Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESMENT INSIGHTS US DOLLAR DOLLAR STRENGTH UNTIL JACKSON HOLE … THEN WE WORRY! There has been a distinct shift in the perception of traders regarding the US Dollar. It may presently be an opportunity for longer term investors, at least until the annual Economic […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESMENT INSIGHTS US DOLLAR HISTORIC TWIN DEFICITS WILL COME WITH A MAJOR COST! AT THE CRAP TABLES EVENTUALLY THE HOUSE WON’T EXTEND CREDIT & SPOT THE MARKER! Anyone with even a modest understanding of Economics knows that the US has been spending beyond […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION PRESSURES A HIDDEN INFLATION FLAW NOW EXPOSED Since the post inflation era of the 1970s the US government’s CPI metric has been designed primarily to hide inflation, not report it! A critical flaw within the statistical gimmicks implemented over the years […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION PRESSURES WHO IS ACTUALLY BUYING THE MASSIVELY SURGING US DEBT? Since March 2020 the US National Debt has exploded higher by historically unprecedented amounts. In only 15 months it has surged by $4.7 trillion to $28.14 trillion. This takes it to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION PRESSURES THERE IS NEVER JUST ONE COCKROACH! Having been an active investor during the 2000 Dot-Com Bubble implosion and the 2008 Financial Crisis, one of the many lessons I learned from these events was how they suddenly brought to light a […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION A COMING GLOBAL SHIFT ACROSS INFLATION SENSITIVE ASSETS We have been arguing that though Inflation pressures are clearly with us, many of the underlying drivers are associated with bottlenecks in the ‘just-in-time’ (no inventory) global supply chains restarting from Covid-19 lock-downs. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION WHAT INFLATION MEANS TO THE MARKETS We are presently caught in what has become a manic concern that inflation is approaching like a looming tidal wave. There is little doubt that Inflation continues to grow and broaden in scope. However, the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES COMMODITIES – HARD ASSETS WHAT DO REAL YIELDS TELL US ABOUT YELLOW & BLACK GOLD? Today, official Inflation Breakeven is the forecast that is derived from the difference between the yields on inflation-linked and fixed bonds of a given maturity or as […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS BOND BUBBLE BOND MARKET NEEDS TO CONSOLIDATE BOND MARKET NEEDS TO CONSOLIDATE The historic lift in bond yields has rapidly changed the investment landscape. Bond holders have experienced ~3.7% losses so far in 2021. It has been one of the worst year-beginning starts […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES BONDS & CREDIT IS THIS A RATE SCARE RATHER THAN A ‘TRANSITORY’ INFLATION SCARE? What exactly are we afraid of? It was always a safe bet that there would be an inflation scare at some point early this year. Just the base […]
