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Is China Turning Japanese?

Posted March 28, 2024

The world has become aware that China is experiencing its worst economic crisis in many decades.   Many people have begun to wonder if China is “turning Japanese”, meaning that China’s

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Course: The Magnificent Seven and The AI Revo…

Posted March 19, 2024

The Artificial Intelligence Revolution has begun.  It is expected to transform nearly every industry and create enormous economic value, just as electricity did over a century ago, but at a much

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The Investor’s Podcast Interview 2024: …

Posted March 16, 2024

I recently joined Clay Finck on the We Study Billionaires Podcast on The Investor’s Podcast Network. If you only listen to one of my interviews this year, listen to this

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China: Coming Off The Rails

Posted March 15, 2024

China’s economy is in crisis. That’s not NEW news.  It is a story that made headlines during much of the last year. Nor is it surprising. Macro Watch has made at

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How Can The US Government Finance $22 Trillio…

Posted February 28, 2024

US Government Debt will increase by $22 trillion or by 85% over the next 10 years to $48 trillion, according to a recent report from the Congressional Budget Office.  That would

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Large Budget Deficits Won’t Push Up Int…

Posted February 11, 2024

Many people are concerned that the government’s large budget deficits will drain Liquidity and drive up US interest rates. This video explains why they won’t.

Tesla: Real World AI

Posted January 30, 2024

“People think of Tesla as a car company when they should think of it as an AI-Robotics company”, Tesla’s CEO Elon Musk said recently. Musk has also said, “Tesla has

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Microsoft’s AI Empire

Posted January 15, 2024

Microsoft overtook Apple to become the world’s most valuable company based on market capitalization on Friday, January 12th. Little wonder.  Microsoft is the company most well positioned to lead and benefit

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Recession in 2024?

Posted December 29, 2023

Will the United States fall into Recession in 2024? Trends in Credit Growth suggest it will. It is important to monitor and forecast trends in Credit Growth because Credit is

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Apple: On-Device AI

Posted December 14, 2023

This video explains that Apple will be an AI superpower because it will dominate the market in On-Device AI.

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