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Credit Trends Suggest A Recession Ahead

Posted September 28, 2023

This week, Macro Watch looks at trends in Credit Growth and Wealth Creation; and explains why those trends suggest the US economy will soon fall

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An Intense Interview with Richard Duncan by M…

Posted September 22, 2023

Last week I did a live Twitter Spaces interview with Michael Gayed who provides great economic and financial markets commentary through his The Lead-Lag Report

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Alphabet: The Magnificent Seven, Part Two

Posted September 14, 2023

Mustafa Suleyman, co-founder of the Alphabet subsidiary DeepMind, recently told the Financial Times:  “The “exponential trajectory” of AI meant that two years from now, the

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Nvidia: The Magnificent Seven, Part One

Posted September 1, 2023

The Artificial Intelligence Revolution has begun. Over the next decades, AI is likely to transform the economy just as railroads, electricity, automobiles and the internet

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Investors Should Beware Money Destruction

Posted August 15, 2023

This week Macro Watch examines the liabilities of five large central banks to explain how central banks create Money to pay for the assets they

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Great New Books Network Podcast Interview

Posted August 7, 2023

The New Books Network recently invited me to be a guest on their podcast to discuss my latest book, The Money Revolution.   This turned into a

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