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[Yahoo/Bloomberg] Stocks Drop as Trade Nerves Spur Caution: Markets Wrap [Reuters] Gold bulls lock in on glittering milestone; $3,000/oz in sight [Reuters] Trump says he will announce reciprocal tariffs over next two days [Yahoo/Bloomberg] EU Pledges Countermeasures Against Trump’s Tariffs on Metals [AP] Little to no relief from high borrowing costs expected as Fed Chair […]
America used to have an extraordinary level of excellence—not just in depth, but in breadth. It just wasn’t hard to find people who were very good at what they did. They were everywhere, though slackers and incompetents seem to exist in every system. With our current system of poor education and training, selection on the […]
[Yahoo/Bloomberg] Dollar, Gold Rise After Trump’s Latest Trade Salvo: Markets Wrap [Yahoo/Bloomberg] Bond Market Gains Fade as Trump, Inflation Keep Yields High [Yahoo/Bloomberg] Oil Advances After Weekly Drop as Market Weighs Trump’s Tariffs [Reuters] Trump to announce 25% steel and aluminum tariffs in latest trade escalation [Axios] Trump touts 25% tariffs on steel and […]
[Yahoo/Bloomberg] Inflation is proving sticky as Fed Chair Powell heads to the Hill [Yahoo/Bloomberg] Trump’s Second Term Requires a New Playbook for Equity Investors [Yahoo/Bloomberg] China Consumer Inflation Picks Up as Holiday Boosts Spending [Yahoo/Bloomberg] Trump-Driven Volatility Sends Asian Funds Searching for Shelter [WSJ] Vought Moves to Defang CFPB, Telling Staff to Halt All Supervision […]
A Barron’s article last December encouraged readers to “embrace the bubble” in stocks, and prepare for another banner S&P 500 year in 2025. This week, HAI would like to pour a little cold water on that bubble embrace and propose an alternative investment thesis. This alternative is ripe with potential upside that, far from a […]
[Reuters] Wall St Week Ahead Inflation data to test market as tariff talk swirls [Reuters] Central banks grapple with uncertainty in 2025’s foggy economic landscape [Yahoo/Bloomberg] Foundering Trump Trades Put Wall Street Risk Fixation to Test [Yahoo/Bloomberg] King dollar emerges as fresh threat for Big Tech earnings views [Reuters] Trump’s aid freeze sparks mayhem around […]
Treasury Secretary Scott Bessent’s Thursday comment is credible: “The President wants lower rates. He and I are focused on the 10-year Treasury and what is the yield of that.” “Everyone has a plan, until they get punched in the mouth” (Mike Tyson). The Trump administration definitely has some grandiose plans. Dressed in baggy attire and […]
[Yahoo/Bloomberg] Stocks and Bonds Steady After Payrolls: Markets Wrap [Yahoo/Bloomberg] Gold rises close to record on Trump tensions before jobs report [CNBC] U.S. economy added just 143,000 jobs in January but unemployment rate fell 4% [Axios] House GOP pleads for time after “intense” White House meeting [Yahoo/Reuters] Moderate US job growth expected in noisy January […]
