Gordon T Long Global Macro Research | Macro-Technical Analysis MATA: US EQUITIES FUNDAMENTALS FURTHER UNDERSTANDING EQUITIES DURING STAGFLATION. In this newsletter we want to further examine what historically happens to PE multiples during periods of Stagflation. This newsletter should be considered as an addendum to our recent video: LONGWave – 05 11 22 – MAY […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS PRECIOUS METALS – GOLD STAGFLATION WILL REQUIRE A GLOBAL HEDGING STRATEGY! Friday’s May CPI number was a real shocker! This came on Monday’s equally shocking Consumer Credit for May. The consensus for May’s CPi was already expected to be high but the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS COMMODITIES FERTILIZER FURTHERING FOOD INFLATION Cost push inflation can often be absorbed within the production distribution process before attempted to be passed on to cash strapped consumers. Food which starts with the farmer is decidedly different because of razor thin margins. Any […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS COMMODITIES THE COMING DEPENDENCY STRANGLEHOLD In this month’s UnderTheLens video I continued with last month’s Theme of “Putin’s Chessboard”. Since releasing this month’s video, I continue to see increasing proof. In this newsletter I want bring to your attention further evidence […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS COMMODITIES THE ‘CORNERING OF COMMODITIES’ GAMBIT As John Connally Jr., President Richard Nixon’s Treasury secretary, put it in 1971 to his astonished G-10 counterparts: “The Dollar is our Currency, but your problem!” It was reflective of the international economic turmoil at the time which ushered in […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS BONDS & CREDIT CREDIT LEADS, MARKETS FOLLOW! There is nothing more certain, other than “Death and Taxes”, than the fact that Credit Leads and Markets follow! I have witnessed this truism since the 1987 ‘Black Monday’ market crash and long ago made […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS HARD ASSETS – PRECIOUS METALS HAS THE ROLL OF GOLD ACTUALLY CHANGED? Is gold in reality trading today as the ultimate hedge for central banks losing control of the “system”? If not, how is it traded and valued? If it is, what […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS ENERGY – GREEN NUCLEAR GREEN NUCLEAR ENERGY MANDATORY TO ACHIEVE NET-ZERO DE-CARBONIZATION? After the 3 Mile Island (US), Chernobyl (Russia) and Fukushima (Japan) nuclear accidents, how can anyone in their right mind think Nuclear has a future, ever mind actually call it […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS ENERGY – HYDROGEN A $11T GREEN HYDROGEN REVOLUTION Hydrogen as a renewable fuel has been touted as a viable clean energy source since the 1970s. Yet since then, despite all the meticulously crafted predictions, hydrogen hasn’t been used to do much of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY THE THE POWELL PUT THE MOST IMPORTANT NUMBER IN 2022 First of all, POWELL’S PUT is not a market price nor is it a percentage drop in the market. It is the Real Fed Funds Rate dictated by the timing and […]
