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Dr. Peter Zhao: The Importance Of Virtue In Economics

Former Communist Atheist Explains Why A Market Economy With Churches Works China Is In Need Of Spiritual Reform To Save Economy When A Country Lacks Faith In God, The Nation Becomes Its God “I think there are four flash points of global geopolitical situations, and out of the four I identify three as already being […]

Tuesday, July 15, 2025

[CNBC] S&P 500 rises after Nvidia gains, CPI comes in as expected: Live updates [Yahoo/Bloomberg] Gold Climbs as Market Digests Mixed US Messages on Trade Talks [Yahoo/Bloomberg] Japan Bond Rout Touches New Pain Point as 10-Year Yield Rises [Reuters] Investors brace for Japan bond market blowout as national election nears [AP] US inflation accelerated in […]

Trump’s Shakeup Continues

While the MAGA base is rattled by the DoJ’s awkward handling of the Epstein matter, Trump—and most financial and geopolitical analysts—remain focused on other matters. So, too, the analysts below. America’s actions are causing its allies to show signs of distrust and possibly even realignment in some cases. Trump wants interest rates and the dollar […]

Monday, July 14, 2025

[CNBC] Stocks slide on more Trump tariff letters, but are off worst levels of session: Live updates [Yahoo/Bloomberg] Japanese Bonds Tumble as Fiscal Worries Mount Before Election [Yahoo/Bloomberg] Silver Extends Surge to Almost 14-Year High on Tight Market [Yahoo/Bloomberg] Oil Rises on Strong Chinese Data, US Moves on War in Ukraine [Yahoo/Bloomberg] Gold Gains as […]

Sunday, July 13, 2025

[Reuters] Wall St Week Ahead: Earnings, inflation data confront resilient US stocks rally [Reuters] Trump intensifies trade war with threat of 30% tariffs on EU, Mexico [CNBC] Federal Reserve quietly responds to Trump administration attacks over renovation [AP] The EU is delaying retaliatory tariffs on U.S. goods, in hopes of reaching a deal by Aug. […]

Saturday, July 12, 2025

[Yahoo/Reuters] Trump announces 30% tariffs on EU, Mexico [AP] 30% US tariff on European goods threatens to shake up a key trade relationship [Politico] EU ready to retaliate after Trump hits bloc with 30 percent tariff [Politico] White House probe fuels speculation Trump could oust Fed chief Powell [AP] Trump’s sudden shifts make his policies […]

Letting the Thesis Play Out – July 11, 2025

Letting the Thesis Play Out This week HAI is on the road at the Rule Symposium in sunny, hot, and humid South Florida. This natural resource investment conference is the product of famed natural resource investor Rick Rule, and HAI would like to thank Mr. Rule for what is a truly fantastic event.  Given the […]

July 11, 2025: Tariff Man Returns and He’s Coming For Powell

Speculative markets are inherently short-term focused, with notably short attention spans. President Trump is increasingly fearless. Stocks have moved on from tariff worries, while the President is determined to push his tariff policies to precarious new extremes. This predicament turned more pressing this week. Bloomberg: “Markets Embolden Trump on Tariffs, Stoking Fear of Overreach” and […]

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