McAlvany Weekly Commentary

UK faces 18% inflation You can’t fix inflation harm with deflation Choose your executioner, Greek or Italian From Russia With Love: Europe’s Energy Catastrophe September 7, 2022 “European stress is increasing as financial stress increases. You’re re

Jay Powell punches the market in the face European energy costs could rise 10-fold this winter Gold up 20% in Yen for the year   The Dollar Is Temporarily the Best Horse (In the Glue Factory) August 31, 2022 “Europe, and Germany in particular, is exp

Germany shocked by 37.2% producer price explosion John Taylor “We have inflation all over the place” Iran stockpiles 3800 kgs of enriched weapons grade uranium China Gobbles Up 80 Tons Of Gold August 23, 2022 “The discussion has been aro

Market surge creates a Catch-22 for wannabe Bulls Wages rise, but not enough to keep up with inflation China shocks with interest rate cut, hoping to delay a larger disaster Everything Rally is Awesome—or Maybe Not August 17, 2022 “A true bear market has

Fed says it will stop telling the markets its next move Quick rally in stocks doesn’t change long term bear trend Biden “given” really good jobs “surprise”   The McAlvany Weekly Commentary with David McAlvany and Kevin O

Talk is cheap, follow-through is what matters. Former Dallas Fed Chief says Pelosi took advantage of inside information. Gold tests $1675 then bounces $100 higher.   Whitehouse Declares “Not A Recession,” … Move Along Citizen August 2, 2022 “As we ex

Can China survive when the debts cannot be paid? Interest rates spike worldwide while Japan fights against hope to keep rates down Dollar and gold rise as currencies fall   The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Doug Nola

Gold provides certainty in uncertain times China feels the pressure of loaning good money to bad bets Central Banks losing credibility fast Peak To Peak To Peak Inflation, The New “Transitory” July 19, 2022 “They are losing the last vestiges of credibilit

Companies weaned on easy credit now facing bankruptcy Milton Friedman warned you can’t fight inflation without loosing jobs China facing credit crises, high yield debt at 24.9% yield Formerly Free Money Now Getting Very Expensive July 12, 2022 “Duri

Secular Bear Markets are substantially longer & deeper than cyclical bears Dollar up over 11% – Gold only down 3.3% YTD NFTs (Digital Rocks) lose 90% YTD   Markets Fall: The Difference Between Old vs. Bold Pilots July 5, 2022 “You have bear

Credit has long been a tool for politicians Former NY FED President Dudley predicts “Inevitable” recession H.R. 2543 – See Attached Document In Notes https://www.congress.gov/bill/117th-congress/house-bill/2543/text   The Fed’s New

Powell’s .75% increase: ain’t Volcker, but it’s somethin’ Europe deploys “anti-fragmentation” grenade China & Empire… Rolls out third aircraft carrier   Everything Bubbles & Endless Summers… End

3.2 Trillion in leveraged bets to unwind this week Gold in relative terms up 50% vs Bitcoin, up 20% in Yen Powell’s Rock and Hard Place question: Implode or Inflate?   Market Horror: Three Witches and a Slice of Fruitcake June 14, 2022 “You do have t

PHD Central Bankers slapped with “NO Confidence” vote by Bond Markets The FED is 700 basis points behind the curve Trade settlement in Rubles and Yuan up 1067% in 100 days Bond Markets Revolt against Central Banks June 7, 2022 “This notion of

Oversold stock market bounces… (dead cat)? Russia & China fly joint “nuclear-capable,” bombers near Japan & South Korea Only 5 months ago the predicted inflation rate was 2.2%… oops The McAlvany Weekly Commentary with David

Inflation is the next global pandemic China’s Debt to GDP 280% & that’s an understatement For every $1 of productivity, $50 goes to the rich The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick When Is Enough Enough … Or Not

“Perception management tool” is failing politicians Strawman? Biden pins inflation blame on wealthiest corporations Consumer Sentiment Plummets… Inflation Dragon Now Too Big To Hide May 17, 2022 “Here in the U.S., the most significant is

Powell: Hawk, Dove, or maybe both? Bitcoin breaks down through major support level Momentum Speculators of today should learn from RCA of yesterday   The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick If You’re Addicted To Gain, Prep

FED Loses $500 billion in Q1 Netflix down 70% from peak, Amazon 30% down Japanese Yen loses 80% relative to gold in 22 years The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Mortgage Rates Explode… Housing Affordability Threshold? April

The five causes of prolonged warfare The pathways to avoiding prolonged warfare Realizing the economics of the War decision can lead to peaceful compromise Why We Fight: Interview with Christopher Blattman April 26, 2022 “Narratives can unravel this

From loose, looser, loosest policy to tight, tighter, tightest? Ukraine agricultural harvests will be cut in half this year Is China signaling preparation for war with the west?

Rates on 30 year mortgages rising at fastest pace since 2003 Gold up 13% over 12 months Ex-FED President Dudley “The Fed will have to shock the markets”   The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Inflation Makes

Is Russia/Ukraine an energy heist? Putin “will sell oil for Rubles” – Ruble rebounds Stimulus money still a coiled spring, only 30% has been spent https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics

The $500 trillion Interest Rate house of cards Stocks rally & bonds crumble Consumer Pessimism highest since WWII The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick China Stockpiles 80% of World’s Copper & 70% of the World’s Corn

“Control oil & you control nations. Control food & you control people.” – Kissinger Russia & Ukraine generate 10% of all global calories Powell raises rates – How much more will he go before reversing again? Collectivis