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Weekly Commentary
The AI Bubble’s Circular Financing Problem with Jack Gamble

Jack Gamble of @NobodySpecialFinance joins David McAlvany to follow the money behind the AI boom. Jack examines the circular financing connecting Nvidia, CoreWeave, OpenAI, Microsoft, and others, along with massive data center spending, GPU depreciation, mounting debt, and the constant need for new capital. AI may prove transformative, but does that mean today’s investments will […]

David McAlvany Posted on Sep 2, 2026
Metals Correct As Demand Builds
Golden Rule Radio • Sep 3, 2026
A Battle for the Ages
McAlvany Recap • Aug 31, 2026
Be Long Reality – August 28, 2026
Wealth Management News • Aug 29, 2026
Daily Briefing Sep 04, 2026

Friday, September 4, 2026

General

Courtesy of Doug Noland's Credit Bubble Bulletin
The AI Bubble’s Circular Financing Problem with Jack Gamble
Weekly Commentary • Sep 2, 2026
0:00
Weekly Commentary
The AI Bubble’s Circular Financing Problem with Jack Gamble

Jack Gamble of @NobodySpecialFinance joins David McAlvany to follow the money behind the AI boom. Jack examines the circular financing connecting Nvidia, CoreWeave, OpenAI, Microsoft, and others, along with massive data center spending, GPU depreciation, mounting debt, and the constant need for new capital. AI may prove transformative, but does that mean today’s investments will […]

David McAlvany Posted on Sep 2, 2026
Metals Correct As Demand Builds
Golden Rule Radio • Sep 3, 2026
A Battle for the Ages
McAlvany Recap • Aug 31, 2026
Be Long Reality – August 28, 2026
Wealth Management News • Aug 29, 2026
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Golden Rule Radio • Apr 09 2026
Metals Climb Amid Uncertainty

Volatility continued to shake the markets this week as ongoing geopolitical developments drive markets in short-term swings. Despite the volatility, [...]

MPM Posted on Apr 9, 2026
Weekly Commentary • Apr 08 2026
Gold Is Key Player In New Monetary Regime

Iranian Oil Toll System Accelerates Petroyuan We Are Handing Monetary Transition To Chinese On A Silver Platter U.S. Is Having A Hard Time Selling [...]

David McAlvany Posted on Apr 8, 2026
McAlvany Recap • Apr 06 2026
Is There Cause for Concern?

Mike Tyson once cogently observed that, “everyone has a plan till they get punched in the mouth.” Is Donald Trump living through this fact of [...]

MPM Posted on Apr 6, 2026
Wealth Management News • Apr 04 2026
A New Paradigm – April 3, 2026

This week, in an article titled “Foreign central banks sell U.S. Treasuries in wake of Iran war,” the Financial Times reported that since the [...]

Morgan Lewis Posted on Apr 4, 2026
Golden Rule Radio • Apr 02 2026
First Quarter Market Recap

The long-term trend in gold and silver remains constructive, even if the path higher is uneven. Gold and silver both posted strong first-quarter [...]

MPM Posted on Apr 2, 2026
Weekly Commentary • Mar 31 2026
Could Hormuz Be the U.S.’s Suez?

This week, David looks at how past oil shocks reshaped markets and why those lessons still matter today. They discuss the long tail of energy [...]

MPM Posted on Mar 31, 2026
McAlvany Recap • Mar 30 2026
Crunch Time

When precious metals show such incredible strength followed by a disconcerting setback, it’s human nature to wonder where things go from here. Many [...]

MPM Posted on Mar 30, 2026
Hard Asset Insights • Mar 28 2026
Starting to Reassert Itself – March 27, 2026

Starting to Reassert Itself This week, a Financial Times article titled “World faces gas supply cliff-edge as Gulf’s final LNG shipments approach [...]

Morgan Lewis Posted on Mar 28, 2026
Golden Rule Radio • Mar 27 2026
Momentum Shifts Across Markets

Metals markets took another step downwards this week, with gold momentarily dropping towards its 200-day moving average before recovering. Despite [...]

MPM Posted on Mar 27, 2026
Precious Metals • Mar 26 2026
Gold and Oil Signal a Bigger Shift | David McAlvany on BNN Bloomberg

In a recent appearance on BNN Bloomberg, David McAlvany, CEO of McAlvany Financial Companies, discusses why recent weakness in gold may be better [...]

MPM Posted on Mar 26, 2026
Weekly Commentary • Mar 24 2026
Liquidity Squeeze Forces Quick Temporary Gold Drop

This week’s McAlvany Weekly Commentary covers a sharp temporary drop in gold as tightening liquidity pressures force selling across the system. [...]

MPM Posted on Mar 24, 2026
McAlvany Recap • Mar 23 2026
See the Big Picture

While David McAlvany focuses this week on bringing the benefits of pure gold to Olympic gold medal winners, the analysts at Hard Asset Insights and [...]

MPM Posted on Mar 23, 2026
Hard Asset Insights • Mar 21 2026
Where Wealth is Built – March 20, 2026

Where Wealth is Built In a Wednesday article titled, “World’s Largest LNG Plant Suffers Extensive Damage, Qatar Says,” Bloomberg reported that [...]

Morgan Lewis Posted on Mar 21, 2026
Golden Rule Radio • Mar 19 2026
Dollar Strength Shakes Markets

Metals markets pulled back this week as gold fell 6% and silver dropped to the bottom of its trading range with a 10% decline. Platinum and palladium [...]

MPM Posted on Mar 19, 2026
Weekly Commentary • Mar 17 2026
Why Many Elite Athletes End Up In Debt: Calling For A New Gold Standard

Lauryn Williams joins David McAlvany to discuss the financial realities behind elite athletic success. A four-time Olympic medalist and Certified [...]

MPM Posted on Mar 17, 2026
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