Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY THE CHANGING POST “GREAT MODERATION” ERA OBSERVATIONS: THE HIDDEN TAX OF INFLATION John Maynard Keynes – Father of Modern Economics: “By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS MARKET VALUATIONS WHAT WE LEARNED FROM NVIDIA THIS WEEK OBSERVATIONS: THE ELECTION YEAR ‘”SHELL GAME” We have clearly returned to “old time” campaign” politics. It’s always the same pitch – Tax the Rich and Raise Corporate Taxes. The misinformed electorate swallow it everytime! […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY POWELL GREEN LIGHTS SEPTEMBER RATE CUTS OBSERVATIONS: “PRICE CONTROLS! – WHAT IS A HIGHLY POLITICAL KAMALA POSSIBLY THINKING?? I lived and worked in Canada in the ’70s and can tell you unequivocally that Price Controls don’t work and have never […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY TRUE MONEY SUPPLY & THE RATE OF CHANGE OF LIQUIDITY OBSERVATIONS: COMMODITIES ARE THE FIRST CASUALITIES OF GLOBAL CONFLICT EXPANDING THEATERS & ESCALATION OF GLOBAL CONFLICT We are presently witnessing: ISRAEL v HEZBOLLAH, HAMAS, HOUTHIS ISRAEL v IRAN – Waiting […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO JAPAN THE JAPANESE CARRY TRADE AS A PILLAR OF GLOBAL CREDIT MAY BE ENDING! OBSERVATIONS: KAMALA HARRIS IS TALKING TOO FAST & LOOSE WITH THE FACTS Watching Vice President Kamala Harris talk about her economic record would make even Pinocchio blush. With a straight face, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO JAPAN A LOOMING JAPANESE FIRESALE OF US TREASURIES? Profligate government spending has institutionalized multitrillion-dollar annual deficits, which have driven up interest rates and left Treasury markets teetering on the edge. Now Japan is on the verge of a $400 billion fire sale of U.S. […]
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 MACRO US ECONOMICS – FISCAL POLICY THE COST OF THE REGULATORY STATE OBSERVATIONS: RIGHT DIRECTION, WRONG STRATEGY, TERRIBLE IMPLEMENTATION Let me make it perfectly clear that I am a strong believer in Sustainability and Safe Guarding the environment. I believe it is the morally right […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – MONETARY POLICY IS AN INFLATIONARY DEPRESSION EVEN POSSIBLE? OBSERVATIONS: IS AN INFLATIONARY DEPRESSION POSSIBLE? Two weeks ago I described in this column what I recently witnessed at our major Town Meeting to address a $6.5 Million dollar town budget deficit. As I think […]
