Who Will Suffer Most When Chinese Growth Ends…
China is in the midst of its worst economic crisis in decades. The property market, accounting for roughly a quarter of economic activity in China, is facing an oversupply of
Is China Turning Japanese?
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
Course: The Magnificent Seven and The AI Revo…
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
The Investor’s Podcast Interview 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
China: Coming Off The Rails
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
How Can The US Government Finance $22 Trillio…
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
Large Budget Deficits Won’t Push Up Int…
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
“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
Microsoft’s AI Empire
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
Recession in 2024?
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