Private Equity & Private Credit: The Doomed Darlings Of Wall Street Wall Street Losing Appetite For Gold – Smart Investors Buying Watch Dow/Gold Ratio For Best Timing “I am bullish. And as agnostics in the markets, we can be bullish on jus

David looks at why private credit may be setting the stage for the next major financial break. They walk through the growing risks in insurance portfolios, private equity, and commercial banking, and why more of that exposure may be finding its way toward

Iranian Oil Toll System Accelerates Petroyuan We Are Handing Monetary Transition To Chinese On A Silver Platter U.S. Is Having A Hard Time Selling Enough U.S. Treasuries “We’re handing this monetary transition to the Chinese on a silver platte

This week, David looks at how past oil shocks reshaped markets and why those lessons still matter today. They discuss the long tail of energy disruption, what happens when supply shocks work their way through the economy, and why real assets tend to come

This weeks McAlvany Weekly Commentary covers a sharp temporary drop in gold as tightening liquidity pressures force selling across the system. David also looks at the energy shock now hitting Asia and Europe, with prices rising 35% to 140% in key areas.

Lauryn Williams joins David McAlvany to discuss the financial realities behind elite athletic success. A four-time Olympic medalist and Certified Financial Planner, Lauryn shares why many athletes take on debt to compete, how short the earning window can

Every $10 In Oil Price Increase Boosts Inflation 20 Basis Points The War Is Costing $900 Million Per Day Watch Oil Futures To See Expectations Of The Duration Of The Iranian Conflict “The markets are concerned with duration of the engagements, which

Liquidity Flow Means Life Or Death For Equities War In Middle East: Oil Up Now + Long Term Bullish Thesis Unchanged Gold Drop Is A Short Term Rush To Raise Cash “You go back to margin debt being at all time highs, $1.28 trillion. Investors are as bu

The Haven Status Of U.S. Treasuries Is Eroding Olympic Medal Gold & Gold Investment Similarities to 1980 Blue Owl (Canary) Suspends Payments Indefinitely JohnExter’sInvertedLiquidPyramid   “It’s telling us a lot in recent ye

Hedge Funds, Highly Leveraged, Own More Treasuries Than China or Japan AI Narrative Dangerously Fading The Cayman Islands Are Our Number One Creditor! “It just suggests to me that we have troubled waters ahead, and the last up-cycle, the last up-cyc