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 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 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 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 SII COMMODITIES – BONDS & CREDIT CHINA MAY HAVE BEGUN PLAYING ITS “TRUMP CARD”? What most are forgetting is that when it comes to any global reflationary spark, China – and its $40 trillion financial system which is double that of the US – has been […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII COMMODITIES – AGRICULTURAL GRAINS VALUE ROTATION: AGRICULTURAL COMMODITIES In this month’s LONGWave we identify Commodities as one of many expected areas for the coming secular sector rotation to impact. We didn’t have time to further expand on the ‘why’ and ‘where’ in the video. As […]
