Subject: Interview: Inflation or Deflation?
Interview: Inflation or Deflation?
August 27th, 2021 at 4:40 pm +07Interview: Inflation or Deflation?Cris Sheridan recently interviewed me for the Financial Sense Newshour. It was another good conversation. I hope you will listen to it now. We discuss ...
The Fed Is More Profitable Than Apple
August 20th, 2021 at 1:25 pm +07The Fed Is More Profitable Than AppleThe Fed is enormously profitable. In fact, if it were a corporation, the Fed would have been the most profitable corporation in the world last year. L ...
Liquidity Tsunami Update
August 5th, 2021 at 1:30 pm +07Liquidity Tsunami UpdateBank 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 L ...
The Investor's Podcast Interview: 2021
August 1st, 2021 at 2:31 pm +07The Investor's Podcast Interview: 2021The Implications of Peak Inflation I was recently interviewed by Trey Lockerbie for The Investor’s Podcast. This was an excellent conversation tha ...
Lessons From Comparing The Four Largest Central Banks
July 23rd, 2021 at 11:45 am +07Lessons From Comparing The Four Largest Central Banks There is a great deal of concern in the United States regarding the large amount of money the Fed is creating through Quantitative Ea ...
Credit, Economic Growth and Inflation To Slow
July 9th, 2021 at 12:05 pm +07Credit, Economic Growth and Inflation To SlowCredit growth in the United States has peaked. Since Credit Growth drives Economic Growth, that means economic growth has also peaked. This st ...
Peak Growth = Peak Inflation?
June 24th, 2021 at 1:22 pm +07Peak Growth = Peak Inflation?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 come at ...
The Fed Is Preventing Negative Interest Rates Using Reverse Repos
June 11th, 2021 at 11:25 am +07The Fed Is Preventing Negative Interest Rates Using Reverse ReposReverse Repurchase Agreements on the Fed’s balance sheet have surged from $0 in mid-March to $535 billion on June 10th. ...
Will Asset Prices Crash When The Fed Tapers QE?
May 29th, 2021 at 10:59 am +07Will Asset Prices Crash When The Fed Tapers QE?The Fed is now signaling that it will soon begin to discuss when to Taper Quantitative Easing. This is an important policy development that ...
Will Gold Crash Again?
May 15th, 2021 at 2:58 pm +07Will Gold Crash Again?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 when its price fell ...