Let The Thesis Play Out This week, HAI will be quick. There’s just not much to add to the commentary of recent weeks. In HAI‘s view, the Fed is [...]

The Countdown to Cuts In August, HAI favorite commodity research firm Goehring & Rozencwajg (G&R) wrote—seemingly prophetically—of a new [...]

Be Right and Sit Tight For the long weekend, this author is on the road for a late summer vacation with the family. HAI will consequently offer just a few very [...]

Precious Metals Party Time This week, HAI will be short and to the point. Recent HAI’s have suggested that the Trump administration, given national [...]

Enjoy the Show While the last month and a half has delivered a seemingly endless parade of new all-time highs from the major stock market indexes, the [...]

Wealth Preservation & Creation Despite the mid-summer doldrums typical of the season, this was another active week on Wall Street. Major market stock [...]

Adapt to the New Set of Rules Last week, it sure felt like peak summer doldrums for markets and the economy. But what a difference a week makes! This week, [...]

Soon to Reignite  From the standpoint of major new macro news, this week can certainly be described as the summer doldrums. In fact, for this author, the most [...]

The Road to the Dodo This week in the wild world of markets was not without intrigue. Stocks were up, the dollar was up, energy was mixed, precious metals were [...]

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 [...]

This week, HAI wishes a happy 4th of July to all readers and a very happy birthday to the land of the free and the home of the brave! While this year’s [...]

For over a year, HAI has considered the Federal Reserve’s interest rate policy to be broken. That’s because the Fed is largely boxed in by the twin nemeses [...]

On Thursday this week, MWM had its first-quarter client call. The narrative below will be a highlight reel of this author’s comments, given their high level [...]

The Flight to Quality Asset The big news this week was unquestionably the Israeli military strikes against Iran. Unlike the previous military exchanges between [...]

Only the Beginning This author is traveling with family this week. As a result, time is tight, and HAI will get straight to the point. The U.S. has a serious [...]