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 […]
TP Moderate Risk
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 […]
2% INFLATION BY SUMMER 2024??
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 […]
EXPLODING US DEBT INTEREST WILL REQUIRE MASSIVE INCREASES IN TAX REVENUES
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 […]
CRACKING CONFIDENCE & CRUMBLING COLLATERAL
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 […]
US DEBT IS BOTH UNPRODUCTIVE AND INEXTINGUISHABLE!
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 […]
CONSUMER SENTIMENT COLLAPSES!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CONSUMER SENTIMENT & CONFIDENCE CONSUMER SENTIMENT COLLAPSES! WHY? Over the past half century, the University of Michigan Consumer Sentiment Index has only recorded larger losses (which occurred in the most recent shocking report) in six other surveys, all connected to sudden negative changes in […]
BIS WARNS AGAIN ABOUT LIQUIDITY v SOLVENCY!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS BANKRUPTCIES / FLOWS & LIQUIDITY BIS WARNS: LIQUIDITY v SOLVENCY! The Bank of International Settlement is once again warning that the period of :Liquidity” is ending, and the next phase of the crisis about “Solvency” concerns, is now beginning. This is something we have been […]
HAS COVID-19 SPRUNG THE GLOBALIZATION TRAP?
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS A GUTTED WORKING MIDDLE CLASS HAS COVID-19 SPRUNG THE GLOBALIZATION TRAP? In this month’s UnderTheLens video we discussed a number of generally accepted definitions of a “Liquidity Trap”. In its simplest form a Liquidity Trap occurs: When consumers and corporations slow their […]