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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS INVESTMENT CYCLE DEEPSEEK & A BURSTING CAPEX BUBBLE OBSERVATIONS: THE US MORAL & STRATEGIC IMPERATIVE This year’s MATASII 2025 Thesis Paper was entitled “The Strategic Imperative” and addressed the revitalization and unshackling of America’s industrial strength. To do this is both a moral […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS MONEY SUPPLY EXCESS LIQUIDITY BECOMES LIQUIDITY SLUMP OBSERVATIONS:THE POLITICAL CAPTURE OF THE FEDERAL RESERVE If you are reading these newsletters for any period of time, then you know the US has a spending problem! This spending problem has recently resulted in the Federal […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS DID WAVE 2 OF INFLATION JUST BEGIN? OBSERVATIONS: BIDEN’S FAREWELL ADDRESS I remember as a boy listening to President Dwight D. Eisenhower, the 34th U.S. President, giving his farewell speech. He warned America about the powers of the Military-Industrial Complex. I didn’t […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS THE “FOURTH TURNING” IN THE MIDST OF A FULL POLITICAL TURN! OBSERVATIONS: BANKRUPTCIES SENDING EARLY WARNINGS US corporate bankruptcies have hit their highest level since the aftermath of the global financial crisis as elevated interest rates and weakened consumer demand punish struggling […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS 2024 HANGOVER: ELECTION GAMESMANSHIP & THE WEALTH EFFECT OBSERVATIONS: IT’S THE DEBT CEILING ONCE AGAIN! The recent spat in Congress over what was to be contained in the Continuing Resolution (CR) to keep the government open was quite telling about what may […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY THE TRUMP TRADE DEFICIT CHALLENGE OBSERVATIONS: I REMEMBER WHEN WE WERE ALL KENNEDY DEMOCRATS! Attending a Canadian University, I can vividly recall my first year Political Science class like it was yesterday. I walked into the initial lecture to unexpectantly realize […]
