Subject: The Tech Giants: Part Two
The Tech Giants: Part Two
March 7th, 2019 at 6:23 pm +07The Tech Giants: Part TwoThis video is the second in a series looking at the largest US tech giants ranked by R D Investment. Part One covered Amazon, Alphabet and Intel. Part Two covers Microsoft, Apple and Facebook. Combined, these six companies i ...
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 Development (R D). They are: Amazon Alphabet Intel Microsoft Appl ...
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 prevented a new global Great Depression following the Crisis of 2008 ...
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. Quantitative Tightening is to be ended much sooner than was expected ...
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 Macro Watch video provides an overview of R D in the United States ...
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 “laws” set down by 19th Century economists. I recently ...
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 since World War II. It is very close to inverting again now. La ...
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 Canada at the request of the United States. Therefore, even though ...
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 find the link to the podcast below. Topic discussed include: The ...
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, from $1 trillion to $60 trillion. Not only does Capital grow, it ...