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I figured I would surprise readers this week and focus on China. There’s been a lot written and spoken this past week. My challenge is to put Chinese devaluation into perspective and offer unique insight. August 12 – CNBC (Fred Imbert): “China’s decision to depreciate the yuan was presented (albeit surprisingly) to the world as […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Just get very defensive, and let this game play out. Let the opportunities come to you. And don’t try to be a genius here. The smartest people in the world are still trying to figure out how to play this. And again, after five or […]
About this week’s show: China devalues currency, causes havoc in markets How long can manipulation last? – The math says it’s almost over Big, private wealth quietly buying physical gold The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Just get very defensive, and let this game play out. Let the opportunities come to […]
There just can’t be a more fascinating endeavor in finance (anywhere?) than analyzing Credit and speculative Bubbles. Such undertakings do not come without challenges. I’ve enjoyed Barry Eichengreen’s “Hall of Mirrors – The Great Depression, The Great Recession and the Uses – And Misuses – of History.” Curious title. I’m envious of Eichengreen’s talents as […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “What is actually happening? What are the driving forces in our economy today? Rather than be discouraged by price action, think what has changed that fundamentally alters the place of gold and gold-related assets in a portfolio. If you answer is that we have recovered […]
About this week’s show: U.S. Mint: Bullion Sales up 469% from last year Journal reporter loses job for asking Yellen uncomfortable question $1 in economic growth now takes $4 in debt The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “What is actually happening? What are the driving forces in our economy today? Rather […]
In a tiny subsection of the analytical world, analysis is becoming more pointed and poignant. I appreciate Bill Gross’s August commentary, where he concluded: “Say a little prayer that the BIS, yours truly, and a growing cast of contrarians, such as Jim Bianco and CNBC’s Rick Santelli, can convince the establishment that their world has […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “The reason why gold still has merit, even in a rising interest rate environment is, if you can figure out what your positive – what your over/under is, for your positive or negative real rate of return, factoring in real inflation, now you know who […]
