Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS REGIONAL FISCAL POLICY SUDDENLY EVERYONE CITING “WHATEVER IT TAKES!”? OBSERVATIONS: MIGHT TRUMP BE PLAYING 4-DIMENSIONAL GEOPOLITICAL CHESS? Under the terms of the EU’s Stability and Growth Pact (SGP), Member States pledged to keep their deficits and debt below certain limits: a Member State’s […]
By opening this site page you can open the latest Newsletter releases in your browser including Archives. The Public Newsletter include: 1- The Current Market Perspective issued every Sunday at 6:30 AM and 2- The Weekly Macro Newsletter issued every Monday at 6:30 AM NOTE: If you are not receiving these Newsletter by e-mail update […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY DOGE VERSUS THE NON-AUDITABLE NGO FRAUD OBSERVATIONS: GOVERNMENT ACCOUNTABILITY & TRANSPARENCY Quarterly my colleague Charles Hugh Smith and I sit down to discuss a central theme that our independent research writings are surfacing.The video “The Roaring 20’s or the Great Depression 2.0?” is […]
TRANSCRIPTION – UnderTheLens – 02-26-25 – MARCH – A Sustainable US Competitive Advantage 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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS GERMANY’S FISCAL POLICY GERMANY’S “WHATEVER IT TAKES” MOMENT OBSERVATIONS: THE BIDEN “EXCESS DEBT” RECESSION IS NEAR! The Federal Reserve Bank of Atlanta’s GDPNow model projection for real GDP growth in the first quarter of 2025 (Q1 2025) is now showing a slump to -1.5%. This […]
VIDEO: 40 Minutes with 35 Supporting Slides
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY THE TRUMP / BESSENT 3-3-3 STRATEGY OBSERVATIONS: WHAT DOGE HELPS REMIND US ABOUT GOVERNMENT Though most would agree that too large a government could lead to an inefficient bureaucracy. Small is better to too small could create and even worse problems. […]
VIDEO TRANSCRIPTION – LONGWave – 02-13-25 – FEBRUARY – Investment 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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS INVESTMENT CYCLE TIME TO INVEST IN THE US & EU DEFENSE SECTORS? OBSERVATIONS: THE EU HAS ENTERED A DEATH SPIRAL OF ITS POLITICAL MAKING! The economy of the European Union operates on an inverted economic model. It puts entitlement spending as its pillar, […]
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 […]
