McAlvany Weekly Commentary

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

The discussion dives into the intriguing dynamics of the AI tech bubble and its financial implications. Experts analyze how rising debt levels and inflation could shape the economy as it heads toward 2025. They explore the alarming trend of California fires and their uninsured toll, linking it to gold's value surge. The conversation highlights the Federal Reserve's struggle with interest rates and the potential risks of relying on derivatives. Lastly, there's a pressing look at gold and cryptocurrencies as safe havens amidst escalating market turbulence.

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 […]

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 […]