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Pound Collapse: “I just can’t wait to be King”

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 […] The post Pound Collapse: “I just can’t wait to be King” appeared first on McAlvany Weekly Commentary ....

Sep 28, 2022•46 min

Hoping For A Less Worse Tragedy

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 […] The post Hoping For A Less Worse Tragedy appeared first on McAlvany Weekly Commentary ....

Sep 21, 2022•43 min

Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes

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 […] The post Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes appeared first on McAlvany Weekly Commentary ....

Sep 14, 2022•52 min

From Russia With Love: Europe’s Energy Catastrophe

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 […] The post From Russia With Love: Europe’s Energy Catastrophe appeared f...

Sep 07, 2022•35 min

The Dollar Is Temporarily The Best Horse (In The Glue Factory)

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 […] The post The Dollar Is Temporarily The Best Horse (In The Glue Factory) appeared first on McAlvany Weekly Commentary ....

Aug 31, 2022•50 min

China Gobbles Up 80 Tons Of Gold

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 […] The post China Gobbles Up 80 Tons Of Gold appeared first on McAlvany Weekly Commentary ....

Aug 24, 2022•44 min

Everything Rally is Awesome…or maybe Not

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 […] The post Everything Rally is Awesome…or maybe Not appeared first on McAlvany Weekly Commentary ....

Aug 17, 2022•42 min

The Need For Risk Control In A Schizophrenic Market

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 […] The post The Need For Risk Control In A Schizophrenic Market appeared first on McAlvany Weekly Commentary ....

Aug 10, 2022•50 min

Whitehouse Declares “Not A Recession,”… Move Along Citizen

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 […] The post Whitehouse Declares “Not A Recession,”… Move Along Citizen appeared first on McA...

Aug 03, 2022•41 min

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