April 24, 2020
Interview: Libertarianism, R. I. P.
I was recently interviewed by Hunter Thompson for a Cash Flow Connections podcast. We discussed the economic, political and geopolitical consequences of the Coronavirus. This is
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April 16, 2020
Interview: The Coronavirus Economy
I had a really great conversation with my friend Andy Tanner for The Cashflow Academy recently. I highly recommend listening to this interview. It covers
April 12, 2020
28 Days (and $1.8 trillion) Later
During the last four weeks, the Fed has prevented the complete collapse of the US economy by creating $1.8 trillion. It has used that new money
March 27, 2020
Life During Wartime Part Two
The Senate passed a $2 trillion stimulus bill this week. That is not going to be enough. The new Macro Watch video, uploaded today, considers
March 25, 2020
Life During Wartime
A wartime effort will be required to defeat the Coronavirus and prevent the US economy from collapsing into a Depression. But this war is very different
March 19, 2020
Interview: How To Prevent A Depression
This is the most important interview I have ever given. Listen to it now. The global economy is being crushed by the Coronavirus. Chaos reigns
March 15, 2020
Recession or Depression?
The United States economy will almost certainly fall into Recession this year because of the Coronavirus. The outcome, however, could be very much worse than that.
March 7, 2020
The Fed Considers Buying A Wider Range Of Assets
On March 1st, Macro Watch uploaded a video entitled “Thoughts On The Coronavirus”. That video warned Macro Watch subscribers to be prepared for the Fed
March 1, 2020
Thoughts On The Coronavirus
In the Macro Watch video uploaded today, I share my thoughts on the Coronavirus. How long it is likely to last. How it has impacted
February 18, 2020
America’s National Emergency: Part 3
China surpassed the United States in R&D investment last year. It will soon become much stronger than the US – technologically, economically and militarily – if
February 4, 2020
America’s National Emergency: Part 2
China overtook the United States in Research and Development (R&D) investment last year. Moreover, its lead over the US will widen rapidly during the years immediately
January 21, 2020
America’s National Emergency
China surpassed the United States in Research and Development (R&D) investment last year. This constitutes a national emergency for the United States on par with,
January 7, 2020
Corporate Sector Concerns
The new Macro Watch video examines the balance sheet and the earnings of the US Corporate Sector. They reveal a number of reasons to be concerned
December 24, 2019
Recommended Interview: How Much Will The Fed Print This Time?
I recently had a particularly interesting conversation with Cris Sheridan of Financial Sense Newshour. I highly recommend it. The topic? The most extraordinary Monetary
December 19, 2019
Household Wealth and Fed Policy
Business Investment is weak in the United States despite the recent large corporate tax cuts. Household Consumption, however, is holding up. Relatively strong Consumption has
November 22, 2019
The Repo Crisis and The Fed: Part 4
Quantitative Easing has resumed. On September 17th, overnight interest rates in the Repo Market shot up to 10%, four times higher than they should have
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
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.
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