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 GLOBAL MACRO REGIONAL THE STRATEGIC IMPERATIVE OF DE-RISKING, ON-SHORING AND FRIEND-SHORING OBSERVATIONS: We Have Become A Lazy, Obsolete Industrial Nation Manufacturing is an area I spent many years involved in. I started my career as an IBM Manufacturing specialist in pioneering new computer processes across […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INCREASING RISK THE GLOBAL BENCHMARK US 10Y TREASURY IS NO LONGER “RISK FREE”! OBSERVATIONS: The Importance and Problem With A Social Safety Net Having just returned from Europe and prior to that having researched an UnderTheLens Video on China’s problems, something struck me […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CREDIT CONTRACTION IS THE US BEGINNING TO SPIN OUT OF FINANCIAL CONTROL? OBSERVATIONS: I thought I would share another set of observations I had during my recent trip to Europe. It is about housing and supporting contract services. Having replaced my home roof […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS GUTTED WORKING MIDDLE CLASS GOVERNMENT AS A USEFUL PARASITE or A KILLER VAMPIRE? A vampire parasitically drains his victim to sustain itself. Similarly the American people are being robbed of their savings and their incomes so that a bloated bureaucracy can continue expanding. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS STOCK BUYBACKS FALLING PRODUCTIVITY CAN BE SEEN IN THE LITTLE THINGS Increasingly I find myself concerned about real productivity in the US. It isn’t that US workers aren’t working harder or smarter. Actually that is part of the problem. The productive members of […]
The content has been lost from the site. To read this post please see the full newsletter: THE US CREDIT RATING IS IN ACTUALITY NOW ‘HY’ OR ‘JUNK’! If the above direct link fails, try this: https://myemail.constantcontact.com/The-US-Credit-Rating-Is-In-Actuality-Now–HY–or–JUNK–.html?soid=1110877245158&aid=T0WJfMtuVs8
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS ENERGY INFLATION FITCH’S DOWNGRADE A VOTE OF NON-CONFIDENCE IN BIDENOMICS! In downgrading the US Credit Rating to AA+ this week, Fitch cited: “there has been a steady deterioration in standards of governance over the last 20 years, including on fiscal and debt matters, notwithstanding […]
US CREDIT DOWNGRADED: Bidenomics Breaks The US ‘Credit Credibility’ Dam! Key Rating Drivers Ratings Downgrade: The rating downgrade of the United States reflects the expected fiscal deterioration over the next three years, a high and growing general government debt burden, and the erosion of governance relative to ‘AA’ and ‘AAA’ rated peers over the last two decades that […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION-DEFLATION A DIS-INFLATION / DEFLATIONARY WAVE LOOMING Deflation historically comes from rising job losses and elevated levels of national unemployment. Consumer stops spending, which in turn forces prices to be taken down by producers to sustain cashflow and financial survival at […]
