Latest Blog Entries
Weak Credit Growth May Force The Fed To Cut R…
Total Credit in the United States first exceeded $1 trillion in 1964. This quarter it will blow past $100 trillion. This 100-fold increase in Credit
Who Will Suffer Most When Chinese Growth Ends…
China is in the midst of its worst economic crisis in decades. The property market, accounting for roughly a quarter of economic activity in China,
Is China Turning Japanese?
The world has become aware that China is experiencing its worst economic crisis in many decades. Many people have begun to wonder if China is
Course: The Magnificent Seven and The AI Revo…
The Artificial Intelligence Revolution has begun. It is expected to transform nearly every industry and create enormous economic value, just as electricity did over a century
The Investor’s Podcast Interview 2024: …
I recently joined Clay Finck on the We Study Billionaires Podcast on The Investor’s Podcast Network. If you only listen to one of my interviews
China: Coming Off The Rails
China’s economy is in crisis. That’s not NEW news. It is a story that made headlines during much of the last year. Nor is it surprising.