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The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Risk is coming out of the market. Private equity companies have dumped up to 73 billion dollars in companies that they have owned through the first six months of the year. What is the battle cry, if you will, amongst private equity firms and stock […]
About this week’s show: Brazil bonds now moved to “Junk” status Flight Capital: Over a trillion dollars exits China Three strategies for this fall: Liquidity, Liquidity, Liquidity The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Risk is coming out of the market. Private equity companies have dumped up to 73 billion dollars in […]
Let’s this week begin with a cursory glance at the world through the eyes of the bulls. First, the global backdrop provides the Fed convenient cover to delay “liftoff” at next week’s widely anticipated FOMC meeting. Even if they do move, it’s likely “one and done.” While on a downward trajectory, China’s $3.5 TN international […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Sentiment is radically shifting, suggesting that this very well may be the big one. And what do I mean by the big one? A major correction where people just basically say, “I’m taking my marbles and going home.” And these three words, I think, may […]
About this week’s show: Dow has biggest 2 day loss since 2008 China’s central bank ineffective at halting it’s stock market drop Trump and Sanders’ popularity sign of dissatisfaction with elites The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Sentiment is radically shifting, suggesting that this very well may be the big one. […]
Too often it’s as if I’m analyzing an altogether different world than conventional analysts. My strong preference is to be viewed as an adept and determined analyst, as opposed to some wacko extremist. I have always tried to distinguish my analysis from the “lunatic fringe.” It’s my overarching thesis that the world is in the […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “In the Pacific there is always a great low-wage, high-growth economy. It was the Japanese back in the 1980s. It has been the Chinese – that period is over. The cost of Chinese labor has gone up dramatically, so the period when they were able […]
About this week’s show: Turkey is THE key player in relation to ISIS and Caliphate Strategically, the Greeks have always been close to the Russians Japan could emerge as the Pac Rim leader as China struggles About the guest: George Friedman founded Stratfor in 1996 with a pioneer’s vision for bringing open-source intelligence analysis to […]
