Peak Growth = Peak Inflation?
Posted June 24, 2021
The message from the Fed’s June 16th FOMC meeting was slightly more hawkish than the market had expected. It indicated that the first rate hike may
Posted June 24, 2021
The message from the Fed’s June 16th FOMC meeting was slightly more hawkish than the market had expected. It indicated that the first rate hike may
Posted June 11, 2021
Reverse Repurchase Agreements on the Fed’s balance sheet have surged from $0 in mid-March to $535 billion on June 10th. Many people have begun to
Posted May 28, 2021
The Fed is now signaling that it will soon begin to discuss when to Taper Quantitative Easing. This is an important policy development that could
Posted May 15, 2021
There are now reasons for concern that Gold could soon experience another serious correction as it did following its peaks in 1975, 1980 and 2011
Posted May 13, 2021
I was recently interviewed by Andy Tanner for the Cashflow Academy podcast. Whenever I speak with Andy, I always end up feeling smarter and happier. It’s
Posted May 7, 2021
I recently had a great conversation with my friends Robert and Kim Kiyosaki for Rich Dad Radio. So far, this interview has been viewed nearly 250,000
Posted April 29, 2021
A Liquidity Tsunami is currently driving asset prices to new record highs. In early March, Macro Watch published a video called “Liquidity Tsunami May Push Asset
Posted April 23, 2021
PLEASE NOTE: The link to the speech did not work when this blog was posted. It has been fixed. Apologies for the inconvenience. RD Capitalism
Posted April 20, 2021
The latest Macro Watch video explains to new (and existing) subscribers what they should do and the steps they should take to learn the most
Posted April 16, 2021
I was recently interviewed for the first time by Marco Santarelli for the Passive Real Estate Investing podcast. Our discussion focused on the outlook for Inflation.
Posted April 13, 2021
I was recently interviewed by Patrick Donohoe for The Wealth Standard Podcast. If you want to understand how our economic system evolved into what it
Posted April 10, 2021
Total Credit in the United States soared by an astonishing $8 trillion last year to $83.5 Trillion, well above the previous peak increase of $5
Posted April 8, 2021
I was recently interviewed by Hunter Thompson for the Cash Flow Connections Real Estate Podcast. This was an interesting and far-reaching conversation. I highly recommend it.
Posted April 3, 2021
I was recently interviewed by Keith Weinhold for Get Rich Education. We discussed why the Fed is unlikely to tighten Monetary Policy any time soon
Posted March 23, 2021
Liquidity in the Financial Markets continues to surge. Bank Reserves swelled by a QUARTER OF A TRILLION DOLLARS last week alone. Reserves have risen by
Posted March 19, 2021
A battle between two powerful opposing forces is now playing out in the financial markets. The stakes riding on the outcome of this fight are
Posted March 12, 2021
Last week, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”. It suggested that as the Treasury Department spends down
Posted March 6, 2021
A Tidal Wave of Liquidity may soon be injected into the Financial System. If it is, asset prices could rocket higher. The Treasury Department estimates that
Posted February 28, 2021
A rout in the bond market last week sent government bond yields sharply higher and the price of a broad range of speculative assets painfully
Posted February 20, 2021
Monetary Policy in the United States is extraordinarily loose. The Federal Funds Rate is very close to 0% and the Fed is creating $120 billion a