McAlvany Weekly Commentary

ETFs now approved for Crypto bet Explosive stock price gains on companies with plunging balance sheets Gold and Silver poised for breakout this year “We’ve got $7.6 trillion in US bonds maturing in the next year. That’s 31% of the total. Then you add to that the 1½ to $2 trillion in new issuance. If […]

Will 2024 Politics Sway The “Unbiased” Fed? Federal Reserve Leadership Is 10:1 Democrat To Republican I Know, “Let’s Count Debt As An Asset.” “Be careful what you wish for. Economic stimulus may help you get reelected, but it may also trigger a resurgence of inflation. And if you’re overconfident in what the Fed can do […]

Who Does Xi Want To Win The U.S. Election? Elections In Taiwan May Be More Important Than Everywhere Else Learn To Expect The Unexpected & Enjoy The Ride David: “The average yield on government debt is still creeping higher, now 3.1%. Last time we talked about it, 2.96%. By midyear the average is going to […]

Is A Gold-Backed Currency Even Possible? Will The Governments Of The New World Put Up With Independent Crypto? Is Silver Undervalued Relative To Gold? “Everyone likes the idea of no recession, but we still have a good deal of sticky inflation in the system, services, wages and it can get a lot worse. So you […]

Politics: Do You See What They Want You To See? We Are Running At WWII Deficits Inflation Be Damned, FOMO Speed Ahead “Already consoled that the inflation monster is wounded, the markets are moving ahead. So let’s avoid the fiscal crisis. Let’s just make the assumption the inflation monster is wounded, hopefully mortally so. The impact […]

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 outperformance in physical silver. My bet would be that this time it’ll be in the […]

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 in the West is on display. In the East, every opportunity to buy cheap […]

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 counterparts, they laugh, knowing that they are the winners. […]

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 budget deficit, it’s worth considering tax receipts. Will they be […]

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 excess IOUs and suppress rates. Rates are rising, and pressure will pick up […]