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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 […]
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 […]
The metals markets have been anything but dull, even if the week’s price action felt subdued. The compressing pennant pattern in gold’s trading often signals an imminent breakout—yet, as history shows, gold can stubbornly trade sideways. For investors, this means patience may be warranted. Let’s take a look at where precious metals stand as of […]
[CNBC] Stocks fall after Trump unveils 35% tariffs on Canada starting Aug 1: Live updates [Yahoo/Bloomberg] Silver Rises to Highest Since 2011 as US Premiums Grow [Yahoo/Bloomberg] Oil Swings With Focus on Trump’s Plan for Russia, Saudi Output [AP] Trump’s 35% Canada tariff plan deepens a rift between the neighbors [Yahoo/Bloomberg] Markets Embolden Trump on […]
[CNBC] Stocks are little changed after Nasdaq notches new record: Live updates [Yahoo/Reuters] Oil Steady as Traders Weigh Trump’s Tariffs and Red Sea Attacks [Yahoo/Bloomberg] Japan 20-Year Bond Sale Leaves Traders in Limbo Before Election [AP] US applications for jobless benefits fall to 227,000 last week, remain at historically healthy level [Axios] GOP senators start […]
[CNBC] Stocks rise as investors monitor Trump tariff developments: Live updates [Yahoo/Bloomberg] Oil Extends Gain as UAE Signals Strong Demand for OPEC+ Barrels [Yahoo/Reuters] White House adviser Hassett emerging as serious contender for next Fed chair, WSJ reports [BBC] Trump delays tariffs as the rest of the world plays hardball [Yahoo Finance] Trump’s search for […]
Devaluation? Dollar Loses 10% In Six Months Can Powell Lower Interest Rates Without A Dollar Crash? “90 Deals In 90 Days” – Only 2 So Far “Germans and Italians asking to repatriate their gold holdings from the US. This is not an insignificant sum, $245 billion in bullion they’d like to have onshore. If nothing […]
[CNBC] S&P 500 rebounds from sell-off as investors bet Trumps tariffs will end up lower than threatened: Live updates [Yahoo/Bloomberg] Oil Dips as Traders Assess Trump Tariffs Risk, Red Sea Attacks [Yahoo/Reuters] Yen stumbles as Trump imposes 25% tariffs on Japan [Yahoo/Reuters] US small business sentiment ticks down in June [AP] Trump sets 25% tariffs […]
