March 4, 2022
The Investor’s Podcast Interview: Highly Recommended!
I had a really great conversation with Trey Lockerbie in an interview for The Investor’s Podcast recently. Trey always asks excellent questions and allows me plenty
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February 26, 2022
Congress Passes Major R&D Investment Acts
Something extraordinary has happened. On February 4th, the House of Representatives passed the $350 billion America Competes Act, which will fund investment in new industries
February 7, 2022
What The Fed Can’t Admit
The Fed is carrying out an abrupt Monetary Policy U-Turn, suddenly moving from easing to tightening Monetary Policy. Stocks got crushed in January as a
January 20, 2022
Aggressive Fed Tightening May Sink Markets
The Fed is accelerating its pace of Monetary Policy tightening much more aggressively than financial markets had anticipated. Over the last few months, we have learned that
January 10, 2022
Still Standing
When the Covid pandemic began to crush the US economy in March 2020, Macro Watch published a series of videos on the subject, including one
December 20, 2021
Risks Are High And Rising
The new Macro Watch video discusses the most important recent trends in credit growth and wealth creation based on the third quarter Financial Accounts of
December 6, 2021
Very Bad Things May Happen Due To The Fed’s Hawkish Pivot
In Congressional testimony last week, Fed Chairman Powell made a “Hawkish Pivot” when he suggested that the Fed was likely to accelerate the pace of
December 4, 2021
Great New Interview: Highly Recommended
A few days ago I was interviewed by Tom Bodrovics for Palisades Gold Radio. I believe this was one of the best interviews in a
November 29, 2021
Creditism In China
The latest Macro Watch video is the second in a series focusing on the potential consequences of the crisis now unfolding in China’s all-important property
November 15, 2021
Lessons From China’s Last Economic Crisis
During 2015, China’s economy experienced a serious downturn that caused a global recession. Credit growth in China had been running out of control, Investment far exceeded Consumption
November 6, 2021
How Threatened Is China’s Economy?
China’s economy is facing grave challenges. Given the rising tensions with the West, the outlook for continued export-led growth appears dim. At home, China’s giant property bubble
November 2, 2021
Inflation Slowed Sharply in Q3
Newspaper headlines give the impression that Inflation in the United States is very high and running totally out of control. But those headlines are misleading.
October 30, 2021
Interview: Inflation, Liquidity, China Evergrande
I recently had a very good conversation with Buck Joffrey for the Wealth Formula Podcast. I highly recommend you listen to it. Topics include: The
October 15, 2021
Stormy Weather Ahead
Credit growth is slowing rapidly in the United States. That is alarming because in the Twenty-first Century, Credit Growth Drives Economy Growth. Total Credit Growth (adjusted
October 8, 2021
Interview: Economic Crises
I recently had a very interesting conversation with Kirk Chisholm for The Money Tree Investing Podcast. This interview provides a history of economic crises in
September 25, 2021
The Liquidity Tsunami Is About To End Abruptly
On March 6th this year, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”. It argued that during the months ahead
September 18, 2021
Slowing Inflation Won’t Stop Fed Tapering
Inflation in the United States slowed sharply during August. The Core Consumer Price Index (Core CPI) rose 0.1% month-on-month in August. That was down from 0.9%
September 4, 2021
The Fed Has A Big Problem
On Friday, the jobs report showed that only 235,000 new jobs were created in the United States during August. That was well below expectations of 728,000 new jobs. Up until
August 27, 2021
Interview: Inflation or Deflation?
Cris Sheridan recently interviewed me for the Financial Sense Newshour. It was another good conversation. I hope you will listen to it now. We discussed: Fed tapering
August 20, 2021
The Fed Is More Profitable Than Apple
The Fed is enormously profitable. In fact, if it were a corporation, the Fed would have been the most profitable corporation in the world last year. Luckily
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