Gordon Long

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LONGWave - 02-12-25 - FEBRUARY - Investment Themes for 2025-Newsletter-2-Cover
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TIME TO LOOK BROADER THAN US EQUITIES

  Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS INVESTMENT CYCLE  TIME TO LOOK BROADER THAN US EQUITIES OBSERVATIONS: TRUMP MUST BEGIN TO RE-INDUSTRIALIZE AMERICA! I have written endlessly that one of the two central problems America faces and which must be solved is: THE US CONSUMES MORE THAN IT PRODUCES The […]

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UnderTheLens - 01-22-25 - FEBRUARY - Macro Themes for 2025-Video-Cover-F1
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IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-22-25 – FEBRUARY – Macro Themes for 2025

IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-22-25 – FEBRUARY – Macro Themes for 2025 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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UnderTheLens - 01-22-25 - FEBRUARY - Macro Themes for 2025-Newsletter-4- Cover
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THE US GLOBAL TRADE IMBALANCE PROBLEM

  Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY THE US GLOBAL TRADE IMBALANCE PROBLEM OBSERVATIONS: TARIFFS v EXCHANGE RATES v FREE TRADE The market analysts and so-called economists panicking over President Donald Trump’s tariffs must be at least somewhat relieved that he’s agreed to pause the ones he wants […]

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UnderTheLens - 01-22-25 - FEBRUARY - Macro Themes for 2025-Newsletter-3- Cover
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DEEPSEEK & A BURSTING CAPEX BUBBLE

  Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS INVESTMENT CYCLE DEEPSEEK & A BURSTING CAPEX BUBBLE OBSERVATIONS: THE US MORAL & STRATEGIC IMPERATIVE This year’s MATASII 2025 Thesis Paper was entitled “The Strategic Imperative” and addressed the revitalization and unshackling of America’s industrial strength. To do this is both a moral […]

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UnderTheLens - 01-22-25 - FEBRUARY - Macro Themes for 2025-Newsletter-2- Cover
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EXCESS LIQUIDITY BECOMES A LIQUIDITY SLUMP

  Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS MONEY SUPPLY EXCESS LIQUIDITY BECOMES LIQUIDITY SLUMP OBSERVATIONS:THE POLITICAL CAPTURE OF THE FEDERAL RESERVE If you are reading these newsletters for any period of time, then you know the US has a spending problem! This spending problem has recently resulted in the Federal […]

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LONGWave - 12-18-24 - DECEMBER - The Re-Privatization of America-Newsletter-5-Cover
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DID WAVE II OF INFLATION JUST BEGIN?

  Gordon T Long Global Macro Research | Macro-Technical Analysis  MACRO US ECONOMICS DID WAVE 2 OF INFLATION JUST BEGIN? OBSERVATIONS: BIDEN’S FAREWELL ADDRESS I remember as a boy listening to President Dwight D. Eisenhower, the 34th U.S. President, giving his farewell speech. He warned America about the powers of the Military-Industrial Complex. I didn’t […]

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LONGWave - 12-18-24 - DECEMBER - The Re-Privatization of America-Newsletter-4-Cover-2
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THE “FOURTH TURNING” IN THE MIDST OF A FULL POLITICAL TURN!

  Gordon T Long Global Macro Research | Macro-Technical Analysis  MACRO US ECONOMICS THE “FOURTH TURNING” IN THE MIDST OF A FULL POLITICAL TURN! OBSERVATIONS: BANKRUPTCIES SENDING EARLY WARNINGS US corporate bankruptcies have hit their highest level since the aftermath of the global financial crisis as elevated interest rates and weakened consumer demand punish struggling […]

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LONGWave - 12-18-24 - DECEMBER - The Re-Privatization of America-Newsletter-3- Cover
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2024 HANGOVER: ELECTION GAMESMANSHIP & THE WEALTH EFFECT

  Gordon T Long Global Macro Research | Macro-Technical Analysis  MACRO US ECONOMICS 2024 HANGOVER: ELECTION GAMESMANSHIP & THE WEALTH EFFECT OBSERVATIONS: IT’S THE DEBT CEILING ONCE AGAIN! The recent spat in Congress over what was to be contained in the Continuing Resolution (CR) to keep the government open was quite telling about what may […]

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LONGWave - 12-18-24 - DECEMBER - The Re-Privatization of America-Video-Cover-F1
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IN-DEPTH: TRANSCRIPTION – LONGWave – 12-18-24 – DECEMBER – The Re-Privatization of America

IN-DEPTH: TRANSCRIPTION – LONGWave – 12-18-24 – DECEMBER – The Re-Privatization of America 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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