Posted July 27, 2014
Capitalism died during the two World Wars. In this speech, I discuss the transformation of our economic system from Capitalism to Creditism during the Twentieth
Posted July 21, 2014
The third video for Macro Watch Third Quarter 2014 has been uploaded and is now ready to watch. In this video, we dissect the Fed’s
Posted July 7, 2014
The Fed has pulled a new rabbit out of its hat: Reverse Repos. By using reverse repos, the Fed has found a way to deal
Posted July 2, 2014
I’ve begun to roll out Macro Watch: Third Quarter 2014. The first video, Credit: How Much Does It Take?, has been uploaded and is ready
Posted April 25, 2014
For anyone who is interested in understanding my views on the global economic crisis, this is the video I would recommend watching, if I could
Posted April 12, 2014
To watch a 6-minute overview of Macro Watch: Second Quarter 2014, click on the link at the bottom of this blog. But first, an announcement:
Posted March 29, 2014
Macro Watch: Second Quarter 2014 has been uploaded and is now ready to watch. This quarter, there are seven videos, beginning with one warning investors
Posted March 21, 2014
Central bank forward guidance and communication are all fine and good, but it is liquidity that moves the markets. When liquidity is plentiful asset prices
Posted March 3, 2014
This morning I spoke with Martin Soong on CNBC Asia Squawk Box. We discussed the fundamental weakness of the US economy, the approaching shift in
Posted January 24, 2014
I was in Mumbai to speak at the CFA Institute’s India Investment Conference last week. While there, I was interviewed by CNBC India. I explained
Posted January 9, 2014
Macro Watch First Quarter 2014 is now uploaded and ready to watch. It explains how the Fed’s new “Taper Schedule” is likely to impact Liquidity
Posted January 6, 2014
The new issue of Macro Watch is ready to watch. Its theme is that Quantitative Easing is unlikely to end in 2014. Contents: 1. Introduction
Posted December 29, 2013
I had a very interesting conversation with David McAlvany for The McAlvany Weekly Commentary recently. We discussed: • The Fed’s serial bubble blowing strategy •
Posted December 20, 2013
The “Taper” has begun. It’s important to understand why. On December 18th, the Fed announced that it will begin to taper the amount of fiat
Posted December 1, 2013
Jim Puplava interviewed me recently for Financial Sense Newshour. We discussed: Global economic challenges The “Policy Plan” and its flaws What the Fed wants and
Posted November 20, 2013
This morning I spoke with the CNBC Asia Squawk Box team in their Singapore studio. We discussed Fed Chairman Bernanke’s speech (which was taking place
Posted November 8, 2013
I had an interesting conversation with Gordon T. Long of Macro Analytics recently. We discussed our economic future and what investors must monitor in this
Posted October 29, 2013
I would like to sincerely thank all of you who have subscribed to Macro Watch over the past week. The strong take up has been
Posted October 20, 2013
With this blog, I am launching Macro Watch, a subscription-based video newsletter that analyzes trends in credit growth, liquidity and government policy in order to
Posted September 26, 2013
Last week I was in Kuala Lumpur. There I had an interesting conversation with Julian Ng of BFM radio. We discussed: Why the Fed decided