Podcasts Mcalvany Weekly Commentary

McAlvany Weekly Commentary Jay Powell punches the market in the face European energy costs could rise 10-fold this winter Gold up 20% in Yen for the year The post The Dollar Is Temporarily The Best Horse (In The Glue Factory) appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Germany shocked by 37.2% producer price explosion John Taylor “We have inflation all over the place” Iran stockpiles 3800 kgs of enriched weapons grade uranium China Gobbles Up 80 Tons Of Gold August 23, 2022 “The discussion has been around these enduring issues of Chinese economic growth, Chinese economic numbers being the first point of […] The post China Gobbles Up 80 Tons Of Gold appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Market surge creates a Catch-22 for wannabe Bulls Wages rise, but not enough to keep up with inflation China shocks with interest rate cut, hoping to delay a larger disaster Everything Rally is Awesome—or Maybe Not August 17, 2022 “A true bear market has a lot further to run because nothing has been learned, and […] The post Everything Rally is Awesome…or maybe Not appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Fed says it will stop telling the markets its next move Quick rally in stocks doesn’t change long term bear trend Biden “given” really good jobs “surprise”   The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The Need For Risk Control In A Schizophrenic Market August 10, 2022 “We had a year and […] The post The Need For Risk Control In A Schizophrenic Market appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Talk is cheap, follow-through is what matters. Former Dallas Fed Chief says Pelosi took advantage of inside information. Gold tests $1675 then bounces $100 higher.   Whitehouse Declares “Not A Recession,” … Move Along Citizen August 2, 2022 “As we exist in a stagflationary environment and contemplate stepping a first foot into recession, Congress’s way […] The post Whitehouse Declares “Not A Recession,”… Move Along Citizen appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Can China survive when the debts cannot be paid? Interest rates spike worldwide while Japan fights against hope to keep rates down Dollar and gold rise as currencies fall   The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Doug Noland: A Core Crisis (from the Periphery) July 27, 2022 “The world has never […] The post Doug Noland: A Core Crises (from the Periphery) appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Gold provides certainty in uncertain times China feels the pressure of loaning good money to bad bets Central Banks losing credibility fast Peak To Peak To Peak Inflation, The New “Transitory” July 19, 2022 “They are losing the last vestiges of credibility, and somehow think that projecting an image is sufficient to carry the day. […] The post Peak To Peak To Peak Inflation, The New “Transitory” appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Companies weaned on easy credit now facing bankruptcy Milton Friedman warned you can’t fight inflation without loosing jobs China facing credit crises, high yield debt at 24.9% yield Formerly Free Money Now Getting Very Expensive July 12, 2022 “During the worst of the pandemic, if you go back to the spread between high yield and […] The post Formerly Free Money Now Getting Very Expensive appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Secular Bear Markets are substantially longer & deeper than cyclical bears Dollar up over 11% – Gold only down 3.3% YTD NFTs (Digital Rocks) lose 90% YTD   Markets Fall: The Difference Between Old vs. Bold Pilots July 5, 2022 “You have bear markets account for up to 40% of all timeframes in terms of […] The post Markets Fall: The Difference Between Old VS Bold Pilots appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Credit has long been a tool for politicians Former NY FED President Dudley predicts “Inevitable” recession H.R. 2543 – See Attached Document In Notes https://www.congress.gov/bill/117th-congress/house-bill/2543/text   The Fed’s New Social Justice Mandate June 28, 2022 “We already have the zombie companies that even today can’t pay their interest expense from current cash flow. We may […] The post The FED’s New Social Justice Mandate appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Powell’s .75% increase: ain’t Volcker, but it’s somethin’ Europe deploys “anti-fragmentation” grenade China & Empire… Rolls out third aircraft carrier   Everything Bubbles & Endless Summers… End June 21, 2022 “We had speculative darlings that got crushed last week, tech and cryptos under the most pressure, 20, 30, 40%, but everything got sold, right? Now […] The post Everything Bubbles & Endless Summers… End appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary 3.2 Trillion in leveraged bets to unwind this week Gold in relative terms up 50% vs Bitcoin, up 20% in Yen Powell’s Rock and Hard Place question: Implode or Inflate?   Market Horror: Three Witches and a Slice of Fruitcake June 14, 2022 “You do have this growing probability not only for a significant market […] The post Market Horror: Three Witches and a slice of Fruitcake appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary PHD Central Bankers slapped with “NO Confidence” vote by Bond Markets The FED is 700 basis points behind the curve Trade settlement in Rubles and Yuan up 1067% in 100 days Bond Markets Revolt against Central Banks June 7, 2022 “This notion of no confidence, this notion of fear, I think it has to do […] The post Bond Markets Revolt against Central Banks appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Oversold stock market bounces… (dead cat)? Russia & China fly joint “nuclear-capable,” bombers near Japan & South Korea Only 5 months ago the predicted inflation rate was 2.2%… oops The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Inflation Now Four Times Higher Than Experts’ Estimates May 31, 2022 “Be careful how the herd gathers […] The post Inflation Now 4 Times Higher Than Experts’ Estimates… appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Inflation is the next global pandemic China’s Debt to GDP 280% & that’s an understatement For every $1 of productivity, $50 goes to the rich The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick When Is Enough Enough … Or Not Enough? May 24, 2022 “When you combine inflation with economic stagnation, you get […] The post When Is Enough Enough… Or Not Enough? appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary “Perception management tool” is failing politicians Strawman? Biden pins inflation blame on wealthiest corporations Consumer Sentiment Plummets… Inflation Dragon Now Too Big To Hide May 17, 2022 “Here in the U.S., the most significant issue pressing on the polls and agitating voters is not abortion, it’s not the Supreme court, it’s not climate change, but […] The post Inflation Dragon Now Too Big To Hide appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Powell: Hawk, Dove, or maybe both? Bitcoin breaks down through major support level Momentum Speculators of today should learn from RCA of yesterday   The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick If You’re Addicted To Gain, Prepare For Pain May 10, 2022 “Budgets are being squeezed now. We know that. Gasoline prices, […] The post If You’re Addicted To Gain, Prepare For Pain appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary FED Loses $500 billion in Q1 Netflix down 70% from peak, Amazon 30% down Japanese Yen loses 80% relative to gold in 22 years The post Mortgage Rates Explode… Housing Affordability Threshold? appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary The five causes of prolonged warfare The pathways to avoiding prolonged warfare Realizing the economics of the War decision can lead to peaceful compromise Why We Fight: Interview with Christopher Blattman April 26, 2022 “Narratives can unravel this interdependence and they can actually accentuate our misperceptions. They are very powerful, so they work both ways, […] The post Why We Fight: Interview with Christopher Blattman appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary From loose, looser, loosest policy to tight, tighter, tightest? Ukraine agricultural harvests will be cut in half this year Is China signaling preparation for war with the west? The Breakdown of a “Well Managed” World April 19, 2022 “What we see in the cycle ahead, and I think what we have with Russia and Ukraine, […] The post The Breakdown of a “Well Managed” World appeared first on McAlvany Weekly Commentary.