24 Minutes with 11 Supporting Slides SLIDE DECK PDF: Talking Point Charts PODCAST (BELOW) Gordon and Kerry discussed the performance of the S&P 500 and its fluctuations due to COVID-19. They also explored the potential risks and impacts on the equities market, the role of Treasury Secretary Yellen in managing market liquidity, and the consequences […]
MACRO ANALYTICS
MACRO ANALYTICS – 01-11-24 – Self Reliance
SELF-RELIANCE IS ABOUT STOPPING CORPORATE DRIVEN BEHAVIOR Time to Fight The Corporate Marketing Manipulation FREE VIDEO LINK 44 Minutes, 33 Slides Our dependency on corporate promotions is trapping us into behavior that results in us slowly, unwittingly and irresponsibly giving up our financial freedom and therefore our Self-Reliance! HERE ARE A FEW EXAMPLES OF HOW: […]
MACRO ANALYTICS – 01-11-24 – Self Reliance
VIDEO: 45 Minutes with 33 Supporting Slides MODERN DAY PILLARS A& PATH TO SELF-RELIANCE KEY MESSAGE In the latest Macro Analytics video Charles High Smith and I continue our discussion on the importance of Self-Reliance in todays modern world. With the growing inability of Americans to save for their retirement while government retirement benefits such […]
MACRO ANALYTICS – 04 13 23 – Its a Waterfall – Risk, Collateral & Productivity
VIDEO: 36 Minutes with 45 Supporting Slides KEY MESSAGES In discussions Charles High Smith and I saw three themes that were independently coming out in our writings. REPRICING OF RISK: The reality that Risk was going to have to be Repriced, REVALUING COLLATERAL: The fact that Collateral that underpins credit was both seriously overvalued and […]
MACRO ANALYTICS – A GREAT STAGFLATION
VIDEO: 36 Minutes with 34 Supporting Slides KEY MESSAGES Covid-19 has shown itself to be a triggering event which has destabilized a fragile global financial system. Decades of unsound money, deficit fiscal spending and foreign financing of an economy built on “consuming more than it produced” left the US exposed to the ramifications of Covid-19. […]
A WORLD OF TROUBLE AHEAD
PODCAST INTERVIEW: 17 MINUTES When is the capitulation going to come by the central banks? Gordon T. Long comes on this episode to talk about our current economic problems—including energy, central bank issues, and the progression of inflation. There’s no easy way out of the current inflationary environment, and it looks as if the Fed is […]
MACRO ANALYTICS – THE PLUNDERING OF PRODUCTIVE ASSETS
VIDEO: 35 Minutes with 50 Supporting Slides KEY MESSAGES 1.Market manipulation and gaming has robbed desperately needed, massive amounts of investment capital (which will become increasingly more scarce). 2. Investment is required to: i. Facilitate a more highly productive labor force (training, education, longevity retention, incentives et al) …. and the ii. Invest in sustaining […]
TECTONIC SHIFT: MERCANTILISM REVALUED
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 – 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