Weekly Commentary

Stay informed with the latest economic and geopolitical market analysis from David McAlvany

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Weekly Commentary • Apr 09 2025
Bye Bye Bretton Woods

This week’s McAlvany Weekly Commentary covers the shifting global financial landscape through the lens of tariffs, gold’s historic surge, and structural [...]

David McAlvany Posted on Apr 9, 2025
Weekly Commentary • Apr 02 2025
Happy Liberation Day!?

5 More Stealth Bombers Moved To The Middle East S&P Down 4.6% QTR, Gold Up 19% QTR DOW/Gold Ratio Removes Emotion From Allocation Decisions "Months ago, [...]

David McAlvany Posted on Apr 2, 2025
Weekly Commentary • Mar 26 2025
Gold Signals A Reset

Bessent: "End Intox With Detox" Anxiety High With Uncertainty Of New Rules Personality Test Identifies Trump With Churchill, LBJ, Castro, & Jack Nicholson [...]

David McAlvany Posted on Mar 26, 2025
Weekly Commentary • Mar 19 2025
Gold At Triple-Triple Zero

US Dollar Down 27.4% VS Gold Over 12 Months Hard Asset Stocks Clearly Outperforming Bond Index How To Multiply Stock Holdings With DOW/Gold Ratio "I think we [...]

David McAlvany Posted on Mar 19, 2025
Weekly Commentary • Mar 12 2025
Flight To Gold & U.S. Treasuries

German Borrowing Costs Surge Trump Calls Tariff The Most Beautiful Word China Says: "You Want War?... Fine" "We've often noted the migration of crisis from [...]

David McAlvany Posted on Mar 12, 2025
Weekly Commentary • Mar 05 2025
Markets Signaled Trump / Zelensky A Month Earlier

European Defense Stocks Soar Since Jan 1 Three U.S. Goals: Minerals, No NATO Ukraine, Europe Pays Fair Share Gold Up 70% More Than DOW In 25 Years "It was as [...]

David McAlvany Posted on Mar 5, 2025
Weekly Commentary • Feb 26 2025
The WWII Monetary Order Is Over

Bill King On Russia, Iran, China, & Bretton Woods III Should Trump Expect The Reagan Double Dip Recession? DOGE Attacks The Grift & Skim Government [...]

David McAlvany Posted on Feb 26, 2025
Weekly Commentary • Feb 19 2025
Rising Gold Still Waiting For Western Investor

Median Age Of Renter Is Now 42, Up From 33 Trump Will Get A Victory Lap If He Cuts Middle Class Taxes Strong, Long-Term Holding Gold Buyers Dominate Market "I [...]

David McAlvany Posted on Feb 19, 2025
Weekly Commentary • Feb 11 2025
A Weaker Dollar Is On Trump’s Agenda

Gold Price In Dollars To Rise China Approves Gold Now In Its Insurance Company Portfolios Russian Consumer Demand For Gold Up 60% Since Ukraine Invasion "A [...]

David McAlvany Posted on Feb 11, 2025
Weekly Commentary • Feb 05 2025
Trump: Breaking Bad To Remake Good

Radical Re-think On Dollar Boosts Gold's Future Read Doug Noland's Latest Credit Bubble Bulletin Read Morgan Lewis' Hard Asset Insights "If the US is to be the [...]

David McAlvany Posted on Feb 5, 2025
Weekly Commentary • Jan 29 2025
Will DeepSeek Be Deepshock To The Market?

NVIDIA Loses Over Half Trillion In One Day The World Needs Resources The Fed Can't Print DeepSink Is AI's Sputnik Moment "So earnings growth in the AI space, [...]

David McAlvany Posted on Jan 29, 2025
Weekly Commentary • Jan 22 2025
The Trump Sounds & Volatility Shall Follow

Executive Orders Signal Immediate Change Mr. Bond Vigilante Still Has The Strongest Say Uncertainty The Best Driver To Gold "So returning to the executive [...]

David McAlvany Posted on Jan 22, 2025
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