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Markets Fall: The Difference Between Old VS Bold Pilots Jul 06, 2022

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McAlvany Weekly Commentary

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% YTD Markets Fall: The Difference Between Old vs. Bold Pilots July 5, 2022 “You have bear markets account for up to 40% of all timeframes in terms of […]

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The FED’s New Social Justice Mandate Jun 29, 2022

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McAlvany Weekly Commentary

Credit has long been a tool for politicians Former NY FED President Dudley predicts “Inevitable” recession H.R. 2543 – See Attached Document In Notes https://www.congress.gov/bill/117th-congress/house-bill/2543/text The Fed’s New Social Justice Mandate June 28, 2022 “We already have the zombie companies that even today can’t pay their interest expense from current cash flow. We may […]

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Everything Bubbles & Endless Summers… End Jun 22, 2022

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McAlvany Weekly Commentary

Powell’s .75% increase: ain’t Volcker, but it’s somethin’ Europe deploys “anti-fragmentation” grenade China & Empire… Rolls out third aircraft carrier Everything Bubbles & Endless Summers… End June 21, 2022 “We had speculative darlings that got crushed last week, tech and cryptos under the most pressure, 20, 30, 40%, but everything got sold, right? Now […]

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Market Horror: Three Witches and a slice of Fruitcake Jun 15, 2022

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McAlvany Weekly Commentary

3.2 Trillion in leveraged bets to unwind this week Gold in relative terms up 50% vs Bitcoin, up 20% in Yen Powell’s Rock and Hard Place question: Implode or Inflate? Market Horror: Three Witches and a Slice of Fruitcake June 14, 2022 “You do have this growing probability not only for a significant market […]

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Bond Markets Revolt against Central Banks Jun 08, 2022

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McAlvany Weekly Commentary

PHD Central Bankers slapped with “NO Confidence” vote by Bond Markets The FED is 700 basis points behind the curve Trade settlement in Rubles and Yuan up 1067% in 100 days Bond Markets Revolt against Central Banks June 7, 2022 “This notion of no confidence, this notion of fear, I think it has to do […]

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Inflation Now 4 Times Higher Than Experts’ Estimates… Jun 01, 2022

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McAlvany Weekly Commentary

Oversold stock market bounces… (dead cat)? Russia & China fly joint “nuclear-capable,” bombers near Japan & South Korea Only 5 months ago the predicted inflation rate was 2.2%… oops Inflation Now Four Times Higher Than Experts’ Estimates May 31, 2022 “Be careful how the herd gathers and runs. It’s not always rational, it’s not always safe, […]

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When Is Enough Enough… Or Not Enough? May 25, 2022

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McAlvany Weekly Commentary

Inflation is the next global pandemic China’s Debt to GDP 280% & that’s an understatement For every $1 of productivity, $50 goes to the rich When Is Enough Enough … Or Not Enough? May 24, 2022 “When you combine inflation with economic stagnation, you get stagflation, something Stephen Roach most recently has been talking about […]

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Inflation Dragon Now Too Big To Hide May 18, 2022

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McAlvany Weekly Commentary

“Perception management tool” is failing politicians Strawman? Biden pins inflation blame on wealthiest corporations Consumer Sentiment Plummets… Inflation Dragon Now Too Big To Hide May 17, 2022 “Here in the U.S., the most significant issue pressing on the polls and agitating voters is not abortion, it’s not the Supreme court, it’s not climate change, but […]

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If You’re Addicted To Gain, Prepare For Pain May 11, 2022

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McAlvany Weekly Commentary

Powell: Hawk, Dove, or maybe both? Bitcoin breaks down through major support level Momentum Speculators of today should learn from RCA of yesterday If You’re Addicted To Gain, Prepare For Pain May 10, 2022 “Budgets are being squeezed now. We know that. Gasoline prices, gallon of milk, pound of ground beef, whatever it may be, […]

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Mortgage Rates Explode… Housing Affordability Threshold? May 04, 2022

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McAlvany Weekly Commentary

FED Loses $500 billion in Q1 Netflix down 70% from peak, Amazon 30% down Japanese Yen loses 80% relative to gold in 22 years The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Mortgage Rates Explode… Housing Affordability Threshold? April 3, 2022 “The speed and ferocity of reducing a mammoth size presence in the […]

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