With the (king) U.S. dollar index trading Friday above 100 for the first time since 2003, the unfolding EM – ongoing “global reflation trade” – [...]

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “It was the view of the Fed that we would be raising interest rates when we got the [...]

About this week’s show: When opinion is unified, prepare for the opposite Mario Draghi ramps up the currency war Two types of people: Believers in Fed [...]

The U.S. unemployment rate has dropped to 5.5%, cut almost in half from the 2009 high.  The rate is down 1.2 percentage points from a year ago, back to [...]

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “The nature of this business is that something always happens somewhere, and in the [...]

About this week’s show: Over capacity in oil is very small compared to 1996 Saudi Arabia is dominant price-setter for oil Energy Tri-lemma: price, [...]

There’s a natural ebb and flow to financial markets. It can be clear-cut Greed versus Fear – but often it’s more leaning Risk Embracement or Risk [...]

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Government can pretend it doesn’t have responsibility for creating the wealth [...]

About this week’s show: 16% of all sovereign debt is at negative interest rates!  Deflation is only devastating to the highly leveraged. Resolving debt [...]

“In all speculative episodes there is always an element of pride in discovering what is seemingly new and greatly rewarding in the way of financial [...]

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Which is the higher of costs? To print, or not to print? That is the question. Today, [...]

About this week’s show: Subprime auto loans, the next bubble to pop? New home sales down, home stocks soar Obamas amnesty, tax refunds for a vote The [...]

If I had my druthers, politics would be kept a safe distance apart from economic analysis.  The economics profession, however, is guided by a policymaking [...]

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “It is very natural for this hubris to manifest itself. It is very natural, because you [...]

About this week’s show: Complexity is creating huge moral hazard Currency Wars are now the primary form of leverage Insensitivity to danger makes us RIPE for [...]