FEAR THE FED
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
Tag Archives: Interest Rates
Aggressive Fed Tightening May Sink Markets
Posted January 20, 2022
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
Great New Interview: Highly Recommended
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
Interview: Economic Crises
Posted October 8, 2021
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
Liquidity Tsunami Update
Posted August 5, 2021
Bank Reserves topped $4 trillion for the first time last week. That is important because Bank Reserves are one measure of Liquidity in the Financial Markets. And
The Investor’s Podcast Interview: 2021
Posted August 1, 2021
The Implications of Peak Inflation I was recently interviewed by Trey Lockerbie for The Investor’s Podcast. This was an excellent conversation that covers not only the
Lessons From Comparing The Four Largest Central Banks
Posted July 23, 2021
There is a great deal of concern in the United States regarding the large amount of money the Fed is creating through Quantitative Easing, currently $120
Credit, Economic Growth and Inflation To Slow
Posted July 9, 2021
Credit growth in the United States has peaked. Since Credit Growth drives Economic Growth, that means economic growth has also peaked. This strongly suggests that Inflation will
Peak Growth = Peak Inflation?
Posted June 24, 2021
The message from the Fed’s June 16th FOMC meeting was slightly more hawkish than the market had expected. It indicated that the first rate hike may
The Fed Is Preventing Negative Interest Rates Using Reverse Repos
Posted June 11, 2021
Reverse Repurchase Agreements on the Fed’s balance sheet have surged from $0 in mid-March to $535 billion on June 10th. Many people have begun to
When The Fed Tapers QE, Will Asset Prices Crash?
Posted May 28, 2021
The Fed is now signaling that it will soon begin to discuss when to Taper Quantitative Easing. This is an important policy development that could
Will Gold Crash Again?
Posted May 15, 2021
There are now reasons for concern that Gold could soon experience another serious correction as it did following its peaks in 1975, 1980 and 2011
Interview: Inflation, Liquidity and MMT
Posted May 13, 2021
I was recently interviewed by Andy Tanner for the Cashflow Academy podcast. Whenever I speak with Andy, I always end up feeling smarter and happier. It’s
Interview: Are We Heading Towards Massive Inflation?
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.
New Interview: Highly Recommended
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
Debt, Credit and Wealth Soared In 2020
Posted April 10, 2021
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
Interview: Liquidity, Inflation, Stocks and Property
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.
Interview: Why Asset Prices Could Keep Surging
Posted April 3, 2021
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
Surging Money Supply Growth Won’t Cause Inflation
Posted March 26, 2021
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
Stimulus, Inflation, Stocks and Gold: What’s Ahead?
Posted January 16, 2021
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