Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS MARKET RISK DID SOMETHING JUST BREAK? I have long espoused that Credit leads, Markets follow! The credit markets are becoming unglued, so the warnings are as elevated and strong as you get without something breaking! In fact, we suspect that the initial breakage […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS CURRENCIES RECORD 2022 USD RISE, FOLLOWED BY 2023 DIVE! In this newsletter we want to cover both supporting news developments since we released the October UnderTheLens video as well as areas we didn’t have time to address. The skyrocketing US dollar as a […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII: COMMODITIES FOOD & AGRICULTURE PHASE III of the COMMODITY SUPER-CYCLE will be a GLOBAL FOOD SHORTAGE In the last Newsletter we discussed our expectations for Phase II of the Commodity Super-Cycle. Today we want to follow on with our expectations for Phase III. Indications […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII: COMMODITIES ENERGY PHASE II OF THE COMMODITY SUPER-CYCLE COMING IN 2023 I spent the 70’s through to 2000 involved in focused on strategy formulation for two of the Fortune 500’s largest corporations. What I came to clearly understand is that “Strategy is something to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS PRECIOUS METALS – GOLD STAGFLATION WILL REQUIRE A GLOBAL HEDGING STRATEGY! Friday’s May CPI number was a real shocker! This came on Monday’s equally shocking Consumer Credit for May. The consensus for May’s CPi was already expected to be high but the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS COMMODITIES FERTILIZER FURTHERING FOOD INFLATION Cost push inflation can often be absorbed within the production distribution process before attempted to be passed on to cash strapped consumers. Food which starts with the farmer is decidedly different because of razor thin margins. Any […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS COMMODITIES THE COMING DEPENDENCY STRANGLEHOLD In this month’s UnderTheLens video I continued with last month’s Theme of “Putin’s Chessboard”. Since releasing this month’s video, I continue to see increasing proof. In this newsletter I want bring to your attention further evidence […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS COMMODITIES THE ‘CORNERING OF COMMODITIES’ GAMBIT As John Connally Jr., President Richard Nixon’s Treasury secretary, put it in 1971 to his astonished G-10 counterparts: “The Dollar is our Currency, but your problem!” It was reflective of the international economic turmoil at the time which ushered in […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS ENERGY THE US ENERGY “DEPENDENCY DEBACLE” I’m in agreement with JP Morgan’s CEO Jamie Dimon, who recently told the White House that what is urgently needed is a modern day “Marshall Plan” to save Europe while stopping further Russian aggression. Dimon envisions the US […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS BONDS & CREDIT CREDIT LEADS, MARKETS FOLLOW! There is nothing more certain, other than “Death and Taxes”, than the fact that Credit Leads and Markets follow! I have witnessed this truism since the 1987 ‘Black Monday’ market crash and long ago made […]
