VIDEO: 36 Minutes with 34 Supporting Slides KEY MESSAGES Covid-19 has shown itself to be a triggering event which has destabilized a fragile global financial system. Decades of unsound money, deficit fiscal spending and foreign financing of an economy built on “consuming more than it produced” left the US exposed to the ramifications of Covid-19. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY 2023 MARKET MAYHEM 2500 years ago, Aristotle wrote that “virtue” is the balance between Courage and Prudence. That is the challenge of our questionably virtuous elected legislative politicians in addressing the 2023 Debt Ceiling fight. The Debt Ceiling has become a […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 12-07-22 – DECEMBER – Global Yield Curve Inverts 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 discussion purposes ONLY. Always consult […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS MARKET RISK THE DE-STABILIZING FISCAL SHOCK WAVE NOW KICKING IN The spending and public policies implemented under the auspices of a Coivd-19 recovery are only now being felt. Rather than achieving their intended purpose, they are resulting in a de-stabilizing shock to the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MATA PATTERNS THE ART OF TIMING MARKETS What I have come to understand over the decades that I have been following the Financial Markets is that market timing is more an art form than hard analysis. Though we do extensive market analytics at MATASII.com, the […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 11-23-22 – DECEMBER – Financial Repression 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 discussion purposes ONLY. Always consult a professional […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY FINANCIAL REPRESSSION III: A Forced Regime Change The US debt problem is taking on a new and worrying complexion as announced layoffs begin showing in spiking unemployment numbers. The October ADP, JOLTS and Non-farm Payrolls (NFP) releases were clear warning signals. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS SLOWING US CONSUMER A CRACKING CONSUMER IN A 70% CONSUMPTION ECONOMY Recent releases of Quarterly Financial Stability Reports by the US Federal Reserve and the International Monetary Fund (IMF) are both preoccupied with the current fragility of the financial system. They warn that […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 11-09-22 – NOVEMBER – The Beta Drought Decade 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 discussion purposes ONLY. Always consult […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CORPORATE BANKRUPTCIES US DEBT IS BOTH UNPRODUCTIVE AND INEXTINGUISHABLE! The popular current media narrative advocates that the Fed will drive the US into a recession as a result of its current policy of raising interest rates in its fight to control inflation. This […]
