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 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 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 STRATEGIC INVESTMENT INITIATIVES HARD ASSETS – GOLD PREDICTING GOLD PRICING (IN US DOLLARS). In our previous newsletter we outlined the tenets of the correlation that has been in place since the 2008 Financial Crisis regarding the pricing of Gold. The chart directly below shows you […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES HARD ASSETS – GOLD WHY IS GOLD FALLING? Gold has been falling because: The 10Y UST Real Yield is Rising, The Chinese 12 month forward Credit Impulse is rising. Inflation Break-evens are driving up the Nominal Value of the 10Y UST Yield, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS BOND BUBBLE LONG END OF THE TREASURY YIELD CURVE IS BREAKING HIGHER! Right on-time US Treasury Yields are spiking higher, as we have been warning of in prior newsletters. As we outlined, this Is a result of the correlation since 2008 with the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INTEREST RATES RISING INFLATION YET RISING REAL RATES???? We clearly have mounting inflation pressures yet we are also seeing rising real rates. How exactly does that work?? To understand how this could happen is to understand what lies ahead! First, Real Rates […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS BANKRUPTCIES / FLOWS & LIQUIDITY BIS WARNS: LIQUIDITY v SOLVENCY! The Bank of International Settlement is once again warning that the period of :Liquidity” is ending, and the next phase of the crisis about “Solvency” concerns, is now beginning. This is something we have been […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS HARD ASSETS – PRECIOUS METALS DON’T FORGET THE RULE OF 20! THE “RULE OF 20” In the 1970’s the “Rule of 20” was a well practiced tenet of investing. This was during a period when inflation and stagflation were […]
what Gordon T Long Global Macro Research | Macro-Technical Analysis SII PRECIOUS METALS WHAT COMES AFTER A VACCINE AND COVID-19? Though Covid-19 may finally be in the rear-view mirror sometime in 2021, the devastation, lessons and emotional scares will be lasting. New attitudes will be deeply rooted, similar to those left to the generation who […]
