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Watch Out: Something Is Going To Break!

Posted September 28, 2022

Last week, the Fed shocked investors when it released new projections showing that it now expects to increase interest rates significantly more than it had planned to do just three

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2008 vs. 2020 Part Three: Monetary Stimulus

Posted September 21, 2022

The US Monetary Base surged nearly twice as much following the Crisis of 2008 as it did following the economic crisis caused by the Covid pandemic in 2020.  Yet Inflation has

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2008 vs. 2020 Part Two: Fiscal Policy

Posted September 7, 2022

The new Macro Watch video, the second in a series, compares the Fiscal Policy Response to the Crisis of 2008 with the Fiscal Policy Response to the Crisis of 2020.

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2008 vs. 2020: Crisis, Response, Recovery

Posted August 26, 2022

The new Macro Watch video compares the US government’s policy response to the two great economic calamities of our time: the Crisis of 2008 and the economic crisis that began with Covid in

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The Chips and Science Act

Posted August 9, 2022

Today, The Chips and Science Act, authorizing a $280 billion government-funded investment in new industries and technologies, was signed into law by President Biden. The Act authorizes the largest five-year

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Interview: The Perfect Storm, Part Two

Posted August 5, 2022

My new book, The Money Revolution: How To Finance The Next American Century, calls for the US government to fund a very aggressive Investment Program targeting the Industries and Technologies of

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Credit Creation, Rate Hikes and Recession Ris…

Posted July 31, 2022

After Dollars ceased to be backed by Gold five decades ago, Credit Growth exploded and became the main driver of Economic Growth.  Capitalism evolved into Creditism. This week, Macro Watch explores

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Interview: The Perfect Storm, Part One

Posted July 23, 2022

I was recently interviewed by Marco Santarelli for the Passive Real Estate Investing Podcast. The main theme running through our conversation is the perfect storm being created for the economy

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Dollar Soars, Commodities Crash

Posted July 15, 2022

The Dollar is soaring and Commodity prices are crashing. This week’s Macro Watch video discusses why these trends are likely to continue and some of the economic and investment implications if they

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Lead – Lag Live Interview: Listen Now

Posted July 9, 2022

I recently joined Michael Gayed for a live conversation on his Lead-Lag Live Twitter Spaces.  This was my first time speaking with Michael and my first time on Twitter Spaces.  I think

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