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Weekly Commentary • Dec 03 2019
Will Turbulent Trump Tweets Force Powell’s Fed To Comply?

China shifts to Russian gas with 3,000km Power Of Siberia Pipeline On Again Off Again News Cycle Like Unhealthy Codependent Relationship Send us your questions [...]

David McAlvany Posted on Dec 3, 2019
Weekly Commentary • Nov 26 2019
The FED Is Now The Fourth Branch of The U.S. Government

Unelected power of central bankers challenges representative government Is there a way to limit the continually growing leviathan of centrally managed markets? [...]

David McAlvany Posted on Nov 26, 2019
Weekly Commentary • Nov 19 2019
“Not QE” Is Costing Every Man, Woman, & Child $183 Per Day

Fed is on track to commit $11.5 trillion in “gross cumulative support” Minsky – Moment comes when stability begets sudden instability Carl Swenlin [...]

David McAlvany Posted on Nov 19, 2019
Weekly Commentary • Nov 12 2019
Pride Comes Before The…?

Tallest towers & biggest debt deals warn of next major fall Walgreens Buyout – Does $70 billion seem high? Knowing when to leave – CEO [...]

David McAlvany Posted on Nov 12, 2019
Weekly Commentary • Nov 05 2019
Negative rates, Immortality, & Frodo’s Ring

Does shifting interest rates to lowest possible levels tempt us to cheat time? Shiller P/E at nosebleed height of 30.28 – Could it go higher? Alan [...]

David McAlvany Posted on Nov 5, 2019
Weekly Commentary • Oct 29 2019
If It Walks & Talks Like Recession, Call It “Recovery”

All markets are now correlated – Rising now means plunging later Enron II? Private equity bundled for future disappointment Is your 401k in a “target [...]

David McAlvany Posted on Oct 29, 2019
Weekly Commentary • Oct 22 2019
“The Fed Is In Some State Of Panic Over Something That Is Not Entirely Clear” – Bill King

IMF warns “normalization of rates may be more difficult than previously envisioned” “Not QE” is in high gear, $7.5 billion in one day Elizabeth Warren [...]

David McAlvany Posted on Oct 22, 2019
Weekly Commentary • Oct 15 2019
FED’s Powell Announces Additional $60 Billion Per Month Of “NOT QE”

Only 4% of CEO’s see economy improving over next 6 months FED still providing up to $75 billion in overnight loans GE freezes pensions for 20,000 employees [...]

David McAlvany Posted on Oct 15, 2019
Weekly Commentary • Oct 08 2019
What Is Your Next Strategy After Gold Goes Parabolic?

Wall Street cookie cutter investment plans don’t work When gold rose from $700 to $1900 there were five $100 corrections China & India buying increase [...]

David McAlvany Posted on Oct 8, 2019
Weekly Commentary • Oct 01 2019
Lagarde’s ECB To Save The World With “Green Bonds”…

Negative Rates: Buy Swiss bonds for 1087, in 10 years get back only 1000! Backfire: Trump wins if Dems march all the way to Impeachment Hypocrisy: Record [...]

David McAlvany Posted on Oct 1, 2019
Weekly Commentary • Sep 24 2019
Google & NASA Solves 10,000 Year Problem In 400 Seconds

Quantum Computing makes giant leap – good or bad? Does quantum decryption impact cryptocurrency? Repo Market: Fed provides $50-75 billion per day in [...]

David McAlvany Posted on Sep 24, 2019
Weekly Commentary • Sep 17 2019
Getting Paid To Own Real Things

Lila Murphy – “You must know the community in the company you invest in” Doug Noland – “You must know the signals of the credit markets” Be [...]

David McAlvany Posted on Sep 17, 2019
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