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Tactical Short 3rd Quarter 2025 Recap - October 30, 2025 - “Loose Conditions, Excess and Fed Accommodation”
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Monday, October 27, 2025
[CNBC] Stocks rally on potential China trade truce: Live updates [Yahoo/Bloomberg] Argentina Bonds Surge After Milei Landslide Win [Yahoo/Bloomberg] Latest [...]
Sunday, October 26, 2025
[Yahoo/Reuters] US and China agree on trade framework ahead of leaders’ meeting [Yahoo/Reuters] Bessent says China to delay rare earths rules by a year, [...]
Saturday, October 25, 2025
[Yahoo/Bloomberg] US Says China Talks ‘Very Constructive’ as Trump Jets to Asia [Yahoo/Reuters] US, China seek to avoid trade war escalation, salvage [...]
What Gold’s Telling You – October 24, 2025
Last week, HAI made the case for a massive, ongoing, structural bull market in gold. HAI also said that the violent reversal lower in gold last Friday might [...]
October 24, 2025: Foreshocks
Please join Doug Noland and David McAlvany this coming Thursday, October 30th, at 4:00 pm Eastern/2:00 pm Mountain Time for the McAlvany Wealth Management [...]
Friday, October 24, 2025
[CNBC] Stocks jump as light inflation report paves way for Fed rate cut: Live updates [CNBC] Inflation rate hit 3.0% in September, lower than expected, [...]
Thursday, October 23, 2025
[CNBC] Stocks edge lower as investors digest earnings, trade news: Live updates [Yahoo/Bloomberg] Oil Jumps as Trump Steps Up Pressure on Russia With Sanctions [...]
Wednesday, October 22, 2025
[CNBC] Stocks are little changed after record session for Dow; Netflix slides on earnings miss: Live updates [Reuters] Gold prices slide as dollar firms, [...]
Finally! Gold Takes A Breath
Gold & Silver’s Gains Correcting Down This Week Long Term Monetary Regime Change Points To Much Higher Gold The Case for a New Price Reality – [...]
Tuesday, October 21, 2025
[CNBC] Stock little changed after major U.S. indexes rally to start the week: Live updates [AP] Trump vows to reach a ‘fantastic deal’ with China after [...]
Monday, October 20, 2025
[CNBC] Stocks rise ahead of big earnings week: Live updates [Yahoo/Bloomberg] French Bond Futures Slip After Snap S&P Downgrade on Budget Risk [Axios] Why [...]
Sunday, October 19, 2025
[AP] How Americans are feeling about their chances on the job market, according to an AP-NORC poll [Yahoo/Reuters] US-China trade war clouds global economic [...]
Saturday, October 18, 2025
[Reuters] Wall St Week Ahead US stocks to be tested by Tesla, Netflix earnings and delayed CPI report [AP] Shutdown impact: What it means for workers, federal [...]
The Case for a New Price Reality – October 17, 2025
Last week, McAlvany Wealth Management held its annual client conference. It was a pleasure, as always, for this author to offer his best take on the dead [...]
October 17, 2025: Infestation
I’ll resort to technical jargon: “Terminal Phase Excess” is fertile breeding ground – a veritable cloning factory – for cockroaches. Before we delve [...]
Friday, October 17, 2025
[Reuters] Gold set for best week in five years [CNBC] Stocks lower after regional bank worries fuel market sell-off: Live updates [Yahoo/Reuters] Global bank [...]
Thursday, October 16, 2025
[Yahoo/Bloomberg] Gold Climbs to Record on US-China Tensions and Fed Rate-Cut Bets [CNBC] S&P 500 rises for a second day, boosted by the AI trade and solid [...]
Wednesday, October 15, 2025
[Yahoo/Bloomberg] Gold Hits Fresh Record on Fed Rate-Cut Hopes as Silver Surges [CNBC] Stocks jump as strong earnings overshadow China trade fight, Bank of [...]
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“Loose Conditions, Excess and Fed Accommodation”
October 30, 2025 – at 4:00 pm EST / 2:00 pm MST.
David McAlvany
Doug Noland
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