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 […]
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 […]
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 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 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 […]
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, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS EARNINGS WHY THE DEBT CEILING SUSPENSION UNTIL AFTER THE PRESIDENTIAL ELECTION CYCLE? OBSERVATIONS: THE SUSPENSION OF DEBT CEILING WAS WELL PLANNED! Last June, Biden signed into law the suspension of the debt ceiling until 1 January 2025. Since then, the Federal Government’s debt has […]
SELF-RELIANCE IS ABOUT STOPPING CORPORATE DRIVEN BEHAVIOR Time to Fight The Corporate Marketing Manipulation FREE VIDEO LINK 44 Minutes, 33 Slides Our dependency on corporate promotions is trapping us into behavior that results in us slowly, unwittingly and irresponsibly giving up our financial freedom and therefore our Self-Reliance! HERE ARE A FEW EXAMPLES OF HOW: […]
VIDEO: 45 Minutes with 33 Supporting Slides MODERN DAY PILLARS A& PATH TO SELF-RELIANCE KEY MESSAGE In the latest Macro Analytics video Charles High Smith and I continue our discussion on the importance of Self-Reliance in todays modern world. With the growing inability of Americans to save for their retirement while government retirement benefits such […]
THESIS 2024: The New Regulatory State PAY-PER-VIEW $9.99 See view of Contents below Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS THESIS 2024 The New Regulatory State PREVIEW CONTENTS: THESIS 2024 ANALYSIS INCLUDES FULL 212 page 2024 THESIS: The New Regulatory State PLEASE READ: PURCHASING ACCESS ACKNOWLEDGES YOU HAVE READ, UNDERSTOOD, AND AGREE TO THE […]
