Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – CHINA MONETARY & FISCAL POLICY CHINA VERY NEAR A “WHATEVER IT TAKES” MOMENT! OBSERVATIONS: FED RATES CUTS ARE BEING DONE DIFFERENTLY. SILENTLY, WE ARE NOW FOOTING THE BILL! It appears that few people fully understand how the Fed actually reduces the Fed Funds […]
Gordon Long
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Posts by Gordon Long:
IN-DEPTH: TRANSCRIPTION – LONGWave – 09-11-24 – SEPTEMBER – The BRICS and Their Commodity Producers
IN-DEPTH: TRANSCRIPTION – LONGWave – 09-11-24 – SEPTEMBER – The BRICS and Their Commodity Producers 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. […]
THE COMING US SOVEREIGN WEALTH FUND
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US FISCAL POLICY THE COMING US SOVEREIGN WEALTH FUND OBSERVATIONS: REMEMBERING THE IRISH POTATO FAMINE WHILE GROCERY SHOPPING TODAY Living in the greater Boston area, I have come to know and appreciate the rich Irish heritage so evident in all facets of the […]
THE CHANGING POST “GREAT MODERATION” ERA
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY THE CHANGING POST “GREAT MODERATION” ERA OBSERVATIONS: THE HIDDEN TAX OF INFLATION John Maynard Keynes – Father of Modern Economics: “By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 08-21-24 – SEPTEMBER – The Road to Regulatory Repression
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 08-21-24 – SEPTEMBER – The Road to Regulatory 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 discussions purposes ONLY. […]
MACRO ANALYTICS – 08 29 24 – AUGUST – IS THE EVERYTHING BUBBLE ABOUT TO POP?
VIDEO: 37 Minutes with 40 Supporting Slides
WHAT WE LEARNED FROM NVIDIA THIS WEEK
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS MARKET VALUATIONS WHAT WE LEARNED FROM NVIDIA THIS WEEK OBSERVATIONS: THE ELECTION YEAR ‘”SHELL GAME” We have clearly returned to “old time” campaign” politics. It’s always the same pitch – Tax the Rich and Raise Corporate Taxes. The misinformed electorate swallow it everytime! […]
POWELL GREEN LIGHTS SEPTEMBER RATE CUTS
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY POWELL GREEN LIGHTS SEPTEMBER RATE CUTS OBSERVATIONS: “PRICE CONTROLS! – WHAT IS A HIGHLY POLITICAL KAMALA POSSIBLY THINKING?? I lived and worked in Canada in the ’70s and can tell you unequivocally that Price Controls don’t work and have never […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 08-07-24 – AUGUST – The Japanese Carry Trade
IN-DEPTH: TRANSCRIPTION – LONGWave – 08-07-24 – AUGUST – The Japanese Carry Trade 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 […]
TRUE MONEY SUPPLY & THE RATE OF CHANGE OF LIQUIDITY
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY TRUE MONEY SUPPLY & THE RATE OF CHANGE OF LIQUIDITY OBSERVATIONS: COMMODITIES ARE THE FIRST CASUALITIES OF GLOBAL CONFLICT EXPANDING THEATERS & ESCALATION OF GLOBAL CONFLICT We are presently witnessing: ISRAEL v HEZBOLLAH, HAMAS, HOUTHIS ISRAEL v IRAN – Waiting […]