Gordon T Long Global Macro Research | Macro-Technical Analysis FEATURE ARTICLES MACRO – MONETARY & FISCAL POLICY TWO FLAWED HOPES: LIQUIDITY & STIMULUS For decades the “go to” strategy anytime financial turmoil, crisis or shocks impact the economy the solution has been two fold: i) Central Banks to immediately inject large amounts of Liquidity […]
Gordon T Long Global Macro Research | Macro-Technical Analysis FEATURE ARTICLES MACRO IS TRUMP MAKING THE SAME MISTAKE AS HOOVER? Comparisons to the 2008 crisis or even the 1929 stock market crash that started the Great Depression fail to capture the magnitude of the economic damage of the CoronaVirus. You may have to go back […]
Gordon T Long Global Macro Research | Macro-Technical Analysis Gordon T Long Global Macro Research | Macro-Technical Analysis Through extensive research, and his process of Abstraction & Synthesis, Gordon delivers frank perspectives on global macro-economics and insightful conclusions not found in mainstream commentaries. FAULTY PERCEPTIONS: PANDEMIC v MARKET CRASH We must separate our thinking on the Global […]
Gordon T Long Global Macro Research | Macro-Technical Analysis Gordon T Long Global Macro Research | Macro-Technical Analysis Through extensive research, and his process of Abstraction & Synthesis, Gordon delivers frank perspectives on global macro-economics and insightful conclusions not found in mainstream commentaries. FAULTY PERCEPTIONS: PANDEMIC v MARKET CRASH We must separate our thinking on the Global […]
WHEN THE TIDE GOES OUT Warren Buffett said it well — “it is only when the tide goes out do you discover who’s been swimming naked!” In my view this is what is happening. There were a huge number of rocks hidden below the surface that have become quite apparent as they always do during […]
AAPL: “We’re Going Ballistic. Go Get Him Maverick!” Apple has more than doubled since the December 2018 “Mnuchin Panic” when the desperate US Treasury Secretary was reputed to have called in the PPT. AAPL’s parabolic stock rise has become a poster child for Passive Index investing during the 2019 market melt-up. When the central banks […]
IN-DEPTH: TRANSCRIPTION – LONGWave – NOVEMBER 2019 – THE SHORT SQUEEZE CYCLE COVER Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always consult a professional financial advisor before making any investment […]
IN-DEPTH: TRANSCRIPTION – LONGWave – OCTOBER 2019 – THE COMING CORRECTIVE CONSOLIDATION SLIDE 5 — COVER Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always consult a professional financial advisor before […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – OCTOBER 2019 – Trapped – The Ensuing Market Road Map COVER Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always consult a professional financial advisor before […]
IN-DEPTH: TRANSCRIPTION – LONGWave – SEPTEMBER 2019 WHAT IS KEEPING THE MARKET UP? COVER Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always consult a professional financial advisor before making any […]
