IN-DEPTH: TRANSCRIPTION – UnderTheLens – 09-25-24 – OCTOBER – A Destabilizing Food Shock 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 MACRO – CHINA MONETARY & FISCAL POLICY GLOBAL LIQUIDITY AT UNPRECEDENTED LEVELS – INFLATION RE-IGNITED OBSERVATIONS: THE “GREED THEORY” OF INFLATION I felt this note from The American Institute for Economic Research is worth posting unedited. The inflation outlook has improved, but it is still […]
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 […]
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. […]
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 […]
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 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. […]
VIDEO: 37 Minutes with 40 Supporting Slides
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! […]
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 […]
