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 last real cycle in 2008 through 2011, silver was the leader. We had distinct outp

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 “We’ve been at this place where apathy and complacency with the gold market i

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. “You’ve got to know that our Chinese counter

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 “As we get ready for 2024 and an additional $2 trillion in budge

Treasury auction reveals cracks in system San Francisco prettied up for Xi Private Equity time-bomb being pawned off to middle-class bag holders “So the Treasury is issuing 32% more debt this year than last year with no Federal Reserve to buy the ex

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. “Well, the bottom line, from the Hussman Research, the primary drivers of major stock m

Yellen Denies Higher Rates Due To Lack Of Confidence Watch The Hard Asset Difference Webinar Click Here To Sign Up for the Tactical Short 3rd Quarter Recap Call “This is a big week. We’ve got payroll numbers, we’ve got the FOMC, multiple central ban

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 “We are not tiptoeing towards bankruptcy. We’re in a dead sprin

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 “There is a re-gearing of narrative and there’s a focusing in on

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 “Even though wheat is down 28% year-to-date, that doesn’t mean your box of Wheati

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 &#82

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 “We have to be cautious of policy choices over the next six to 12 months—and th

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 “Pricing pressure from the oil markets is real on the supply side, which is a har

Equities To GDP (Buffet Index) Screams Overvalued at 168% RMB + Yen Needed “Rescue” From Disaster Last Week Bubbling Over: Will Everything Bubble Ever Pop? Currency markets were particularly interesting last week. The two that stood out, the y

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. Roughly 60% of Americans cannot afford a one-time out of pocket expense of 400 bucks o

Gold Carries With It Its Own Agency Central Planners Chase The Illusive “Neutral” Jackson Hole No Surprise: Higher For Longer There are a whole collection of things, false beliefs, conventions that are considered to be normal anymore, but real

Gold Near All-Time High In Yen CPI Slight Of Hand To Change Again Need A Summary? Read Our Weekly McAlvany Recap   Making BRICs Out Of Basket Case Currencies August 23, 2023 If we just use the old metrics that were used to construct CPI, we have, sti

Why Risk Stocks When Treasury Bills Are Paying So Much? Read The Latest Hard Asset Insights – Click Here   American Stocks Most Expensive In Years August 16, 2023 So if you want to make a case for a strong US economy, that’s fine, but that does

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/ Dollar Dominance Dismantled One BRIC at a Time August 9, 2023 How ma

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 When The Carry Trade Becomes The Buried Trade

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 Crowd Is Always Right…Right? July 26, 2023 “We’ve abused the debt system gl

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 World History & The Cost Of Money July 19, 2023 “The idea of rising interest costs and th

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 I Just Can’t wait To Be A Bull, But Not Yet July 10, 2023 “This is getting teed up to be nothing

Sick Dollar Still Only Real Currency Option Bitcoin Is Where The Illicit Money Is Moving Government Agencies Tracking Where The Money Goes Bill King: “The Big Money Players Are Moving Into Gold” July 3, 2023 Fifteen days to stop the spread. Let’s shut dow

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 Who’s Gonna Bail Out Bundesbank? June 28, 2023 “The currency conversation refle