Posted August 27, 2025
With the firing of Fed Governor Lisa Cook, President Trump is moving rapidly to take absolute control of the Federal Reserve. If he succeeds, US
Posted August 12, 2025
President Trump’s new trade deals are about to trigger the most radical shift in US tariff policy in nearly a century. The average tariff rate
Posted July 31, 2025
For more than forty years, the United States’ massive Current Account Deficits have been the primary engine of global economic growth. They have fueled an
Posted May 13, 2025
Over the past 55 years since Dollars ceased to be backed by Gold, the global economy has inflated into the largest Credit Bubble in history
Posted November 21, 2024
I recently had a very interesting conversation with Keith Weinhold in an interview for Get Rich Education. We began by discussing the FOUR GREAT THREATS
Posted October 28, 2024
I was recently interviewed by Hunter Thompson for the Cash Flow Connections podcast. This was a particularly good interview. I hope you will listen to it
Posted September 24, 2024
You will have heard that the Fed reduced the Federal Funds Rate by 50 basis points last week. But do you know HOW the Fed
Posted June 26, 2024
There has been an extraordinary surge in Wealth in the United States since the end of 2019. Household Wealth soared by $44 trillion or by
Posted June 13, 2024
When Money ceased to be backed by Gold five decades ago, our economic system began to function very differently than it had up until then.
Posted April 26, 2024
Total Credit in the United States first exceeded $1 trillion in 1964. This quarter it will blow past $100 trillion. This 100-fold increase in Credit
Posted March 16, 2024
I recently joined Clay Finck on the We Study Billionaires Podcast on The Investor’s Podcast Network. If you only listen to one of my interviews
Posted February 11, 2024
Many people are concerned that the government’s large budget deficits will drain Liquidity and drive up US interest rates. This video explains why they won’t.
Posted December 29, 2023
Will the United States fall into Recession in 2024? Trends in Credit Growth suggest it will. It is important to monitor and forecast trends in
Posted November 27, 2023
The stock market and the bond market have both rallied sharply this month on the belief that interest rates have peaked and that the Fed
Posted September 28, 2023
This week, Macro Watch looks at trends in Credit Growth and Wealth Creation; and explains why those trends suggest the US economy will soon fall
Posted May 26, 2023
Fed Chairman Powell has said that the recent turmoil in the banking sector is likely to cause bank lending to slow; and that slower bank
Posted April 27, 2023
Home prices in the US are falling and it is very probable that they will continue to fall. The future direction of stock prices, however,
Posted February 18, 2023
I was recently interviewed by Addison Wiggin for his podcast The Wiggin Sessions. Addison is a financial writer, publisher, filmmaker and the author or co-author
Posted November 15, 2022
Last year, if the Fed had been a corporation, it would have been the most profitable corporation in the world. It earned $108 billion. Apple earned
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