Clarity In the Fog of War According to the latest UMich consumer sentiment data, fear is now very real among Americans. U.S. consumer sentiment has [...]
The “New” That Awaits For months, HAI has been increasingly confident that a break away from the post-1971 global financial/monetary system is [...]
Right Place, Right Time This was a big week at the remarkably busy corner of Wall Street and Main Street. Much like last week, domestic and [...]
Liberation Day and Liquidation Days This was an exceptionally important week for markets, the economy, and for the post-1971 dollar-based global [...]
Where the Puck Is Going During his first inaugural address to Americans struggling in the depths of the Great Depression, President Franklin D. [...]
The Detox Period While Jay Powell and the Federal Reserve met this week for their latest FOMC meeting, little has changed in HAI’s overall outlook. [...]
Signal and Noise This was an important week in the wild world of markets. The broad market is suddenly down big, down hard, and down fast. Given the [...]
Valuations, Fundamentals, and Technicals Since the end of January HAI has presented the essentials of what appear to be potentially high-impact [...]
Pain Before Gain? A little over a month into President Trump 2.0 and DOGE cost-cutting initiatives, U.S. economic growth is starting to significantly [...]
Gold’s Shining Moment? Since 1971, the U.S. as global hegemon has followed the same path of deindustrialization that ended the preceding British [...]
Thinking Very Big Ahead of the Presidents’ Day long weekend, HAI will be reduced to just a few short comments on the latest week in the wild, wild [...]
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. [...]
The Foothills of Gold’s Eventual Everest The main event in markets this week was news that an obscure Chinese start-up artificial intelligence (AI) [...]
Expectations for a Messy Stretch This week, HAI would like to join millions of others in welcoming Donald J. Trump back to the White House. He will [...]
Good for Gold This was another interesting week in the wild world of Wall Street. The big market-moving news surrounded Wednesday’s release of [...]