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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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Prepare For A Very Hard Landing

Posted June 29, 2022

For decades, the US economy has been driven by rapid Credit Growth and Asset Price Inflation.  Since the Crisis of 2008, in particular, aggressive fiscal stimulus, ultra-low interest rates, and round after round

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More Pain Ahead: Rates To Rise, Stocks To Fal…

Posted June 18, 2022

The Fed hiked the Federal Funds Rate by a larger than expected 75 basis point on Wednesday to a range between 1.5% and 1.75%.  Given that the inflation rate is 8.6%,

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Gold: If Not Now, When?

Posted June 1, 2022

Inflation has shot up to 8.5%.  There is a serious War in Europe.  And the Fed has been creating Money hand over fist.  And, still, the price of Gold has barely risen over

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Interview: Brutal Wealth Destruction

Posted May 27, 2022

Stocks and bonds have experienced a brutal selloff so far this year and the worst may still be ahead, with property prices likely to be the next to suffer. I

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