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 “When liquidity dynamics change, speculative dynamics change and market prices fo

Charles Goodhart’s Central Bank Experience Leans Towards Gold Greg Weldon Is A Current Gold Bull Analyst Jeffrey Christian Sees Gold Higher “What we see in terms of demand dynamics are unique. They are very unique. In the past, we had local co

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 “There is increased awareness around the world about the increased political—internatio

Gold Will Break To The Upside There’s Not Enough Growth To Support The Debt Housing Prices To Fall “Argentina’s stock market, new high. Turkey’s stock market, new high. Pakistan’s market, new high. What do these things have i

Inflation & Interest Rates Higher For Much Longer Aging Population Is A Paradigm Shift Your Best Investment Is In Skills For Your Children “Now, I don’t see how the fiscal problems that we face can be met without a significant shift of tax

Labor Costs To Spike Worldwide Inflation Higher For Decades Long-Term Interest Rates Higher For Much Longer “The rise of China and demography created a sweet spot that has dictated the path of inflation, interest rates, and inequality over the last

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&#822

Buffett Selling His Apple, Holding His Energy Stocks Developed Nations Central Banks Increase Gold Reserves MAG 7 Stocks Cap $15 Trillion “Macro analysis is delegated to the company economist. Everyone else parrots the findings and the prognosticati

Chinas Document 9 reveals Chinas clear differences with western society Rule OF Law vs. Rule BY Law Will the Dollar lose its Reserve Currency Monopoly? “But the real moment comes when, because of Suez but slightly later, the British withdraw from

Japan throws away 62 Billion in effort to save Yen from meltdown The Mexican Peso: Harsh judge of Mexicos new President? Gold above $2300 gives the miners an abundance of profitability “It really is all about the currency. The yen today, the peso t

Chinas 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 “Paul Tucker suggests that the current discord between West and East will extend fo

Kamran Bokhari: Russia & Iran’s Shared Motivations & Desired Outcomes North Korea & Iran Send Arms For Russian Offensive Will Israel Preemptively Strike A Nuclear Iran? “That order—many times refer to as the rules-based international ord

Inflation IS The Policy Of The Fed Government Uses Inflation To Pay Down Its Debt You Are Buying The Government’s Debt Every Day “Does the stock market being near all-time highs, does the crypto market cap—if you’re counting it in aggregate—in

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 “Powell would have to embrace potentially unbearable political pressure to resolve the in

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 “If you think about economics, the funny thing is that they

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 “I think Wall Street is licking its chops to step in su

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 “They’re trying to figure out why consumer sentiment

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 “Community life is reborn in fourth turnings in a moment o

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 “I’m a little less impressed about the strength of the US economy today. The Trea

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 “Gold is breaking out in every currency. Currencies are br

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? “Today’s 7% deficit relative to GDP exceeds the levels as a percenta

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 “What is the real state of the economy? It seems to me there are two views on that.

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 “If you remember, the central banks justified their low—ultra low—rates, the zero rates and ne

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 “This is a very data-heavy week, and that one number, the PCE, is the big dog. It’s the on

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 “If you know what the future holds, and you’re happy about it, then everybo