Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY WHY DOES TRUMP WANT TO BE THE CRYPTO PRESIDENT? OBSERVATIONS: A RENAISSANCE TO REPAIR, REPRIVATIZE & REJUVINATE THE ECONOMY Asset prices are fickle and long-term economic performance is the ultimate measuring stick. But recent days prove markets’ unambiguous embrace of the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY THE “TRUMP” TRADE OBSERVATIONS: FISCAL INVESTMENT versus FISCAL SPENDING President Ronald Reagan got it and so did Donald Trump (sort of) in his first term. There is a major difference between Government Fiscal Investment and Government Fiscal Spending. Both will potentially […]
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 […]
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 […]
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 […]
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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS DISINFLATION – DEFLATION PRESSURES 2% INFLATION BY SUMMER 2024?? OBSERVATIONS: AS GOES SMALL BUSINESS, SO GOES AMERICA! In this month’s LONGWave video (link right), I mentioned the serious concerns I was witnessing within small business in America. Covid-19 placed huge financial strain on […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS PENSION ENTITLEMENT PROGRAMS EXPLODING US DEBT INTEREST WILL REQUIRE MASSIVE INCREASES IN TAX REVENUES OBSERVATIONS: YELLEN IS NOT SIMPLY A MISPLACED ACADEMIC, IT IS WORSE THAN THAT! I recently wrote that I witnessed first hand how well retirees in Austria were so well […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CONSUMER CONFIDENCE CRACKING CONFIDENCE & CRUMBLING COLLATERAL In our latest Macro Analytics video, Charles Hugh Smith and I review the “Waterfall” that is presently underway in the area of: The Repricing of Risk The Revaluing of Collateral, and A Forced Increase in Productivity […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CORPORATE BANKRUPTCIES US DEBT IS BOTH UNPRODUCTIVE AND INEXTINGUISHABLE! The popular current media narrative advocates that the Fed will drive the US into a recession as a result of its current policy of raising interest rates in its fight to control inflation. This […]
