Subject: The Tech Giants: Part One
The Tech Giants: Part One
February 26th, 2019 at 5:05 pm +07The Tech Giants:Part OneThe new Macro Watch video is the first in a two-part series examining the six largest US tech giants, ranked according to the amount they invest in Research and Dev ...
Announcing A Course On Global Monetary Policy
February 15th, 2019 at 12:53 pm +07Announcing A Course On Global Monetary Policy Monetary Policy is now arguably the most powerful force driving the global economy and the world’s financial markets. Central banks preven ...
The Fed's Historic Policy Shift
February 6th, 2019 at 12:54 pm +07The Fed's Historic Policy ShiftThe Fed’s January 30th FOMC meeting produced one of the most consequential shifts in Monetary Policy that I can recall. Rate hikes were put on hold. Quanti ...
R&D: The Future Depends On It
January 22nd, 2019 at 8:00 pm +07R DThe Future Depends On ItInvestment in Research and Development (R D) today will be a decisive factor in determining which companies and which countries dominate the future. The new Macr ...
Podcast: Our Once In History Opportunity
January 10th, 2019 at 8:00 pm +07Podcast: Our Once In History OpportunityThe global economy may well collapse into a new Great Depression. But if it does, it will be due to policy mistakes, not because of some preordained ...
The Yield Curve Is Sending You A Warning
December 27th, 2018 at 2:32 pm +07The Yield Curve Is Sending You A Warning The inversion of the yield curve is considered to be one of the most accurate predictors of recessions. It has inverted before every US recession s ...
Who Will Be Hurt By The US-China Trade War?
December 22nd, 2018 at 11:49 am +07Who Will Be Hurt By The US-China Trade War? Tensions between the United States and China intensified this month when the CFO of one of China’s largest tech companies was arrested in Cana ...
A Particularly Good Interview
December 17th, 2018 at 8:00 pm +07A Particularly Good InterviewI recently had a particularly interesting conversation with Hunter Thompson, the host of the Cash Flow Connections Podcast. I highly recommend it. Please fin ...
Investing In America
December 7th, 2018 at 12:10 pm +07Investing In AmericaOne of the most important things to understand about economics is that CAPITAL GROWS. The Capital Stock of the United States increased 60-fold between 1952 and 2017, fr ...
The Capital Structure Of The United States
November 15th, 2018 at 9:41 pm +07The Capital Structure Of The United StatesCapital, when combined with labor and natural resources, generates income. If that income is saved and invested, it generates more income. Therefo ...