November 20, 2019
The Repo Crisis and The Fed: Part 3
The Fed is once again creating very large amounts of money and pumping it into the financial markets. So, it is not surprising that all the
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November 15, 2019
The Repo Crisis and The Fed: Part 2
Monetary Policy is the government’s most important economic policy tool. If you really want to understand how the Fed conducts Monetary Policy, you must understand the
November 13, 2019
The Repo Crisis and The Fed
On September 16th, the interest rate in the overnight Repo Market shot up to nearly 10%. It should have been below 2.25%. There was no shortage
October 12, 2019
Quantitative Easing Round Four
A new round of Quantitative Easing began yesterday when the Fed announced that it would create $60 billion a month to buy US government securities.
September 29, 2019
Expect More Rate Cuts
Credit Growth in the United States has been the most important driver of economic growth for decades, so it is important to monitor it closely. If
September 19, 2019
Interview: The Future Of Monetary Policy
I recently discussed the future of Monetary Policy with Hunter Thompson, the host of the Cash Flow Connections podcast. It was an interesting and timely conversation.
September 6, 2019
Dalio vs. Mauldin: The Great Debate – Part 3
Ray Dalio is the founder of Bridgewater Associates, the world’s largest and most successful hedge fund. In May, he published a paper called “It’s Time to
August 22, 2019
Dalio vs. Mauldin: The Great Debate – Part 2
A debate that could determine whether our economic future is prosperous or impoverished has taken place between Ray Dalio and John Mauldin, two of the
August 13, 2019
How The US Can Win The Currency War
On August 5th, the Chinese Yuan fell below Yuan 7 per Dollar for the first time in eleven years. Later that day the US Treasury Department
August 9, 2019
Financial Sense Interview: Highly Recommended
Capitalism didn’t exactly die. It just evolved into a very different kind of economic system: Creditism. I discussed the evolution of Capitalism into Creditism recently with
August 3, 2019
Ray Dalio vs. John Mauldin: The Great Debate
An extraordinarily important debate has taken place between two of the world’s most influential economic thinkers: Ray Dalio, the founder of the legendary hedge fund,
July 11, 2019
America Can Invest Or Surrender To China
China’s lead in 5G Technology is the United States’ new Sputnik moment. There is no mystery as to why China will soon overtake the US
July 5, 2019
Robert Kiyosaki Interview
Robert Kiyosaki is one of the best-selling authors of all time. His first book, Rich Dad Poor Dad, has sold more than 32 million copies.
June 24, 2019
The Fed Is A Hostage Of The S&P 500
The S&P 500 closed at a record high last week, while Gold hit a five-year high. Stocks and gold spiked because a very rapid slowdown in
June 5, 2019
The Yield Crash Signals Pain Ahead
The collapse in Government Bond Yields during May was a clear signal that investors are afraid the stock market may be headed significantly lower. The
May 23, 2019
What Are Bank Reserves?
When the crisis of 2008 began, the Reserves that commercial banks hold in their accounts at the Fed soared from $21 billion in 2007 to
May 15, 2019
The US-China Trade War Heats Up
With the US-China trade war heating up, it is important to understand what is at stake. This blog post provides a list of the most
May 9, 2019
Seigniorage: Simple, Short and $1.7 Trillion Sweet
The new Macro Watch video describes the enormous windfall profits the US Government and, therefore, US taxpayers earn as the result of Seigniorage every year.
April 25, 2019
Looser Monetary Policy Will Be Required
As recently as 1969, US savings were sufficient to fund all US debt. How things have changed. Last year, the US had only enough savings to finance
April 11, 2019
Expect Fed Rate Cuts This Year
Credit Growth drives Economic Growth. But the United States doesn’t save enough to finance all that it borrows. It hasn’t for a very long time. To finance
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