The Defense Spending Boom Has Begun
Posted May 19, 2026
The defense spending boom has begun. This new Macro Watch video explains why US defense spending is likely to rise significantly in the years ahead
Tag Archives: Iran War
Interview: Urgent Global Macro Developments
Posted May 15, 2026
I recently spoke with Kirk Chisholm on the Money Tree Investing podcast about the most important macroeconomic and geopolitical developments now impacting the financial markets.
Your Wealth Is Built On Government Debt
Posted April 9, 2026
Something very unusual has happened to the US economy over the last two decades. The system that once drove economic growth no longer works the
Before the Shock: The US Economy on the Eve of War
Posted March 26, 2026
Was the US economy strong… or dangerously fragile… just before the Iran War began? On the surface, everything looked solid. Growth was steady. Unemployment was