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Richard Duncan

Recent Posts by Richard Duncan

Japan Could Shake Global Markets Again

Is the Yen Carry Trade About to Unwind? During the first days of August 2024, the yen appreciated by approximately 13%. That helped trigger an

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Free Video: The Defense Industry Is Being Reinvented

I have just published a new seven-minute video, The Defense Industry Is Being Reinvented. It is free for everyone to watch, and I highly recommend it.

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FREE VIDEO: Deficits, Bubbles, China, Defense, And AI — A Framework for Understanding the World Today

This Macro Watch video is free for everyone to watch. You do not need to be a Macro Watch subscriber. Over the last several months,

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The AI Arms Race Has Begun

Artificial intelligence is rapidly becoming the most important military technology of our age. The country that masters AI first will dominate the rest of this

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The Silicon Valley Challengers

The US defense industry is being transformed. For decades, the Pentagon relied mainly on a small group of large defense contractors to build America’s most

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