Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS STOCK BUYBACKS FALLING PRODUCTIVITY CAN BE SEEN IN THE LITTLE THINGS Increasingly I find myself concerned about real productivity in the US. It isn’t that US workers aren’t working harder or smarter. Actually that is part of the problem. The productive members of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CORPORATE BANKRUPTCIES US DEBT IS BOTH UNPRODUCTIVE AND INEXTINGUISHABLE! The popular current media narrative advocates that the Fed will drive the US into a recession as a result of its current policy of raising interest rates in its fight to control inflation. This […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS BANKRUPTCIES / FLOWS & LIQUIDITY BIS WARNS: LIQUIDITY v SOLVENCY! The Bank of International Settlement is once again warning that the period of :Liquidity” is ending, and the next phase of the crisis about “Solvency” concerns, is now beginning. This is something we have been […]
STAGNATION & ZOMBIFICATION OF THE GLOBAL ECONOMY IS UNDERWAY Liquidity injections and zero interest rate policies disguise risk and may give a false sense of security. The difference between now and the Asian or the 2008 crisis is that this time the excess risk is hidden under central banks’ balance sheets and will continue to […]
OECD: “NOW 536 ZOMBIE CORPORATIONS (13% OF WORLD)” — MATASII RESEARCH ANALYSIS & SYNTHESIS — In 2018, the number of “zombie” companies, defined as companies with profits (EBIT) less than interest payments totaled 536, not far off the highs seen during the Global Financial Crisis (626). At 536, the number of zombie companies in the world […]
CORPORATE LEVERAGE GOING TO GET $3T WORSE JANUARY 1 DUE TO NEW ASSET ACCOUNTING RULES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-17-19 – “$3 Trillion In New Liabilities Are About To Blindside Corporate Balance Sheets” MATASII SYNTHESIS: A massive $3 trillion in corporate liabilities is about to show up on […]
CHINESE “ZOMBIE” CORPORATIONS ROCKED BY TWO BIGGEST DEFAULTS YET! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-11-19 – “China Rocked By Two Biggest Corporate Defaults Yet” MATASII SYNTHESIS: CHINA MINSHENG INVESTMENT GROUP A private investment group with interests in renewable energy and real estate, Failed to make a Feb. 1 bond […]
