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Friday, October 31, 2025

[CNBC] S&P 500 and Nasdaq rise after Apple, Amazon earnings beat: Live updates [Yahoo/Bloomberg] AI-Led Investments Are Driving US Economic Growth [AP] Deal between the US and China is undoing damage from a self-inflicted trade war [CNBC] Powell forced to stave off uprisings in markets and on his own Fed board as his term ends […]

Tactical Short 3rd Quarter 2025 Recap

Loose Conditions, Excess and Fed Accommodation – October 30, 2025   David: Good afternoon. Thank you for participating in our third quarter 2025 recap conference call for Tactical Short. This is October the 30th, and we’re grateful for your joining us. As always, thank you to our valued account holders. We so greatly value our […]

Rate Cuts, Inflation, and Gold’s Next Move

Despite the recent pullback, our team explains why this may simply be a pause in a long-term bull market, not a breakdown. We discuss how the Fed’s mixed messaging is impacting precious metals, why ETFs in both the East and West are adding gold exposure, and what the broader economic and geopolitical backdrop means for […]

Thursday, October 30, 2025

[CNBC] Stocks slide as Meta and Microsoft fall after earnings: Live updates [Yahoo/Bloomberg] Gold Pushes Higher as Market Digests Outcome of Xi-Trump Meeting [Yahoo/Bloomberg] Powell’s December Warning Exposes Hardening Divisions at Fed [AP] Trade takeaways from Trump’s meeting with Chinese leader Xi [Reuters] Despite expectations, Trump did not discuss Nvidia’s Blackwell chip with Xi [Yahoo/Reuters] […]

Wednesday, October 29, 2025

[CNBC] S&P 500 rises as investors await Fed rate decision; Nvidia climbs: Live updates [AP] Missing government data unlikely to sway Federal Reserve from rate-cut path [Reuters] Fed ‘in a fog’ as it heads toward another rate cut [Yahoo/Bloomberg] Trump Expects Lower Fentanyl Tariff, Nvidia Talks With Xi [AP] Trump-Xi meeting looms over APEC conference […]

Shadow Banking Time Bomb

First Brands & Tricolor Failures Signal Future Disaster Financing Government Debt Now More Important Than Price Stability Register For The Next Regime Playbook Webinar “Certainly, we are dealing with what economists describe as a K-shaped economy. The wealthy have everything and it’s going up and to the right. And the less well-off are down and […]

Tuesday, October 28, 2025

[CNBC] Stocks are little changed after major U.S. indexes notch record highs: Live updates [CNBC] Private sector created nearly 15,000 jobs a week over the past month, preliminary ADP data shows [AP] Federal Reserve likely to cut key rate Wednesday and may signal another cut to follow [Axios] Republicans flirt with hardball offer on ending […]

Take the Emotion Out of It

Several of the McAlvany Financial Group’s analysts take time to put the precious metals pullback in perspective this week, while Doug does the same thing with respect to current market euphoria. In short, perspective is the order of the day. And perspective is crucial. Denizens of this world might be many things these days, but […]

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