McAlvany Weekly Commentary

Bond Market Realizing The Interest Rates Will Continue Up Buffett “Efficient Markets Exist Only In Textbooks” Defund Police Cities Turn Into Warzones – Who Would’ve Thought? Saith Inflation, “I’m Not Quite Dead Yet” March 1, 2023 “

Japan’s QE Is More Than All Global QT Combined U.S. Inflation 9.6% Calculated The “Old Way” Credit Card Debt At All-Time High Could Japan Crash The World? February 22, 2023 “If yield curve control is finally killed off or even tweaked, i

At What Point Does Interest On The National Debt Bury US? The Fantasy Of Modern Monetary Theory In The Age Of Inflation The Fantasy Of Renewable Energy In The Age Of De-Globalization Not The Debt Stupid, It’s The Interest February 15, 2023 “I think for th

While Speculators Gamble On Bed, Bath, & Beyond… Gold Buying At 4,741 Tons In 2022 IMF Sees Sanctions Driving More Gold Buying Why Are Central Banks Buying So Much Gold February 8, 2023 “In recent weeks, you’ve had production through the refineries be

Volcker Pivot: 17% to 9% Back Up To 19% Party Till You Die! Markets Premature/Post-Inflation Celebration Give Me My Money – Large Real Estate Funds Have Gated Liquidation Requests Do You Remember The Volcker Pivot? February 1, 2023 Rates remain

One Dollar In 1940 Would Buy What 21 Dollars Buys Today Ghana Willing To Sell Oil For Gold Brazil & Argentina Want Their Own Currency Block… Inflation Is Slow Poison To Your Savings January 25, 2023 “Energy in the financial markets is a combinat

January Will Give Us The Latest “New” Way To Understate Inflation “Arm Taiwan Now” – Former NATO Secretary General Register For the Tactical Short Call – Click Here Don’t Like Inflation Numbers? Change The Calculation!

Almost One In Four Russell 3000 Companies Cannot Pay Interest On Debt Margin Debt On Stocks Still 5% Higher Than Before The 2008 Crash World Economic Forum Promotes Insects As Great Replacement Protein… Yum Zombie Company Apocalypse January 11, 2023

Central Banks To Target The Middle-Class To Slow Economy Extreme Interest Rate Volatility In China & U.S. in 2022 Visit mcalvany.com To See Our New Look & Latest Updates Petro-Dollar May Someday Face Petro-Yuan January 4, 2023 “Global recession is

Would A Fed Pivot Cause Stagflation? Are Things Worsening In The World, Or Are We Just Getting Old? The 15 Minutes City & Who Wants You There Your Questions Answered, Part 2 December 28, 2022 “High inflation is preferred to the unknowns of the next le

The Mythos of Russian Identity Tied to Putin’s Power Did Putin’s Attack Solidify Ukrainian Identity? Will The War In Ukraine Ultimately Dethrone Dollar Hegemony? Click here for “The Story Of Russia,” by Orlando Figes The Story Of R

When will the Central Bank Digital Currency be introduced? Where can we place our economic faith right now? Does government debt matter when interest rates are still low? Your Questions Answered Part 1 December 14, 2022 “While rates are historically low,

Blackstone has to halt redemptions – Price drops 12% GDP boosted by strategic petroleum reserve sales & weapons to Ukraine Send questions for Q&A to info@mcalvany.com Fed Pays Banks 3.9% To Not Loan Money! December 7, 2022 “And that’s been t

Cap Russian Oil at $30.00? Hello Black Market Mark Mobius Predicts Bitcoin Falls To $10k… Q&A Programs Are Coming. Submit Questions to info@mcalvany.com Will Sesame Credits Be Xi’s Tiananmen Tank? November 30, 2022 “There is no going back to wha

Crypto “Genius” will be missed by the liberal Davos Elite Rogoff will be proven right, innovation will now be regulated & appropriated Real estate prices will be the debacle of 2023 FTX, “Effective Altruism” Proves All-False November 23, 2

Crypto carnage as FTX declares bankruptcy Recession looms while stock market celebrates 7.7% inflation Learning the art of living backwards Carry Trade Heaven Now Hari-Kari Hades November 16, 2022 “So the markets are a daily engagement. Last week’s activi

Powell pops the pivot presumption Midterms & CPI numbers this week Will the dollar fall & gold rise? Technicals are hinting yes Central Banks Purchase Record 400 Tons of Gold November 9, 2022 “When you think about gold being at $5,000, that’s 2.9,

Country Garden now paying 118% on its debt Equities spike up in dangerous bear market rally When does the shoe drop on the real estate market? Xi Whiz – China’s Getting Scary November 2, 2022 “It is important to look at the enthusiasm in the U.S. markets

The bear in 3 acts, we’re in act 1 Average bear market loses 38% in 318 days Would you “buy the dip” in Russia in 1917? Buy The Dip? Not So Fast October 26, 2022 “For the patient investor, we are talking about a values realignment and th

China arrests 1.4 million since June Japanese Central Bank is losing control Is Putin the new Prince Vlad? Hardly China’s “New Era” Is Old Totalitarianism October 19, 2022 “Who is not subject to these same pressures? More money, more debt, more pleasure,

Brits reversal: 100 billion in “NOT QE” Biden scolded by Macron for his flippancy on nuclear threat No Bid Markets: What if there were really NO buyers? QE or NOT QT? That is the Question October 12, 2022 “We know that quantitative tightening is a tempora

Bank of England shifts from QT to QE Sweden & Finland measured 2 explosions on Nord Stream Pipeline – Sabotage? Would China actually, purposefully devalue? GILTy? Bank of England’s Big Pivot October 5, 2022 “We’re in a new stage of instability.

Desperate Putin keeps talking about Nukes Safe Money? 10-year Treasury down 15% YoY Dollar, at 20 year high, is choking the world Pound Collapse: “I Just Can’t Wait to Be King” September 28, 2022 “This week is unbelievable. Uncertainty. What the fol

German Producer Price Inflation up 45% World Bank warns of devastating recession if rates go too high 30 Year Treasury purchased in 2020 now down 40% Hoping For A Less Worse Tragedy September  21, 2022 “What is clear in my mind is that uncertainty is a fa

Efficient Market Hypothesis is just wrong A crash worse than 2008? A new, better, testable, economic model Andrew Smithers: Look Out! Bad Models Equal Bad Outcomes September 14, 2022 “But I must say I welcome any qualified economist who has the guts to sa