McAlvany Weekly Commentary

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

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 mea

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 t

Left Cannot Ignore Electoral & Popular Sweep Head Of $11 Trillion BlackRock Likes Hard Assets When Will Western Investors Move To Gold? “The adjustment is beginning in their investors’ minds to a higher-for-longer environment, an adjustmen

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

45 Countries attend BRIC Summit in Russia Gold seen as antidote to political/economic insanity Listen to Doug Nolands analysis this Thursday: https://mcalvany.com/wealth/tactical-short-registration/ “Gold is sobriety in a world drunk on credit. Cre

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 financializ

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

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 ba

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 Chin

Bond Yields Rise As Powell Cuts Rates Gold Rises As Powell Ignores Inflation ZelenskyyCampaigns 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 no

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

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 disag

Who’s Watching The Watchers South Africa: 600,000 Security Guards & Only 150,000 National Police Fear Those Who Disagree – Return To Tribalism “The irreconcilable differences between various political perspectives and the intolerance

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&#8217

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,

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 markets, if I said the man in the street has moved on, he’s no