McAlvany Weekly Commentary
A weekly podcast covering monetary, economic, and geopolitical news and events, providing analysis and commentary on global financial markets and political developments.
Episodes
Going to “Warsh” That Debt Right Out of Our Hair
This week, David McAlvany looks at new Fed Chair Kevin Warsh and what his leadership may mean for rates, inflation, the Fed’s balance sheet, and America’s growing debt problem. He also asks whether a new Fed regime can really “Warsh” away years of monetary excess and fiscal strain. On the geopolitical front, David breaks down […]
Central Banks Offloading Treasuries & Buying Gold
Hot Money (Fickle Money) Absent From Gold Market Central Banks Providing A Structural Bid In Gold Register For The June 17 Webinar “Under the surface of the markets, there’s a lot happening. If you’re looking at where the Dow, the S&P, the NASDAQ, AI companies are quoted, you would think that not only is all […]
Buy Hard Assets To Profit On AI
In this week’s commentary, David McAlvany looks at the massive spending behind AI and asks where the more durable opportunity may actually be. Goldman Sachs is calling it HALO: heavy assets, low obsolescence. Rather than chasing the front end of the AI trade, this episode explores the commodities and hard assets that may benefit from […]
Inflection Point In The Gold & Silver Market
Gold and silver appear to be reaching a major inflection point as central banks continue their aggressive accumulation of gold. While general investors have been slow to follow, that may be changing as confidence in paper assets begins to weaken. This week, David McAlvany looks at the tech stock melt-up, why it may be running […]
Sovereign Debt Stress Points To Higher Gold
J.P. Morgan, Goldman Sachs Call For Gold To Be Between $5400-$6300 By Year End Inflation (Not-Transitory) Now Above Target For More Than 5 Years Bank Of America Predicts Silver/Gold Ratio Possibly In The 30s “So reasonably expect 4.1% CPI inflation. We’re at 3.8 now. The next print, don’t be surprised if it’s moving in the […]
The New, Unofficial, Global Gold Standard
A New Global Reality Is Appearing In Commodities Putin Feeling The Pressure To End War With Ukraine Government Policy, Not Investor Speculation, Gobbling Up The Gold This week, David McAlvany looks at the forces reshaping commodities, the growing pressure on Putin to find an exit from Ukraine, and the role government policy is playing in […]
Central Banks Gobble Up Gold, Retail Buyers Yawn
Iranian Drones Say Nope To UAE De-Dollarization, De-Globalization, & Destabilization Deutsche Bank Analyst Calls For $8,000 Gold “A Treasury refunding announcement is not as dramatic as warships smoking Iranian speedboats, but sometimes the mundane becomes the most important thing to watch. And so, frankly, as our fiscal position deteriorates, publicly held Treasuries are now north [R
Super Bubble Stock Market: Fire Storm Dynamics
  This week, David McAlvany looks at the extreme valuations driving today’s stock market and why history suggests caution when markets get this expensive. The conversation covers the migration from Mag 7 momentum into blue chips, the warning signs that often appear near market tops, and the fire storm dynamics that can follow when confidence […]
Avoid Wall Street Consensus At All Costs
Private Equity & Private Credit: The Doomed Darlings Of Wall Street Wall Street Losing Appetite For Gold – Smart Investors Buying Watch Dow/Gold Ratio For Best Timing “I am bullish. And as agnostics in the markets, we can be bullish on just about anything. It’s just a question of what the value equation is, what […]
Being Set Up For The Next “Big Short” Moment
David looks at why private credit may be setting the stage for the next major financial break. They walk through the growing risks in insurance portfolios, private equity, and commercial banking, and why more of that exposure may be finding its way toward everyday investors. The episode also covers recession pressure, energy shocks, interest rates, […]
Gold Is Key Player In New Monetary Regime
Iranian Oil Toll System Accelerates Petroyuan We Are Handing Monetary Transition To Chinese On A Silver Platter U.S. Is Having A Hard Time Selling Enough U.S. Treasuries “We’re handing this monetary transition to the Chinese on a silver platter. And Trump may have had a plan in Iran when he started, but I doubt he […]
Could Hormuz Be the U.S.’s Suez?
This week, David looks at how past oil shocks reshaped markets and why those lessons still matter today. They discuss the long tail of energy disruption, what happens when supply shocks work their way through the economy, and why real assets tend to come back into focus during periods like this. The conversation also touches […]
Liquidity Squeeze Forces Quick Temporary Gold Drop
This week’s McAlvany Weekly Commentary covers a sharp temporary drop in gold as tightening liquidity pressures force selling across the system. David also looks at the energy shock now hitting Asia and Europe, with prices rising 35% to 140% in key areas. He explains why this dramatic counter-trend move in the metals may actually reinforce […]
Why Many Elite Athletes End Up In Debt: Calling For A New Gold Standard
Lauryn Williams joins David McAlvany to discuss the financial realities behind elite athletic success. A four-time Olympic medalist and Certified Financial Planner, Lauryn shares why many athletes take on debt to compete, how short the earning window can be, and the biggest misconceptions about what Olympians actually make. She and David also explore the mindset […]
War, Debt, & Ammo: Duration Is Key
Every $10 In Oil Price Increase Boosts Inflation 20 Basis Points The War Is Costing $900 Million Per Day Watch Oil Futures To See Expectations Of The Duration Of The Iranian Conflict “The markets are concerned with duration of the engagements, which ends up being a defining factor for costs. How much will this add […]
The Scramble For Liquidity Is On
Liquidity Flow Means Life Or Death For Equities War In Middle East: Oil Up Now + Long Term Bullish Thesis Unchanged Gold Drop Is A Short Term Rush To Raise Cash “You go back to margin debt being at all time highs, $1.28 trillion. Investors are as bullish as they’ve ever been, and this is […]
U.S. Athletes Win Gold, Big Money Is Buying It
The Haven Status Of U.S. Treasuries Is Eroding Olympic Medal Gold & Gold Investment Similarities to 1980 Blue Owl (Canary) Suspends Payments Indefinitely John Exter’s Inverted Liquid Pyramid   “It’s telling us a lot in recent years, the price of gold. Geopolitics is in the frame, and with a disruption in relationships—not just trade relationships—there’s a signal t
The Next Move Up in Gold Will Be Motivated by Fear
Hedge Funds, Highly Leveraged, Own More Treasuries Than China or Japan AI Narrative Dangerously Fading The Cayman Islands Are Our Number One Creditor! “It just suggests to me that we have troubled waters ahead, and the last up-cycle, the last up-cycle in precious metals, 2025, driven by central banks and then some late comers to […]
The Market Narrative For AI Is Changing
Google, Amazon, & Tech Spending Way More Than Expected Gold Resilient Through This Volatility Watch The MWM Webinar From Oct 2025 The McAlvany Weekly Commentary February 11, 2026 “Maybe the remainder of 2026 is boring in the physical metals. I tend to think not. And a part of that is because we’re dealing with a […]
Gold & Silver: Turbulent Reversals & Ratio Opportunities
Gold & Silver Bull Market Intact After Violent Volatility 6 Years Of Silver Deficit Point To Higher Price Central Banks Are Net Buyers Of Gold “The experience of this last week, people think volatility is their enemy. It’s not. Volatility is your friend. This is the nature of ratios. It is a measure of volatility […]
The Metals Are Pricey, But Not Overbought
Silver 56% Up, Gold 18% Month To Date When To Start Swapping Silver To Gold A “Run” On Japanese Bonds Is Cascading To The Rest Of The World “You can see the importance of defense. And when we look at the perspective triangle, we categorize gold and silver not as a high growth asset, even […]
“They’re Manipulating Precious Metals!”… Who Cares? – Bill King
If You Own Metals Without Leverage, You Don’t Care If The Paper Rules Change Bill King Advice: Stay Liquid & Hedge Liquidity With Gold Money Coming In Is Overwhelming The “Silver Rig” “What was really going on here is this whole fight. It’s been going on since the ’80s, deflation and inflation. What’s the fight? […]
When Do We Start Selling Ounces? Not Yet!
Gold & Silver Set Up Could Lead To Much Higher Prices From Here Is Trump Overplaying His Hand With Powell? Will Loss Of “FED Independence” Scare Off The Foreign Investors? The McAlvany Weekly Commentary January 14, 2026 “We’re missing upside. That’s what they’re thinking. Cash is trash. We’re missing upside. And yet missing upside— There’s [̷
Trump To Maduro: “You’re Fired”!
Venezuela Has the Largest Proven Oil Reserve In The World A Major Blow To China’s Influence In The Caribbean Gold In 2026: A Bullish Forward Look “Yeah, I think the extraction capturing or extricating Maduro communicates to a broader audience what the US can coordinate across land, sea, air, and space. And like it, hate […]
Trump To Maduro: “You’re Fired”!
Venezuela Has the Largest Proven Oil Reserve In The World A Major Blow To China’s Influence In The Caribbean Gold In 2026: A Bullish Forward Look
Q&A: Your Questions Answered #2
Silver to Gold Ratio Trade: How & When? Silver Is Designated “Strategic” Will Premiums Return To Pre-1933 Graded Coins? “I wouldn’t count on better entry points for bullion or for the miners till the end of the cycle. You’ve got the major trends and then the minor pullbacks around the major trends. Bullion has broken […]
Q&A: Your Questions Answered #1
Silver to Gold Ratio Trade: How & When? Silver Is Designated “Strategic” Will Premiums Return To Pre-1933 Graded Coins? “The question on global monetary reset. I think we’re in the middle of a global monetary reset. The move away from invoice settlement in dollars and reserving by central banks in gold ounces rather than Treasuries […]
Which Is Rising Faster: Gold Or McDonalds Fries?
Concerned FED Is Back To Quantitative Easing Buffett Ratio Blowing out All Past Peaks Send Questions To info@mcalvany.com “We have it on good authority—this is directly from the president of the Federal Reserve—this is not QE. This is not even monetary policy. I don’t know what it is if he’s doing it and it’s not […]
Is Silver Too Expensive?
Evidence Shows Silver’s Move To Be Just Beginning China Doesn’t Need U.S. – Who Will Loan The U.S. Money? Send Your Q&A Questions To info@mcalvany.com “If you’ve got a trillion-dollar year-to-date trade surplus, the largest on record for the Chinese, and we haven’t even finished out the year, we have another month and we’re already […]
The Markets’ Stratospheric Tsunami (with Steven Hochberg & Peter Kendall)
SPECIAL OFFER FOR MWC LISTENERSElliott Wave International is offering McAlvany Weekly Commentary listeners one month of access to the Financial Forecast, Theorist, and Short-Term Update for just $11.Claim the offer here: https://www.elliottwave.com/david SHOW NOTES This week on the McAlvany Weekly Commentary, we continue our two-week exploration of technical analysis. Today, David welcomes Steven
Michael Oliver: The Most Important Chart in Markets Is Breaking Right Now
This week on the McAlvany Weekly Commentary, David McAlvany interviews technical analyst Michael Oliver, founder of Momentum Structural Analysis (MSA), about what he describes as the most important chart in global markets today: the long-term gold vs. S&P 500 spread. According to Oliver, this relationship has now broken decisively, signaling a major structural shift that […]
Best Risk Hedge: Gold Or Crypto?
Bitcoin Behaving As A Stock Market Mirror & Not A Hedge Are Annuities Becoming The Bag Holders? Watch The Webinar – The Next Regime Playbook “Silver is a different animal. No central bank buying eats it up. Investor demand in competition with increasing industrial demand—those are the two most critical elements, and you’re dealing with […]
“Sure Bet” AI Now Not So Sure
AI Providers Begging For Money & Energy Wall Street Chief Strategists Recommending Gold In Place of Bonds Register For Our Webinar – Click Here “The revolution in AI is unlimited by the imagination, but very limited in the physical world. Then, energy demand outstripping supply, I think that alone flips the script on the AI […]
Late Cycle Dynamics With Doug Noland: Risk Takers In Charge
Cayman Island Hedge Funds Hold Most Of U.S. Treasuries Precious Metals Move Another Late Cycle Signal Risk Taking Can Turn To Panic Within Hours “What makes me worried today is I don’t know where the next bubble is because when this bubble bursts, you’re going to have government debt and central bank credit discredited, I […]
Shadow Banking Time Bomb
First Brands & Tricolor Failures Signal Future Disaster Financing Government Debt Now More Important Than Price Stability Register For The Next Regime Playbook Webinar “Certainly, we are dealing with what economists describe as a K-shaped economy. The wealthy have everything and it’s going up and to the right. And the less well-off are down and […]
Finally! Gold Takes A Breath
Gold & Silver’s Gains Correcting Down This Week Long Term Monetary Regime Change Points To Much Higher Gold The Case for a New Price Reality – Latest Hard Asset Insights “The nature of gold being the anti-fragile asset for every investor because we’re all dealing with the same things. By the way, we topped 650,000 […]
Hundreds Of Tons Of Silver Scrambles To London
Silver Demand In Form Of ETFs Spikes Causing Market Mayhem Golden Opportunity To Accumulate 90% Silver Coins Silver Lease Rate Soars To 200% “Just count the stuff that’s coming from the US. 180 tons of silver suggests that this is now more normal pricing. The spot market and futures market come into more standard relationship. […]
Gold: $40 to $400 to $4,000 To…?
A Currency On Its Way To Zero Reprices Assets To Infinity Citadel’s Ken Griffin: Investors View Gold Safer Than The Dollar Debt Trap: The Only Way Out Is To Inflate “Only once in world history have we had a unified fiat system in which investors base their allocations on a system whose ground is inherently […]
Bill King On Gold: “Where Else Can You Go?”
They Will Run It Hot Until It Blows Up Welcome Back To The 1970s: Inflation + Gold Explosion The Chinese Are Buying Gold Like Crazy “So, yeah. Biden did that enormous package and you got inflation. And Trump, doing pretty much the same thing. Then when you lay over China, who’s fighting to keep their […]
Unforgettable Moment “I Forgive You”
Charlie Kirk’s Death Likely The Foundation Of A First Turning Gold Is Being Re-monetized Worldwide Foreign Investors: “Buy U.S. But Hedge The Dollar” “We go back in time to gold priced in yen, and it was not that many years ago that gold was 5,000 yen, and then it was 10,000, and it seemed unimaginable […]
Momentum Shifts To Gold
Silver Mining Stocks, Gold ETF’s Now Confirming Higher Gold Prices MAG 7 Mania Consumes 31% Of Total U.S. Stock Market Verbal Debate Shouldn’t End With A Bullet David: “Margin debt rose 3.6% in August to a new record high of 1.06 trillion. Remember, when you’re so confident in your portfolio allocations that you borrow from […]
How Gold Will Multiply Your Stock Gains
Dow/Gold Ratio Is The Key Gold Reduces Investment Complexity Unemployment Shock Puts Fed In A Corner “Your most reliable hedge is something that doesn’t do a lot of different things. It’s not like a Swiss Army knife—does a little bit of everything, but nothing very well. Gold is wealth insurance. In its purest form, it […]
Can Trump “Stack” The Federal Reserve?
Gold & Silver Break Above Historic Numbers Lisa Cook & World Perception Of Fed Independence All Eyes On September 17th “You meet the expectations with a 25 basis point cut. You beat the expectations with a 50 basis point cut. You completely blow up expectations and you see a massive equity market hissy fit if […]
Don’t Miss the Silver Streak
Silver breaks $34, $36, $38…soon $40 More U.S. Equities owned by foreigners than U.S. Bonds – Historic first time If FED has to turn to Yield Curve Control, Gold will have no ceiling “When you’re thinking about the big picture and how all these pieces fit into the larger puzzle, what happens with the critical […]
Gold & Gold Miners Outperform Stocks & Bitcoin YTD
Could A Breakdown In Bonds Break The Stock Market? Bessent Pressures Bank Of Japan For A Stronger Yen Would Trump Sue The Fed? “We are spending around 600 billion a month, and the US political class has been unwilling to meaningfully cut spending to address our debt issues. Obviously the hope is that we grow […]
No Tariffs On Gold “What Would’ve Happened If?”
A Look At The World Wide Bullion Market Why Gold Tariffs Would Ultimately Be Ineffective How The “Big Boys” Always Win In The End * * * Kevin: Welcome to the McAlvany Weekly Commentary. I’m Kevin Orrick, along with David McAlvany. David: It’s interesting, isn’t it? Well, this is sort of […]
All Time Stock Highs & Liquidity Addiction
Inflation (Devaluation) Chosen As Best Political Answer Gold Purchases (Bar & Coin) Up 250% In Germany, 91% In China What Is A “Crack-Up-Boom”? “If you have too little money in credit and growth does not as easily materialize, you risk economic implosion. And that’s if there’s even a hiccup, a small little disruption within the […]
Sizzling Markets: No Acrophobiacs Allowed
Are markets really on fire and how high is too high? This week David and Kevin dig into the dizzying climb in valuations, with the Buffett Ratio screaming to a record‑breaking 210%. We explore what that number really means, why China’s debt machine is running out of steam, and how even a Krispy Kreme meme‑stock craze says […]
Cyber-Intrusion, Banking Fragility, & Petro-Dollar Replacement
If It’s Free To You Online, Realize That “You Are The Product” Banking Crises Are Actually Designed Ahead Of Time Dollar Recycling Being Replaced By Gold “And it just goes to show how vulnerable a lot of this infrastructure is, particularly the internet. When you talk about the internet as we conceive of it, like […]
Dr. Peter Zhao: The Importance Of Virtue In Economics
Former Communist Atheist Explains Why A Market Economy With Churches Works China Is In Need Of Spiritual Reform To Save Economy When A Country Lacks Faith In God, The Nation Becomes Its God “I think there are four flash points of global geopolitical situations, and out of the four I identify three as already being […]
Germany & Italy Want Their Gold Back
Devaluation? Dollar Loses 10% In Six Months Can Powell Lower Interest Rates Without A Dollar Crash? “90 Deals In 90 Days” – Only 2 So Far “Germans and Italians asking to repatriate their gold holdings from the US. This is not an insignificant sum, $245 billion in bullion they’d like to have onshore. If nothing […]
The Power of Economic Warfare: Edward Fishman on Chokepoints, Sanctions & Strategy
Former State Dept. official Edward Fishman breaks down the rise of economic statecraft How modern warfare is waged by “guerrillas in gray suits” — not soldiers on battlefields Why controlling chokepoints and financial systems may prevent military escalation This week, we’re joined by Edward Fishman, Author of Chokepoints: American Power in the Age of Economic […]
What Type Of War, Banks or Bunker Busters?
Central Banks Now Have More In Gold Than In Euros 95% of Central Bankers See Their Gold Reserves Rising Over Next 12 Months Breakout In Silver & Mining Shares “When I talk about the investor coming into competition for ounces with a price-insensitive buyer, what’s underappreciated about gold, truly underappreciated, is the supply inelasticity there. […]
War, Nukes, & Regime Change
Would Regime Change In Iran Effectively Solve The Nuclear Deal? Will The Middle East War Spread? Gold Replacing T-Bills As Flight Captial Preference “We talked about the breakout in silver, and I think silver more than even the gold market is your tell for the Western investor finally saying, maybe we do need some version […]
“Sound Money” Actually Makes A Sound
Did Anyone In Government Read The Big Beautiful Bill? “Genius Act”: A Crypto Version Of Fiat Dollar Tomahawk 6 By Broadcom Threatens NVIDIA Share Value “The gold market has been driven by central bank demand, and one of the reasons why I wanted to highlight some of the moves in silver today and the change […]
The Big Beautiful Bill’s Hidden Bomb
Jamie Dimon Says Bond Market Will Cause Panic In Future Section 899 Of Bill Could Scare Money Out Of Dollar Is Private Equity The New Money Trap “We go back to the 30,000-foot perspective and see that interest rates are the issue for the Treasury Departments in the UK and in the US and in […]
Can We Really Outgrow Our Debt
Big Beautiful Spending Bill Will Spend More Than Ever 50% Tariffs On EV… Just Joking? US Dollar Down In Gold – 29% In One Year – 48% In Five Years “The bond market is a mess. The US long bond reached levels last week we haven’t seen since July of 2007. The Japanese long bond, […]
Big Money Flowing Out Of U.S. Dollars
Buffett Eyes Japan As A Stronger Currency Trump Is Isolating Iran From Its Perceived Friends Register For Thursday’s Webinar “What we will look for as the final element in the international investor trifecta spurring on increased capital flight is when the US economy slows considerably. So if you then combine a slowing economy on top […]
Tariff Song That Never Ends: On, Off, On, Repeat
Chinese Admitted To Bessent, They Knew Biden Was Weak “Strong Dollar” Policy Being Reversed By Trump Administration Dollar Recycling Shifting To Gold Recycling “Gold has been interesting. For the month of April, 70 tons, roughly 7.4 billion in gold, was purchased via ETFs in China. That’s double the previous month’s record. I think tariff uncertainty […]
Central Banks’ Unstoppable Appetite For Gold
Gold’s Rise Since 2008 Has Been A Policy Choice Of Central Banks David Rosenberg Sees $6k Gold In 3-5 Years Attached Charts: Gold Price VS Central Bank Buying “In a bear market, there’s no straight line from overvaluation to undervaluation. It’s a process, and this happens over and over again, all the way down. Believing […]
Eliminating Emotional Investment Mistakes with Process
This week, we’re joined by Keith McCullough, founder and CEO of Hedgeye Risk Management. Keith is a former hedge fund manager and a leading voice on building data-driven investment processes that take emotion out of decision making. In this conversation, we discuss: How top hedge fund managers approach risk and opportunity Thinking about money through a […]
Dollar Dangerously Near A Breakpoint
Outflows Out Of U.S. Assets Going Into Gold Goldman Sachs Increases Gold Price Prediction China Increases Gold Imports On High “So this is why I would say equities are a sideshow, the weakness in equities, the current compression across the indices. Relative to the bond market and currency market, that’s what it is. It’s a […]
Why The United States Always Reinvents Itself
This Week’s Guest: George FriedmanGeorge Friedman is one of the most respected voices in geopolitical strategy today. As the founder of both Stratfor and Geopolitical Futures, his work has shaped how analysts and leaders understand the long-term forces driving global events. With decades of experience forecasting international conflicts, economic trends, and national realignments, Friedman brings
Bye Bye Bretton Woods
This week’s McAlvany Weekly Commentary covers the shifting global financial landscape through the lens of tariffs, gold’s historic surge, and structural market volatility. David walks through the implications of what may be the end of the Bretton Woods era as we’ve known it, and why investors should be paying close attention to the signals coming […]
Happy Liberation Day!?
5 More Stealth Bombers Moved To The Middle East S&P Down 4.6% QTR, Gold Up 19% QTR DOW/Gold Ratio Removes Emotion From Allocation Decisions “Months ago, this is what we were talking about. The leaders out of the 2022 decline, the ones that have recovered fastest, there was a narrative supporting that recovery through ’23 […]
Gold Signals A Reset
Bessent: “End Intox With Detox” Anxiety High With Uncertainty Of New Rules Personality Test Identifies Trump With Churchill, LBJ, Castro, & Jack Nicholson “We may or may not be able to grow our way out, but the efforts to shrink the scope of expenditures and drive economic growth via economic expansion instead of government expansion—two […]
Gold At Triple-Triple Zero
US Dollar Down 27.4% VS Gold Over 12 Months Hard Asset Stocks Clearly Outperforming Bond Index How To Multiply Stock Holdings With DOW/Gold Ratio “I think we are entering a new phase in the metals market. Many investors who up to this point have never owned the metals, they’re the ones who are looking and […]
Flight To Gold & U.S. Treasuries
German Borrowing Costs Surge Trump Calls Tariff The Most Beautiful Word China Says: “You Want War?… Fine” “We’ve often noted the migration of crisis from financial and economic to the political and geopolitical realm. We should not forget that the largest buyers of gold today are acquiring it as a strategic allocation, not merely as […]
Markets Signaled Trump / Zelensky A Month Earlier
European Defense Stocks Soar Since Jan 1 Three U.S. Goals: Minerals, No NATO Ukraine, Europe Pays Fair Share Gold Up 70% More Than DOW In 25 Years “It was as if Trump and Vance were saying, “You want to raise the guarantee issue again? That was a firm no, don’t try and play the press […]
The WWII Monetary Order Is Over
Bill King On Russia, Iran, China, & Bretton Woods III Should Trump Expect The Reagan Double Dip Recession? DOGE Attacks The Grift & Skim Government “The gold is an okay inflation hedge. It’s an enormous political hedge, and that’s what’s going on. China, especially Europe. Europe is in deep, deep trouble. Now the good news […]
Rising Gold Still Waiting For Western Investor
Median Age Of Renter Is Now 42, Up From 33 Trump Will Get A Victory Lap If He Cuts Middle Class Taxes Strong, Long-Term Holding Gold Buyers Dominate Market “I think Trump gets his victory lap if he can aid middle-class taxpayers with cuts, social security becoming tax-free, the extending of cuts already in place. […]
A Weaker Dollar Is On Trump’s Agenda
Gold Price In Dollars To Rise China Approves Gold Now In Its Insurance Company Portfolios Russian Consumer Demand For Gold Up 60% Since Ukraine Invasion “A weaker dollar is on the agenda, and this is a decided shift to force the dollar lower on a managed basis, ultimately will require a multilateral currency agreement that […]
Trump: Breaking Bad To Remake Good
Radical Re-think On Dollar Boosts Gold’s Future Read Doug Noland’s Latest Credit Bubble Bulletin Read Morgan Lewis’ Hard Asset Insights “If the US is to be the primary winner in the restructuring of the global system, it will come at the expense of our trade partners. Think about China and over a trillion dollars in […]
Will DeepSeek Be Deepshock To The Market?
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. Earnings growth slowed considerably in late 2024 and as we come into this year. And if […]
The Trump Sounds & Volatility Shall Follow
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 with at least 10 executive orders on it, it was awe-inspiring, ambitious […]
Your Mission Critical Checklist For 2025
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 divergence for monetary policy, and implicitly saying that either fiscal commitments are already too […]
Trump Is Bold But Liquidity Is A Coward
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 to higher levels. Are all boats rising with the tide or […]
Our Annual Q&A Part 2 – Happy New Year!
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 David McAlvany. Well, I sure enjoyed the questions last week, Dave, and look forward to what you have […]
Your Questions Answered
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 told him, “I’m thinking back 25 years, 26 years when we had lunch together, and […]
The Bubble: Embrace or Run Away?
S&P 500: More Declines Than Advances Every Day In December China Adds 160,000 oz of Gold Send Questions To info@mcalvany.com “We’re at this moment where, again, credibility gets thrown out the window for the Fed. And I think that is the final stage of a bull market in metals, where your central bank credibility is […]
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