Gordon T Long
Global Macro Research | Macro-Technical Analysis
Through extensive research, and his process of Abstraction & Synthesis, Gordon delivers frank perspectives on global macro-economics and insightful conclusions not found in mainstream commentaries.
2024 THESIS
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IN-DEPTH: TRANSCRIPTION – UnderTheLens – 03-27-24 – APRIL –The Future Is Coming Into Focus!
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 03-27-24 – APRIL –The Future Is Coming Into Focus! SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always […]
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IN-DEPTH: TRANSCRIPTION – LONGWave – 03-06-24 – MARCH – False Beliefs & Market Shocks
IN-DEPTH: TRANSCRIPTION – LONGWave – 03-06-24 – MARCH – False Beliefs & Market Shocks SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always […]
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IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-21-24 – MARCH -Today’s Flawed GDP Formula
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-21-24 – MARCH -Today’s Flawed GDP Formula SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always consult a […]
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IN-DEPTH: TRANSCRIPTION – LONGWave – 02-07-24 – FEBRUARY – Investment Themes for 2024
IN-DEPTH: TRANSCRIPTION – LONGWave – 02-07-24 – FEBRUARY – Investment Themes for 2024 SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always consult […]
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IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-24-24 – FEBRUARY – Macro Themes for 2024
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-24-24 – FEBRUARY – Macro Themes for 2024 SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always consult […]
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IN-DEPTH: TRANSCRIPTION – LONGWave – 12-13-23 – DECEMBER – TECHNICAL SIGNALS: Yield Curve, US$ & Gold
IN-DEPTH: TRANSCRIPTION – LONGWave – 12-13-23 – DECEMBER – TECHNICAL SIGNALS: Yield Curve, US$ & Gold SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions […]
TIPPING POINTS
ANALYTICS
Recent Posts
- CHINA IS A SEPTIC PROBLEM FOR THE BIDEN ADMINSTRATION
April 15, 2024 - BIG WEEK FOR CENTRAL BANKS
March 25, 2024 - UNDERSTANDING THE US CREDIT DEFAULT SWAP – US TREASURY CORRELATION
February 19, 2024 - THE FED FUNDS RATE IS EFFECTIVELY ALREADY FALLING!
February 11, 2024 - TREASURY REFUNDING DURING AN ELECTION YEAR’S DEFERRED DEBT CEILING WINDOW
February 5, 2024
THESIS & THEMES
Recent Posts
- THE FOURTH TURNING IS HAPPENING!
April 17, 2023 - FALLING US PRODUCTIVITY IS THE RESULT OF FAILED PUBLIC POLICY
September 4, 2022 - MOUNTING US STRUCTURAL LABOR ISSUES
August 28, 2022 - AN EU SOVEREIGN BANKING CRISIS II
July 4, 2022 - A TENUOUS JAPANESE CARRY TRADE?
June 27, 2022
VIDEO
Recent Posts
- Fed Has Nowhere to Run, Nowhere to Hide!!
March 22, 2024 - THOUGHTFUL MONEY INTERVIEW
March 10, 2024 - MACRO ANALYTICS – 01-11-24 – Self Reliance
January 16, 2024 - FSN INTERVIEW: INSIGHTS ON NAVIGATING ECONOMIC CHALLENGES
November 11, 2023 - FSN INTERVIEW: THE CREDIT BUST IS HERE!
May 16, 2023
ARTICLES & KEY FOCUSES
Recent Posts
- IN-DEPTH: TRANSCRIPTION – UnderTheLens – 03-27-24 – APRIL –The Future Is Coming Into Focus!
April 10, 2024 - IN-DEPTH: TRANSCRIPTION – LONGWave – 03-06-24 – MARCH – False Beliefs & Market Shocks
March 27, 2024 - IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-21-24 – MARCH -Today’s Flawed GDP Formula
March 6, 2024 - IN-DEPTH: TRANSCRIPTION – LONGWave – 02-07-24 – FEBRUARY – Investment Themes for 2024
February 21, 2024 - IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-24-24 – FEBRUARY – Macro Themes for 2024
February 7, 2024
TIPPING POINTS
Recent Posts
- HAS WAVE 2 OF INFLATION BEGUN?
April 8, 2024 - A RISING EQUITY MARKET BUT SHRINKING STOCK TRADING VOLUMES?
April 1, 2024 - THE US HAS BEGUN IMPORTING INFLATION!
March 18, 2024 - US ON THE VERGE OF POTENTIALLY ANOTHER MAJOR POLICY BLUNDER!
March 11, 2024 - THE CREDIT ADDICTED “YOLO” CONSUMER
March 3, 2024