Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS HARD ASSETS – PRECIOUS METALS HAS THE ROLL OF GOLD ACTUALLY CHANGED? Is gold in reality trading today as the ultimate hedge for central banks losing control of the “system”? If not, how is it traded and valued? If it is, what […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS ENERGY – GREEN NUCLEAR GREEN NUCLEAR ENERGY MANDATORY TO ACHIEVE NET-ZERO DE-CARBONIZATION? After the 3 Mile Island (US), Chernobyl (Russia) and Fukushima (Japan) nuclear accidents, how can anyone in their right mind think Nuclear has a future, ever mind actually call it […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS ENERGY – HYDROGEN A $11T GREEN HYDROGEN REVOLUTION Hydrogen as a renewable fuel has been touted as a viable clean energy source since the 1970s. Yet since then, despite all the meticulously crafted predictions, hydrogen hasn’t been used to do much of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS CARBON CREDITS & OFFSETS CARBON INVESTING IS AN EXPLODING ASSET CLASS NEVER MIX POLITICIANS WITH SCIENTISTS! The data is pretty clear that atmospheric carbon dioxide levels and global temperatures have been increasing for the last several decades, starting when fossil fuels […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US DOLLAR STRENGTH TIME TO TALK THE US DOLLAR! The US Dollar’s rise is benefiting both from concerns that the latest wave of Covid-19 and China’s problems will dent global growth, and additionally from the perception that the Federal Reserve will need to […]
REAL RATES & MBS HEDGING FLOWS 10Y TNX was trading at 1.55 earlier this AM before falling off (currently 1.52 from a close yesterday of 1.485). The current rise is about a rapidly increasing REAL RATES. Credit is becoming more expensive! Real Rates increase based on Credit Availability and Demand. What causes real interest […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY WEALTH INEQUALITY WASN’T BY HAPPENSTANCE! Global sovereign debt has been expanding at historic rates with the US Debt quickly now approaching $30T with the US Debt Ceiling moratorium ending Saturday July 31st. Overlay this with a $3.5T US budget reconciliation bill […]
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 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 […]
