McAlvany Weekly Commentary

McAlvany Financial Group
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Aug 30, 2023 • 32min

Why Agency Matters Most

Gold Carries With It Its Own Agency Central Planners Chase The Illusive “Neutral” Jackson Hole No Surprise: Higher For Longer There are a whole collection of things, false beliefs, conventions that are considered to be normal anymore, but really what they have been is the experiments of a class of elites, and I’m including in […]
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Aug 23, 2023 • 43min

Making BRICs Out Of Basket Case Currencies

Gold Near All-Time High In Yen CPI Slight Of Hand To Change Again Need A Summary? Read Our Weekly McAlvany Recap   Making BRICs Out Of Basket Case Currencies August 23, 2023 If we just use the old metrics that were used to construct CPI, we have, still, double-digit rates of inflation. The statisticians have […]
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Aug 16, 2023 • 37min

American Stocks Most Expensive In Years

Why Risk Stocks When Treasury Bills Are Paying So Much? Read The Latest Hard Asset Insights – Click Here   American Stocks Most Expensive In Years August 16, 2023 So if you want to make a case for a strong US economy, that’s fine, but that does not necessarily mean that earnings are going to […]
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Aug 9, 2023 • 41min

Dollar Dominance Dismantled One BRIC At A Time

China Government Increases Marine Diesel Refining… War? How Many Tons Of Commodities Needed To Produce One Watt Of Solar Power? Vaulted Silver Now Available At https://vaulted.com/ Dollar Dominance Dismantled One BRIC at a Time August 9, 2023 How many acres of solar panels would it take to duplicate this nuclear power plant? 1100 megawatts translates into […]
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Aug 2, 2023 • 38min

When The Carry Trade Becomes The Buried Trade

Japan Central Bank Doubles 10 Yr Bond Interest Rate U.S. Government Has $17.5 Trillion In Debt To Rollover In 6 Years Join Doug Noland Thursday, Aug 3, For Q2 Tactical Short Call – Click Here To Sign Up When The Carry Trade Becomes The Buried Trade August 2, 2023 “Six months of higher rates is […]
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Jul 26, 2023 • 47min

The Crowd Is Always Right… Right?

CNN Greed/Fear Index Hits “Extreme Greed” Mark Powell Dilemma – Fuel The Flame Or Cause A Panic? A Full Year Of Inverted Yield Curve & Still No Recession The Crowd Is Always Right…Right? July 26, 2023 “We’ve abused the debt system globally in a pretty severe fashion, and we’ve gotten away with it because interest […]
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Jul 19, 2023 • 33min

World History & The Cost Of Money

Interest Rate Cycles Last Decades, Not Months Reaganomics, Bidonomics, and Trumponomics All Run On Debt Interest Costs Alone On Debt Will Be Close To $1 Trillion World History & The Cost Of Money July 19, 2023 “The idea of rising interest costs and the consequence that has, because of the mountain of debt that already […]
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Jul 12, 2023 • 48min

I Just Can’t wait To Be A Bull, But Not Yet

Semiconductor Shares Up 46% Even As Sales Are In Freefall Treasury Yields Flirting With Breakout To The Upside China, Poland, Swiss, Continue To Add More Gold I Just Can’t wait To Be A Bull, But Not Yet July 10, 2023 “This is getting teed up to be nothing short of some version of 1929, 1973, […]
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Jul 5, 2023 • 1h 18min

Bill King: “The Big Money Players Are Moving Into Gold”

Sick Dollar Still Only Real Currency Option Bitcoin Is Where The Illicit Money Is Moving Government Agencies Tracking Where The Money Goes Bill King: “The Big Money Players Are Moving Into Gold” July 3, 2023 Fifteen days to stop the spread. Let’s shut down economy. Let’s shut down schools, universities, businesses, restaurant, you name it. […]
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Jun 28, 2023 • 38min

Who’s Gonna Bail Out Bundesbank?

Financial Times Writes That Bundesbank Is Down To Its Last 2.5 Billion Russian Coup: Real, Fake, & Who Stands To Gain? Gold At 276,000 Yen, Up From 27,000 Yen In Year 2000 Who’s Gonna Bail Out Bundesbank? June 28, 2023 “The currency conversation reflects on the policies that have been in play for a long […]

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