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 TIPPING POINTS INFLATION & COST OF LIVING THE EXPLODING COST OF LIVING PLACING RETIREMENTS IN JEOPARDY OBSERVATIONS: THE BIDEN / HARRIS SOLAR PROGRAM After witnessing my government spend $1.9T in money they had to borrow in 2024, $1.8T in 2023, $1.7T in 2022, $2.8 in […]
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 […]
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 […]
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 […]
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 […]
