Gordon T Long Global Macro Research | Macro-Technical Analysis MATA DRIVERS: INFLATION THE PROBLEM IS MOST INFLATION IS REAL ‘STICKY’! I have spent years analyzing the nuances of Inflation, Disinflation, Deflation et al. and yet I still learn more with each cycle. In my analysis I have come to trust some data sources more […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONTARY POLICY DID THE FED JUST IMPLEMENT STEALTH YIELD CURVE CONTROL (YCC)? Broad based US Inflation has become clearly evident everywhere and to everyone! The May CPI released Thursday showed the inflation headline number soared 5.0% Y-o-Y against an already expected hot […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SYNTHESIS & FOCUS MARKET CORRELATIONS THE CHINESE CREDIT IMPULSE IS LEADING THE WAY! The Chinese Credit Impulse may be the most important indicator investors should currently be watching. Since the 2008 Financial Crisis it has demonstrated an incredible correlation with global moves in commodities and […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION PRESSURES A HIDDEN INFLATION FLAW NOW EXPOSED Since the post inflation era of the 1970s the US government’s CPI metric has been designed primarily to hide inflation, not report it! A critical flaw within the statistical gimmicks implemented over the years […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION PRESSURES WHO IS ACTUALLY BUYING THE MASSIVELY SURGING US DEBT? Since March 2020 the US National Debt has exploded higher by historically unprecedented amounts. In only 15 months it has surged by $4.7 trillion to $28.14 trillion. This takes it to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION PRESSURES THERE IS NEVER JUST ONE COCKROACH! Having been an active investor during the 2000 Dot-Com Bubble implosion and the 2008 Financial Crisis, one of the many lessons I learned from these events was how they suddenly brought to light a […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 04-21-21 – MAY – The MATASII Macro Map SLIDE DECK Download Slide Deck TRANSCRIPTION COVER 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 […]
VIDEO: 35 Minutes with 28 Supporting Slides
Gordon T Long Global Macro Research | Macro-Technical Analysis THESIS 2017 ILLUSION OF GROWTH THE KILLING OF THE GOLDEN GOOSE THE POST WWII US CONSUMPTION ENGINE After WWII the US Economy was unquestionably the strongest in the world and led the crippled developed economies out of the darkness of shattered war torn economies. […]
MATASII BRIEF: THE COMING US TAX TSUNAMI! SOURCES: Preparing for President Biden’s Tax Increases – 03-29-21 – Berdon LLP Accountants & Advisors, Biden expands corporate tax increase proposals – 04-01-21 – Grant Thorton President Biden’s Tax Plans for the Next Few Years – 02-01-21 – Kiplinger Made In America Tax Plan Report – April 2021 […]
