New Interview. Highly Recommended. Top Traders Unplugged.
Posted October 22, 2022
Today I would like to share with you a very interesting discussion I had recently with Kevin Coldiron and Niels Kaastrup-Larsen for the Top Traders
Posted October 22, 2022
Today I would like to share with you a very interesting discussion I had recently with Kevin Coldiron and Niels Kaastrup-Larsen for the Top Traders
Posted October 16, 2022
Another set of very bad Inflation numbers was released on Thursday. The headline CPI index was up 8.2% from one year ago, little changed from the
Posted July 23, 2022
I was recently interviewed by Marco Santarelli for the Passive Real Estate Investing Podcast. The main theme running through our conversation is the perfect storm
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 June 1, 2022
Inflation has shot up to 8.5%. There is a serious War in Europe. And the Fed has been creating Money hand over fist. And, still, the price of
Posted May 9, 2022
One of the recurring themes of Macro Watch is that “Liquidity Drives Asset Prices”. For instance, on March 6, 2021, Macro Watch published a video
Posted April 15, 2022
Last week, the US Yield Curve inverted, meaning that the Yield on 2-Year government bonds rose above the Yield on 10-Year government bonds. When the
Posted March 31, 2022
It is very important to monitor and forecast Credit Growth because in the 21st Century: Credit Growth Drives Economic Growth. If Credit grows by less
Posted March 13, 2022
Inflation is soaring. Now Russia’s war on Ukraine means that Inflation will remain high for much longer than would have been the case otherwise. Consequently, the
Posted December 6, 2021
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