Monetary Revolution
Over the last nine years, since the crisis of 2008 began, a revolution has occurred in the way in which government policymakers manage the economy – both at the national
Quantitative Tightening: The Fed’s New …
The Fed intends to reverse Quantitative Easing beginning later this year. That is a very bad idea that could inflict severe damage on the economy and destroy your wealth. The
Can Global Economic Growth Continue?
“Globalization presumes sustained economic growth. Otherwise, the process loses its economic benefits and political support.” – Paul Samuelson Today, global economic growth is weak and globalization is under political siege.
The Investors Podcast Interview. Highly Recom…
I recently had a very interesting discussion with Preston Pysh and Stig Brodersen of The Investors Podcast. I highly recommend that you listen to this free podcast now. Topics discussed
The Return Of Crowding Out Threatens Your Wea…
It has long been understood that when the government borrows excessively, it pushes up interest rates and Crowds Out the private sector. Before the breakdown of the Bretton Woods International
The Credit Structure Of The United States And…
It is not possible to understand an economy without understanding how that economy is financed. In the latest Macro Watch video, we examine the credit structure of the United States
Creditism In Crisis
Our economic system changed in a fundamental way when we stopped backing Dollars with Gold. That change removed the most important constraint on how much credit could be created. Afterwards,
Beware A Stronger Dollar
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
Trump’s Recipe For Disaster – Free Podcas…
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
Trump’s Recipe For Disaster – Free Podcas…
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.
