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

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Weekly Commentary • Sep 07 2022
From Russia With Love: Europe’s Energy Catastrophe

UK faces 18% inflation You can’t fix inflation harm with deflation Choose your executioner, Greek or Italian From Russia With Love: Europe’s Energy [...]

David McAlvany Posted on Sep 7, 2022
Weekly Commentary • Aug 30 2022
The Dollar Is Temporarily The Best Horse (In The Glue Factory)

Jay Powell punches the market in the face European energy costs could rise 10-fold this winter Gold up 20% in Yen for the year   The Dollar Is Temporarily [...]

David McAlvany Posted on Aug 30, 2022
Weekly Commentary • Aug 23 2022
China Gobbles Up 80 Tons Of Gold

Germany shocked by 37.2% producer price explosion John Taylor “We have inflation all over the place” Iran stockpiles 3800 kgs of enriched weapons [...]

David McAlvany Posted on Aug 23, 2022
Weekly Commentary • Aug 17 2022
Everything Rally is Awesome…or maybe Not

Market surge creates a Catch-22 for wannabe Bulls Wages rise, but not enough to keep up with inflation China shocks with interest rate cut, hoping to delay a [...]

David McAlvany Posted on Aug 17, 2022
Weekly Commentary • Aug 10 2022
The Need For Risk Control In A Schizophrenic Market

Fed says it will stop telling the markets its next move Quick rally in stocks doesn’t change long term bear trend Biden “given” really good [...]

David McAlvany Posted on Aug 10, 2022
Weekly Commentary • Aug 02 2022
Whitehouse Declares “Not A Recession,”… Move Along Citizen

Talk is cheap, follow-through is what matters. Former Dallas Fed Chief says Pelosi took advantage of inside information. Gold tests $1675 then bounces $100 [...]

David McAlvany Posted on Aug 2, 2022
Weekly Commentary • Jul 27 2022
Doug Noland: A Core Crises (from the Periphery)

Can China survive when the debts cannot be paid? Interest rates spike worldwide while Japan fights against hope to keep rates down Dollar and gold rise as [...]

David McAlvany Posted on Jul 27, 2022
Weekly Commentary • Jul 20 2022
Peak To Peak To Peak Inflation, The New “Transitory”

Gold provides certainty in uncertain times China feels the pressure of loaning good money to bad bets Central Banks losing credibility fast Peak To Peak To [...]

David McAlvany Posted on Jul 20, 2022
Weekly Commentary • Jul 13 2022
Formerly Free Money Now Getting Very Expensive

Companies weaned on easy credit now facing bankruptcy Milton Friedman warned you can’t fight inflation without loosing jobs China facing credit crises, [...]

David McAlvany Posted on Jul 13, 2022
Weekly Commentary • Jul 05 2022
Markets Fall: The Difference Between Old VS Bold Pilots

Secular Bear Markets are substantially longer & deeper than cyclical bears Dollar up over 11% – Gold only down 3.3% YTD NFTs (Digital Rocks) lose 90% [...]

David McAlvany Posted on Jul 5, 2022
Weekly Commentary • Jun 29 2022
The FED’s New Social Justice Mandate

Credit has long been a tool for politicians Former NY FED President Dudley predicts “Inevitable” recession H.R. 2543 – See Attached Document [...]

David McAlvany Posted on Jun 29, 2022
Weekly Commentary • Jun 22 2022
Everything Bubbles & Endless Summers… End

Powell’s .75% increase: ain’t Volcker, but it’s somethin’ Europe deploys “anti-fragmentation” grenade China & [...]

David McAlvany Posted on Jun 22, 2022
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