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Recent Posts by Richard Duncan

The Tech Giants: Part Two

This video is the second in a series looking at the largest US tech giants ranked by R&D Investment.   Part One covered Amazon, Alphabet and

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The Tech Giants: Part One

The new Macro Watch video is the first in a two-part series examining the six largest US tech giants, ranked according to the amount they

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Announcing A Course On Global Monetary Policy

Monetary Policy is now arguably the most powerful force driving the global economy and the world’s financial markets.   Central banks prevented a new global Great

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The Fed’s Historic Policy Shift

The Fed’s January 30th FOMC meeting produced one of the most consequential shifts in Monetary Policy that I can recall.  Rate hikes were put on hold.  Quantitative

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R&D: The Future Depends On It

Investment in Research and Development (R&D) today will be a decisive factor in determining which companies and which countries dominate the future. The new Macro

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