McAlvany Weekly Commentary

Join Bill King, a seasoned macro commentator with decades in trading, as he dives into today's economic landscape. He explores striking parallels between current inflation and the 1970s, fueled by political spending from both Biden and Trump. China’s voracious gold purchases take center stage as a response to economic pressures. Bill also shares investment strategies, advocating for gold in portfolios and analyzing the end of a long bond supercycle. His insights on geopolitical risks and asset price trends make for a fascinating discussion!

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]