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 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 […]
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 […]
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 […]
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 […]
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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FUNDAMENTALS THE US IS ON THE VERGE OF POTENTIALLY ANOTHER MAJOR POLICY BLUNDER! OBSERVATIONS: US Asset Seizure of Russian Funds is Illegal – But Giving them To Another Country Is Financial Suicide! The US’s unprecedented freezing of U.S. dollars owned by a foreign […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS THE US CONSUMER THE CREDIT ADDICTED “YOLO” CONSUMER OBSERVATIONS: THE POLITICAL CLASS HAS SIMPLY LOST THEIR WAY Our US political leaders, (I like to call them the “Political Class” because they have become divorced from “Mainstreet”), have been very busy since the Biden Regime took […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS EARNINGS WHY THE DEBT CEILING SUSPENSION UNTIL AFTER THE PRESIDENTIAL ELECTION CYCLE? OBSERVATIONS: THE SUSPENSION OF DEBT CEILING WAS WELL PLANNED! Last June, Biden signed into law the suspension of the debt ceiling until 1 January 2025. Since then, the Federal Government’s debt has […]
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 […]
