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The Repo Crisis and The Fed

Posted November 13, 2019

On September 16th, the interest rate in the overnight Repo Market shot up to nearly 10%.  It should have been below 2.25%. There was no shortage of Reserves to lend.  There were

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Quantitative Easing Round Four

Posted October 12, 2019

A new round of Quantitative Easing began yesterday when the Fed announced that it would create $60 billion a month to buy US government securities. Although I have long expected

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Expect More Rate Cuts

Posted September 29, 2019

Credit Growth in the United States has been the most important driver of economic growth for decades, so it is important to monitor it closely.  If it expands by less than

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Interview: The Future Of Monetary Policy

Posted September 19, 2019

I recently discussed the future of Monetary Policy with Hunter Thompson, the host of the Cash Flow Connections podcast.  It was an interesting and timely conversation. This week, the Fed injected

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Dalio vs. Mauldin: The Great Debate – P…

Posted September 6, 2019

Ray Dalio is the founder of Bridgewater Associates, the world’s largest and most successful hedge fund.  In May, he published a paper called “It’s Time to Look More Carefully at “Monetary

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Dalio vs. Mauldin: The Great Debate – P…

Posted August 22, 2019

A debate that could determine whether our economic future is prosperous or impoverished has taken place between Ray Dalio and John Mauldin, two of the world’s most influential economic thinkers. 

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How The US Can Win The Currency War

Posted August 13, 2019

On August 5th, the Chinese Yuan fell below Yuan 7 per Dollar for the first time in eleven years.  Later that day the US Treasury Department designated China a currency manipulator.  

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Financial Sense Interview: Highly Recommended…

Posted August 9, 2019

Capitalism didn’t exactly die.  It just evolved into a very different kind of economic system: Creditism. I discussed the evolution of Capitalism into Creditism recently with Cris Sheridan for the Financial

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Ray Dalio vs. John Mauldin: The Great Debate

Posted August 3, 2019

An extraordinarily important debate has taken place between two of the world’s most influential economic thinkers: Ray Dalio, the founder of the legendary hedge fund, Bridgewater Associates, and John Mauldin,

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America Can Invest Or Surrender To China

Posted July 11, 2019

China’s lead in 5G Technology is the United States’ new Sputnik moment.  There is no mystery as to why China will soon overtake the US as the world’s leading technological,

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