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Beware A Stronger Dollar

Posted March 10, 2017

When the Dollar appreciated by 22% between June 2014 and March 2015, commodity prices fell, emerging markets suffered, world trade contracted, US corporate profits fell and US stocks stalled. There

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Trump’s Recipe For Disaster – Free Podcas…

Posted March 9, 2017

Please note: I attached the wrong link to this podcast last night, so I am reposting this blog with the correct link. Sorry for any inconvenience caused. In February, I

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Trump’s Recipe For Disaster – Free Podcas…

Posted March 8, 2017

In February, I went on a roadshow to meet with institutional investors in New York, Boston, San Francisco and Los Angeles.   I made presentations to roughly two dozen investment firms.

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The Factors Driving And Constraining US Econo…

Posted March 2, 2017

For any economy to grow, one or more of the following things must occur: 1) The Workforce must grow, 2) Wages must increase, 3) Credit must expand and/or 4) Wealth

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My Warning To Some Of The World’s Largest I…

Posted February 12, 2017

I’ve just returned from a couple of very interesting weeks in the United States. In mid-January, I had the opportunity to meet Alan Greenspan and to ask him a question

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I Asked Alan Greenspan A Question Of Historic…

Posted January 26, 2017

  Thanks to Bill Bonner and my other friends at Agora Economics, I had the opportunity to meet former Fed Chairman Alan Greenspan on January 18th at the Agora Economics

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Trump’s Trade Policies: Good Intentions, De…

Posted January 4, 2017

President-elect Trump has pledged to eliminate the US trade deficit. In fact, eliminating that deficit is at the core of his economic plan. I have written about the harm the

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What Did You Miss In Q4?

Posted December 30, 2016

  Three videos on the policies President Trump should and should not adopt, two videos on Derivatives Reform (or, rather, the lack thereof) one video on Credit and a free

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Trump’s Recipe For Disaster

Posted December 13, 2016

The global economic bubble came very close to collapsing into a new Great Depression in 2008. That disaster was prevented by ultra loose Monetary Policy. Central banks slashed short-term interest

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Voodoo Economics? Voodoo Two Won’t Do

Posted November 30, 2016

Voodoo Economics, the combination of tax cuts and increased military spending, worked for President Reagan, but would it work for President Trump? The latest Macro Watch video argues that it

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