Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO: REGIONAL JAPAN A TENUOUS JAPANESE CARRY TRADE? My view of Japan over the last couple of decades has changed. During the era of what even Japan refers to as the “Lost Decades”, I have come to view Japan as a Bank! It operates like […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 06-08-22 – JUNE – Peak Inflation v 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 purposes ONLY. Always consult […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MATA: US EQUITIES FUNDAMENTALS FURTHER UNDERSTANDING EQUITIES DURING STAGFLATION. In this newsletter we want to further examine what historically happens to PE multiples during periods of Stagflation. This newsletter should be considered as an addendum to our recent video: LONGWave – 05 11 22 – MAY […]
VIDEO: 42 Minutes with 32 Supporting Slides TECTONIC SHIFT: MERCANTILISM REVALUED We are now in the midst of Phase IV of the global evolving nature of mercantilism, which we have termed “Revalued Mercantilism” in this video. The impact of Supply Chain problems in the Post-Covid lock-down period has ushered in some profound changes in […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS PRECIOUS METALS – GOLD STAGFLATION WILL REQUIRE A GLOBAL HEDGING STRATEGY! Friday’s May CPI number was a real shocker! This came on Monday’s equally shocking Consumer Credit for May. The consensus for May’s CPi was already expected to be high but the […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 05-25-22 – JUNE – Credit, Dollar & Bonds Tell The Story 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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY BIDEN’S “INCREDIBLE TRANSITION”! I personally don’t recall anytime during the last US Presidential election voting for any “Incredible Transition”! Amongst other forums, I listened to all the Presidential debates and there never was a mention of any such plan or policy […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FLOWS & LIQUIDITY THE DOG’S NOSE: CREDIT LEADS AGAIN! As we laid out in this month’s UnderTheLens video, it is the “Dog’s Nose” that first senses changes. Those changes are initially detected in the Credit Markets. This is precisely what occurred early this […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 05-11-22 – MAY – Recessions & PE Compressions 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 TIPPING POINTS US DOLLAR US DOLLAR SCREAMING POTENTIAL GLOBAL “RECESSION”! The Dow Jones index is down 13.95% since early January. The S&P 500 is down 20.2% in the same period. The Russel 2000 is down 28.7% and the Nasdaq Composite down an even more spectacular […]
