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Recent Posts by Richard Duncan

Expect Fed Rate Cuts This Year

Credit Growth drives Economic Growth.  But the United States doesn’t save enough to finance all that it borrows. It hasn’t for a very long time. To finance

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Credit Growth, Asset Prices and The Fed

Between 1980 and 2008, Credit Growth drove Economic Growth.  The ratio of Total Credit to GDP soared from 170% in 1980 to 370% in 2008.   Since 2008,

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Alphabet’s World Changing “Other Bets”

In a recent video, we looked at Alphabet, the parent company of Google, along with the five other US tech giants. There we saw that

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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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