McAlvany Weekly Commentary

Outflows Out Of U.S. Assets Going Into Gold Goldman Sachs Increases Gold Price Prediction China Increases Gold Imports On High "So this is why I would say equities are a sideshow, the weakness in equities, the current compression across the indices. Relat

This Weeks Guest: George FriedmanGeorge Friedman is one of the most respected voices in geopolitical strategy today. As the founder of both Stratfor and Geopolitical Futures, his work has shaped how analysts and leaders understand the long-term forces dr

This weeks McAlvany Weekly Commentary covers the shifting global financial landscape through the lens of tariffs, golds historic surge, and structural market volatility. David walks through the implications of what may be the end of the Bretton Woods er

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, this is what we were talking about. The leaders out of the 2022 decline, the ones that have recove

Bessent: "End Intox With Detox" Anxiety High With Uncertainty Of New Rules Personality Test Identifies Trump With Churchill, LBJ, Castro, & Jack Nicholson "We may or may not be able to grow our way out, but the efforts to shrink the scope of expenditu

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 are entering a new phase in the metals market. Many investors who up to this point have never own

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 financial and economic to the political and geopolitical realm. We should not forget that the large

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 if Trump and Vance were saying, "You want to raise the guarantee issue again? That was a firm no,

Bill King On Russia, Iran, China, & Bretton Woods III Should Trump Expect The Reagan Double Dip Recession? DOGE Attacks The Grift & Skim Government The gold is an okay inflation hedge. It's an enormous political hedge, and that's what's going on.

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 think Trump gets his victory lap if he can aid middle-class taxpayers with cuts, social se