April 23, 2021
Speech: How Capitalism Died & Where That Leave Us
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
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April 20, 2021
How To Learn The Most From Macro Watch
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
April 16, 2021
Interview: Are We Heading Towards Massive Inflation?
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.
April 13, 2021
New Interview: Highly Recommended
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
April 10, 2021
Debt, Credit and Wealth Soared In 2020
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
April 8, 2021
Interview: Liquidity, Inflation, Stocks and Property
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.
April 3, 2021
Interview: Why Asset Prices Could Keep Surging
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
March 26, 2021
Surging Money Supply Growth Won’t Cause Inflation
Will asset prices soon be crushed by Inflation and higher Interest Rates? This is perhaps the most important question investors must grapple with today. The financial
March 23, 2021
Liquidity Surge Update
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
March 19, 2021
Interview: Liquidity Tsunami vs. Inflation Fears
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
March 12, 2021
Liquidity Tsunami Update
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
March 6, 2021
Liquidity Tsunami May Drive Asset Prices Much Higher
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
February 28, 2021
Will Bond Yields Spike and Crush The Markets?
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
February 20, 2021
Inflation Won’t Force The Fed To Tighten in 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
February 7, 2021
What’s Driving Tech Stocks: Liquidity, Fundamentals or Both?
Two years ago, Macro Watch made a three-part series on the six largest US Tech Giants, ranked by the size of their spending on Research
January 16, 2021
Stimulus, Inflation, Stocks and Gold: What’s Ahead?
A $900 billion stimulus bill was passed by Congress in December. President-elect Biden has just proposed a new $1.9 trillion Covid relief package. Moreover, with the Democrats
January 2, 2021
Credit: A Year Like No Other
The latest Macro Watch video looks at some of the extraordinary developments in US credit and wealth during the first three quarters of 2020. It
December 22, 2020
Big Stimulus Rally Ahead for Stocks and Gold?
An $892 billion stimulus bill was passed by Congress last night. It is likely to push the price of stocks, gold and other asset classes higher. The
December 17, 2020
Why China’s Winning
China’s economy is on track to overtake the United States economy as the largest in the world in less than eight years, if current trends
November 27, 2020
What The US Must Learn From Japan
The new Macro Watch video compares the Japanese economic policy response to Covid-19 with that of the United States – in terms of its impact on
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