As an apparent dollar tsunami nears shore, the McAlvany analysts continue to urge readers to get aboard the train to higher ground in Gold City. Many critical factors—chronicled exhaustively in the below-summarized publications—point to this flood of US currency and its consequent reduction in value.
After a very long stopover, this train is fast leaving the station. You can still get aboard, but that gets harder as it gains speed. One thing’s for sure. You can’t say the alarm siren hasn’t rung loudly and for a long time. The below-featured authors have been speaking and writing about this development for years.
As the analysts make clear, however, the train likely has far to go, and is being judged by central banks, major investors, and astute analysts as by far the best path to financial safety. But safety in hazardous times often translates to opportunity. This is a generational opportunity, and precious metals are reflecting many developments in US and world economies and societies.
Read and heed. The stakes are immense.
Key Takeaways:
- Gold and silver prices currently reflect the times
- Dollar = risk; gold = safety
- Watch the trend, not the lesser moves
The McAlvany Weekly Commentary: “They’re Manipulating Precious Metals!”… Who Cares? – Bill King
Bill King argues that worries about manipulation in precious metals ultimately miss the point, especially for investors who own physical gold and silver without leverage. In conversation with Kevin and David, he paints a sweeping picture of a global system under strain: ballooning sovereign debt, rebelling bond markets, steepening yield curves, and a financialized economy addicted to liquidity. King sees gold and silver as signals of political and social disorder as much as monetary stress, reflecting the fraying post–World War II order, intensifying geopolitical rivalries, and growing unrest within Western societies. He contends that central banks can no longer easily suppress long-term rates, that inflation and deflation are locked in a prolonged tug-of-war, and that fiscal discipline is nowhere in sight. Equities, propped up by liquidity and wealth effects concentrated in the top 10%, remain vulnerable, while AI hype, in his view, promises fewer jobs and higher energy costs rather than broad prosperity. Against this backdrop, King advises staying liquid while hedging that liquidity with real assets—especially precious metals—since when confidence erodes, paper rules can change overnight, but tangible stores of value endure.
Hard Asset Insights: Iron Laws and Golden Light Shows
Morgan frames his discussion around a blunt shift in global power politics and its monetary consequences, arguing that recent U.S. rhetoric and policy signal an unmistakable move toward force-first national security—and, by extension, accelerated global de‑dollarization. Drawing on comments about Greenland and Venezuela, Morgan suggests that if strength and coercion now define international order, foreign holders of dollar assets may reasonably fear asset seizure or politicization, given America’s massive debt burden. That concern, he explains, is already feeding a global scramble out of dollars and into gold, the one reserve asset with no counterparty risk and no allegiance. Morgan places this moment within a broader monetary regime change: a slow unwind of the post‑1971 petrodollar system toward a renewed gold‑centric reserve structure. He notes that this shift may be intentional U.S. strategy—aimed at weakening the dollar to reshore industry—even if it hastens gold’s rise. While acknowledging near‑term technical froth and headline‑grabbing price levels, Morgan emphasizes that capital rotation into precious metals is historically rare and still early. Recent explosive gains across gold, silver, platinum, and miners, he concludes, may be just the opening act in a much brighter—and louder—golden light show.
Golden Rule Radio: Metals Pause, Trend Intact
The hosts open by noting that precious metals have paused to catch their breath, but the broader uptrend remains firmly intact. They walk through recent price action with a technician’s eye: gold grinding steadily higher near $4,825, silver cooling after an explosive run yet still holding the low‑to‑mid $90s, and platinum and palladium continuing to assert leadership, with platinum clearly outpacing its sister metal. The core theme is that this cycle looks structurally different because the physical market is now “wagging the dog”—repeated margin hikes and paper‑market games are no longer knocking prices down, a sign that real metal demand and persistent supply deficits, especially in silver, are finally asserting themselves. The hosts spend considerable time on the gold/silver ratio, explaining how its rapid collapse from triple digits into the low 50s has created opportunities to actively swap silver gains into additional gold ounces, particularly inside IRAs, while still respecting the ratio’s long‑term cyclical nature. They also touch on Fed politics, persistent deficits, tariffs, court decisions, and geopolitical tail risks, all of which reinforce the case for owning real assets. The takeaway is simple: ignore headlines, respect probabilities, watch ratios and premiums, and let disciplined process—not drama—drive decisions.
