VIDEO: 42 Minutes with 32 Supporting Slides TECTONIC SHIFT: MERCANTILISM REVALUED We are now in the midst of Phase IV of the global evolving nature of mercantilism, which we have termed “Revalued Mercantilism” in this video. The impact of Supply Chain problems in the Post-Covid lock-down period has ushered in some profound changes in […]
MACRO ANALYTICS
MACRO ANALYTICS – 03-31-22 – MARCH – The Dam Has Cracked!
VIDEO: 37 Minutes with 27 Supporting Slides PROFOUND CHANGES ARE ACCELERATING! My long time colleague Charles Hugh Smith and I layout our views in this 37 minute video on the changes we are witnessing and the significance of them. Many of the changes are positive, some not. However, there is little doubt that western established […]
MACRO ANALYTICS – 12-02 21 – DECEMBER – XI’s GAMBIT: A Bridge Too Far?
VIDEO: 41 Minutes with 45 Supporting Slides
MACRO ANALYTICS – 09 30 21 – SEPTEMBER – Four Tsunami Waves About To Hit At Once
VIDEO: 40 Minutes with 34 Supporting Slides This video with Charles Hugh Smith is a natural follow-on from the concerns we have been warning about in our last few Macro Analytic videos. As we enter October they now appear to be coming to fruition! As the title of this session tells us: “Grab a Life […]
CATCHING UP ON ECONOMIC TRENDS
16 Minute Podcast Interview To catch up on economic trends, Kerry Lutz sit down with Gordon T. Long and talk all things economy including the precious metals, inflation, and the supply chain. There are problems ahead as we have said before, and we’re seeing some of these now in equity markets. Some of the latest […]
MACRO ANALYTICS – 07-29-21 – JULY – The World Just Got a Lot Riskier
VIDEO: 36 Minutes with 25 Supporting Slides
MACRO ANALYTICS – 06 17 21 – It Always Ends The Same Way
35 Minutes with 35 Supporting Slides https://youtu.be/L9HLM8eS-k8
MACRO ANALYTICS – 04 29 21 – MAY – Covid Has Triggered The Next Great Financial Crisis
VIDEO: 35 Minutes with 28 Supporting Slides
MACRO ANALYTICS – 03-04-21 – Coming Deflationary Tsunami
VIDEO: 53 Minutes with 37 Supporting Slides
MACRO ANALYTICS – 12-17-20 – Buying the Narrative
VIDEO: 36 Minutes with 34 Supporting Slides