IN-DEPTH: TRANSCRIPTION – UnderTheLens – 11-23-22 – DECEMBER – Financial Repression SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 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 discussion purposes ONLY. Always consult a professional […]
A RISK-ON — RISK-OFF INDICATOR TO WATCH The FAANGS and major Tech stocks have been a strong driver of the markets since the 2008 Financial Crisis. They are included in most market index ETFs and therefore they normally take the market with them when they move. Recently they have shown relative weakness and when they […]
THE LIQUIDITY KILLER: The Treasury General Account (TGA) My colleague Richard Duncan has just released his latest Macro Watch video where he gives us his perspective on what the Federal Reserve and US Treasury are signaling. I strongly recommend you subscribe the Richard’s Macro Watch service. You can do this at LINK. Enter the […]
IN-DEPTH: TRANSCRIPTION – LONGWave – MARCH – YIELD CURVE CONTROL versus NEGATIVE REAL RATES SLIDE DECK Download Slide Deck TRANSCRIPTION 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 […]
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 […]
GLOBAL “ZOMBIFICATION” RELENTLESSLY CONTINUES WHILE SHOCKINGLY BEING UNDER REPORTED A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-17-19 – ZeroHedge – “A World Full Of Zombies: Global Revenue Growth Has Collapsed” MATASII SYNTHESIS: We continue to witness the collapse in long-term real global GDP growth, which is now at a “historical low.” […]
FITCH WARNS OF POSSIBLE CUT TO US TRIPLE AAA RATING IF SHUTDOWN CONTINUES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 01-09-19 – Fitch via CNBC – “Fitch warns of possible cut to US triple-A rating if shutdown continues” YOUR MATASII SYNTHESIS TAKEAWAYS: “If this shutdown continues to March 1 and the […]
TIPPING POINTS A [SITE INDEX — TIPPING POINTS – GLOBAL GOVERNANCE FAILURE] A PUBLIC SOURCED ARTICLE FOR MATASII READERS REFERENCE: (SUBSCRIBERS & PUBLIC ACCESS) MATASII RESEARCH ANALYSIS & SYNTHESIS WAS SOURCED FROM: SOURCE: 03-25-19 – – “Capitalism Saved Sweden” FAIR USE NOTICE This site contains copyrighted material the use of which has not always been specifically authorized […]
WE’RE MEASURING THE ECONOMY ALL WRONG! The official statistics say that the financial crisis is behind us. It’s not. — SOURCE: 09-14-18 Bloomberg – “We’re Measuring the Economy All Wrong” Protestors hold signs behind Richard S. Fuld Jr., then chief executive of Lehman Brothers, in October 2008. Ten years later, you can see the lingering […]
“The Pendulum Swung Too Far” – Wall Street Slashes Retailers’ Profit Forecasts Despite Blockbuster Quarter Posted:Mon, 10 Sep 2018 11:16:29 -0400 Somewhere out there, a cadre of dedicated contrarians convinced they’d found the next great distressed play were thrilled when brick-and-mortar retailers from JC Penney to Macy’s to the Home Depot posted Q2 earnings that soundly […]
