters] US in new strikes against Houthi targets in Yemen [Reuters] U.S. lists Houthis as terrorists, rebels hit another US-operated […]
[Yahoo/Bloomberg] Stocks Decline as Traders Adjust Rate-Cut Wagers: Markets Wrap [Yahoo/Bloomberg] Oil in Retreat as Risk-Off Mood Swamps Impact of Mideast Crisis [Yahoo/Bloomberg] China Stock Rout Deepens as Data Stoke Recovery Concerns [Yahoo/Bloomberg] Markets heed central bank pushback against aggressive rate cuts [Reuters] Business heads fear lasting bottlenecks from Red Sea tensions [CNBC] Retail sales […]
ETFs now approved for Crypto bet Explosive stock price gains on companies with plunging balance sheets Gold and Silver poised for breakout this year “We’ve got $7.6 trillion in US bonds maturing in the next year. That’s 31% of the total. Then you add to that the 1½ to $2 trillion in new issuance. If […]
[Yahoo/Bloomberg] Stocks Pare Losses After Solid Bank Earnings: Markets Wrap [Reuters] Stocks skid, dollar and U.S. yields rise on rate outlook jitters [Yahoo/Bloomberg] Dollar Rallies to One-Month High on Easing Fed Rate-Cut Bets [Reuters] Coming flood of US Treasury issuance unsettles some investors after blazing rally [AP] Dangerously cold temps blast much of the US, […]
Markets mirror their environment. In a country and a world that have largely become irrational, markets have slipped their logical moorings as well. America now celebrates lawlessness, so it should not surprise us that our markets seem lawless as well. Value and competence are out. Popularity and easy money are in. Such conditions are a […]
[Yahoo/Bloomberg] European Stocks Slip as Traders Weigh Rate Outlook: Markets Wrap [Yahoo/Bloomberg] Oil Dips as Middle East Risks Vie With Outlook for Rates [Reuters] Dollar wobbles; yuan slips after PBOC surprise [Reuters] Former US official says commitment to Taiwan ‘rock solid’ [Reuters] Houthis vow to keep up Red Sea attacks after US-led strikes [Reuters] US […]
[Reuters] Taiwan’s new president faces tough time with China pressure, no majority [Reuters] Lai Ching-te, Taiwan’s new president-elect, will face China’s ire [Reuters] China opposes Japan’s congratulatory message to Taiwan president-elect [Reuters] Fierce fighting in Gaza as war hits 100 days [AP] A weekend of intense winter weather could see low-temperature records set in the […]
Energy and the Controlled Fiscal Demolition It is a great frustration for HAI to constantly survey the investment landscape for opportunity and repeatedly find that only one risk-adjusted investment theme motivates great enthusiasm. It’s not the impressive investment case for precious metals that is the problem, but rather the lack of great additional alternatives. What […]
