Interview: Liquidity, Inflation, Stocks and P…
I was recently interviewed by Hunter Thompson for the Cash Flow Connections Real Estate Podcast. This was an interesting and far-reaching conversation. I highly recommend it. Topics covered include: The tidal
Interview: Why Asset Prices Could Keep Surgin…
I was recently interviewed by Keith Weinhold for Get Rich Education. We discussed why the Fed is unlikely to tighten Monetary Policy any time soon and why that means stock
Surging Money Supply Growth Won’t Cause…
Will asset prices soon be crushed by Inflation and higher Interest Rates? This is perhaps the most important question investors must grapple with today. The financial markets are on edge because
Liquidity Surge Update
Liquidity in the Financial Markets continues to surge. Bank Reserves swelled by a QUARTER OF A TRILLION DOLLARS last week alone. Reserves have risen by almost HALF A TRILLION DOLLARS
Interview: Liquidity Tsunami vs. Inflation Fe…
A battle between two powerful opposing forces is now playing out in the financial markets. The stakes riding on the outcome of this fight are extraordinarily high. On one side,
Liquidity Tsunami Update
Last week, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”. It suggested that as the Treasury Department spends down the funds in the Treasury
Liquidity Tsunami May Drive Asset Prices Much…
A Tidal Wave of Liquidity may soon be injected into the Financial System. If it is, asset prices could rocket higher. The Treasury Department estimates that it will run down the
Will Bond Yields Spike and Crush The Markets?…
A rout in the bond market last week sent government bond yields sharply higher and the price of a broad range of speculative assets painfully lower. For instance, Tesla lost nearly
Inflation Won’t Force The Fed To Tighte…
Monetary Policy in the United States is extraordinarily loose. The Federal Funds Rate is very close to 0% and the Fed is creating $120 billion a month through Quantitative Easing. This extremely
What’s Driving Tech Stocks: Liquidity, …
Two years ago, Macro Watch made a three-part series on the six largest US Tech Giants, ranked by the size of their spending on Research and Development: Amazon, Alphabet, Intel, Microsoft,
