Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS CHINA WHAT IS FLAWED ABOUT THE CHINESE ECONOMIC MODEL? OBSERVATIONS: ADAPTING THE “ART OF THE DEAL” TO POLITICS April was one of the most volatile months in stock market history, thanks to the Trump administration’s botched rollout of its so-called reciprocal tariff rates. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY CHINA TRADES IN, THEN OUT OF GOLD?? OBSERVATIONS: LEST WE FORGET! Despite the never ending onslaught of media hysteria, Trump’s campaign pledges remain on course. Its ultimate fate will probably rest with the state of the economy by the November 2026 […]
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 doesn’t end […]
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 TRUMP / BESSENT 3-3-3 STRATEGY OBSERVATIONS: WHAT DOGE HELPS REMIND US ABOUT GOVERNMENT Though most would agree that too large a government could lead to an inefficient bureaucracy. Small is better to too small could create and even worse problems. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS INVESTMENT CYCLE TIME TO INVEST IN THE US & EU DEFENSE SECTORS? OBSERVATIONS: THE EU HAS ENTERED A DEATH SPIRAL OF ITS POLITICAL MAKING! The economy of the European Union operates on an inverted economic model. It puts entitlement spending as its pillar, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS INVESTMENT CYCLE TIME TO LOOK BROADER THAN US EQUITIES OBSERVATIONS: TRUMP MUST BEGIN TO RE-INDUSTRIALIZE AMERICA! I have written endlessly that one of the two central problems America faces and which must be solved is: THE US CONSUMES MORE THAN IT PRODUCES The […]
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 […]
