Gordon T Long Global Macro Research | Macro-Technical Analysis THESIS PAPERS UPDATE – 2018, 2019, 2020, 2021 THE FOURTH TURNING IS HAPPENING! In my daily exchanges with colleagues and subscribers it is quite clear there are opposing views of what is happening on the global stage. Feelings differ significantly from those held within America […]
Gordon T Long Global Macro Research | Macro-Technical Analysis THEMES US LABOR PRODUCTIVITY FALLING US PRODUCTIVITY IS THE RESULT OF FAILED PUBLIC POLICY. Using corporate free cash flows and borrowing to finance stock buybacks is not the road to creating or sustaining a productive society! However, this obsession is where the current corporate focus lies, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis THEMES US LABOR PRODUCTIVITY MOUNTING STRUCTURAL US LABOR ISSUES The rate of change of US Productivity has been steadily declining since the 2008 GFC and has now begun to accelerate, signaling potentially major competitive problems for the US are ahead. Though the rate of increase […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO: REGIONAL EU AN EU SOVEREIGN BANKING CRISIS II The Fed rate hikes are toxic for both the Euro and the Yen. The people of both Europe and Japan face losing a great deal of their wealth if the Euro and Yen continue to fall. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO: REGIONAL JAPAN A TENUOUS JAPANESE CARRY TRADE? My view of Japan over the last couple of decades has changed. During the era of what even Japan refers to as the “Lost Decades”, I have come to view Japan as a Bank! It operates like […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY BIDEN’S “INCREDIBLE TRANSITION”! I personally don’t recall anytime during the last US Presidential election voting for any “Incredible Transition”! Amongst other forums, I listened to all the Presidential debates and there never was a mention of any such plan or policy […]
Gordon T Long Global Macro Research | Macro-Technical Analysis THESIS 2012 FINANCIAL REPRESSION FUTURE FINANCIAL REPRESSION IS GREEN! In 2015 I co-founded the Financial Repression authority (FRA). I had come to the realization by then that Financial Repression was not going to be just a temporary Macroprudential Monetary Policy, but rather a policy […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS CARBON CREDITS & OFFSETS CARBON INVESTING IS AN EXPLODING ASSET CLASS NEVER MIX POLITICIANS WITH SCIENTISTS! The data is pretty clear that atmospheric carbon dioxide levels and global temperatures have been increasing for the last several decades, starting when fossil fuels […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO: CHINA CREDIT CHINESE CONTAGION: A CENTRAL ISSUE IN 2022! This month’s November UnderTheLens video unfortunately could only begin to touch the surface of broadening issues underway in China which will soon ‘spill over’ and take both the world economy and global Geo-Politics with […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO: CHINA CREDIT CRACKS IN CREDIT AND POTENTIAL CASCADING VaR CONSEQUENCES We warned in last months UnderTheLens video “The Crowd Will Be Wrong About The Coming Market Top!” that it was important to watch the Credit Markets for early warnings and confirmations. Traditionally, this […]
