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Weekly Commentary • Apr 01 2015
An Epic Reversal of Fortunes is Nigh

About this week’s show: Dallas Fed Fisher “Retires” with stern warning Alan Greenspan: “Gold WILL go considerably higher” China wants in! SDR reserve [...]

David McAlvany Posted on Apr 1, 2015
Weekly Commentary • Mar 27 2015
March 25, 2015; Felix Zulauf: What comes after Currency Devaluation?

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “We can only accept a certain overvaluation. When the overvaluation goes beyond a certain [...]

David McAlvany Posted on Mar 27, 2015
Weekly Commentary • Mar 25 2015
Felix Zulauf: What comes after Currency Devaluation?

About this week’s show: Individuals can hedge, but you can’t hedge the entire system In an ideal free world, gold would be the ideal currency The Euro will [...]

David McAlvany Posted on Mar 25, 2015
Weekly Commentary • Mar 19 2015
March 18, 2015; The U.S. Dollar Carry Trade Nightmare

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick How do we get from here to there? What sets you apart from being sucked into the state [...]

David McAlvany Posted on Mar 19, 2015
Weekly Commentary • Mar 18 2015
The U.S. Dollar Carry Trade Nightmare

About this week’s show: Interest cheap loans get expensive in dollar rise Currency wars can turn to tank & bomb wars Bank stress tests: misplaced [...]

David McAlvany Posted on Mar 18, 2015
Weekly Commentary • Mar 13 2015
March 11, 2015; Nothing is Permanent…Beware the Consensus!

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 [...]

David McAlvany Posted on Mar 13, 2015
Weekly Commentary • Mar 11 2015
Nothing is Permanent…Beware the Consensus!

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 [...]

David McAlvany Posted on Mar 11, 2015
Weekly Commentary • Mar 05 2015
March 4, 2015; Alexander Landia: The Politics and Price of Energy

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

David McAlvany Posted on Mar 5, 2015
Weekly Commentary • Mar 04 2015
Alexander Landia: The Politics and Price of Energy

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, [...]

David McAlvany Posted on Mar 4, 2015
Weekly Commentary • Feb 26 2015
February 25, 2015; Controlled Interest Rates: The NEW Weapon of Theft

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

David McAlvany Posted on Feb 26, 2015
Weekly Commentary • Feb 25 2015
Controlled Interest Rates: The NEW Weapon of Theft

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 [...]

David McAlvany Posted on Feb 25, 2015
Weekly Commentary • Feb 20 2015
February 18, 2015; The Greeks: Is it a Game of Chicken or a Forfeit?

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, [...]

David McAlvany Posted on Feb 20, 2015
Weekly Commentary • Feb 18 2015
The Greeks: Is it a Game of Chicken or a Forfeit?

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 [...]

David McAlvany Posted on Feb 18, 2015
Weekly Commentary • Feb 12 2015
February 11, 2015; Giulio Gallarotti: The Power Curse

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 [...]

David McAlvany Posted on Feb 12, 2015
Weekly Commentary • Feb 11 2015
Giulio Gallarotti: The Power Curse

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 [...]

David McAlvany Posted on Feb 11, 2015
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