Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY LOOKING FOR THE NEXT LONG TERM INVESTMENT OBSERVATIONS: WHAT ARE THE $100/DAY GOLD SURGES TELLING US? What is going on with gold? The answer is actually quite simple. Gold recognizes that there is no situation in which the Fed […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY WHERE THE MARKET PLUMBING IS NOW BROKEN! OBSERVATIONS: A MISSION STATEMENT & TARIFF BASICS Whether you want to call it a mission statement or what the current administration was elected to do, the following summarizes what the Trump administration campaigned on […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS US TRADE POLICY DOES TRUMP WANT (AND NOW NEEDS) A RECESSION? OBSERVATIONS: WHY IS DOGE REALLY NEEDED? Perhaps the best illustration of why America desperately needs the Department of Government Efficiency (DOGE) is that government workers cost 42.1% more than their private-sector counterparts, according to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS US INVESTMENT STRATEGY US R&D HAS FALLEN SERIOUSLY BEHIND CHINA OBSERVATIONS: US & CHINA LEADERSHIP VISIONS ARE INCREASINGLY A PROBLEM LEADERSHIP NEEDS TO PREPARE US FOR A NEW WORLD Since the Bush 1 era the world has been preoccupied by: GLOBALIZATION – Labor […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY THE US GLOBAL TRADE IMBALANCE PROBLEM OBSERVATIONS: TARIFFS v EXCHANGE RATES v FREE TRADE The market analysts and so-called economists panicking over President Donald Trump’s tariffs must be at least somewhat relieved that he’s agreed to pause the ones he wants […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – FISCAL POLICY THE COST OF THE REGULATORY STATE OBSERVATIONS: RIGHT DIRECTION, WRONG STRATEGY, TERRIBLE IMPLEMENTATION Let me make it perfectly clear that I am a strong believer in Sustainability and Safe Guarding the environment. I believe it is the morally right […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – MONETARY POLICY IS AN INFLATIONARY DEPRESSION EVEN POSSIBLE? OBSERVATIONS: IS AN INFLATIONARY DEPRESSION POSSIBLE? Two weeks ago I described in this column what I recently witnessed at our major Town Meeting to address a $6.5 Million dollar town budget deficit. As I think […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – MONETARY POLICY STAGFLATION STEADILY SHOWING OBSERVATIONS: “THERE IS TOO MUCH MONTH LEFT AT THE END OF THE MONEY!” I am witnessing young Americans increasingly dissatisfied! For them, like the elderly, the recent surge in prices for goods and services of everything […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – PUBLIC POLICY THE ADVANCING REGULATORY STATE OBSERVATIONS: BIDEN’S POLL NUMBER ADJUSTED DOWN FOR INFLATION LIKE YOUR PAY CHECK! When President Joe Biden was told by an interviewer that food prices are up 30 percent in four years, he completely dismissed it, countering […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – FISCAL POLICY THE US TREASURY’S NEW “BUYBACK” PROGRAM IS QUANTITATIVE EASING (QE) OBSERVATIONS: WASHINGTON BLUGEONS OLD YANKEE FRUGALITY Last night I attended an urgent special Town Meeting to address the seriousness of a proposed budget for the coming fiscal year. It […]
