McAlvany Weekly Commentary: Recent Episodes
McAlvany Weekly Commentary
If the Federal Reserve cannot bring inflation back to 2%, could it simply change how inflation is defined? This week, David McAlvany explains why a new inflation framework might improve the official numbers without changing the prices people actually pay. David also continues the listener Q&A, covering when to sell precious metals, swapping silver for […]
This week, David returns to several of the unanswered questions submitted during our June 17 webinar, covering inflation, the dollar, gold, and how investors should think about positioning in a changing market. They also examine the massive debt burden building beneath the AI boom as Tesla falls 30% from its May peak and Google drops […]
In this special edition of the McAlvany Weekly Commentary, we revisit highlights from our June 17, 2026 McAlvany Wealth Mangement webinar, When Old Assumptions Fray: Positioning for the New Market Order. David McAlvany examines why the assumptions that shaped the last several decades may no longer fit an environment of persistent inflation, rising debt, elevated […]
The French Revolution offers a profound lesson in what happens when monetary disorder becomes a political crisis. Meanwhile, artificial intelligence is “transforming” the economy, but many households are still struggling with the cost of everyday necessities. This week, David McAlvany examines inflation, the enormous capital flowing into AI, and Amazon’s decision to borrow billions to […]
Quiet summer markets may offer one of the best opportunities to steadily accumulate gold and silver. China imported 692 tonnes of gold during the first five months of the year, a 76% increase over last year. Meanwhile, Samsung shares are taking a hit as momentum in the semiconductor sector begins to fade. With strong-handed buyers […]
This week on the McAlvany Weekly Commentary, David McAlvany looks at the growing use of the Chinese yuan in world trade and why that trend may be bullish for gold. As more countries look for alternatives to the dollar, gold recycling may begin to matter more than dollar recycling. They also discuss whether AI can […]
Dave Allman joins the McAlvany Weekly Commentary to discuss the technical analysts who helped shape his market thinking, including Joseph Granville and Robert Prechter, two influential figures in the history of technical analysis. This week’s highlights: Dave Allman discusses the analysts and ideas that shaped his approach to markets Granville and Prechter: two giants of […]
This week, David McAlvany looks at new Fed Chair Kevin Warsh and what his leadership may mean for rates, inflation, the Fed’s balance sheet, and America’s growing debt problem. He also asks whether a new Fed regime can really “Warsh” away years of monetary excess and fiscal strain. On the geopolitical front, David breaks down […]
Hot Money (Fickle Money) Absent From Gold Market Central Banks Providing A Structural Bid In Gold Register For The June 17 Webinar “Under the surface of the markets, there’s a lot happening. If you’re looking at where the Dow, the S&P, the NASDAQ, AI companies are quoted, you would think that not only is all […]
In this week’s commentary, David McAlvany looks at the massive spending behind AI and asks where the more durable opportunity may actually be. Goldman Sachs is calling it HALO: heavy assets, low obsolescence. Rather than chasing the front end of the AI trade, this episode explores the commodities and hard assets that may benefit from […]
Gold and silver appear to be reaching a major inflection point as central banks continue their aggressive accumulation of gold. While general investors have been slow to follow, that may be changing as confidence in paper assets begins to weaken. This week, David McAlvany looks at the tech stock melt-up, why it may be running […]
J.P. Morgan, Goldman Sachs Call For Gold To Be Between $5400-$6300 By Year End Inflation (Not-Transitory) Now Above Target For More Than 5 Years Bank Of America Predicts Silver/Gold Ratio Possibly In The 30s “So reasonably expect 4.1% CPI inflation. We’re at 3.8 now. The next print, don’t be surprised if it’s moving in the […]
A New Global Reality Is Appearing In Commodities Putin Feeling The Pressure To End War With Ukraine Government Policy, Not Investor Speculation, Gobbling Up The Gold This week, David McAlvany looks at the forces reshaping commodities, the growing pressure on Putin to find an exit from Ukraine, and the role government policy is playing in […]
Iranian Drones Say Nope To UAE De-Dollarization, De-Globalization, & Destabilization Deutsche Bank Analyst Calls For $8,000 Gold “A Treasury refunding announcement is not as dramatic as warships smoking Iranian speedboats, but sometimes the mundane becomes the most important thing to watch. And so, frankly, as our fiscal position deteriorates, publicly held Treasuries are now north […]
This week, David McAlvany looks at the extreme valuations driving today’s stock market and why history suggests caution when markets get this expensive. The conversation covers the migration from Mag 7 momentum into blue chips, the warning signs that often appear near market tops, and the fire storm dynamics that can follow when confidence […]
Private Equity & Private Credit: The Doomed Darlings Of Wall Street Wall Street Losing Appetite For Gold – Smart Investors Buying Watch Dow/Gold Ratio For Best Timing “I am bullish. And as agnostics in the markets, we can be bullish on just about anything. It’s just a question of what the value equation is, what […]
David looks at why private credit may be setting the stage for the next major financial break. They walk through the growing risks in insurance portfolios, private equity, and commercial banking, and why more of that exposure may be finding its way toward everyday investors. The episode also covers recession pressure, energy shocks, interest rates, […]
Iranian Oil Toll System Accelerates Petroyuan We Are Handing Monetary Transition To Chinese On A Silver Platter U.S. Is Having A Hard Time Selling Enough U.S. Treasuries “We’re handing this monetary transition to the Chinese on a silver platter. And Trump may have had a plan in Iran when he started, but I doubt he […]
This week, David looks at how past oil shocks reshaped markets and why those lessons still matter today. They discuss the long tail of energy disruption, what happens when supply shocks work their way through the economy, and why real assets tend to come back into focus during periods like this. The conversation also touches […]
This week’s McAlvany Weekly Commentary covers a sharp temporary drop in gold as tightening liquidity pressures force selling across the system. David also looks at the energy shock now hitting Asia and Europe, with prices rising 35% to 140% in key areas. He explains why this dramatic counter-trend move in the metals may actually reinforce […]
Lauryn Williams joins David McAlvany to discuss the financial realities behind elite athletic success. A four-time Olympic medalist and Certified Financial Planner, Lauryn shares why many athletes take on debt to compete, how short the earning window can be, and the biggest misconceptions about what Olympians actually make. She and David also explore the mindset […]
Every $10 In Oil Price Increase Boosts Inflation 20 Basis Points The War Is Costing $900 Million Per Day Watch Oil Futures To See Expectations Of The Duration Of The Iranian Conflict “The markets are concerned with duration of the engagements, which ends up being a defining factor for costs. How much will this add […]
Liquidity Flow Means Life Or Death For Equities War In Middle East: Oil Up Now + Long Term Bullish Thesis Unchanged Gold Drop Is A Short Term Rush To Raise Cash “You go back to margin debt being at all time highs, $1.28 trillion. Investors are as bullish as they’ve ever been, and this is […]
The Haven Status Of U.S. Treasuries Is Eroding Olympic Medal Gold & Gold Investment Similarities to 1980 Blue Owl (Canary) Suspends Payments Indefinitely John Exter’s Inverted Liquid Pyramid “It’s telling us a lot in recent years, the price of gold. Geopolitics is in the frame, and with a disruption in relationships—not just trade relationships—there’s a signal there in […]
Hedge Funds, Highly Leveraged, Own More Treasuries Than China or Japan AI Narrative Dangerously Fading The Cayman Islands Are Our Number One Creditor! “It just suggests to me that we have troubled waters ahead, and the last up-cycle, the last up-cycle in precious metals, 2025, driven by central banks and then some late comers to […]
Google, Amazon, & Tech Spending Way More Than Expected Gold Resilient Through This Volatility Watch The MWM Webinar From Oct 2025 The McAlvany Weekly Commentary February 11, 2026 “Maybe the remainder of 2026 is boring in the physical metals. I tend to think not. And a part of that is because we’re dealing with a […]
Gold & Silver Bull Market Intact After Violent Volatility 6 Years Of Silver Deficit Point To Higher Price Central Banks Are Net Buyers Of Gold “The experience of this last week, people think volatility is their enemy. It’s not. Volatility is your friend. This is the nature of ratios. It is a measure of volatility […]
Silver 56% Up, Gold 18% Month To Date When To Start Swapping Silver To Gold A “Run” On Japanese Bonds Is Cascading To The Rest Of The World “You can see the importance of defense. And when we look at the perspective triangle, we categorize gold and silver not as a high growth asset, even […]
If You Own Metals Without Leverage, You Don’t Care If The Paper Rules Change Bill King Advice: Stay Liquid & Hedge Liquidity With Gold Money Coming In Is Overwhelming The “Silver Rig” “What was really going on here is this whole fight. It’s been going on since the ’80s, deflation and inflation. What’s the fight? […]
Gold & Silver Set Up Could Lead To Much Higher Prices From Here Is Trump Overplaying His Hand With Powell? Will Loss Of “FED Independence” Scare Off The Foreign Investors? The McAlvany Weekly Commentary January 14, 2026 “We’re missing upside. That’s what they’re thinking. Cash is trash. We’re missing upside. And yet missing upside— There’s […]
Venezuela Has the Largest Proven Oil Reserve In The World A Major Blow To China’s Influence In The Caribbean Gold In 2026: A Bullish Forward Look “Yeah, I think the extraction capturing or extricating Maduro communicates to a broader audience what the US can coordinate across land, sea, air, and space. And like it, hate […]
Venezuela Has the Largest Proven Oil Reserve In The World A Major Blow To China’s Influence In The Caribbean Gold In 2026: A Bullish Forward Look
Silver to Gold Ratio Trade: How & When? Silver Is Designated “Strategic” Will Premiums Return To Pre-1933 Graded Coins? “I wouldn’t count on better entry points for bullion or for the miners till the end of the cycle. You’ve got the major trends and then the minor pullbacks around the major trends. Bullion has broken […]
Silver to Gold Ratio Trade: How & When? Silver Is Designated “Strategic” Will Premiums Return To Pre-1933 Graded Coins? “The question on global monetary reset. I think we’re in the middle of a global monetary reset. The move away from invoice settlement in dollars and reserving by central banks in gold ounces rather than Treasuries […]
Concerned FED Is Back To Quantitative Easing Buffett Ratio Blowing out All Past Peaks Send Questions To info@mcalvany.com “We have it on good authority—this is directly from the president of the Federal Reserve—this is not QE. This is not even monetary policy. I don’t know what it is if he’s doing it and it’s not […]
Evidence Shows Silver’s Move To Be Just Beginning China Doesn’t Need U.S. – Who Will Loan The U.S. Money? Send Your Q&A Questions To info@mcalvany.com “If you’ve got a trillion-dollar year-to-date trade surplus, the largest on record for the Chinese, and we haven’t even finished out the year, we have another month and we’re already […]
SPECIAL OFFER FOR MWC LISTENERSElliott Wave International is offering McAlvany Weekly Commentary listeners one month of access to the Financial Forecast, Theorist, and Short-Term Update for just $11.Claim the offer here: https://www.elliottwave.com/david SHOW NOTES This week on the McAlvany Weekly Commentary, we continue our two-week exploration of technical analysis. Today, David welcomes Steven Hochberg and […]
This week on the McAlvany Weekly Commentary, David McAlvany interviews technical analyst Michael Oliver, founder of Momentum Structural Analysis (MSA), about what he describes as the most important chart in global markets today: the long-term gold vs. S&P 500 spread. According to Oliver, this relationship has now broken decisively, signaling a major structural shift that […]
Bitcoin Behaving As A Stock Market Mirror & Not A Hedge Are Annuities Becoming The Bag Holders? Watch The Webinar – The Next Regime Playbook “Silver is a different animal. No central bank buying eats it up. Investor demand in competition with increasing industrial demand—those are the two most critical elements, and you’re dealing with […]
AI Providers Begging For Money & Energy Wall Street Chief Strategists Recommending Gold In Place of Bonds Register For Our Webinar – Click Here “The revolution in AI is unlimited by the imagination, but very limited in the physical world. Then, energy demand outstripping supply, I think that alone flips the script on the AI […]
Cayman Island Hedge Funds Hold Most Of U.S. Treasuries Precious Metals Move Another Late Cycle Signal Risk Taking Can Turn To Panic Within Hours “What makes me worried today is I don’t know where the next bubble is because when this bubble bursts, you’re going to have government debt and central bank credit discredited, I […]
First Brands & Tricolor Failures Signal Future Disaster Financing Government Debt Now More Important Than Price Stability Register For The Next Regime Playbook Webinar “Certainly, we are dealing with what economists describe as a K-shaped economy. The wealthy have everything and it’s going up and to the right. And the less well-off are down and […]
Gold & Silver’s Gains Correcting Down This Week Long Term Monetary Regime Change Points To Much Higher Gold The Case for a New Price Reality – Latest Hard Asset Insights “The nature of gold being the anti-fragile asset for every investor because we’re all dealing with the same things. By the way, we topped 650,000 […]
Silver Demand In Form Of ETFs Spikes Causing Market Mayhem Golden Opportunity To Accumulate 90% Silver Coins Silver Lease Rate Soars To 200% “Just count the stuff that’s coming from the US. 180 tons of silver suggests that this is now more normal pricing. The spot market and futures market come into more standard relationship. […]
A Currency On Its Way To Zero Reprices Assets To Infinity Citadel’s Ken Griffin: Investors View Gold Safer Than The Dollar Debt Trap: The Only Way Out Is To Inflate “Only once in world history have we had a unified fiat system in which investors base their allocations on a system whose ground is inherently […]
They Will Run It Hot Until It Blows Up Welcome Back To The 1970s: Inflation + Gold Explosion The Chinese Are Buying Gold Like Crazy “So, yeah. Biden did that enormous package and you got inflation. And Trump, doing pretty much the same thing. Then when you lay over China, who’s fighting to keep their […]
Charlie Kirk’s Death Likely The Foundation Of A First Turning Gold Is Being Re-monetized Worldwide Foreign Investors: “Buy U.S. But Hedge The Dollar” “We go back in time to gold priced in yen, and it was not that many years ago that gold was 5,000 yen, and then it was 10,000, and it seemed unimaginable […]
Silver Mining Stocks, Gold ETF’s Now Confirming Higher Gold Prices MAG 7 Mania Consumes 31% Of Total U.S. Stock Market Verbal Debate Shouldn’t End With A Bullet David: “Margin debt rose 3.6% in August to a new record high of 1.06 trillion. Remember, when you’re so confident in your portfolio allocations that you borrow from […]
Dow/Gold Ratio Is The Key Gold Reduces Investment Complexity Unemployment Shock Puts Fed In A Corner “Your most reliable hedge is something that doesn’t do a lot of different things. It’s not like a Swiss Army knife—does a little bit of everything, but nothing very well. Gold is wealth insurance. In its purest form, it […]
Gold & Silver Break Above Historic Numbers Lisa Cook & World Perception Of Fed Independence All Eyes On September 17th “You meet the expectations with a 25 basis point cut. You beat the expectations with a 50 basis point cut. You completely blow up expectations and you see a massive equity market hissy fit if […]
Silver breaks $34, $36, $38…soon $40 More U.S. Equities owned by foreigners than U.S. Bonds – Historic first time If FED has to turn to Yield Curve Control, Gold will have no ceiling “When you’re thinking about the big picture and how all these pieces fit into the larger puzzle, what happens with the critical […]
Could A Breakdown In Bonds Break The Stock Market? Bessent Pressures Bank Of Japan For A Stronger Yen Would Trump Sue The Fed? “We are spending around 600 billion a month, and the US political class has been unwilling to meaningfully cut spending to address our debt issues. Obviously the hope is that we grow […]
A Look At The World Wide Bullion Market Why Gold Tariffs Would Ultimately Be Ineffective How The “Big Boys” Always Win In The End * * * Kevin: Welcome to the McAlvany Weekly Commentary. I’m Kevin Orrick, along with David McAlvany. David: It’s interesting, isn’t it? Well, this is sort of […]
Inflation (Devaluation) Chosen As Best Political Answer Gold Purchases (Bar & Coin) Up 250% In Germany, 91% In China What Is A “Crack-Up-Boom”? “If you have too little money in credit and growth does not as easily materialize, you risk economic implosion. And that’s if there’s even a hiccup, a small little disruption within the […]
Are markets really on fire and how high is too high? This week David and Kevin dig into the dizzying climb in valuations, with the Buffett Ratio screaming to a record‑breaking 210%. We explore what that number really means, why China’s debt machine is running out of steam, and how even a Krispy Kreme meme‑stock craze says […]
If It’s Free To You Online, Realize That “You Are The Product” Banking Crises Are Actually Designed Ahead Of Time Dollar Recycling Being Replaced By Gold “And it just goes to show how vulnerable a lot of this infrastructure is, particularly the internet. When you talk about the internet as we conceive of it, like […]
Former Communist Atheist Explains Why A Market Economy With Churches Works China Is In Need Of Spiritual Reform To Save Economy When A Country Lacks Faith In God, The Nation Becomes Its God “I think there are four flash points of global geopolitical situations, and out of the four I identify three as already being […]
Devaluation? Dollar Loses 10% In Six Months Can Powell Lower Interest Rates Without A Dollar Crash? “90 Deals In 90 Days” – Only 2 So Far “Germans and Italians asking to repatriate their gold holdings from the US. This is not an insignificant sum, $245 billion in bullion they’d like to have onshore. If nothing […]
Former State Dept. official Edward Fishman breaks down the rise of economic statecraft How modern warfare is waged by “guerrillas in gray suits” — not soldiers on battlefields Why controlling chokepoints and financial systems may prevent military escalation This week, we’re joined by Edward Fishman, Author of Chokepoints: American Power in the Age of Economic […]
Central Banks Now Have More In Gold Than In Euros 95% of Central Bankers See Their Gold Reserves Rising Over Next 12 Months Breakout In Silver & Mining Shares “When I talk about the investor coming into competition for ounces with a price-insensitive buyer, what’s underappreciated about gold, truly underappreciated, is the supply inelasticity there. […]
Would Regime Change In Iran Effectively Solve The Nuclear Deal? Will The Middle East War Spread? Gold Replacing T-Bills As Flight Captial Preference “We talked about the breakout in silver, and I think silver more than even the gold market is your tell for the Western investor finally saying, maybe we do need some version […]
Did Anyone In Government Read The Big Beautiful Bill? “Genius Act”: A Crypto Version Of Fiat Dollar Tomahawk 6 By Broadcom Threatens NVIDIA Share Value “The gold market has been driven by central bank demand, and one of the reasons why I wanted to highlight some of the moves in silver today and the change […]
Jamie Dimon Says Bond Market Will Cause Panic In Future Section 899 Of Bill Could Scare Money Out Of Dollar Is Private Equity The New Money Trap “We go back to the 30,000-foot perspective and see that interest rates are the issue for the Treasury Departments in the UK and in the US and in […]
Big Beautiful Spending Bill Will Spend More Than Ever 50% Tariffs On EV… Just Joking? US Dollar Down In Gold – 29% In One Year – 48% In Five Years “The bond market is a mess. The US long bond reached levels last week we haven’t seen since July of 2007. The Japanese long bond, […]
Buffett Eyes Japan As A Stronger Currency Trump Is Isolating Iran From Its Perceived Friends Register For Thursday’s Webinar “What we will look for as the final element in the international investor trifecta spurring on increased capital flight is when the US economy slows considerably. So if you then combine a slowing economy on top […]
Chinese Admitted To Bessent, They Knew Biden Was Weak “Strong Dollar” Policy Being Reversed By Trump Administration Dollar Recycling Shifting To Gold Recycling “Gold has been interesting. For the month of April, 70 tons, roughly 7.4 billion in gold, was purchased via ETFs in China. That’s double the previous month’s record. I think tariff uncertainty […]
Gold’s Rise Since 2008 Has Been A Policy Choice Of Central Banks David Rosenberg Sees $6k Gold In 3-5 Years Attached Charts: Gold Price VS Central Bank Buying “In a bear market, there’s no straight line from overvaluation to undervaluation. It’s a process, and this happens over and over again, all the way down. Believing […]
This week, we’re joined by Keith McCullough, founder and CEO of Hedgeye Risk Management. Keith is a former hedge fund manager and a leading voice on building data-driven investment processes that take emotion out of decision making. In this conversation, we discuss: How top hedge fund managers approach risk and opportunity Thinking about money through a […]
Outflows Out Of U.S. Assets Going Into Gold Goldman Sachs Increases Gold Price Prediction China Increases Gold Imports On High “So this is why I would say equities are a sideshow, the weakness in equities, the current compression across the indices. Relative to the bond market and currency market, that’s what it is. It’s a […]
This Week’s Guest: George FriedmanGeorge Friedman is one of the most respected voices in geopolitical strategy today. As the founder of both Stratfor and Geopolitical Futures, his work has shaped how analysts and leaders understand the long-term forces driving global events. With decades of experience forecasting international conflicts, economic trends, and national realignments, Friedman brings […]
This week’s McAlvany Weekly Commentary covers the shifting global financial landscape through the lens of tariffs, gold’s historic surge, and structural market volatility. David walks through the implications of what may be the end of the Bretton Woods era as we’ve known it, and why investors should be paying close attention to the signals coming […]
5 More Stealth Bombers Moved To The Middle East S&P Down 4.6% QTR, Gold Up 19% QTR DOW/Gold Ratio Removes Emotion From Allocation Decisions “Months ago, this is what we were talking about. The leaders out of the 2022 decline, the ones that have recovered fastest, there was a narrative supporting that recovery through ’23 […]
Bessent: “End Intox With Detox” Anxiety High With Uncertainty Of New Rules Personality Test Identifies Trump With Churchill, LBJ, Castro, & Jack Nicholson “We may or may not be able to grow our way out, but the efforts to shrink the scope of expenditures and drive economic growth via economic expansion instead of government expansion—two […]
US Dollar Down 27.4% VS Gold Over 12 Months Hard Asset Stocks Clearly Outperforming Bond Index How To Multiply Stock Holdings With DOW/Gold Ratio “I think we are entering a new phase in the metals market. Many investors who up to this point have never owned the metals, they’re the ones who are looking and […]
German Borrowing Costs Surge Trump Calls Tariff The Most Beautiful Word China Says: “You Want War?… Fine” “We’ve often noted the migration of crisis from financial and economic to the political and geopolitical realm. We should not forget that the largest buyers of gold today are acquiring it as a strategic allocation, not merely as […]
European Defense Stocks Soar Since Jan 1 Three U.S. Goals: Minerals, No NATO Ukraine, Europe Pays Fair Share Gold Up 70% More Than DOW In 25 Years “It was as if Trump and Vance were saying, “You want to raise the guarantee issue again? That was a firm no, don’t try and play the press […]
Bill King On Russia, Iran, China, & Bretton Woods III Should Trump Expect The Reagan Double Dip Recession? DOGE Attacks The Grift & Skim Government “The gold is an okay inflation hedge. It’s an enormous political hedge, and that’s what’s going on. China, especially Europe. Europe is in deep, deep trouble. Now the good news […]
Median Age Of Renter Is Now 42, Up From 33 Trump Will Get A Victory Lap If He Cuts Middle Class Taxes Strong, Long-Term Holding Gold Buyers Dominate Market “I think Trump gets his victory lap if he can aid middle-class taxpayers with cuts, social security becoming tax-free, the extending of cuts already in place. […]
Gold Price In Dollars To Rise China Approves Gold Now In Its Insurance Company Portfolios Russian Consumer Demand For Gold Up 60% Since Ukraine Invasion “A weaker dollar is on the agenda, and this is a decided shift to force the dollar lower on a managed basis, ultimately will require a multilateral currency agreement that […]
Radical Re-think On Dollar Boosts Gold’s Future Read Doug Noland’s Latest Credit Bubble Bulletin Read Morgan Lewis’ Hard Asset Insights “If the US is to be the primary winner in the restructuring of the global system, it will come at the expense of our trade partners. Think about China and over a trillion dollars in […]
NVIDIA Loses Over Half Trillion In One Day The World Needs Resources The Fed Can’t Print DeepSink Is AI’s Sputnik Moment “So earnings growth in the AI space, admittedly meteoric if not miraculous through the early quarters of 2024. Earnings growth slowed considerably in late 2024 and as we come into this year. And if […]
Executive Orders Signal Immediate Change Mr. Bond Vigilante Still Has The Strongest Say Uncertainty The Best Driver To Gold “So returning to the executive orders, at the end of page 2, I was saying, “Wow.” At the end of page 5, each page with at least 10 executive orders on it, it was awe-inspiring, ambitious […]
AI Tech Bubble Says, “Feed Me”! How Will Trump Respond To Financial Instability? The Fed Can’t Get Longer Maturity Interest Rates To Go Down “This is one of the factors which is super bullish for gold. Bond markets are signaling a divergence for monetary policy, and implicitly saying that either fiscal commitments are already too […]
Interest Rates Rise In Worldwide Competition For Liquidity Mag 7 Stocks Represent 70% Of Trading Volume Gold & Dollar Rise In 2024, What Does That Mean? “Yeah. I mean, breadth is the idea of how spread out the participation is in a market move to higher levels. Are all boats rising with the tide or […]
Morgan Lewis answers your question on Gold Recycling/Dollar Recycling Philip Wortman on Crypto and Gold What indicators does David McAlvany look at consistently? Welcome to the McAlvany Weekly Commentary. Happy New Year! I’m Kevin Orrick, along with David McAlvany. Well, I sure enjoyed the questions last week, Dave, and look forward to what you have […]
Kevin: Welcome to the McAlvany Weekly Commentary. Merry Christmas and happy Hanukkah. I’m Kevin Orrick, along with David McAlvany. Well, David, it’s fun recording these programs. I had lunch with your son, who is a freshman in college, and I told him, “I’m thinking back 25 years, 26 years when we had lunch together, and […]
S&P 500: More Declines Than Advances Every Day In December China Adds 160,000 oz of Gold Send Questions To info@mcalvany.com “We’re at this moment where, again, credibility gets thrown out the window for the Fed. And I think that is the final stage of a bull market in metals, where your central bank credibility is […]
Rapid Middle East Re-Shuffle With Assad’s Exit Invisible Hand Of Free Markets VS Tariff Strategy Send Questions For Q&A Program To info@mcalvany.com “There’s a long period of status quo. It was upturned quickly. In this case, you had the Gaza conflict in Israel’s engagement with Hamas and Hezbollah. And then we have the Russian invasion […]
Falling Yields Globally May Be Signaling Concern Rising Stocks & Cryptos Show Bulls All In Send Questions For Our Q&A Programs To: info@mcalvany.com “I think there’s perhaps too many currents swirling together today, just under the surface, to sort out precisely what’s happening in the markets. What is undisputable is that credit markets globally have […]
Top Execs Selling 5x More Stock Than Buying Goldman Sachs Calls For $3,000 Gold In 2025 Will Powell Drop Rates Again? “The Wilshire 5000 to GDP, this is a modified Buffett ratio. It touched 202% last week, which is an all-time high. It’s a measure like the Buffett ratio, covers the aggregate of 5,000 companies, […]
Trump Is Not In Yet & He’s Already Being Blamed Pre-Election October Deficit Largest Ever Ukraine Strikes Into Russia With U.S. Approval & Hardware “I think without tariffs as negotiated and leveraged on other items we lose the power to encourage energy imports from the US. It’s the art of the deal. Economists may worry […]
Left Cannot Ignore Electoral & Popular Sweep Head Of $11 Trillion BlackRock Likes Hard Assets When Will Western Investors Move To Gold?
Morgan Lewis On Emerging BRICS / Gold Strategy Buffett Sells 2/3 Of His Apple Stock Gold Up 33% YTD Is Only The Beginning David: “Friends of mine will point to the legitimacy of one news source or another as if pedigree matters. And ironically, all pedigree gets you today is uniformity, is conformity, is educated […]
45 Countries attend BRIC Summit in Russia Gold seen as antidote to political/economic insanity Listen to Doug Noland’s analysis this Thursday: https://mcalvany.com/wealth/tactical-short-registration/ “Gold is sobriety in a world drunk on credit. Credit markets are where the action will be. Maybe that’s over the next two to three years, not necessarily the next two to three […]
Gold Rising With Long Yields Signals Trouble China Military “Shows Love” To Taiwan Central Bank Gold Buyers To Be Followed By Mass Public Buying The McAlvany Weekly Commentary October 23, 2024 “The world of shadow banking and financialization is breaking into new territory. Private credit is what everyone is fawning over today, and it’s capturing […]
90 Chinese Military Aircraft Enter Taiwan Territory Stock Prices So High It Would Take Till 2060 For Earnings To Catch Up Because Gold Video – vaulted.gold “The inflation target is close, but we’re not there yet. And it’s not as if we’ve had any form of deflation where we’ve seen a decrease in prices, so the […]
Gold Rapidly Squeezing Out The Petrodollar Hillary Calls For Censorship, “Or We’ll Lose Control” Sign Up For the Hard Asset Advantage Webinar – Click Here “The gold market is at a very interesting juncture with the central banks basically flipping the script. They’re not interested in Treasurys anymore. They’re not interested in US dollar assets […]
Desperate? Chinese Open Up The Liquidity Flood Gate Dock Workers Strike: Headache For Kamala Bonds & Gold Signal Inflation Woes “Be careful what you wish for is a phrase that we often hear, and I think this is a perfect case in point this week in China. They will get their 5% GDP growth rate, […]
Bond Yields Rise As Powell Cuts Rates Gold Rises As Powell Ignores Inflation Zelenskyy Campaigns For Harris With U.S. Assets “But the mantra kept on being uttered, “we’re data dependent,” but we knew this last week. Supercore is not suggesting an end to inflation. Tightness in the labor market is not either. And while supply chain […]
Elizabeth Warren Wants A 75 Basis Point Cut Supercore Inflation Still Running Hot Employment Numbers Point To Stagflation “I think the Sahm rule implies recession. When you get an uptick in employment off of low levels, that move precedes a reversal in trend and therefore potentially greater softening in the labor markets. Yes, there is […]
Heroism & Empathy Worth Remembering Current Ad-Hominem Politics Show What We’ve Forgotten Sahm Rule & Yield Curve Reversal Signal Recession “As we march towards the November elections, we could choose to dehumanize people that we disagree with or we can choose to dignify regardless of differences. We’ve allowed the absurdity of a platform-free, policy-light election […]
Who’s Watching The Watchers South Africa: 600,000 Security Guards & Only 150,000 National Police Fear Those Who Disagree – Return To Tribalism
NVIDIA: $3 Trillion In 21 Months “This Time Is Different” Is Always The Same Jackson Hole Gift Signals September Rate Cut “Politicians will lay claim to the stock market’s success if they have success on their watch, and they’re blamed by others for its failure. And perhaps it’s more coincidence. Perhaps the trends in play […]
Who’s The Target For The Democrat Tax Increase? 400 oz Gold Bar Was $14,000 In 1971 S&P 500 & Gold Increase The Same Since 1971 “The reality of a democracy is that politicians compete for votes primarily through promises to pay. Sure, you’ve got other tactics. You can inflame the electorate with a particular issue. […]
McAlvany Weekly Commentary
Increase Your Ounces Of Precious Metals Through Prudent Trading Decline Number One (Last Week) To Be Followed By Decline Number Two Japan Spooked Out Of Interest Rate Increase
The post Compounding Your Assets Without Adding New Money appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
$6.4 Million Million Lost In Recent Weeks Powell Is Caught Between Wall Street & The World Economy Legendary Central Banker Tells David Gold Is A Good Thing To Own
The post Yen Carry Trade Cracking Like Humpty Dumpty appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Charles Goodhart’s Central Bank Experience Leans Towards Gold Greg Weldon Is A Current Gold Bull Analyst Jeffrey Christian Sees Gold Higher
The post Goodhart, Weldon, & Christian All Gold Bulls appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
If You’re Not Afraid, You’re Not Paying Attention We Are Halfway Through The Next Leg Up On Gold Financial Markets Are Divorced From Economic Reality
The post Jeffrey Christian: There’s A Lot Of Upside To Gold appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Gold Will Break To The Upside There’s Not Enough Growth To Support The Debt Housing Prices To Fall
The post Greg Weldon: Silver Looks Good Here appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Inflation & Interest Rates Higher For Much Longer Aging Population Is A Paradigm Shift Your Best Investment Is In Skills For Your Children
The post An Interview With Charles Goodhart appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Labor Costs To Spike Worldwide Inflation Higher For Decades Long-Term Interest Rates Higher For Much Longer
The post The Economic “Sweet Spot” Reversal appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Steph Pomboy: “The U.S. Fantasy Is That The World Needs The Dollar” Government’s Big Mistake Is Financing Our Debt On The Short End Of The Curve “My Hunch Is That What’s Coming Will Make 2008 Look Like Child’s Play”
The post Gold Will Play A Role In The New Monetary Regime appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Buffett Selling His Apple, Holding His Energy Stocks Developed Nations Central Banks Increase Gold Reserves MAG 7 Stocks Cap $15 Trillion
The post Apple Mentions A.I. & Gets Free Pass On Falling Earnings appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
China’s Document 9 reveals China’s clear differences with western society Rule OF Law vs. Rule BY Law Will the Dollar lose it’s Reserve Currency Monopoly?
The post Global Discord: Paul Tucker Interview appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Japan throws away 62 Billion in effort to save Yen from meltdown The Mexican Peso: Harsh judge of Mexico’s new President? Gold above $2300 gives the miners an abundance of profitability
The post Currencies are Tattletales appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
China’s Document 9 erases the freedom we hold dear Can the Western freedom model Coexist with a Coercive Eastern World Order? We have entered a New Economic Cold War
The post What if China Ruled the World? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Kamran Bokhari: Russia & Iran’s Shared Motivations & Desired Outcomes North Korea & Iran Send Arms For Russian Offensive Will Israel Preemptively Strike A Nuclear Iran?
The post A New International Order… appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Inflation IS The Policy Of The Fed Government Uses Inflation To Pay Down Its Debt You Are Buying The Government’s Debt Every Day
The post Gold Is Stupidity Insurance appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Can This Be Called Another Powell Pivot? Chinese Selling Of U.S. Treasuries To Buy Gold Cannot Be Ignored FED “Slows” Tightening Instead of Cutting Rates
The post Wimpy FED “I’ll Gladly Pay You On Tuesday” appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Nietzsche “The World Is The Will To Power And Nothing Else” 88 Countries Are In An “Election Year” – Unlimited Deficit Spending Tactical Short 1st Quarter Recap Call
The post What Will Happen When China Devalues? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Western Investor Remains Absent From Gold Market How “Rate of Change” Can Signal Tops & Bottoms Ray Dalio, Stanley Druckenmiller, John Paulson Give Gold An Air Of Respectability
The post Long Term Gold Bull Takes A Short Breath appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Insider Equity Selling 50/1 Over Buying BOA “We Cannot Allow The Markets To Determine Interest Rates” Private Equity Nightmare: 28,000 Unsold Companies Worth $3 Trillion Dollars
The post Executive (Insiders) Unloading Their Own Stocks appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Mania bubbles happen In 3rd Turnings, War In 4th Turnings Why Do Large Scale Disasters Such As WWII Produce Mentally Healthy Generations? Inflation Is Always The Policy Tool Of A 4th Turning
The post The Fourth Turning Is Here: Neil Howe appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Three Iranian Generals Dead In Damascus Airstrike 75% Of Financial Advisors Have Less Than 1% Exposure To Gold Gold Is Hitting Highs Without The Western Investor
The post Gold Rises, Dollar Rises, What That Means appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Gold Soars In Yen, Euro, Swiss Franc, You Name It Turkey: Inflation 67%… Raises Interest Rates To 50% How “Celebrity Endorsed” Gold Companies Are Paying For The Endorsement
The post Powell On Inflation: “Dismissive” appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Japan Raises Interest Rate For First Time In 17 Years Central Banks Continue To Buy 2x The Gold Of Pre-Pandemic Buying Will Nvidia & Other Techs Tumble If Fed Goes Tight?
The post Jerome Powell This Week: Hawk Or Dove? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Government Debt Will Be Rolling Over At Twice The Current Interest Cost Our Proxy War With Iran Just Got Hotter Gold Makes A New High With New Momentum Confirmation
The post The $14 Trillion Dollar Maturity Tsunami appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Author Edward Chancellor Talks With David McAlvany Interest Rates Tell The Story Of Civilization For 5,000 Years Money Is A Powerful Instrument Of Freedom
The post The Price Of Time With Edward Chancellor appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
If The Stock Market Were A Rorschach Test, Would You See The Top? Preview Of A Must Read “The Price Of Time” Bezos Is Unloading Amazon Stock
The post Optimism Of A Bear appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
China Devouring Gold While FOMO West Gambles Stocks Will Political Gaming In US Threaten The Camp David Accord? FED’s Super Core Inflation Tops 10% If Annualized
The post Shanghai Gold Exchange Delivers 271 Tons appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
When FOMO Becomes POMO Panic Of Missing Out Signals Most Market Tops China In Its 4th Year Of Trying To Manage Market Meltdown
The post China: Retail Gold Purchases Hit 6-Year High appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Elliott Wave Theorists Steven Hochberg & Peter Kendall The Greatest Risk In 24 Is Equities, The Great Opportunity – Safety Visit Elliottwave.com/david
The post You Can’t Stop The Wave, So Learn To Surf appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
We’re Borrowing To Give The Perception Of Earning Texas Governor Greg Abbott Has The Fortitude To Stand Against Invasion Gold Is Moving From Weak Hands To Strong As It Stubbornly Holds Above $2,000
The post $1.55 In Debt Now Equals $1.00 In Growth appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Secondary Declines Are The Ones That Leave You Broke Magnificent 7 Leading Stocks Is Now Just 2 Register For The Tactical Short Call This Thursday
The post Stocks: After The 2nd Rally, Then The Plunge appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
ETFs now approved for Crypto bet Explosive stock price gains on companies with plunging balance sheets Gold and Silver poised for breakout this year
The post Manic Speculation, Depressive Reality appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Will 2024 Politics Sway The “Unbiased” Fed? Federal Reserve Leadership Is 10:1 Democrat To Republican I Know, “Let’s Count Debt As An Asset.”
The post Gold Is A Real Asset, Not A Debt appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Who Does Xi Want To Win The U.S. Election? Elections In Taiwan May Be More Important Than Everywhere Else Learn To Expect The Unexpected & Enjoy The Ride
The post Gold Is Sniffing Out Geopolitical Concerns appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Is A Gold-Backed Currency Even Possible? Will The Governments Of The New World Put Up With Independent Crypto? Is Silver Undervalued Relative To Gold?
The post 2023 Your Questions Answered appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Politics: Do You See What They Want You To See? We Are Running At WWII Deficits Inflation Be Damned, FOMO Speed Ahead
The post Powell’s Point Shoe Pivot appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Morgan Lewis Explains What He Looks For In A Gold Stock Fiscal Crises Plus Inflation Would Be Catastrophe Send Questions For Q&A Programs To info@mcalvany.com
The post Fireworks Have Yet To Begin With Gold appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Indian Gold Demand Rises 60% In Year Eastern Gold Buyers Buy Value, Western Buyers Chase Momentum Gold Exploration Budgets Double, Yet There Are No Recent Large Gold Finds
The post Chinese Gold Demand Surges 66% In A Quarter appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
40% of personal income taxes are sucked up to pay interest on US Debt Seven US Banks closed 42 branches in one week 50 Billion a month is fleeing China in the form of gold and other creative alternatives.
The post Almost Half of My Taxes go to Pay Interest! appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
CPI Number Is A Blatant Lie, Markets Love The Lie BLS Says We All Experienced A 34% Decline In Insurance Premiums Gold Under Lock & Key Is Your Defence From The Goldilocks Delusion
The post Invest In Scarcity, Avoid The Overproduced appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Treasury auction reveals cracks in system San Francisco prettied up for Xi Private Equity time-bomb being pawned off to middle-class bag holders
The post 30-year T-Bills for sale…anybody? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
The Four Horseman Of The Stock Market What Happens When The Yield Curve Un-Inverts? Gold Closes At Record Highs In Sweden, Norway, Thailand, Taiwan, Japan, Europe Etc.
The post The Markets “Window Of Vulnerability” appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Turkey Expels Ambassadors Yellen Denies Higher Rates Due To Lack Of Confidence Click Here To Watch The Hard Asset Difference Webinar Click Here To Sign Up for the Tactical Short 3rd Quarter Recap Call
The post U.S. Has To Borrow $20 Trillion In 36 Months appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Central Bankers Are No Longer Considered Guardians Of The Galaxy National Debt Ballooning At Almost $100 Billion Per Week Learn About The Hard Asset Difference – Sign Up For The Webinar
The post This Is A Good Time To Own Hard Assets appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
U.S. Government 43% Larger In Last 4 Years Gaza Attack Brings Temporary (3 Day) Relief To Rising Interest Rates Global Antisemitism Rises As Hamas Claims ‘Victim’ Strategy
The post Getting Kicked In The U.S. Debt Glut appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
50 Years Ago, Israel Declared War. It’s Happened Again U.S. Sends $75 Million To Hamas Proxy Days Before Attack Need A Reason For High, Long Inflation? Look No Further
The post Hamas Attack Splits The World appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Government Bailouts Are Like A Black Night Of Terror Own A “Substantial” Amount Of Gold & Silver Floating Rate Notes & Short T-Bills Work Well For Now Get Bob Prechter’s Book Last Chance To Conquer the Crash by clicking here – This is an exclusive offer for McAlvany Weekly Commentary listeners, plus watch Prechter’s latest presentation — […]
The post Robert Prechter; How To Stay Safe In The Debt Implosion appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Biden Admin Has Drained Our Strategic Oil Reserve By 40% Higher For Longer Prompts A Treasury Buyback/Bailout Program Chinese & Japanese Currencies Near Break Levels
The post Oil Embargo Was 50 Years Ago, What’s Changed appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Countries Representing 3 Billion People See Gold Hit New All-Time High Oil Up 40%… Naw, That’s Not Inflation Vaulted Program Offers Low Premium Gold Access
The post China, India, & Japan Flee Currency To Gold appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Equities To GDP (Buffet Index) Screams Overvalued at 168% RMB + Yen Needed “Rescue” From Disaster Last Week Bubbling Over: Will Everything Bubble Ever Pop?
The post Gold Hits All-Time High In Yen appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
China Redraws Map & Claims New/Old Territory Real Assets Will Outperform Financial Assets Student Debt Repayment: 43 Million People Will Pay Average $413 Per Month.
The post China Turns BRICS to CRIBS appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Gold Carries With It Its Own Agency Central Planners Chase The Illusive “Neutral” Jackson Hole No Surprise: Higher For Longer
The post Why Agency Matters Most appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Gold Near All-Time High In Yen CPI Slight Of Hand To Change Again Need A Summary? Read Our Weekly McAlvany Recap
The post Making BRICs Out Of Basket Case Currencies appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Why Risk Stocks When Treasury Bills Are Paying So Much? Read The Latest Hard Asset Insights – Click Here
The post American Stocks Most Expensive In Years appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
China Government Increases Marine Diesel Refining… War? How Many Tons Of Commodities Needed To Produce One Watt Of Solar Power? Vaulted Silver Now Available At https://vaulted.com/
The post Dollar Dominance Dismantled One BRIC At A Time appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Japan Central Bank Doubles 10 Yr Bond Interest Rate U.S. Government Has $17.5 Trillion In Debt To Rollover In 6 Years Join Doug Noland Thursday, Aug 3, For Q2 Tactical Short Call – Click Here To Sign Up https://mcalvany.com/wealth/tactical-short-registration/
The post When The Carry Trade Becomes The Buried Trade appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
CNN Greed/Fear Index Hits “Extreme Greed” Mark Powell Dilemma – Fuel The Flame Or Cause A Panic? A Full Year Of Inverted Yield Curve & Still No Recession
The post The Crowd Is Always Right… Right? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Interest Rate Cycles Last Decades, Not Months Reaganomics, Bidonomics, and Trumponomics All Run On Debt Interest Costs Alone On Debt Will Be Close To $1 Trillion
The post World History & The Cost Of Money appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Semiconductor Shares Up 46% Even As Sales Are In Freefall Treasury Yields Flirting With Breakout To The Upside China, Poland, Swiss, Continue To Add More Gold
The post I Just Can’t wait To Be A Bull, But Not Yet appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Sick Dollar Still Only Real Currency Option Bitcoin Is Where The Illicit Money Is Moving Government Agencies Tracking Where The Money Goes
The post Bill King: “The Big Money Players Are Moving Into Gold” appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Financial Times Writes That Bundesbank Is Down To Its Last 2.5 Billion Russian Coup: Real, Fake, & Who Stands To Gain? Gold At 276,000 Yen, Up From 27,000 Yen In Year 2000
The post Who’s Gonna Bail Out Bundesbank? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Michael Hartnett “A Combo Of 2000 & 2008 – Big Rally Before Big Collapse” Index Prices Rising As Majority Of Stocks Decline Kissinger, Yep, That Kissinger Predicts Probable Military Conflict In Taiwan
The post What Do 2000, 2008, & 2023 Have In Common? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Bank Lending Drops 90% In Q1 Is Taiwan In The Crosshairs By Year End? China Announces Big Gold Purchases As It Sells Treasuries
The post China Puts Its Big Listening Ear In Cuba appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Looming Recession Does Not Support Current Market Chances of June Rate Hike Drop From 70% To 30% The Two P’s Of Investing: Preserve First, Profit Second
The post “Steer” Clear Of A Fake Bull Market appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
NVIDIA Soars To 30x Sales Erdogan “Wins” The Turkey Again! Chances of FED Interest Increase In June Jump 60%
The post Artificial Stock Prices For Artificial Intelligence? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
World’s Debt Now 360% of GDP 448 Billion Flees Banks Into Higher Paying Money Market Funds Gold Is The Best Stupidity Insurance
The post China Abusing A.I. For People Control appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Will The Most Owned Stock In History Become The Most Sold Stock In History? Platinum Deficit Is Coming. Do You Own Some? Call For Your Bank Rating – 800.525.9556
The post Apple Larger Than Everything Else In Russell 2000 appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Central Banks Still Big Gold Buyers, Public Yet To Enter Buffett & Munger On Stocks: “Prepare For Lower Returns” Bank Woes Scapegoat Is The Short Seller
The post Not A Bankrun, Just A Rapid Walk appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Goldman Sachs Housing Affordability Index At Lowest Level Ever Non-confirmation in the DJIA & DJTA Could Spell Trouble Richard Russell: “Every Wealthy Family Should Have 3000 Ounces Of Gold”
The post Housing Hits Record Unaffordability appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Central Banks Accumulate More Gold Than Ever Chile Nationalizes All Lithium Assets Why Is China Aggressively Building out Its Railroads? Required Reading – Vaclav Havel “The Power of the Powerless” (1978) – Click Here https://history.hanover.edu/courses/excerpts/165havel.html
The post The Early Bird Gets The Gold appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Barring A Sudden Shock, The Doller Hegemony Will Last Longer Than Many Think CBDC Turning A Tool Of Independence Into A Tool Of Social Control Pouring Mathematical Water On The Fires Of Hyperbole Register for Tactical Short Quarter 1 Recap Call: https://mcalvany.com/wealth/tactical-short-registration/
The post When Is The Dollar Done For? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Bank lending in U.S. contracts “most on record” in the last 2 weeks Apple execs and insiders offload over $40 million in their own Apple stocks Study shows that inflation could be a major issue for the next 7-22 years
The post Bank Lending Gets Choked appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Japan Is Buying Russian Oil, Ignoring US Mandate Unrealized Losses Are Getting Harder To Hide Accounting Chicanery Or Making Earnings The Pretty Pig
The post Has The Petro Dollar Lost It’s Teeth? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Social Control Is a Major Goal Of CBDC FDIC Has As Much Money As Warren Buffett & No More!
The post Big Brother To “Solve” Dollar Crises With Fedcoin appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Doug Noland’s Latest Words On The Current Crisis Unprecedented Deposits Turn Into Unprecedented Withdrawals Instability Of All Systems Moving Forward
The post 30-Year Money Experiment Ending Badly appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
How Could 3 Strongly Rated Banks Suddenly Fail? You Can Buy Anything With Unlimited Money Except The End Of Inflation Call Us To Get Your Free Bank Rating
The post The Unlimited, Universal, Depositor Bailout appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Aggressive Private Equity Companies See Conservative Insurance Companies As Cash Cow Dramatic Sudden Increase In Mortality Numbers Stymie Actuaries Xi’s China: A People Control Machine
The post Insurance Companies Targeted By Fast & Loose Profiteers appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Bond Market Realizing The Interest Rates Will Continue Up Buffett “Efficient Markets Exist Only In Textbooks” Defund Police Cities Turn Into Warzones – Who Would’ve Thought?
The post Saith Inflation “I’m Not Quite Dead Yet” appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Japan’s QE Is More Than All Global QT Combined U.S. Inflation 9.6% Calculated The “Old Way” Credit Card Debt At All-Time High
The post Could Japan Crash The World? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
At What Point Does Interest On The National Debt Bury US? The Fantasy Of Modern Monetary Theory In The Age Of Inflation The Fantasy Of Renewable Energy In The Age Of De-Globalization
The post Not The Debt Stupid, It’s The Interest appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
While Speculators Gamble On Bed, Bath, & Beyond… Gold Buying At 4,741 Tons In 2022 IMF Sees Sanctions Driving More Gold Buying
The post Why Are Central Banks Buying So Much Gold appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Volcker Pivot: 17% to 9%… Back Up To 19% Party Till You Die! Markets Premature/Post-Inflation Celebration Give Me My Money – Large Real Estate Funds Have “Gated” Liquidation Requests
The post Do You Remember The Volcker Pivot? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
One Dollar In 1940 Would Buy What 21 Dollars Buys Today Ghana Willing To Sell Oil For Gold Brazil & Argentina Want Their Own Currency Block…
The post Inflation Is Slow Poison To Your Savings appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
January Will Give Us The Latest “New” Way To Understate Inflation “Arm Taiwan Now” – Former NATO Secretary General Register For the Tactical Short Call – Click Here
The post Don’t Like Inflation Numbers? Change The Calculation! appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Almost One In Four Russell 3000 Companies Cannot Pay Interest On Debt Margin Debt On Stocks Still 5% Higher Than Before The 2008 Crash World Economic Forum Promotes Insects As Great Replacement Protein… Yum
The post Zombie Company Apocalypse appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Central Banks To Target The Middle-Class To Slow Economy Extreme Interest Rate Volatility In China & U.S. In 2022 Visit mcalvany.com To See Our New Look & Latest Updates
The post Petro-Dollar May Someday Face Petro-Yuan appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Would A Fed Pivot Cause Stagflation? Are Things Worsening In The World, Or Are We Just Getting Old? The 15 Minutes City & Who Wants You There
The post Your Questions Answered Part 2 appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
The Mythos of Russian Identity Tied to Putin’s Power Did Putin’s Attack Solidify Ukrainian Identity? Will The War In Ukraine Ultimately Dethrone Dollar Hegemony? Click here for “The Story Of Russia,” by Orlando Figes
The post The Story Of Russia – Orlando Figes appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
When will the Central Bank Digital Currency be introduced? Where can we place our economic faith right now? Does government debt matter when interest rates are still low? Your Questions Answered Part 1 December 14, 2022 “While rates are historically low, the debt is significantly greater today, which magnifies each incremental move higher in interest […]
The post Your Questions Answered Part 1 appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Blackstone has to halt redemptions – Price drops 12% GDP boosted by strategic petroleum reserve sales & weapons to Ukraine Send questions for Q&A to info@mcalvany.com
The post Fed Pays Banks 3.9% To Not Loan Money! appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Cap Russian Oil at $30.00? Hello Black Market Mark Mobius Predicts Bitcoin Falls To $10k… Q&A Programs Are Coming. Submit Questions to info@mcalvany.com Will Sesame Credits Be Xi’s Tiananmen Tank? November 30, 2022 “There is no going back to what we just had in terms of an up trend. Now, we get to process through the […]
The post Will Sesame Credits Be Xi’s Tiananmen Tank? appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Crypto “Genius” will be missed by the liberal Davos Elite Rogoff will be proven right, innovation will now be regulated & appropriated Real estate prices will be the debacle of 2023 FTX, “Effective Altruism” Proves All-False November 23, 2022 “This is that inflation theme playing out and this is the middle class being under greater […]
The post FTX, “Effective Altruism” Proves All-False appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Crypto carnage as FTX declares bankruptcy Recession looms while stock market celebrates 7.7% inflation Learning the art of living backwards Carry Trade Heaven Now Hari-Kari Hades November 16, 2022 “So the markets are a daily engagement. Last week’s activity was so radical in nature as to the off-the-bell-curve-centerline and more out on the edges of […]
The post Carry Trade Heaven now Hari-Kari Hades appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Powell pops the pivot presumption Midterms & CPI numbers this week Will the dollar fall & gold rise? Technicals are hinting yes
The post Central Banks Purchase Record 400 Tons of Gold appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Country Garden now paying 118% on its debt Equities spike up in dangerous bear market rally When does the shoe drop on the real estate market? Xi Whiz – China’s Getting Scary November 2, 2022 “It is important to look at the enthusiasm in the U.S. markets and realize the fragility that we have on […]
The post Xi Whiz – China’s Getting Scary appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
The bear in 3 acts, we’re in act 1 Average bear market loses 38% in 318 days Would you “buy the dip” in Russia in 1917?
The post Buy The Dip? Not So Fast appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
China arrests 1.4 million since June Japanese Central Bank is losing control Is Putin the new Prince Vlad? Hardly China’s “New Era” Is Old Totalitarianism October 19, 2022 “Who is not subject to these same pressures? More money, more debt, more pleasure, more time, more credit in the system. Our central bank, it doesn’t matter […]
The post China’s “New Era” Is Old Totalitarianism appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Brits reversal: 100 billion in “NOT QE” Biden scolded by Macron for his flippancy on nuclear threat No Bid Markets: What if there were really NO buyers?
The post QE or NOT QT? That is the Question appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Bank of England shifts from QT to QE Sweden & Finland measured 2 explosions on Nord Stream Pipeline – Sabotage? Would China actually, purposefully devalue? GILTy? Bank of England’s Big Pivot October 5, 2022 “We’re in a new stage of instability. You can see it in the frantic behavior of the markets. When I see […]
The post GILTy? Bank of England’s Big Pivot appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Desperate Putin keeps talking about Nukes Safe Money? 10-year Treasury down 15% YoY Dollar, at 20 year high, is choking the world Pound Collapse: “I Just Can’t Wait to Be King” September 28, 2022 “This week is unbelievable. Uncertainty. What the folks at Foreign Affairs describe as the age of uncertainty, what we exist in […]
The post Pound Collapse: “I just can’t wait to be King” appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
German Producer Price Inflation up 45% World Bank warns of devastating recession if rates go too high 30 Year Treasury purchased in 2020 now down 40%
The post Hoping For A Less Worse Tragedy appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Efficient Market Hypothesis is just wrong A crash worse than 2008? A new, better, testable, economic model
The post Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
UK faces 18% inflation You can’t fix inflation harm with deflation Choose your executioner, Greek or Italian
The post From Russia With Love: Europe’s Energy Catastrophe appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Jay Powell punches the market in the face European energy costs could rise 10-fold this winter Gold up 20% in Yen for the year
The post The Dollar Is Temporarily The Best Horse (In The Glue Factory) appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Germany shocked by 37.2% producer price explosion John Taylor “We have inflation all over the place” Iran stockpiles 3800 kgs of enriched weapons grade uranium
The post China Gobbles Up 80 Tons Of Gold appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Market surge creates a Catch-22 for wannabe Bulls Wages rise, but not enough to keep up with inflation China shocks with interest rate cut, hoping to delay a larger disaster Everything Rally is Awesome—or Maybe Not August 17, 2022 “A true bear market has a lot further to run because nothing has been learned, and […]
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McAlvany Weekly Commentary
Fed says it will stop telling the markets its next move Quick rally in stocks doesn’t change long term bear trend Biden “given” really good jobs “surprise”
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McAlvany Weekly Commentary
Talk is cheap, follow-through is what matters. Former Dallas Fed Chief says Pelosi took advantage of inside information. Gold tests $1675 then bounces $100 higher.
The post Whitehouse Declares “Not A Recession,”… Move Along Citizen appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Can China survive when the debts cannot be paid? Interest rates spike worldwide while Japan fights against hope to keep rates down Dollar and gold rise as currencies fall The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Doug Noland: A Core Crisis (from the Periphery) July 27, 2022 “The world has never […]
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McAlvany Weekly Commentary
Gold provides certainty in uncertain times China feels the pressure of loaning good money to bad bets Central Banks losing credibility fast Peak To Peak To Peak Inflation, The New “Transitory” July 19, 2022 “They are losing the last vestiges of credibility, and somehow think that projecting an image is sufficient to carry the day. […]
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McAlvany Weekly Commentary
Companies weaned on easy credit now facing bankruptcy Milton Friedman warned you can’t fight inflation without loosing jobs China facing credit crises, high yield debt at 24.9% yield
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McAlvany Weekly Commentary
Secular Bear Markets are substantially longer & deeper than cyclical bears Dollar up over 11% – Gold only down 3.3% YTD NFTs (Digital Rocks) lose 90% YTD Markets Fall: The Difference Between Old vs. Bold Pilots July 5, 2022 “You have bear markets account for up to 40% of all timeframes in terms of […]
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McAlvany Weekly Commentary
Credit has long been a tool for politicians Former NY FED President Dudley predicts “Inevitable” recession H.R. 2543 – See Attached Document In Notes https://www.congress.gov/bill/117th-congress/house-bill/2543/text The Fed’s New Social Justice Mandate June 28, 2022 “We already have the zombie companies that even today can’t pay their interest expense from current cash flow. We may […]
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McAlvany Weekly Commentary
Powell’s .75% increase: ain’t Volcker, but it’s somethin’ Europe deploys “anti-fragmentation” grenade China & Empire… Rolls out third aircraft carrier Everything Bubbles & Endless Summers… End June 21, 2022 “We had speculative darlings that got crushed last week, tech and cryptos under the most pressure, 20, 30, 40%, but everything got sold, right? Now […]
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McAlvany Weekly Commentary
3.2 Trillion in leveraged bets to unwind this week Gold in relative terms up 50% vs Bitcoin, up 20% in Yen Powell’s Rock and Hard Place question: Implode or Inflate?
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McAlvany Weekly Commentary
PHD Central Bankers slapped with “NO Confidence” vote by Bond Markets The FED is 700 basis points behind the curve Trade settlement in Rubles and Yuan up 1067% in 100 days
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McAlvany Weekly Commentary
Oversold stock market bounces… (dead cat)? Russia & China fly joint “nuclear-capable,” bombers near Japan & South Korea Only 5 months ago the predicted inflation rate was 2.2%… oops
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McAlvany Weekly Commentary
Inflation is the next global pandemic China’s Debt to GDP 280% & that’s an understatement For every $1 of productivity, $50 goes to the rich The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick When Is Enough Enough … Or Not Enough? May 24, 2022 “When you combine inflation with economic stagnation, you get […]
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McAlvany Weekly Commentary
“Perception management tool” is failing politicians Strawman? Biden pins inflation blame on wealthiest corporations Consumer Sentiment Plummets… Inflation Dragon Now Too Big To Hide May 17, 2022 “Here in the U.S., the most significant issue pressing on the polls and agitating voters is not abortion, it’s not the Supreme court, it’s not climate change, but […]
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McAlvany Weekly Commentary
Powell: Hawk, Dove, or maybe both? Bitcoin breaks down through major support level Momentum Speculators of today should learn from RCA of yesterday The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick If You’re Addicted To Gain, Prepare For Pain May 10, 2022 “Budgets are being squeezed now. We know that. Gasoline prices, […]
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McAlvany Weekly Commentary
FED Loses $500 billion in Q1 Netflix down 70% from peak, Amazon 30% down Japanese Yen loses 80% relative to gold in 22 years The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Mortgage Rates Explode… Housing Affordability Threshold? April 3, 2022 “The speed and ferocity of reducing a mammoth size presence in the […]
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McAlvany Weekly Commentary
The five causes of prolonged warfare The pathways to avoiding prolonged warfare Realizing the economics of the War decision can lead to peaceful compromise Why We Fight: Interview with Christopher Blattman April 26, 2022 “Narratives can unravel this interdependence and they can actually accentuate our misperceptions. They are very powerful, so they work both ways, […]
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McAlvany Weekly Commentary
From loose, looser, loosest policy to tight, tighter, tightest? Ukraine agricultural harvests will be cut in half this year Is China signaling preparation for war with the west?
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McAlvany Weekly Commentary
Rates on 30 year mortgages rising at fastest pace since 2003 Gold up 13% over 12 months Ex-FED President Dudley “The Fed will have to shock the markets” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Inflation Makes You The Designated Loser April 11, 2022 “Eight-point-five is not comparable to what we […]
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McAlvany Weekly Commentary
Is Russia/Ukraine an energy heist? Putin “will sell oil for Rubles” – Ruble rebounds Stimulus money still a coiled spring, only 30% has been spent https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics/statistical-review/bp-stats-review-2021-full-report.pdf https://www.iea.org/reports/ukraine-energy-profile/energy-security The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick For Lack of an Affordable Nail… April 5, 2022 “Words are signals, signals are useful for creating impressions […]
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McAlvany Weekly Commentary
The $500 trillion Interest Rate house of cards Stocks rally & bonds crumble Consumer Pessimism highest since WWII The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick China Stockpiles 80% of World’s Copper & 70% of the World’s Corn & Oil March 30, 2022 “Inflation’s going to run out of gas before we run […]
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McAlvany Weekly Commentary
“Control oil & you control nations. Control food & you control people.” – Kissinger Russia & Ukraine generate 10% of all global calories Powell raises rates – How much more will he go before reversing again? Collectivists, Dictators, & Technocrats vs. Personal Liberty March 22, 2022 “It’s a perfect world of simple inputs, and there’s […]
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McAlvany Weekly Commentary
London Metals Exchange cheats the rules & commits suicide for nickel Russia can only continue in Ukraine with China’s help German GDP to tumble if energy from Russia is halted https://www.econtribute.de/RePEc/ajk/ajkpbs/ECONtribute_PB_029_2022.pdf Consequence Of The Loss Of Confidence March 15, 2022 “This is exactly what we saw between 1968 and 1982, where inflation endured and it […]
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McAlvany Weekly Commentary
Europe’s GREEN Agenda creates dependence on Putin’s energy U.S. severs buying of Russian Oil Battle-tested, gold is worth its weight The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Is This Commodity Price Spike Transitory? March 8, 2022 The key is to have the mindset of the institutions that will sit back and […]
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McAlvany Weekly Commentary
Russia & China to seek alternatives to the Dollar Why We Fight: Five key reasons for war March 1st, A year of inflation in a day The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The SWIFT De-Dollarization Of The World March 1, 2022 “While it’s a powerful tool and it’s an appropriate […]
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McAlvany Weekly Commentary
Is your broker still managing as if there is no inflation? Can we really blame the Russians for $100 oil? James Grant: “Inflation is kryptonite to the financial markets” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The Ukrainian Tug Of War: Oil Is The Rope February 22, 2022 “I think we […]
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McAlvany Weekly Commentary
Jeffrey Currie: “We’re out of everything, it’s the molecule crisis” Producer Price Index up to 9.7% Gold shines for 2022 The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Is It Financial Inclusion or Exclusion? February 16, 2022 “Inflation is the pin that bursts many a bubble dynamic. And that’s what we’re seeing […]
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McAlvany Weekly Commentary
Central Banks tightening, credit markets take cover Flood insurance works well as long as there is no flood Advice: Prepare for difficult times. The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Doug Noland: “Bubbles Don’t Work In Reverse” February 8, 2022 “I do subscribe to the view that the value of gold […]
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McAlvany Weekly Commentary
Central Banks are gobbling up Gold: Demand up 82% in 2021 China demand for gold up 36.5% Derivatives traded exceeds stocks traded The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Runaway Train Towards Recession: Complements of The FED February 1, 2022 “Any reprieve you have in the markets, any violent volatile moves to […]
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McAlvany Weekly Commentary
What will Putin do after he attends the Olympics in China? U.S. is “overstretched superpower” & Xi & Putin know it. Join us for the Q4 Tactical Short Call – Click Here To Register The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick DOW Drops 1,000 Then Closes Up – First Time Ever January […]
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McAlvany Weekly Commentary
Coup of 22: Elizabeth Warren seizes control of American credit Who needs the “war distraction,” most? Xi, Putin, or Biden? Need income? Evergrande debt is paying 99%! He Who Controls The Credit Makes The Rules January 18, 2022 “The checks that are going to have to be written to smooth over a number of these […]
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McAlvany Weekly Commentary
Current Administration laments “shortage,” of entitlement programs Bubbles everywhere – Where do we find cover? Does Taper Tantrum possibly become Taper Tragedy The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Don’t Like The Inflation Number? Change The Math January 11, 2022 “What do we do for an encore? Well, the encore comes […]
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McAlvany Weekly Commentary
Money made speculatively must be preserved or else lost “There are decades where nothing happens, and weeks where decades happen” See links in description/show notes: https://www.courtlistener.com/docket/60630202/1/doe-v-austin/ https://www.fda.gov/media/150386/download The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Your Questions Answered, Part 3 January 4, 2022 “Just because you have stocks, real estate, and bitcoin […]
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McAlvany Weekly Commentary
Why is gold lagging as an inflation hedge? Is Bitcoin truly digital gold? Can the Fed Not Ever Raise Rates? 2021 Your Questions Answered – Part 2 December 28, 2021 “Today’s philosopher king may be Klaus Schwab from the World Economic Forum, or some other idealist with a vision for global betterment. The problem is, […]
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McAlvany Weekly Commentary
Why is gold lagging as an inflation hedge? Is Bitcoin truly digital gold? Can the Fed Not Ever Raise Rates? The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick 2021 Your Questions Answered – Part 1 December 21, 2021 “You can accomplish all the benefits of above-market growth if you’re willing to adopt a […]
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McAlvany Weekly Commentary
Pakistani Bonds are less negative than U.S. Treasuries!? Time to change how we count inflation Biden Style Janet Yellen says spending a lot more money is non-inflationary Send your questions to: info@mcalvany.com Cognitive Dissonance—Please Don’t Confuse Me with the Truth December 14, 2021 “I can tell you what will worry the markets, and that’s capital […]
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McAlvany Weekly Commentary
FDA request to withhold facts for 55 years denied Record high margin debt crash signal taken by bulls as greenlight to buy?! Recommended read: Vaclav Havel’s The Power of the Powerless…attached https://www.nonviolent-conflict.org/wp-content/uploads/1979/01/the-power-of-the-powerless.pdf The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Cognitive Dissonance — Please Don’t Confuse Me with the Truth December 7, […]
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McAlvany Weekly Commentary
Global markets go “Black Friday,” volatility rises 50% What does “Financial Reset” mean? Could a Turkish default upend the EU basket? The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Interest Rates CANNOT Rise”—Plan B Anyone? November 30, 2021 “Bond buying program, which $1.85 trillion pandemic emergency program, it comes to an end […]
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McAlvany Weekly Commentary
Can we agree on our terms or just use them for abuse? Think of words like currency, both suffer from inflation Inflation intensifies wealth inequality The War of Words With Harold James November 23, 2021 “Those periods of immense cultural production or monetary production don’t last forever, they run out. And we talked before about […]
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McAlvany Weekly Commentary
Fifth circuit court questions vaccine mandate April inflation 2.6 “transitories” to 6.2 now! “What do you mean by that?” A look at meaning The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Whitehouse: Add Trillions To “Ease Inflation” November 16, 2021 “Those who, all year long, have been characterizing this inflation episode as […]
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McAlvany Weekly Commentary
West in ignorant bliss as China buys up the gold What exactly does Powell mean by “Transitory Inflation” Germans call Christine Lagarde “Madame Inflation” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick If Volcker Was Measuring, Inflation Now At 13% November 9, 2021 “Think about this, if credibility is lost amongst the central […]
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McAlvany Weekly Commentary
Fish & eggs up 10% & rent rises 15% Looking now for Mean Reversion of Asset Prices… Really Mean! Read Gold & Economic Freedom: Alan Greenspan – https://www.math.snu.ac.kr/~hichoi/finmath/AlanGreenspan-GoldEconomicFreedom.pdf The Priesthood of Perpetual Growth Is Losing Credibility November 2, 2021 “Yellen is convinced that not only can the government spend well and spend carefully, but […]
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McAlvany Weekly Commentary
Product delivery woe’s only add to inflationary pressures The new “Scarlet Letter” is C for Carbon Footprint Sign Up For Tactical Short Quarterly Call The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Europe Somehow Is Missing 400,000 Truckers October 27, 2021 “The energy crisis, policy-induced supply chain issues, this is the price […]
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McAlvany Weekly Commentary
How to move a world to compliance (& make them think it’s their idea) Making an agenda everyone’s moral duty Read the 45-page report to NATO: “Cognitive Warfare” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Hacking Your Mind: Are You A Victim Of Cognitive Warfare? October 20, 2021 “Inflation and financial repression—these […]
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McAlvany Weekly Commentary
CDS Credit Default Swaps signal acute stress in Chinese bond markets Harry Figgie “Bankruptcy 1995” was early but not wrong Ultra-high inflation will be the result of big, bad debt defaults worldwide Evergrande wants to pay YOU 75% interest! October 13, 2021 “The prop comes at a price, and the price to pay for stability […]
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McAlvany Weekly Commentary
“Just In Time” inventory management hits wall with COVID politics Mortal Fear is a powerful manipulator Supply, Demand, & Monetary Dynamics all point to long lasting inflation Inflation Chain Gang: Many Weak Links October 6, 2021 “Care and consideration of the common man—I have no problem with that, but as so many forms of socialism […]
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McAlvany Weekly Commentary
Digital Rocks? Remember the Pet Rock? Interest rates creeping up – Inflation Fears? FED Presidents Rosengren & Kaplan (Forced?) to Resign The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Artificial Bliss: FED Strong Arms The markets As Guaranteed Buyer September 29, 2021 “When rates move higher in earnest, it won’t be because […]
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McAlvany Weekly Commentary
The next election will bring massive change and the Dems are worried China can’t control the riots when food inflation hits Powell & others in FED caught trading private holdings that FED is buying Bill King: Everything Is Overvalued but Gold September 22, 2021 “I mean, if you go look at historically what happens to […]
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McAlvany Weekly Commentary
NY FED Expects 5.2% Inflation Alipay Breakup accelerates China’s domestic power grab Big Data & Government – Easy to abuse? China’s Digital Currency Will Track All Activity September 14, 2021 “The issue is tracking all activity and approving or denying any desired choice according to the current measures of state-determined trustworthiness. God forbid that that […]
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McAlvany Weekly Commentary
Taiwan – Will China use it for an indirect attack on the U.S.? Soros sees possible collapse in Chinese Financial Markets From Nixon to Carter & from Trump to Biden… Historic Rhyme? The Naked King: Exposing U.S. Dollar & Diplomacy Weakness September 7, 2021 “With the issue of our security apparatus and the projection of […]
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McAlvany Weekly Commentary
RAND Corp: Taliban running Afghanistan shows that Beijing is setting agenda of regional order China’s “Common Prosperity” is all about redistribution Seeing U.S. weakness, North Korea restarts plutonium production The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick What If China Was In Charge of The World? August 31, 2021 “This is not a […]
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McAlvany Weekly Commentary
Is the Fed losing its excuse to pump in $120 billion in QE per month? Vaccine Immunity: All profit & no liability for big drug companies Bond ETFs – Bank of International Settlements concerned Forever FED? Emergency Bailout Now The Norm August 25, 2021 “Politicians never let a crisis go to waste, whether it’s real or […]
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McAlvany Weekly Commentary
Sentiment Index (University of MI) Drops Big Based On Inflation Fears 80% Surveyed Blame Biden for Inflation Kabul Debacle May Trigger a “Wag the Dog” Event America’s Rapid “Mood Ring” Reversal? August 18, 2021 “If you consider the dominoes, and the domino effects on supply chains and ultimately on global GDP, that’s all the market […]
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McAlvany Weekly Commentary
August 15, 1971, Nixon ends dollar convertibility to gold Since 1971, Dollar moves from 1/35 of an ounce to 1/1700 an ounce of gold Summer of 2021 is just as hopeful as the summer of 1929! The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick 50 Years Of Freedom From That Nasty Gold […]
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McAlvany Weekly Commentary
Corporate Heads warn of substantial price increases coming Biden: “Intelligent Economists not worried about inflation” China’s massive credit market: The carry trade from hades Resources Mentioned In Today’s Show: Does Cheating Pay? The Effect of Electoral Misconduct on Party Systems Election Fraud: Detecting and Deterring Electoral Manipulation Inflation? Pay No Attention To The Money Behind The […]
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McAlvany Weekly Commentary
A look back at the concerns of Harold James & Otmar Issing Will a breakdown of global cooperation lead to even higher inflation? Can money be printed indiscriminately & not be inflationary? The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Inflation Concern & The Dissolving of Globalism July 27, 2021 “Understanding where […]
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McAlvany Weekly Commentary
Mohamed A. El-Erian “Lower yields are no longer good news for stocks” Gold noticeably resilient on Monday’s “Everything” Sell-Off Government spending for 2022 will set gold’s trajectory The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick FED Power: “One Ring To Rule Them All” July 20, 2021 “Market participants today are running up against the […]
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McAlvany Weekly Commentary
Bullish sentiment in stocks at second-highest level ever Butterfly Effect: Inflation, then High Interest Rates, then Political Tyranny… Doug Noland: Tactical Short 2nd Quarter Recap Call – Register at mwealthm.com The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick A Whole Herd Of Bulls & Nary A Bear At All July 13, 2021 “Last […]
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McAlvany Weekly Commentary
Start saving now for the high cost of the “Save Our Future Act” Corporate Pollution Punishment…stocks could drop 20%-60% Harold James: “We no longer live in a NICE world” (Non-Inflationary Continuing Expansion) The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The Carbon Tax – Inflation Correlation July 6, 2021 “With higher carbon […]
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McAlvany Weekly Commentary
Could Covid and its variants be the new Bond Villain? Competing with giant hedge funds when buying your house Everything bubble (everyone buys) will be tested when everyone tries to sell The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The New and Villainous “Forever Virus”…who benefits? June 29, 2021 “From stocks to […]
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McAlvany Weekly Commentary
FED squirms at 6.6% producer inflation. Bond Investors Blinded Because Powell Blinked. Bill Gates & Larry Fink own a lot of methane emitting landfills. The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Market Drama: Does “Godfather” FED Still Have Us? June 22, 2021 “In the Godfather, there’s a point where the […]
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McAlvany Weekly Commentary
Inflation of 5% “seasonally adjusted” down to 2.2% Using 1970s counting methods, inflation is now double digit “No more deposits please”, banks beg people to borrow or spend The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Honey I Shrunk The Cereal Box – The Cost Of Shrinkflation June 15, 2021 “Taxes are definitely […]
The post Honey I Shrunk The Cereal Box – The Cost Of Shrinkflation appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
Freedom of discussion and the return of the salon Politicians create and leverage disagreement to grab power Employers cannot seem to get people back to work The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Crises is Perfect Cover for Political Mischief June 8, 2021 “We want to be loved, we want to […]
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McAlvany Weekly Commentary
Stocks Today: Would you buy a business that would take 37 years to break even? Treasury Department, FED, FDIC, discuss how to define how to regulate cryptocurrency Economist Magazine worried Gov Coins could become panopticons to control citizens The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Biden Budget: $6 Trillion Colossus That Even […]
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McAlvany Weekly Commentary
A global minimum corporate tax… who will oversee it? The FED would like to provide you a “safe digital currency” Inflation fallout becoming a “next election” concern The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The Future Of Crypto? “Innovate, Regulate, Appropriate” May 25, 2021 “Post-COVID we’ve seen a radical shift in control. The world […]
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McAlvany Weekly Commentary
More money went into equities in past 5 months than in previous 12 years combined Government fuels bubble: Forces mortgage rates lower while ten-year treasury yield triples Inflation is putting FED credibility at risk The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Are you a “Good” Billionaire or a “Bad” Billionaire? May 18, […]
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McAlvany Weekly Commentary
The bull market is ending and inflation is already here BOA says inflation Q1 has tripled in a year Nation Association Of Realtors sees March price spike as biggest on record The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Swimming in Rough Water the Buffett Way May 11, 2021 “You might want to think […]
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McAlvany Weekly Commentary
Moving toward a bull market of control Next 20 years: Own gold & get a good “value-man” for stocks Welcome back velocity, welcome back inflation About this week’s guest: https://russellnapier.co.uk/ Russell Napier Co-founder ERIC, Electronic Research Interchange Professor Russell Napier is author of The Solid Ground investment report for institutional investors and co-founder of the […]
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McAlvany Weekly Commentary
Politicians replace central banks with “Fountain Pen Money” A potent cocktail: Inflation & Financial Repression Inflation is a tax on the poor The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick From Helicopter Money To Fire Hose Favoritism April 27, 2021 “Bureaucrats in D.C. and in Brussels and in London, in Berlin, they’re […]
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McAlvany Weekly Commentary
To register for the McAlvany Wealth Management Tactical Short Q1 Call Click Here Is debt “for the common good” even more noble? The new morality – equal pay with no work Cryptocurrencies react to regulatory vulnerabilities The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Modern Monetary Practice: The Alluring Tree In The […]
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McAlvany Weekly Commentary
Timing is everything – Russia builds troop forces towards Ukraine Asia heats up with military sabrers rattling at sea Presidential personal interests play no role in pipeline politics – right… The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Pay No Attention To The Digital Yuan, Taiwan, & Ukraine April 13, 2021 “In […]
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McAlvany Weekly Commentary
Will government enforced blockchain lead to Orwellian control? Dollar reserve currency status: Future in question? What can the FED learn from the French Revolution? Read The Wallstreet Journal Article referenced in today’s show: CLICK HERE The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick China Government Introduces Its Own Digital Currency April 6, 2021 […]
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McAlvany Weekly Commentary
When “Con”-fidence reigns, credit flows freely for years Implosion occurs the second confidence is lost Physical gold is immune to leveraged, systemic implosion The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Remember LTCM, Bear Stearns, Lehman? You’d Better March 30, 2021 “Ultimately, a financial asset that is not on someone else’s list […]
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McAlvany Weekly Commentary
Turkish Central Bank Head gets pink slip & Lira collapses Putin challenges Biden to a debate – White House says he’s busy Bubbles Everywhere, $1.9 trillion in penny stock transactions last month The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Necessary Discipline In Central Banking Will Get You Fired March 23, 2021 “Gradually […]
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McAlvany Weekly Commentary
Perception Management overrides hard science in monetary policy Bank of England states “QE Not Ideal In Longer Term” Rented a VHS video lately? Blockbuster up 53% in a week The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Absolutely Original, Blockchain Secured, Digital Art—Only $69 Million March 16, 2021 “It’s impossible to call the top, […]
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McAlvany Weekly Commentary
The stealth bear market that dressed like a bull Could we see a repeat of 1968-82? Inflation + Bear Market Sentiment Index Indicator says accumulate gold now The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Tech Stock Boom Fears Antitrust Bust March 9, 2021 “The only thing that our academics within the central bank […]
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McAlvany Weekly Commentary
Jerome Powell downplays the rapid rise of money in the system Is the rise in commodity prices justified by supply & demand forces? F-35 Jet has 416 kilograms of strategic rare earth minerals – mainly from China The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick How To Spin The Tale On Inflation […]
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McAlvany Weekly Commentary
Inflation fears showing up in government bonds How liquid is your ETF when everyone wants out? Biden’s “most radical departure from prevailing economic policies” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Broken Promises & Unforeseen Events February 23, 2021 The reality is we don’t learn from our mistakes. We just move […]
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McAlvany Weekly Commentary
Powell says now’s not the time to worry about spending Biden’s Plan – A giant all-in bet to “run it hot” Cancel culture lion may just turn on its own master The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Seat Belts & Inflation: A Second Too Late Is Still Too Late February 16, […]
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McAlvany Weekly Commentary
Other People’s Money, by the millions, billions, trillions… Larry Summers doubletake: This is gonna trigger inflation Income starvation forces good money into really bad decisions The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Stimulus Fever: To Infinity and Beyond! February 9, 2021 Gold is not a gamble. It’s not a GameStop roll […]
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McAlvany Weekly Commentary
Front running is illegal – but not for everyone Are we watching Reddit disestablishmentarianism? Silver’s bigger than Gamestop – can the “short” be broken? The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick When Trading Is Free, You’re The Product February 3, 2021 The McAlvany Weekly Commentary covering monetary, economic and geopolitical news […]
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McAlvany Weekly Commentary
Momentum Investing Counts On Greater Fool Theory. The Wait Can Be Lonely But Buying Value Pays. Violent Rotations In the Market Can Create Risks Or Opportunities. The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Is Value Investing Dead? January 27, 2021 The McAlvany Weekly Commentary, covering monetary, economic, and geopolitical news events. […]
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McAlvany Weekly Commentary
Peru, Israel, Walt Disney, Coca-Cola, all issue 100 year debt Shorter Duration Debt is negative return – $17 trillion Tactical Short Q4 Call – Register at mwealthm.com The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Want Slightly Positive Interest Rates? Buy 100 Year Bonds!? January 20, 2021 The McAlvany Weekly Commentary, covering monetary, […]
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McAlvany Weekly Commentary
Ten Year Treasury Yield up 20% in one week When Americans fear free speech, Americans are in peril Not right vs left but the people vs media monopoly The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Valuing Voice As An Antidote To Dehumanization January 13, 2021 The McAlvany Weekly Commentary covering monetary, economic, […]
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McAlvany Weekly Commentary
This week we answer your questions that were submitted. Thank you for listening to the McAlvany Weekly Commentary. The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Your Questions Answered Part 2 January 6, 2021 Kevin, it seems like an obvious compliment in the context of doing a Q&A to say that I appreciate […]
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McAlvany Weekly Commentary
This week and next we answer your questions that were submitted. Thank you for listening to the McAlvany Weekly Commentary. The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Your Questions Answered, Part 1 December 30, 2020 “There is an opportunity to expand your financial footprint or to go beyond just maintaining purchasing power […]
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McAlvany Weekly Commentary
Craft Distillers & NASCAR tracks get stimulus money Save the Dollar? or Save the Bond Market? – That decision will come for the FED Q&A program in next few weeks – submit questions to info@mcalvany.com The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick What Does Your 401k Own? The Ignorant Bliss of […]
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McAlvany Weekly Commentary
Old pilots, bold pilots… no old bold pilots How long can the Fed be the buyer of last resort? Q&A program in next few weeks – submit questions to info@mcalvany.com
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McAlvany Weekly Commentary
M2 Money supply up 23% annualized! Inflation? Most successful (buy low/sell high) investors are longly Tobin’s Q value indicator shows all-time overvaluation in stocks – CLICK HERE TO VIEW THE CHART The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick New Normal or Old Trap? Buy High Then Buy Higher December 9, 2020 […]
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McAlvany Weekly Commentary
Is Bitcoin a momentum trade, a value trade, or both? Digitized Money – Dystopian or Utopian to individual liberty? Gold takes a short recovery break like an athlete, only to grow stronger going forward The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Bitcoin, Marcus Aurelius & The “Essence of the Thing” December […]
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McAlvany Weekly Commentary
Your local small businesses need help – buy deliberately local. Covid brings massive changes to norm, will some be “creative destruction”? CARES Act money used for mask enforcement versus help for small business. https://www.govtrack.us/misconduct The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Insider Trading: “Some Animals Are More Equal Than Others” November […]
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McAlvany Weekly Commentary
Wilbur Ross: “Investors need to start thinking about inflation again,”. China AAA rated coal company suddenly defaults on debt Vote switching new? No, see attached: https://www.huffpost.com/entry/pennsylvania-voting-machine-switches-vote-obama-romney_n_2083015 https://www.warren.senate.gov/imo/media/doc/H.I.G.%20McCarthy,%20&%20Staple%20Street%20letters.pdf The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Dollar Depreciation Certain… Election? Not So Much November 18, 2020 “But here’s the deal. We go farther […]
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McAlvany Weekly Commentary
Warning: your google search is “customized,” for the narrative you prefer Simple, common sense steps to personally filter out garbage info The quality of your conclusion is influenced by the quality of your data analysis CLICK HERE for Dr. Justin McBrayer’s latest book The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Dr. […]
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McAlvany Weekly Commentary
States try to vote out electoral college Markets tense & uncertain, awaiting election results Past shows to revisit on control of information Nazli Choucri Cyber Politics and You Monroe Price: Free Expression and Strategic Communication Robert Jervis – Does Instant Twitter Diplomacy Change The Game With China, Iran, & North Korea? The McAlvany Weekly […]
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McAlvany Weekly Commentary
Politics & media benefit from inflaming the masses To escalate or de-escalate is a choice, not a consequence Media: Don’t censor truth, give it to me & let me decide The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Election Outcome Prediction: Blue Or Red They Print More Money October 28, 2020 “We […]
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McAlvany Weekly Commentary
The pandemic allows for hyper-money printing Debt trap starts with we can, then we should, then we must CLICK HERE To Register For The Tactical Short Q3 Call Thursday October 22, 2020 – 4:00pm Eastern / 2:00pm Mountain The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The Fed Breaks The Window, Then […]
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McAlvany Weekly Commentary
A monetary tsunami continues to pour over every asset class. Low interest rates are like free money to big institutional investors. Putin claims “shared values,” between Biden/Harris & Communism. The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The Feigned “Blue Wave” & The Real Fed Wave October 14, 2020 “Maybe we call […]
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McAlvany Weekly Commentary
Stephen Roach warns of a crash in the dollar by as much as 35%. “Money is no longer scarce,” will lead to money no longer having value. Scarcity and value go hand in hand & vice versa. Click Here For The Article Mentioned In The Program The McAlvany Weekly Commentary with David McAlvany and […]
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McAlvany Weekly Commentary
Will vaccines be mandatory? As credit replaces money, should velocity be redefined? Covid 19: Health crisis or global economic crisis? The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Will Covid Be The Excuse For A Cashless Society? September 30, 2020 “At the end of the day, if you think about the MMT […]
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McAlvany Weekly Commentary
Dollar bounce gives opportunity to gold buyers BIS expresses concern about record equity valuations Election focus just changed radically to RBG replacement The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Bullard: “Inflation could run hotter than expected…” Ya Think? September 23, 2020 “The markets are going to be on edge with November […]
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McAlvany Weekly Commentary
Tesla profits? – They lose on car sales but gain from carbon credits S&P 500 – Six stocks only account for 100% of the gains, the rest lose $20 gold piece goes from $20 to $2000 since the Fed started in 1913 The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Zombification & […]
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McAlvany Weekly Commentary
When does Fear Of Missing Out change to Fear Of Staying In? Complete reliance on complete control of the Fed Inflation mixed with repression – Who loses? The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Free Money Plus Free Time Will End In Free Fall September 9, 2020 “What does it mean […]
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McAlvany Weekly Commentary
Wealth disparity and the dropping value of the Dollar Without the “awesome eight” stocks, the broader stock market is flat to down Fed’s Jackson Hole Revelation “Sure we don’t mind higher inflation” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Unlimited Debt & The Erasure Of Consequence September 2, 2020 “When we […]
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McAlvany Weekly Commentary
Buffett just bought gold stock, why? How has Covid changed cities forever? Learning from past commodities cycles – they rhyme
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McAlvany Weekly Commentary
Inflation pressures mounting or can we just print forever? The future conflict with China Politics: If the “Blue Zone Wins,” does the “Red Zone Comply,”? Neil Howe is the Managing Director of Demography at Hedgeye. President of LifeCourse Associates. Author of The Fourth Turning, Generations, and Millennials Rising. The McAlvany Weekly Commentary with David […]
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McAlvany Weekly Commentary
Credit is the new money, get used to it Creditism can only survive if we keep borrowing trillions Duncan sees the only utopian hope is through credit About this week’s guest: Richard Duncan is the author of three books on the global economic crisis. The Dollar Crisis: Causes, Consequences, Cures (John Wiley & Sons, 2003, […]
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McAlvany Weekly Commentary
Credit is now the new money – A game that can’t last “Moneyness of Credit,” works as long as the Fed can turn fear to greed Noland sees credit dystopia vs Duncan’s credit utopia (next week’s show) The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Doug Noland: It’s Too Late To Turn […]
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McAlvany Weekly Commentary
Compounding silver ounces from 125 to 9500 ounces – Click Here to download the free report Invest with the next generation in mind Heart breaker, price maker, inventory taker, is the Fed’s theme song The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Gold Hits All Time High and the Price Doesn’t Matter […]
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McAlvany Weekly Commentary
Toilet paper & now cash brings comfort in time of Covid19 Gold to silver ratio narrows rapidly from 125 to 86 to…? Will the Fed bail out the municipalities and states? To sign up for the MWM Tactical Short call Click Here To learn about the compounding ounces strategies mentioned in the program Click Here […]
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McAlvany Weekly Commentary
Gold to Silver Ratio narrowing… finally Covid providing cover: Spending trillions for political gain Tesla close to being worth more than all auto manufacturers combined The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Politicians’ Bidding War – Who Can Give The Most In Trillions? July 15, 2020 This country needs great diplomacy. […]
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McAlvany Weekly Commentary
Disconnect: 2nd quarter 2020 best in 20 years for stocks as economy collapses If it’s broke… buy it! Hertz & Carnival soar!? Jeremy Grantham: “Own zero stocks… less than zero is not a bad idea” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick No Football? No Problem! Sports Betting Meets Day Trading […]
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McAlvany Weekly Commentary
Fed now purchasing virtually everything including corporate bonds Dodgy debts, CLO’s, & Poison Apples FDIC considering scrapping quarterly bank reports… The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Fed’s Money Man Can, Just Like The Candy Man Can July 1, 2020 Mood is everything when it comes to politics, because now we’re talking […]
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McAlvany Weekly Commentary
Fed backstop creates unreal disconnect Statues Fall: Woodrow Wilson, Teddy Roosevelt, & Ulysses Grant? If you saw a Marxist revolution happening would you know? The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Wall Street Fiddles As Rome Burns June 24, 2020 David: If you’ve never studied the horrors brought about by Marxism, […]
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McAlvany Weekly Commentary
Study shows negative rates could be -14% in 2 years? Watch out for official competitive currency devaluations worldwide Fed Chief Powell comments read like a doom & gloom newsletter The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Inflation? Forget About It, “Let’s Just Devalue!” June 17, 2020 David: We’re talking about the […]
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McAlvany Weekly Commentary
Less than 10 people get $565 billion richer since March lows While 40 million less fortunate file for unemployment “Fair to say you simply flooded the system with money?” Powell said “yes we did” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick V Recovery? Hope That V Is Not Velocity June 10, […]
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McAlvany Weekly Commentary
We are living in the early stages of failed central planning Bear markets unfold when social mood turns decidedly negative Past episodes of currency destruction have been sponsored by academic elite The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The Late, Not So Great, 1968… Is This A Repeat Only Louder? June […]
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McAlvany Weekly Commentary
Hyman Minsky’s Financial Instability Hypothesis coming to you soon Gold hits record high levels in most currencies Group think & momentum – Forget accurate analysis to your own peril Minksy’s Instability Thesis: Click Here The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Delaying Panic With Hypnosis (Ponzi Finance) May 27, 2020 Is […]
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McAlvany Weekly Commentary
Politicians recognize C19 “cry for help” is their huge career opportunity Many furloughed employees making more than when working Will Corona virus finish the retail reckoning that Amazon started? The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick UBI: Money For Nothing & Your Checks For Free May 20, 2020 David: COVID is […]
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McAlvany Weekly Commentary
Accumulate gold for now & rehearse your exit strategy for later If you own equities, make sure you are “paid to wait” Dalio, Druckenmiller, & Mobius clamoring for gold The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Print Without Limit,” Equals No Price Ceiling For Gold? May 13, 2020 If you understand a […]
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McAlvany Weekly Commentary
Man on the street intuition: “I want some silver coins,”. Fed Intervention is about keeping bankers solvent. Warren Buffett Speaks: Beware of what he says but watch what he does… The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Save The Bankers! Sacrifice The Currency May 6, 2020 Start reading the Credit Bubble […]
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McAlvany Weekly Commentary
The Covid carte blanche power grab Covid excuse to spend trillions – (you get to pay it back) New cold war companions? Russia & China. CLICK HERE to Listen to the MWM Q1 2020 Conference Call The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Eco-Spasm: Economic Inflation & Deflation All At Once […]
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McAlvany Weekly Commentary
“I’d gladly pay you Tuesday to take this barrel of oil today” Oil contracts drop to zero, then to negative -$44.00 Fragility in all debt ridden assets open to such catastrophic events Tactical Short 1st Quarter 2020 Recap Managing Short Exposure in an Unprecedented Environment – CLICK HERE TO SIGN UP The McAlvany Weekly […]
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McAlvany Weekly Commentary
How To Thrive? An Interview With James Howard Kunstler Be compelled to make yourself useful to others Modern Monetary Theory is an adventure in complete unreality James Howard Kunstler is the author of The Long Emergency, Too Much Magic, The Geography of Nowhere, the World Made By Hand novels, and more than a dozen other […]
The post Living In The Long Emergency appeared first on McAlvany Weekly Commentary.
McAlvany Weekly Commentary
The Fed is both the fireman and the arsonist What if the world doesn’t want the dollar to be the reserve currency? Federal express planes fill the skies that are otherwise empty The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Trillions Anew: If The Fed “Wins” This Battle We All Lose April […]
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McAlvany Weekly Commentary
Peter Zeihan “U.S. consolidation is the order of the day” Following depression the U.S. will see the fastest re-tooling in world history Time to review these shows: Carmen Reinhart, Robert Higgs, Dr. Joseph Tainter, Neil Howe, & Harold James About This Week’s Guest: Peter Zeihan is a geopolitical strategist who combines an expert understanding of […]
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McAlvany Weekly Commentary
Gold mines & refineries send workers home for safety – Where will the new gold come from? Bonds are telling us that the system is cracking apart Figure out what you want to own (gold?) & get it now The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick To QE Infinity & Beyond! […]
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