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 […]
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 […]
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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO JAPAN THE JAPANESE CARRY TRADE AS A PILLAR OF GLOBAL CREDIT MAY BE ENDING! OBSERVATIONS: KAMALA HARRIS IS TALKING TOO FAST & LOOSE WITH THE FACTS Watching Vice President Kamala Harris talk about her economic record would make even Pinocchio blush. With a straight face, […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens- UnderTheLens- 07-24-24 – AUGUST – The Exploding Cost of Regulations 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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO JAPAN A LOOMING JAPANESE FIRESALE OF US TREASURIES? Profligate government spending has institutionalized multitrillion-dollar annual deficits, which have driven up interest rates and left Treasury markets teetering on the edge. Now Japan is on the verge of a $400 billion fire sale of U.S. […]
