Balancing on the Edge: Critical Factors Impacting Markets in 2024
Posted August 22, 2024
The new Macro Watch video examines six critical factors that could have an outsized impact on the economy and the financial markets during the months
Posted August 22, 2024
The new Macro Watch video examines six critical factors that could have an outsized impact on the economy and the financial markets during the months
Posted June 29, 2022
For decades, the US economy has been driven by rapid Credit Growth and Asset Price Inflation. Since the Crisis of 2008, in particular, aggressive fiscal stimulus, ultra-low
Posted December 4, 2021
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
Posted September 18, 2021
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%
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 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 October 30, 2020
Household Wealth plunged by a record-breaking $7.2 trillion during the first quarter of 2020. It then recovered all of that and more, $7.6 trillion, during the
Posted August 9, 2020
The Fed is likely to create significantly more money during the rest of this year than it has led the market to expect. If it does,
Posted June 13, 2020
It is difficult to imagine a worse economic environment. The US economy is expected to contract by between one third and one half during the
Posted April 29, 2020
The new Macro Watch video shows that, without the unprecedented support that the government and the Fed are providing to the economy during the Coronavirus
Posted March 27, 2020
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
Posted March 25, 2020
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
Posted March 19, 2020
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
Posted December 19, 2019
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