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I would like to sincerely thank all of you who have subscribed to Macro Watch over the past week. The strong take up has been very encouraging and very much appreciated. We’re off to a good start.

For those of you who have not yet subscribed, please see the subscription details below.

Macro Watch is my new video newsletter that analyzes trends in credit growth, liquidity and government policy in order to anticipate their impact on asset prices and economic growth.

It will be published quarterly. Each issue will be approximately one hour long and will be broken into a number of separate video presentations.

Here is the outline for Marco Watch: Fourth Quarter 2014:

1. Economic Overview
This presentation considers the sources of the fundamental weakness in the US economy that have made Quantitative Easing necessary.

2. The Outlook For Credit Growth
Over the next three years, credit growth is likely to remain too weak to drive economic growth. This presentation explains why.

3. Liquidity Part One: Foreign Generated Liquidity
This section introduces the concept of Liquidity and looks at the impact that foreign-generated liquidity has on asset prices in the United States.

4. Liquidity Part Two: Domestically Generated Liquidity, QE
The second major source of Liquidity, Quantitative Easing, is discussed here. Scenario analysis is used to estimate how much QE will be required in 2014 and 2015 to make the economy grow.

5. Prospects For Asset Prices
This presentation discusses the prospects for asset prices in light of the analysis presented in the preceding videos.

The cost of a one-year subscription to Macro Watch is US$500. I am offering it to you, the subscribers of this blog, for US$250 for the first year.

To subscribe to Macro Watch at a 50% discount, go to:


Click on the box, “Sign Up Now”.

That will take you to the Checkout page.

There, two lines below “Checkout”, it asks:

“Have a coupon? Click here to enter your code”

Click on that and enter your code, which is: announcement

(Please note: this code will expire on November 3rd.)

Then, after you fill in your billing address, check the “terms and conditions” box and hit “Sign Up Now” you will have immediate access to:

1. Macro Watch: Fourth Quarter 2013, and
2. Two video courses: Capitalism In Crisis and How The Economy Really Works

Future issues of Macro Watch will be uploaded onto my website near the beginning of each quarter.

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