Latest Blog Entries
Credit Trends Suggest A Recession Ahead
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
An Intense Interview with Richard Duncan by M…
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
Alphabet: The Magnificent Seven, Part Two
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
Nvidia: The Magnificent Seven, Part One
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
Investors Should Beware Money Destruction
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
Great New Books Network Podcast Interview
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