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Momentum Investing Counts On Greater Fool Theory. The Wait Can Be Lonely But Buying Value Pays. Violent Rotations In the Market Can Create Risks Or Opportunities. The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Is Value Investing Dead? January 27, 2021 The McAlvany Weekly Commentary, covering monetary, economic, and geopolitical news events. […]
[Yahoo/Bloomberg] U.S. Stocks Edge Higher; European Stocks Advance: Markets Wrap [Reuters] U.S. Treasury yields fall, dollar firms on stimulus worries [Yahoo/Bloomberg] China’s benchmark overnight repo rate jumps to highest since Nov 2019 [CNBC] November home prices rose 9.5%, one of the highest gains on record, Case-Shiller says [Yahoo/Bloomberg] Powell, With Year to Run at Fed, […]
[Yahoo/Bloomberg] Tech Stocks Rally; European Stocks Retreat: Markets Wrap [Reuters] Dollar steadies; euro hurt by vaccine delays and German business morale slump [MarketWatch] Gold prices perk up as government bond yields retreat [Reuters] Fed set to look beyond possible post-pandemic inflation shock [Yahoo/Bloomberg] Bubble Fears Everywhere But All Investors Can Do Is Keep Buying [Reuters] […]
[Yahoo/Bloomberg] World’s Economic Recovery Gets Delayed by Slow Vaccine Rollouts [Reuters] Biden administration to unveil more climate policies, urges China to toughen emissions target [Reuters] China-Taiwan tensions rise days into Biden presidency [Reuters] U.S. carrier group enters South China Sea amid Taiwan tensions [Reuters] New U.S. defense secretary reaffirms U.S. commitment to defending Senkaku islands […]
[AP] Biden’s choice on econ aid: Deal with GOP or go for it all [CNBC] The stock market is at or near the most-expensive levels ever by most measures. When will it matter? [Yahoo/Bloomberg] Oil Industry Reels as Biden Targets Fossil Fuels in First Days [AP] Protests erupt across Russia demanding Navalny’s release [Reuters] Taiwan […]
Outstanding Treasury Securities began 2008 at $6.051 TN, or 41% of GDP. Treasuries ended 2019 at $19.019 TN, or 87% of GDP. And then, in only three quarters, Treasuries surged another $3.882 TN to $22.900 TN, or 108% of GDP. We must wait a few weeks for the Fed’s Q4 Z.1 report, but the federal […]
Weekly Hard Asset Insights By David McAlvany Only Gold Is Gold The meteoric rise and fall of bitcoin and other cryptocurrencies has gotten a great deal of media attention. Those of us close to precious metals do a lot of thinking about alternative currencies and their role as money. This piece is by no means […]
Tactical Short Strategy Conference Call – January 21, 2021 MWM · MWM Tactical Short Q4 2020 Call Disclaimer: Advisory services are offered by McAlvany Wealth Management, an investment adviser registered with the U.S. Securities and Exchange Commission. The comments made in this audio recording discuss economic and market trends and are not intended as advice […]
