McAlvany Weekly Commentary

Japan throws away 62 Billion in effort to save Yen from meltdown The Mexican Peso: Harsh judge of Mexico’s new President? Gold above $2300 gives the miners an abundance of profitability “It really is all about the currency. The yen today, the peso tomorrow, the rand, the euro, the RMB, the dollar, the headlines will […]

China’s Document 9 erases the freedom we hold dear Can the Western freedom model Coexist with a Coercive Eastern World Order? We have entered a New Economic Cold War “Paul Tucker suggests that the current discord between West and East will extend for decades to come. This is potentially civilizational, far beyond the flashpoints of […]

Kamran Bokhari: Russia & Iran’s Shared Motivations & Desired Outcomes North Korea & Iran Send Arms For Russian Offensive Will Israel Preemptively Strike A Nuclear Iran? “That order—many times refer to as the rules-based international order post World War II—is naturally evolving into something that’s not clear. So it has natural weaknesses. That order needs […]

Inflation IS The Policy Of The Fed Government Uses Inflation To Pay Down Its Debt You Are Buying The Government’s Debt Every Day “Does the stock market being near all-time highs, does the crypto market cap—if you’re counting it in aggregate—in excess of $2.3 trillion, does that indicate tight financial conditions? “No. Contrary to those […]

Can This Be Called Another Powell Pivot? Chinese Selling Of U.S. Treasuries To Buy Gold Cannot Be Ignored FED “Slows” Tightening Instead of Cutting Rates “Powell would have to embrace potentially unbearable political pressure to resolve the inflation problem. What are the odds of him doing so in an election year? Claims of political independence. […]

Nietzsche “The World Is The Will To Power And Nothing Else” 88 Countries Are In An “Election Year” – Unlimited Deficit Spending Tactical Short 1st Quarter Recap Call “If you think about economics, the funny thing is that they’ve actually tried to legitimize themselves in recent decades through sort of anchoring themselves to mathematical equations […]

Western Investor Remains Absent From Gold Market How “Rate of Change” Can Signal Tops & Bottoms Ray Dalio, Stanley Druckenmiller, John Paulson Give Gold An Air Of Respectability “I think Wall Street is licking its chops to step in substantively. Inflation’s not dead. Central Bank credibility is nearly so. With fiscal sustainability questions growing in […]

Insider Equity Selling 50/1 Over Buying BOA “We Cannot Allow The Markets To Determine Interest Rates” Private Equity Nightmare: 28,000 Unsold Companies Worth $3 Trillion Dollars “They’re trying to figure out why consumer sentiment isn’t stronger given a relatively strong economy. And if you look at cumulative inflation, cumulative inflation just in the last few […]

Mania bubbles happen In 3rd Turnings, War In 4th Turnings Why Do Large Scale Disasters Such As WWII Produce Mentally Healthy Generations? Inflation Is Always The Policy Tool Of A 4th Turning “Community life is reborn in fourth turnings in a moment of collective fear. Let there be no mistake, we did not enter a renaissance of […]

Three Iranian Generals Dead In Damascus Airstrike 75% Of Financial Advisors Have Less Than 1% Exposure To Gold Gold Is Hitting Highs Without The Western Investor “I’m a little less impressed about the strength of the US economy today. The Treasury department, the Federal Reserve, for the best intentions I’m sure, are goosing this economy. […]