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Richard Duncan

Recent Posts by Richard Duncan

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

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An Intense Interview with Richard Duncan by Michael Gayed

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

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

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

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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