Apple: On-Device AI
This video explains that Apple will be an AI superpower because it will dominate the market in On-Device AI.
Bears Beware: Rate Cuts Ahead
The stock market and the bond market have both rallied sharply this month on the belief that interest rates have peaked and that the Fed will begin cutting rates before
Amazon: The King Of The Cloud
Artificial Intelligence is being described as “the new electricity.” It is expected to transform nearly every industry and create enormous economic value, just as electricity did over a century ago,
(Mis)Leading Economic Indicators Predicted A …
For more than a year, most economists, me included, have expected the United States economy to fall into a Recession. But that hasn’t happened. In fact, on Thursday it was reported
Macro Watch: 10 Years Old Today
Since October 20th, 2013, in more than 100 hours of videos, Macro Watch has explained the evolution of our economic system and the new forces driving the financial markets now
Meta: Bringing AI To The Masses
The Artificial Intelligence Revolution is happening very quickly. Those who understand AI can take advantage of it. Those who don’t will be left behind. To help ensure that Macro Watch subscribers will
Credit Trends Suggest A Recession Ahead
This week, Macro Watch looks at trends in Credit Growth and Wealth Creation; and explains why those trends suggest the US economy will soon fall into Recession. Total Credit expanded
An Intense Interview with Richard Duncan by M…
Last week I did a live Twitter Spaces interview with Michael Gayed who provides great economic and financial markets commentary through his The Lead-Lag Report and to his 750,000 followers
Alphabet: The Magnificent Seven, Part Two
Mustafa Suleyman, co-founder of the Alphabet subsidiary DeepMind, recently told the Financial Times: “The “exponential trajectory” of AI meant that two years from now, the large language models at the
Nvidia: The Magnificent Seven, Part One
The Artificial Intelligence Revolution has begun. Over the next decades, AI is likely to transform the economy just as railroads, electricity, automobiles and the internet did in the past. It is going