VIDEO: 99 Minutes and 15 Supporting Slides THOUGHTFUL MONEY INTERVIEW A Situational Analysis of the Global Macro INTERVIEW SLIDE DECK: DOWNLOAD (PowerPoint ) I hope you enjoy the interview as much as did in doing it! Adam asks hard questions and then distills the key messages quite succinctly. Adam was the former co-founder of Wealthion. It […]
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THIS PAGE IS UNDER CONSTRUCTION To Open Mailer in Your Browser Click the Link Below MARCH 2024 WEEK BEGINNING 03/10/24 03/10/24 – Current Market Perspective – Latest Charts – https://conta.cc/3It3o22 03/11/24 – Weekly Newsletter – https://conta.cc/437WqJv 03/13/24 – Gord’s Desk Top Charts – https://conta.cc/4ch85da WEEK BEGINNING 03/17/24 03/17/24 – Current Market Perspective – Latest Charts […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-21-24 – MARCH -Today’s Flawed GDP Formula
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-21-24 – MARCH -Today’s Flawed GDP Formula 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 a […]
THE CREDIT ADDICTED “YOLO” CONSUMER
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS THE US CONSUMER THE CREDIT ADDICTED “YOLO” CONSUMER OBSERVATIONS: THE POLITICAL CLASS HAS SIMPLY LOST THEIR WAY Our US political leaders, (I like to call them the “Political Class” because they have become divorced from “Mainstreet”), have been very busy since the Biden Regime took […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 02-07-24 – FEBRUARY – Investment Themes for 2024
IN-DEPTH: TRANSCRIPTION – LONGWave – 02-07-24 – FEBRUARY – Investment Themes for 2024 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 […]
UNDERSTANDING THE US CREDIT DEFAULT SWAP – US TREASURY CORRELATION
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO MONETARY & FISCAL POLICY UNDERSTANDING THE US CREDIT DEFAULT SWAP – US TREASURY CORRELATION OBSERVATIONS: CLOSELY WATCHING THE FED’S DECISION ON QUANTITATIVE TIGHTENING (QT) The Fed pays interest on Bank Reserves and on Reverse Repurchase Agreements to prevent interest rates from plunging. That’s […]
THE FED FUNDS RATE IS EFFECTIVELY ALREADY FALLING!
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO MONETARY & FISCAL POLICY THE FED FUNDS RATE IS EFFECTIVELY ALREADY FALLING! OBSERVATIONS: THE TARNISHED “MADE IN AMERICA” BRAND I spent a lot of years earlier in my career involved in Manufacturing and Global Supply Chains. I have written in these pages on why […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-24-24 – FEBRUARY – Macro Themes for 2024
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-24-24 – FEBRUARY – Macro Themes for 2024 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 […]
TREASURY REFUNDING DURING AN ELECTION YEAR’S DEFERRED DEBT CEILING WINDOW
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO MONETARY & FISCAL POLICY TREASURY REFUNDING DURING AN ELECTION YEAR’S DEFERRED DEBT CEILING WINDOW OBSERVATIONS: THE TWO AMERICAS WE LIVE IN – PART II Last week I shared with you some facts on the “Disconnected Elite” that originated from statistics produced by the polling firm Rasmussen […]
CHINA HAS LOST ITS COMPETITIVE ADVANTAGE
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO CHINA CHINA HAS LOST ITS COMPETITIVE ADVANTAGE OBSERVATIONS: THE TWO AMERICAS WE LIVE IN There are two Americas that few seem to fully appreciate. I am not talking about the Rich versus Poor, nor the Haves versus the Have nots, nor the Liberals versus the Conservatives, […]