Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – FISCAL POLICY THE US TREASURY’S NEW “BUYBACK” PROGRAM IS QUANTITATIVE EASING (QE) OBSERVATIONS: WASHINGTON BLUGEONS OLD YANKEE FRUGALITY Last night I attended an urgent special Town Meeting to address the seriousness of a proposed budget for the coming fiscal year. It […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO US ECONOMICS THE US CONSUMER IS SLOWLY BREAKING OBSERVATIONS: I’M AN IMMIGRANT & DON’T LIKE WHAT IS HAPPENING TO NEW IMMIGRANTS! I am an immigrant to the US! I immigrated to the US over 35 years ago and I can tell you it […]
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 MACRO US FISCAL & MONETARY POLICY FISCAL & MONETARY STOPS BEING PULLED OUT FOR THE ELECTION OBSERVATIONS: FALSE EXPECTATIONS?? I find myself wondering if our global expectations can continue to be funded? I see massive global financing needs where credit creation must be taken to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO FISCAL POLICY THE US GOVERNMENT NOW OFFICIALLY A “ZOMBIE”! OBSERVATIONS: US GOVERNMENT NOW REQUIRED TO BORROW TO PAY DEBT INTEREST! A Corporation is classified as a “Zombie” corporation when its interest payments are larger than its profits and it must borrow to pay the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO IMMIGRATION THE TAX PAYER COST FOR UNCONTROLLED IMMIGRATION OBSERVATIONS: WHAT KIND OF ECONOMY HAVE WE WROUGHT? A PART TME WORK ECONOMY: The hard fact is virtually all the jobs added YTD are part-time jobs. Full-time jobs have actually been disappearing since December of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO CHINA CHINA IS A SEPTIC PROBLEM FOR THE BIDEN ADMINSTRATION OBSERVATIONS: GET READY IN 2025 FOR TARIFFS AND TRADE WARS PURELY OPTICS – Doomed-to-Failure The rushed trip by Janet Yellen to meet with her Chinese counter-parts was billed to improve Sino-America relations. Festering, […]
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 […]
