McAlvany Weekly Commentary

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]