Gordon T Long Global Macro Research | Macro-Technical Analysis FOCUS STAGFLATION INFLATION IS QUIETLY & RELENTLESSLY COMING IN DIFFERING WAVES As we outlined in this month’s LONGWave video we expect Stagflation to be on the economic horizon as a direct result of the forces of: Covid-19, De-Globalization, the Global Recession and De-Dollarization. These events will […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS HARD ASSETS ARE GOLD &SILVER PRICING IN A US$ DEVALUATION? It is our belief that Gold and Silver are now pricing in a decline in the US$ which will occur in Q4 2020. Gold is now trading independently of all other currencies, including the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS GEO-POLITICAL EVENT GEO-POLITICAL TENSIONS ROOTED IN SHIFTING SENTIMENT As we outlined in the June 2020 UnderTheLens video, Peter Turchin’s cycle of social integration and disintegration outlined in his 2016 book Ages of Discord concludes: Human history manifests cycles of social disintegration and integration in […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS PUBLIC SENTIMENT & CONFIDENCE WHY A MIND-BLOWING SPIKE IN THE PERSONAL SAVINGS RATE? Over the past few weeks there has been an extraordinary shift in the market’s mindset. We have moved from expectations of a stock market wipe-out and bond Armageddon into […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MATA: PATTERNS & PIVOTS IS A 200 DMA OVERHEAD RESISTANCE TEST IN THE CARDS? BASIS OF PROJECTIONS: “EVENTS” with a beginning and an expected end like the Coronavirus often are spikes in the market and typically exhibit “V” bottoms when the news turns positive. […]
FIRST WARNING: CREDIT PROTECTION EXPLODES UPWARD We are witnessing a global explosion in Sovereign Credit Default Swap pricing. Costs around the world are up by over 1/3, with China, Indonesia, Japan and Korea in Asia currently the hardest hit by the Coronavirus. Noticeable is also select European countries with the media focused on the cases […]
THE “TRANSITION STAGE” IN THE ROAD TO A FIAT CURRENCY FAILURE STAGE I: SLOWING REAL RATE OF GLOBAL ECONOMIC GROWTH Unsound Money & Fiat Currencies (Illusion of Money) Mispricing of Risk (Monetary Bond Policies: QQE, QE, TLTRO) Loss of Price Discovery (Monetary Short Rate Liquidity Policies) STAGE II: IMPAIRMENT OF CAPITALISM Distortions Create Fragility Investment […]
