McAlvany Weekly Commentary

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 fligh

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 p

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

This week, were joined by Keith McCullough, founder and CEO of Hedgeye RiskManagement. 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,

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. Relat

This Weeks 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 dr

This weeks McAlvany Weekly Commentary covers the shifting global financial landscape through the lens of tariffs, golds historic surge, and structural market volatility. David walks through the implications of what may be the end of the Bretton Woods er

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 recove

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 expenditu

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 own

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 large

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,

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.

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 se

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

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 tr

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. Earni

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

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

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 t

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

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 t

S&P 500: More Declines Than Advances Every Day In December China Adds 160,000 oz of Gold Send Questions To in**@mc******.com “We’re at this moment where, again, credibility gets thrown out the window for the Fed. And I think that is the fi

Rapid Middle East Re-Shuffle With Assad’s Exit Invisible Hand Of Free Markets VS Tariff Strategy Send Questions For Q&A Program To in**@mc******.com “There’s a long period of status quo. It was upturned quickly. In this case, you had

Falling Yields Globally May Be Signaling Concern Rising Stocks & Cryptos Show Bulls All In Send Questions For Our Q&A Programs To: in**@mc******.com “I think there’s perhaps too many currents swirling together today, just under the sur