Subject: Coming To America
Coming To America
February 1st, 2023 at 3:00 am +07Coming To AmericaI will be in the United States during March to promote my book, The Money Revolution: How To Finance The Next American Century. I need your help in arranging media interviews and speeches. My objective in writing this book has bee ...
Do Fed, ECB & BOJ Assets Drive The S&P 500?
January 24th, 2023 at 4:50 pm +07Do Fed, ECB BOJ AssetsDrive The S P 500? Changes in the Combined Total Assets of the Fed, ECB and BOJ appear correlated with movements in the S P 500 Index. Of course, correlation does not prove causation. But it is easy to see how the creation of tr ...
Bank Of Japan Doubles Bond Yield Cap
January 6th, 2023 at 5:30 pm +07Bank Of Japan Doubles Bond Yield CapThe Bank Of Japan surprised the markets on December 20th by doubling its cap on the yield on 10-year Japanese Government Bonds (JGBs) from 25-basis points to 50-basis points. For years, the BOJ has demonstrated th ...
Video Ready plus BOJ Primer
December 22nd, 2022 at 5:04 pm +07Video Ready plus BOJ PrimerEarlier 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 why Monetary Policy is likely to tighten signi ...
More Wealth Destruction Ahead: Part Two
December 19th, 2022 at 4:13 pm +07More Wealth Destruction Ahead: Part TwoThe previous Macro Watch video showed that the Fed is tightening Monetary Policy much more aggressively in the current tightening cycle than during the previous one. But that, despite this, asset prices have fal ...
More Wealth Destruction Ahead, Part One
December 2nd, 2022 at 5:05 pm +07More Wealth Destruction AheadThe Fed is tightening Monetary Policy much faster and more aggressively now than during the previous tightening cycle that ran from January 2014 to August 2019. While asset prices have fallen this year, they have not fal ...
The Fed May Lose $50 Billion in 2023
November 16th, 2022 at 12:17 am +07The Fed May Lose $50 Billion in 2023 Last year, if the Fed had been a corporation, it would have been the most profitable corporation in the world. It earned $108 billion. Apple earned $100 billion. Apple paid $19 billion in Income Taxes. The Fed, on ...
One Of My Favorite Interviews This Year
November 4th, 2022 at 1:49 pm +07China Downgraded
October 29th, 2022 at 11:35 am +07China Downgraded “China’s economy will not overtake the US until 2060, if ever” That was the title of an article written by Ruchir Sharma, the chair of Rockefeller International, and published in the Financial Times on October 24th. Many pe ...
New Interview. Highly Recommended. Top Traders Unplugged
October 22nd, 2022 at 12:37 pm +07New Interview. Highly Recommended.Top Traders UnpluggedToday I would like to share with you a very interesting discussion I had recently with Kevin Coldiron and Niels Kaastrup-Larsen for the Top Traders Unplugged podcast. I strongly recommend that ...