Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY BLOATED GOVERNMENTS ARE A MAJOR 21st CENTURY PROBLEM OBSERVATIONS: FINALLY, A REAL SUPPLY SIDE PUBLIC PLAN! Markets and economists are beginning to recognize that a serious rationalization of spending is the only way to prevent a debt crisis and reduce inflation […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMIC POLICY THE UNSHACKLING OF AMERICA OBSERVATIONS: CHANGE IS UNDERWAY The president-elect has wasted no time in assembling his team of disciples. You can break the forces of change down into four discrete buckets: i)Justice, ii) Health, iii) National security and iv) Economic Revitalization. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY TRUMP TARIFFS & TRADE WARS OBSERVATIONS: AN EPOCHAL EVENT & VESSEL OF DIVINE INTERVENTION? President Donald Trump’s election victory on November 5 was an epochal event in American history. The American people gave Trump a mandate with almost 51% of the vote. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY WHY DOES TRUMP WANT TO BE THE CRYPTO PRESIDENT? OBSERVATIONS: A RENAISSANCE TO REPAIR, REPRIVATIZE & REJUVINATE THE ECONOMY Asset prices are fickle and long-term economic performance is the ultimate measuring stick. But recent days prove markets’ unambiguous embrace of the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY THE “TRUMP” TRADE OBSERVATIONS: FISCAL INVESTMENT versus FISCAL SPENDING President Ronald Reagan got it and so did Donald Trump (sort of) in his first term. There is a major difference between Government Fiscal Investment and Government Fiscal Spending. Both will potentially […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY TWO VERY BAD FISCAL CHOICES! OBSERVATIONS: RAPIDLY EXPANDING BIG GOVERNMENT FACT: No matter who you vote for, we are going to get increasingly larger rates of debt growth and bigger government. With either candidate we are going to see over 25% of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY & FISCAL POLICY ELECTION MEDIA AVOIDING RESURGENCE OF INFLATION! MANDATE OBSERVATIONS: WHO WINS ERIE PA. WINS PA. – WHO WINS PA. WINS THE ELECTION! The Presidential Candidate that wins Pennsylvania is expected to win the election. Erie County PA has a […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – CHINA MONETARY & FISCAL POLICY STAGFLATION’S LOOMING HOLD ON THE FED’S DUAL MANDATE OBSERVATIONS: WHAT WE HAVE FORGOTTEN ABOUT AMERICA Adam Smith wrote the landmark book “Wealth of Nations” in 1776. This was incredibly serendipitous that his thinking came into focus during that […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – CHINA MONETARY & FISCAL POLICY GLOBAL LIQUIDITY AT UNPRECEDENTED LEVELS – INFLATION RE-IGNITED OBSERVATIONS: THE “GREED THEORY” OF INFLATION I felt this note from The American Institute for Economic Research is worth posting unedited. The inflation outlook has improved, but it is still […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – CHINA MONETARY & FISCAL POLICY CHINA VERY NEAR A “WHATEVER IT TAKES” MOMENT! OBSERVATIONS: FED RATES CUTS ARE BEING DONE DIFFERENTLY. SILENTLY, WE ARE NOW FOOTING THE BILL! It appears that few people fully understand how the Fed actually reduces the Fed Funds […]
