McAlvany Weekly Commentary

McAlvany Financial Group
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Aug 14, 2024 • 40min

Compounding Your Assets Without Adding New Money

Increase Your Ounces Of Precious Metals Through Prudent Trading Decline Number One (Last Week) To Be Followed By Decline Number Two Japan Spooked Out Of Interest Rate Increase “The markets, if I said the man in the street has moved on, he’s not thinking hyper fragility. I’ll tell you that market practitioners—the pros—recognize that last […]
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Aug 7, 2024 • 35min

Yen Carry Trade Cracking Like Humpty Dumpty

$6.4 Million Million Lost In Recent Weeks Powell Is Caught Between Wall Street & The World Economy Legendary Central Banker Tells David Gold Is A Good Thing To Own “When liquidity dynamics change, speculative dynamics change and market prices follow. You could say that bull markets are driven by an excess of liquidity; bear markets […]
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Jul 31, 2024 • 31min

Goodhart, Weldon, & Christian All Gold Bulls

Charles Goodhart’s Central Bank Experience Leans Towards Gold Greg Weldon Is A Current Gold Bull Analyst Jeffrey Christian Sees Gold Higher “What we see in terms of demand dynamics are unique. They are very unique. In the past, we had local concerns in a global gold and silver market, and that took us to all-time […]
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Jul 24, 2024 • 1h 5min

Jeffrey Christian: There’s A Lot Of Upside To Gold

If You’re Not Afraid, You’re Not Paying Attention We Are Halfway Through The Next Leg Up On Gold Financial Markets Are Divorced From Economic Reality “There is increased awareness around the world about the increased political—international politics and domestic politics—economic and fiscal risks. And there’s an increased concern that it’s getting worse. There’s a myriad […]
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Jul 17, 2024 • 54min

Greg Weldon: Silver Looks Good Here

Gold Will Break To The Upside There’s Not Enough Growth To Support The Debt Housing Prices To Fall “Argentina’s stock market, new high. Turkey’s stock market, new high. Pakistan’s market, new high. What do these things have in common? Currencies that are getting filleted. It’s gold in those currencies that has kept the value, not […]
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Jul 10, 2024 • 53min

An Interview With Charles Goodhart

Inflation & Interest Rates Higher For Much Longer Aging Population Is A Paradigm Shift Your Best Investment Is In Skills For Your Children “Now, I don’t see how the fiscal problems that we face can be met without a significant shift of taxation onto property. If that is so, then the valuation of housing will […]
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Jul 3, 2024 • 36min

The Economic “Sweet Spot” Reversal

Labor Costs To Spike Worldwide Inflation Higher For Decades Long-Term Interest Rates Higher For Much Longer “The rise of China and demography created a sweet spot that has dictated the path of inflation, interest rates, and inequality over the last three decades. But the future will be nothing like the past, and we are at […]
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Jun 26, 2024 • 51min

Gold Will Play A Role In The New Monetary Regime

Steph Pomboy: “The U.S. Fantasy Is That The World Needs The Dollar” Government’s Big Mistake Is Financing Our Debt On The Short End Of The Curve “My Hunch Is That What’s Coming Will Make 2008 Look Like Child’s Play” “Gold is going to play a major role in stabilizing the monetary regime. Whatever that monetary […]
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Jun 19, 2024 • 39min

Apple Mentions A.I. & Gets Free Pass On Falling Earnings

Buffett Selling His Apple, Holding His Energy Stocks Developed Nations Central Banks Increase Gold Reserves MAG 7 Stocks Cap $15 Trillion “Macro analysis is delegated to the company economist. Everyone else parrots the findings and the prognostications, but isn’t really cognizant of the factors going into financial market behavior. Frankly, I’m glad that’s the case, […]
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Jun 12, 2024 • 1h 20min

Global Discord: Paul Tucker Interview

China’s Document 9 reveals China’s clear differences with western society Rule OF Law vs. Rule BY Law Will the Dollar lose it’s Reserve Currency Monopoly? “But the real moment comes when, because of Suez but slightly later, the British withdraw from East of Suez. The then government of my country accept that they are no […]

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