An Object in Motion In a week light on macroeconomic data and void of any Fed speakers, markets still adopted a decidedly defensive posture. The S&P 500 [...]
Risky Business This week marked the latest in a consecutive streak of fascinating weeks for markets throughout the remarkable year of 2022. The risk-on rally [...]
Happy Thanksgiving, and 2023’s Story HAI wishes all readers and MWM clients a very Happy Thanksgiving weekend. Family time is a blessing for this author, and [...]
Just Prices This Week Due to a full day of travel, HAI is limited to prices only this week. Nevertheless, HAI does have one important insight to share. Flying [...]
The Return of FOMO and Catch-22 Last week, HAI referenced a letter to clients penned by Elliot Management. In it, the world-class hedge fund warned its clients [...]
Hope in the Lesser of Two Evils This week marked another significant chapter in our ongoing and evolving saga. Consequential events revolved squarely around [...]
Volker or Burns? On the eve of another crucial Federal Reserve FOMC meeting next Wednesday, expectations are a near lock that amid the Fed’s ongoing rate [...]
Defensive—for a Reason This week, major market indexes in the US recovered from the brink. Commodities were volatile and mixed, the dollar had a rare [...]
Is Our Currency System Facing a “Total Catastrophe”? This week, HAI is being composed on the shores of the Mississippi in the great city of New [...]
Thanks to All Our Clients! This week, the MWM team hosted our 2022 annual client conference. It was a wonderful experience for the team. Deep gratitude goes [...]
The Going Gets Tough Next week, the MWM team will be hosting its annual client conference live in Durango. On behalf of the team, this author would like to [...]
Sickness Spreads Regrettably, a sickness, not unlike the one now brutally tormenting global financial markets, has also overwhelmed this author. Yours truly [...]
What Goes Up… This was an important week for markets. It did not bring any major change to HAI’s bearish narrative, but rather confirmed it. In five [...]
What Goes Up… This was an important week for markets. It did not bring any major change to HAI’s bearish narrative, but rather confirmed it. In five [...]
Miners: Approaching a Golden Moment? This week, MWM completed its latest quarterly client call. Thanks go out to those on the call and all clients we have the [...]
