Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION & COST OF LIVING THE EXPLODING COST OF LIVING PLACING RETIREMENTS IN JEOPARDY OBSERVATIONS: THE BIDEN / HARRIS SOLAR PROGRAM After witnessing my government spend $1.9T in money they had to borrow in 2024, $1.8T in 2023, $1.7T in 2022, $2.8 in […]
MATA Tipping Points
WHAT WE LEARNED FROM NVIDIA THIS WEEK
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS MARKET VALUATIONS WHAT WE LEARNED FROM NVIDIA THIS WEEK OBSERVATIONS: THE ELECTION YEAR ‘”SHELL GAME” We have clearly returned to “old time” campaign” politics. It’s always the same pitch – Tax the Rich and Raise Corporate Taxes. The misinformed electorate swallow it everytime! […]
COMMODITY DRIVEN INFLATION
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINT INFLATION COMMODITY DRIVEN INFLATION OBSERVATIONS: YES -THERE ARE CONSEQUENCES! If you don’t think the interest on the federal debt is a problem, try this quick exercise. Grab your pay stub for June and see how much you paid in federal income tax, then […]
THE TIME FOR THE INDIRECT EXCHANGE HAS ARRIVED
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINT FUNDAMENTALS THE TIME FOR THE INDIRECT EXCHANGE HAS ARRIVED OBSERVATIONS: NEXT UP – PROPERTY TAX INFLATION Small Businesses predominately fail because of Cash Flow problems. They don’t fail due to a bad business plan, bad strategy, bad product – they fail because unexpected […]
WARNING SIGNALS WORSEN WHILE FEW PAY ATTENTION!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US ECONOMICS – RECESSION WARNING SIGNALS WORSEN WHILE FEW PAY ATTENTION! OBSERVATIONS: WHY DON’T WE JUST DEFAULT ON THE US DEBT? As irresponsible as it sounds, in a number of recent conversations the question of “Why don’t we just default on the US Debt?” was […]
SMALL BUSINESS PAIN IS SO SEVERE THAT IT CAN’T CONTINUE TO BE IGNORED!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS SMALL BUSINESS SMALL BUSINESS PAIN IS SO SEVERE THAT IT CAN’T CONTINUE TO BE IGNORED! OBSERVATIONS: RELENTLESS REGULATIONS, ELEVATED INFLATION & SOON SPIRALLING TAXATION Canada just announced an increase in the capital gains tax from 50% to 67%. President Biden has likewise proposed […]
THE GOVERNMENT NEEDS INFLATION – BUT MAYBE NOT QUITE THIS MUCH!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION THE GOVERNMENT NEEDS INFLATION, BUT MAYBE NOT QUITE THIS MUCH! OBSERVATIONS: THE GOVERNMENT CAN STOP INFLATION – IF IT TRULY WANTED TO! Tax receipts and debt-driven GDP have reached the point where they will no longer be counted on to be sufficient […]
HAS WAVE 2 OF INFLATION BEGUN?
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION HAS WAVE 2 OF INFLATION BEGUN? OBSERVATIONS: THE “COMMON MAN” CPI Since January 2021, the consumer price index, or CPI, has risen a cumulative 18%. Yet that measure obscures more than it reveals! Jason Trennert, founder of the brokerage and financial advisory […]
A RISING EQUITY MARKET BUT SHRINKING STOCK TRADING VOLUMES?
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FUNDAMENTALS A RISING EQUITY MARKET BUT SHRINKING STOCK TRADING VOLUMES? OBSERVATIONS: THE FED NEEDS TO STOP ELECTION YEAR CHEER LEADING & COACH! The Fed is making yet another big policy mistake similar to assessing AFTER COVID-19 that “inflation was only transitory”! The mistake […]
THE US HAS BEGUN IMPORTING INFLATION!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION THE US HAS SLOWLY BEGUN IMPORTING INFLATION! OBSERVATIONS: THE REDISTRIBUTION OF WEALTH I remember visually and tentatively walking into the eastern University amphitheater of my first year Political Science class. It was 1968 and though Canada was far away from the Vietnam […]