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Stormy Weather Ahead

Posted October 15, 2021

Credit growth is slowing rapidly in the United States.  That is alarming because in the Twenty-first Century, Credit Growth Drives Economy Growth.   Total Credit Growth (adjusted for inflation) slowed from 9.3%

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Interview: Economic Crises

Posted October 8, 2021

I recently had a very interesting conversation with Kirk Chisholm for The Money Tree Investing Podcast. This interview provides a history of economic crises in the United States from 1914

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The Liquidity Tsunami Is About To End Abruptl…

Posted September 25, 2021

On March 6th this year, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”.  It argued that during the months ahead Bank Reserves would surge, and

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Slowing Inflation Won’t Stop Fed Taperi…

Posted September 18, 2021

Inflation in the United States slowed sharply during August.  The Core Consumer Price Index (Core CPI) rose 0.1% month-on-month in August.  That was down from 0.9% in April, 0.7% in May,

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The Fed Has A Big Problem

Posted September 4, 2021

On Friday, the jobs report showed that only 235,000 new jobs were created in the United States during August. That was well below expectations of 728,000 new jobs. Up until then, the Fed appeared inclined

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Interview: Inflation or Deflation?

Posted August 27, 2021

Cris Sheridan recently interviewed me for the Financial Sense Newshour.  It was another good conversation.  I hope you will listen to it now. We discussed: Fed tapering of Quantitative Easing is on

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The Fed Is More Profitable Than Apple

Posted August 20, 2021

The Fed is enormously profitable.  In fact, if it were a corporation, the Fed would have been the most profitable corporation in the world last year.  Luckily for American taxpayers, the Fed

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Liquidity Tsunami Update

Posted August 5, 2021

Bank Reserves topped $4 trillion for the first time last week.  That is important because Bank Reserves are one measure of Liquidity in the Financial Markets.  And Liquidity has become the most

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The Investor’s Podcast Interview: 2021

Posted August 1, 2021

The Implications of Peak Inflation I was recently interviewed by Trey Lockerbie for The Investor’s Podcast.  This was an excellent conversation that covers not only the topics that investors are most

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Lessons From Comparing The Four Largest Centr…

Posted July 23, 2021

There is a great deal of concern in the United States regarding the large amount of money the Fed is creating through Quantitative Easing, currently $120 billion per month. Some fear

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