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 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 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 […]
THE HEADLINE: Energy ETFs Slide as Crude Falls Further Into a Bear Market MATASII SII ANALYSIS: COP Technical Set-Up May 15th 2016: COP has fallen off and bounced at long term trend supports, just shy of previous lows. It appears to be breaking out of the blue negative trend channel it has been in since […]
US equity futures have hit a new records, helped by surging Asian and European stocks which have all started November on a euphoric note. Surging commodity prices, optimism about tax reform and hope for a new dovish Fed chair all combined to drive global stock markets to record highs, with the MSCI’s world stock index […]
