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It’s been a full seven days since a CBB focused on China… Important – confirmation of the thesis – data again this week. October 21 – Reuters (Yawen Chen and Nicholas Heath): “China’s new home prices rose in September at the fastest rate on record as buyers rushed to close contracts before new restrictive measures […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick We have economic activity this week. We have financial firms that are closest to the central bank community in Japan and Germany which are being hurt, not helped, by their policies. It’s the backlash and the collapse of confidence that marks the tone and tenor […]
About this week’s show: 1971 $1 Debt = $5 Growth… Today = $1 Shrink The Fed is Trapped – Rates Cannot Raise Or It All Comes Apart Last Week The RAF Gave Green Light To Shoot Down Russian Jets In Syria The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick We have economic activity […]
There’s this uneasiness – an eeriness – in the markets; in the world (I’m not touching politics). Seemingly out of nowhere, the U.S. dollar index surged 1.7% this week. Notably, the Chinese currency fell 0.8% versus the dollar, the biggest weekly decline since January. Copper dropped 2.4%. Most EM currencies were under pressure. I suspect […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick You look at life and say, ‘Some things go on and on and on, but most things do change, and the change is what creates the opportunity.’ That’s the only reason I can get very excited about what I see every day, is that what […]
About this week’s show: Gold mining shares have been historically cheap relative to gold Both oil and gold mining industries are stronger and leaner due to downturn in the last few years “I’ve learned more from my failures than my successes.” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick You look at life […]
Clearly, the National Hurricane Center, The Weather Channel, meteorologists and disaster consultants have succumbed to the cult of fear mongering. “Extremely dangerous” Matthew was poised to deliver death and vast destruction. A Thursday afternoon headline from CNBC: “Hurricane Matthew could inflict $200 billion in damage to coastal homes.” While the damage will be significant, at […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “In essence we went from a banking crisis in 2008 and 2009 to an even larger issue today, and it makes sense why Larry Summers would suggest an active participation in purchasing stocks, not just bonds, and Yellen would echo that saying the Fed needs […]
