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McAlvany Weekly Commentary will provide investors with valuable monetary, economic, geo-political and financial information that cannot be found on Wall Street. With economic expert and host David McAlvany, you will be given a solid strategy of wealth preservation for your financial and retirement assets while living in an unstable economy. Be sure to visit every Wednesday to download your weekly show.

Inflation Is Slow Poison To Your Savings
Last Wednesday at 2:08 PM

McAlvany Weekly Commentary

One Dollar In 1940 Would Buy What 21 Dollars Buys Today Ghana Willing To Sell Oil For Gold Brazil & Argentina Want Their Own Currency Block…

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Don’t Like Inflation Numbers? Change The Calculation!
01/18/2023

McAlvany Weekly Commentary

January Will Give Us The Latest “New” Way To Understate Inflation “Arm Taiwan Now” – Former NATO Secretary General Register For the Tactical Short Call – Click Here

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Zombie Company Apocalypse
01/11/2023

McAlvany Weekly Commentary

Almost One In Four Russell 3000 Companies Cannot Pay Interest On Debt Margin Debt On Stocks Still 5% Higher Than Before The 2008 Crash World Economic Forum Promotes Insects As Great Replacement Protein… Yum

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Petro-Dollar May Someday Face Petro-Yuan
01/04/2023

McAlvany Weekly Commentary

Central Banks To Target The Middle-Class To Slow Economy Extreme Interest Rate Volatility In China & U.S. In 2022 Visit mcalvany.com To See Our New Look & Latest Updates

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Your Questions Answered Part 2
12/28/2022

McAlvany Weekly Commentary

Would A Fed Pivot Cause Stagflation? Are Things Worsening In The World, Or Are We Just Getting Old? The 15 Minutes City & Who Wants You There

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The Story Of Russia – Orlando Figes
12/21/2022

McAlvany Weekly Commentary

The Mythos of Russian Identity Tied to Putin’s Power Did Putin’s Attack Solidify Ukrainian Identity? Will The War In Ukraine Ultimately Dethrone Dollar Hegemony? Click here for “The Story Of Russia,” by Orlando Figes

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Your Questions Answered Part 1
12/14/2022

McAlvany Weekly Commentary

When will the Central Bank Digital Currency be introduced? Where can we place our economic faith right now? Does government debt matter when interest rates are still low? Your Questions Answered Part 1 December 14, 2022 “While rates are historically low, the debt is significantly greater today, which magnifies each incremental move higher in interest […]

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Fed Pays Banks 3.9% To Not Loan Money!
12/07/2022

McAlvany Weekly Commentary

Blackstone has to halt redemptions – Price drops 12% GDP boosted by strategic petroleum reserve sales & weapons to Ukraine Send questions for Q&A to info@mcalvany.com Fed Pays Banks 3.9% To Not Loan Money! December 7, 2022 “And that’s been the story of this year. Uniformity was the surprise for the 60/40 portfolio because you […]

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Will Sesame Credits Be Xi’s Tiananmen Tank?
11/30/2022

McAlvany Weekly Commentary

Cap Russian Oil at $30.00? Hello Black Market Mark Mobius Predicts Bitcoin Falls To $10k… Q&A Programs Are Coming. Submit Questions to info@mcalvany.com Will Sesame Credits Be Xi’s Tiananmen Tank? November 30, 2022 “There is no going back to what we just had in terms of an up trend. Now, we get to process through the […]

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FTX, “Effective Altruism” Proves All-False
11/23/2022

McAlvany Weekly Commentary

Crypto “Genius” will be missed by the liberal Davos Elite Rogoff will be proven right, innovation will now be regulated & appropriated Real estate prices will be the debacle of 2023 FTX, “Effective Altruism” Proves All-False November 23, 2022 “This is that inflation theme playing out and this is the middle class being under greater […]

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Carry Trade Heaven now Hari-Kari Hades
11/16/2022

McAlvany Weekly Commentary

Crypto carnage as FTX declares bankruptcy Recession looms while stock market celebrates 7.7% inflation Learning the art of living backwards Carry Trade Heaven Now Hari-Kari Hades November 16, 2022 “So the markets are a daily engagement. Last week’s activity was so radical in nature as to the off-the-bell-curve-centerline and more out on the edges of […]

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Central Banks Purchase Record 400 Tons of Gold
11/09/2022

McAlvany Weekly Commentary

Powell pops the pivot presumption Midterms & CPI numbers this week Will the dollar fall & gold rise? Technicals are hinting yes Central Banks Purchase Record 400 Tons of Gold November 9, 2022 “When you think about gold being at $5,000, that’s 2.9, almost three times higher than current prices. Some people say that’s not […]

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Xi Whiz – China’s Getting Scary
11/02/2022

McAlvany Weekly Commentary

Country Garden now paying 118% on its debt Equities spike up in dangerous bear market rally When does the shoe drop on the real estate market? Xi Whiz – China’s Getting Scary November 2, 2022 “It is important to look at the enthusiasm in the U.S. markets and realize the fragility that we have on […]

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Buy The Dip? Not So Fast
10/26/2022

McAlvany Weekly Commentary

The bear in 3 acts, we’re in act 1 Average bear market loses 38% in 318 days Would you “buy the dip” in Russia in 1917? Buy The Dip? Not So Fast October 26, 2022 “For the patient investor, we are talking about a values realignment and this notion that we’re only in the first […]

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China’s “New Era” Is Old Totalitarianism
10/19/2022

McAlvany Weekly Commentary

China arrests 1.4 million since June Japanese Central Bank is losing control Is Putin the new Prince Vlad? Hardly China’s “New Era” Is Old Totalitarianism October 19, 2022 “Who is not subject to these same pressures? More money, more debt, more pleasure, more time, more credit in the system. Our central bank, it doesn’t matter […]

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QE or NOT QT? That is the Question
10/12/2022

McAlvany Weekly Commentary

Brits reversal: 100 billion in “NOT QE” Biden scolded by Macron for his flippancy on nuclear threat No Bid Markets: What if there were really NO buyers? QE or NOT QT? That is the Question October 12, 2022 “We know that quantitative tightening is a temporary policy statement. It basically says, “We’re not buyers today. […]

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GILTy? Bank of England’s Big Pivot
10/05/2022

McAlvany Weekly Commentary

Bank of England shifts from QT to QE Sweden & Finland measured 2 explosions on Nord Stream Pipeline – Sabotage? Would China actually, purposefully devalue? GILTy? Bank of England’s Big Pivot October 5, 2022 “We’re in a new stage of instability. You can see it in the frantic behavior of the markets. When I see […]

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Pound Collapse: “I just can’t wait to be King”
09/28/2022

McAlvany Weekly Commentary

Desperate Putin keeps talking about Nukes Safe Money? 10-year Treasury down 15% YoY Dollar, at 20 year high, is choking the world Pound Collapse: “I Just Can’t Wait to Be King” September 28, 2022 “This week is unbelievable. Uncertainty. What the folks at Foreign Affairs describe as the age of uncertainty, what we exist in […]

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Hoping For A Less Worse Tragedy
09/21/2022

McAlvany Weekly Commentary

German Producer Price Inflation up 45% World Bank warns of devastating recession if rates go too high 30 Year Treasury purchased in 2020 now down 40% Hoping For A Less Worse Tragedy September  21, 2022 “What is clear in my mind is that uncertainty is a factor not adequately priced into the market. Uncertainty is […]

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Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes
09/14/2022

McAlvany Weekly Commentary

Efficient Market Hypothesis is just wrong A crash worse than 2008? A new, better, testable, economic model Andrew Smithers: Look Out! Bad Models Equal Bad Outcomes September 14, 2022 “But I must say I welcome any qualified economist who has the guts to say, “Smithers’ views are worth debating. I’m not going to say that […]

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From Russia With Love: Europe’s Energy Catastrophe
09/07/2022

McAlvany Weekly Commentary

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 Catastrophe September 7, 2022 “European stress is increasing as financial stress increases. You’re really talking about social anxieties and political stress that gets played out. TPI [transmission protection instrument] acting as a […]

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The Dollar Is Temporarily The Best Horse (In The Glue Factory)
08/31/2022

McAlvany Weekly Commentary

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 the Best Horse (In the Glue Factory) August 31, 2022 “Europe, and Germany in particular, is experiencing nothing short of the U.S experience in the 1970s. The […]

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China Gobbles Up 80 Tons Of Gold
08/24/2022

McAlvany Weekly Commentary

Germany shocked by 37.2% producer price explosion John Taylor “We have inflation all over the place” Iran stockpiles 3800 kgs of enriched weapons grade uranium China Gobbles Up 80 Tons Of Gold August 23, 2022 “The discussion has been around these enduring issues of Chinese economic growth, Chinese economic numbers being the first point of […]

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Everything Rally is Awesome…or maybe Not
08/17/2022

McAlvany Weekly Commentary

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 larger disaster Everything Rally is Awesome—or Maybe Not August 17, 2022 “A true bear market has a lot further to run because nothing has been learned, and […]

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The Need For Risk Control In A Schizophrenic Market
08/10/2022

McAlvany Weekly Commentary

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 jobs “surprise” The Need For Risk Control In A Schizophrenic Market August 10, 2022 “We had a year and a half, two years ago, the transitory references. Early on, as […]

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Whitehouse Declares “Not A Recession,”… Move Along Citizen
08/03/2022

McAlvany Weekly Commentary

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 higher. Whitehouse Declares “Not A Recession,” … Move Along Citizen August 2, 2022 “As we exist in a stagflationary environment and contemplate stepping a first foot into recession, Congress’s way of […]

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Doug Noland: A Core Crises (from the Periphery)
07/27/2022

McAlvany Weekly Commentary

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 currencies fall Doug Noland: A Core Crisis (from the Periphery) July 27, 2022 “The world has never seen anything like what we’ve witnessed for the past 13 years. […]

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Peak To Peak To Peak Inflation, The New “Transitory”
07/20/2022

McAlvany Weekly Commentary

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 Peak Inflation, The New “Transitory” July 19, 2022 “They are losing the last vestiges of credibility, and somehow think that projecting an image is sufficient to carry the day. […]

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Formerly Free Money Now Getting Very Expensive
07/13/2022

McAlvany Weekly Commentary

Companies weaned on easy credit now facing bankruptcy Milton Friedman warned you can’t fight inflation without loosing jobs China facing credit crises, high yield debt at 24.9% yield Formerly Free Money Now Getting Very Expensive July 12, 2022 “During the worst of the pandemic, if you go back to the spread between high yield and […]

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Markets Fall: The Difference Between Old VS Bold Pilots
07/06/2022

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
06/29/2022

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
06/22/2022

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
06/15/2022

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
06/08/2022

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…
06/01/2022

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?
05/25/2022

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
05/18/2022

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
05/11/2022

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?
05/04/2022

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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Why We Fight: Interview with Christopher Blattman
04/27/2022

McAlvany Weekly Commentary

The five causes of prolonged warfare The pathways to avoiding prolonged warfare Realizing the economics of the War decision can lead to peaceful compromise Why We Fight: Interview with Christopher Blattman April 26, 2022 “Narratives can unravel this interdependence and they can actually accentuate our misperceptions. They are very powerful, so they work both ways, […]

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