The Debt’s Too Darn Big Strength in precious metals was notable this week. Gold is retesting recent highs, silver broke out to new post-Covid highs, and the [...]

Do the Right Thing This week, International Monetary Fund Managing Director Kristalina Georgieva observed a critical change in the global fiscal tide. [...]

Stagflationary Winds Last week, HAI noted this author’s suspicion that inflation will not be the dominant driver of Fed policy. Instead, signs of a weakening [...]

We Are In It Now Since inflation data began picking up again in the first three months of the year, the drumbeat of higher-for-longer interest rate policy has [...]

In the Foothills of Its Everest Outside of a wild week of Middle East geopolitics and volatile market price action, this week was relatively quiet on Wall [...]

Under Pressure Last week HAI featured a very notable comment from economist Mohamad El-Erian. This week let’s start there. Following the latest FOMC [...]

A New Set of Rules This week, the stock market finally took a breather with just its fifth weekly decline in the last 22 weeks. Despite the off week for [...]

Happy Easter! Happy Easter to all HAI readers! This author is traveling this holiday weekend. As a result, this week, HAI will be limited to prices only. HAI [...]

Punch-Bowl Powell & Rational Exuberance This week, stocks posted their best week of the year after Fed Chair Powell and the Federal Reserve FOMC meeting [...]

Nowhere to Go but Gold This week, following the recent breakout of gold to new all-time highs, HAI will detail the set up for gold and gold mining stocks.  [...]

Tying the Knot They say love conquers all. As an expression of the truth of that statement, there is no new HAI this week. However, the lack of a new missive [...]

Goldilocks—Between a Rock and a Hard Place The artificial intelligence (AI) themed, perpetual-Goldilocks inspired Wall Street bubble-bash continued to push [...]

The Magician’s Sleight of Hand The short list of market darling stocks leading this market higher continues to dwindle. The remaining [...]

A Flag on the Field The stock market financial asset bubble is a confidence bubble. That confidence holds on the assumption that, by hook, crook, or other [...]

FOMO, POMO, and the Fleeting Sigh of Relief This week the S&P 500 notched another record weekly close. It even managed to breach and hold above the [...]