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 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 […]
