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Friday Haymaker
The case for "Muir" alumin(i)um
Dec 5
Haymaker Daily
On continually slowing growth
Dec 5 • 
David Hay
Haymaker Daily
On gold & tech
Dec 4 • 
David Hay
Haymaker Daily
On a CapEx comparison
Dec 3 • 
David Hay
Making Hay (Almost) Monday - December 2nd, 2025
Year-end review, continued...
Dec 2
Haymaker Daily
On recession worries and risks
Dec 2 • 
David Hay
Haymaker Daily
On unnatural stability
Dec 1 • 
David Hay
Making Hay Monday - December 1st, 2025
Handling a few loose ends
Dec 1

November 2025

Haymaker Daily
On AI spending's impact
Nov 26 • 
David Hay
Haymaker Daily
On the "no hire, no fire, no way" trend
Nov 25 • 
David Hay
Making Hay Monday - November 24th, 2025
Private Credit
Nov 24
Haymaker Daily
On XLV
Nov 24 • 
David Hay
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