McAlvany Weekly Commentary

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 mund

  This week, David McAlvany looks at the extreme valuations driving todays 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 th

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 jus

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

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 platte

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

This weeks 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.

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

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

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 bu

The Haven Status Of U.S. Treasuries Is Eroding Olympic Medal Gold & Gold Investment Similarities to 1980 Blue Owl (Canary) Suspends Payments Indefinitely JohnExter’sInvertedLiquidPyramid   “It’s telling us a lot in recent ye

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-cyc

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 t

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

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 categori

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”

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

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

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&#8217

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 aw

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 authoritythis is directly from the president of the Federal Reservethis is not QE. This is not even monet

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 large

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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&#

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 w