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Weekly Commentary
Buy Hard Assets To Profit On AI

In this week’s commentary, David McAlvany looks at the massive spending behind AI and asks where the more durable opportunity may actually be. Goldman Sachs is calling it HALO: heavy assets, low obsolescence. Rather than chasing the front end of the AI trade, this episode explores the commodities and hard assets that may benefit from […]

David McAlvany Posted on Jun 3, 2026
Gold’s Value Doesn’t Change; Human Perception of It Does
McAlvany Recap • Jun 8, 2026
On the Road Again – June 5, 2026
Wealth Management News • Jun 6, 2026
Seasonal Weakness Meets Strong Demand
Golden Rule Radio • Jun 4, 2026
Daily Briefing Jun 08, 2026

Monday, June 8, 2026

Afternoon

General

Courtesy of Doug Noland's Credit Bubble Bulletin
Buy Hard Assets To Profit On AI
Weekly Commentary • Jun 3, 2026
Weekly Commentary
Buy Hard Assets To Profit On AI

In this week’s commentary, David McAlvany looks at the massive spending behind AI and asks where the more durable opportunity may actually be. Goldman Sachs is calling it HALO: heavy assets, low obsolescence. Rather than chasing the front end of the AI trade, this episode explores the commodities and hard assets that may benefit from […]

David McAlvany Posted on Jun 3, 2026
Gold’s Value Doesn’t Change; Human Perception of It Does
McAlvany Recap • Jun 8, 2026
On the Road Again – June 5, 2026
Wealth Management News • Jun 6, 2026
Seasonal Weakness Meets Strong Demand
Golden Rule Radio • Jun 4, 2026
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Credit Bubble Daily • May 05 2019
Monday, May 6, 2019

[Reuters] Stocks, commodities tumble after Trump vows China tariff hike [CNBC] Chinese markets plunge more than 5% as US-China trade tensions [...]

Doug Noland Posted on May 5, 2019
Credit Bubble Daily • May 05 2019
Sunday, May 5, 2019

[Bloomberg] U.S.-China Trade Deal Talks Enter Endgame: Global Economy Week [Bloomberg] One Word Grips the Bond Market Before Crucial Inflation Update [...]

Doug Noland Posted on May 5, 2019
Credit Bubble Daily • May 04 2019
Saturday, May 4, 2019

[Reuters] UK politicians can reach Brexit deal in next few days: Scottish Conservative leader [Reuters] Erdogan says Turkey ready to support [...]

Doug Noland Posted on May 4, 2019
Credit Bubble Weekly • May 03 2019
May 3, 2019: Transitory Histrionics

May 3 – Financial Times (Sam Fleming): “Having lamented low inflation as one of the great challenges facing central bankers today in March, Jay [...]

Doug Noland Posted on May 3, 2019
Credit Bubble Daily • May 02 2019
Friday, May 3, 2019

[Reuters] Stocks extend gains in choppy trading after jobs data [AP] US adds robust 263K jobs; unemployment at 49-year low: 3.6% [Bloomberg/Yahoo] [...]

Doug Noland Posted on May 2, 2019
Golden Rule Radio • May 02 2019
Gold, Silver, Debt, & Venezuela… | Golden Rule Radio

This week we review the price movements of gold, silver platinum, palladium, The US Dollar Index, & DOW. We look ahead at the possible direction [...]

MPM Posted on May 2, 2019
Credit Bubble Daily • May 01 2019
Thursday, May 2, 2019

[Reuters] Stocks slip, dollar drifts after Fed cools rate cut bets [Reuters] Oil prices dip on record U.S. output, but global market tense [Reuters] [...]

Doug Noland Posted on May 1, 2019
Precious Metals • May 01 2019
How To Thrive In Zero or Negative Interest Rate Environments – David McAlvany Interview With Jay Taylor

David McAlvany On “Turning Hard Times Into Good Times” With Jay Taylor The recent interest rate pivot by Powell’s Fed in response [...]

MPM Posted on May 1, 2019
Credit Bubble Daily • Apr 30 2019
Wednesday, May 1, 2019

[Reuters] Stocks bounce as investors cheer Apple results [Reuters] Oil steady on swelling U.S. stockpiles, Venezuela uncertainty [CNBC] Private [...]

Doug Noland Posted on Apr 30, 2019
Weekly Commentary • Apr 30 2019
Adapt Or Die: “What’s Happening… What Needs To Happen?

Health is energy management – Wealth is energy management Taking personal responsibility for your well-being Deliberate & Proactive vs. [...]

David McAlvany Posted on Apr 30, 2019
Credit Bubble Daily • Apr 29 2019
Tuesday, April 30, 2019

[Reuters] Equities drop after China data; euro zone growth lifts single currency [AP] Fed likely to underscore a message: No rates hikes in 2019 [...]

Doug Noland Posted on Apr 29, 2019
Credit Bubble Daily • Apr 28 2019
Monday, April 29, 2019

[Reuters] Global shares turn flat as sentiment wanes [Reuters] U.S. consumer spending posts biggest gain since 2009 [CNBC] Core personal consumption [...]

Doug Noland Posted on Apr 28, 2019
Credit Bubble Daily • Apr 28 2019
Sunday, April 28, 2019

[Reuters] Trump pressed Japan’s Abe to build more vehicles in the U.S. [Reuters] Spanish voter turnout at 41.4 percent at 2 p.m. – higher [...]

Doug Noland Posted on Apr 28, 2019
Credit Bubble Weekly • Apr 26 2019
April 26, 2019: Officially on “Periphery” Contagion Watch

This week saw all-time highs in the S&P500, the Nasdaq Composite, the Nasdaq100, and the Philadelphia Semiconductor Index. Microsoft’s [...]

Doug Noland Posted on Apr 26, 2019
Credit Bubble Daily • Apr 25 2019
Friday, April 26, 2019

[Reuters] Stocks turn positive after upbeat U.S. GDP data [Reuters] Oil dips on hope OPEC will raise output, but market remains tense [Reuters] [...]

Doug Noland Posted on Apr 25, 2019
Page 275 of 434
Page 275 of 434
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