Video Ready plus BOJ Primer
Posted December 22, 2022
Earlier this week, I uploaded a presentation entitled “More Wealth Destruction Ahead: Part Two”. The video accompanying that presentation is now ready to watch. It explains
Posted December 22, 2022
Earlier this week, I uploaded a presentation entitled “More Wealth Destruction Ahead: Part Two”. The video accompanying that presentation is now ready to watch. It explains
Posted September 28, 2022
Last week, the Fed shocked investors when it released new projections showing that it now expects to increase interest rates significantly more than it had
Posted May 27, 2022
Stocks and bonds have experienced a brutal selloff so far this year and the worst may still be ahead, with property prices likely to be
Posted December 20, 2021
The new Macro Watch video discusses the most important recent trends in credit growth and wealth creation based on the third quarter Financial Accounts of
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
Posted October 15, 2021
Credit growth is slowing rapidly in the United States. That is alarming because in the Twenty-first Century, Credit Growth Drives Economy Growth. Total Credit Growth (adjusted
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
Posted September 25, 2021
On March 6th this year, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”. It argued that during the months ahead
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 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
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
Posted May 7, 2021
I recently had a great conversation with my friends Robert and Kim Kiyosaki for Rich Dad Radio. So far, this interview has been viewed nearly 250,000
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 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
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
Posted March 23, 2021
Liquidity in the Financial Markets continues to surge. Bank Reserves swelled by a QUARTER OF A TRILLION DOLLARS last week alone. Reserves have risen by
Posted March 6, 2021
A Tidal Wave of Liquidity may soon be injected into the Financial System. If it is, asset prices could rocket higher. The Treasury Department estimates that
Posted February 28, 2021
A rout in the bond market last week sent government bond yields sharply higher and the price of a broad range of speculative assets painfully
Posted September 6, 2020
I was recently interviewed by Cris Sheridan for Financial Sense Newshour. This was a succinct conversation that addressed many of the issues that most concern
Posted August 15, 2020
David McAlvany knows how to conduct a great interview. His McAlvany Weekly Commentary podcast is one of the most respected in the industry. I’ve spoken with David