WEALTHION: A MACRO SITUATIONAL ANALYSIS OF THE MARKETS INTERVIEW: 1 Hour, 3 Minutes Debt Crisis To Trigger Hard Landing & Painful Recession? The US has a debt problem. It has grown its debt far faster than the national income for decades. Over time, this has ballooned the annual fees in interest that the US must […]
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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 […]
Interview of Gordon T Long by Wealthion – A Situational Analysis of the Current Global Macro
VIDEO INTERVIEW A Super-Strong US Dollar Is De-Stabilizing All Other Fiat Currencies – When Will It End? The US dollar has strengthened so much and so quickly this year that it has become a juggernaut, trampling pretty much every other asset. What repercussions is this creating? And how much longer is it likely to continue? […]
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 […]
WORLD-WIDE CREDIT CRISIS?
VIDEO: 46 Minute Interview of Gordon T Long
LONGWave – 02-09-22 – FEBRUARY – Investment Themes for 2022
VIDEO: 17 Minutes with 42 supporting slides.
UnderTheLens – 01-26-22 – FEBRUARY – Investment Themes For 2022
VIDEO: 21 Minutes with 65 supporting slides.
MACRO ANALYTICS – 12-02 21 – DECEMBER – XI’s GAMBIT: A Bridge Too Far?
VIDEO: 41 Minutes with 45 Supporting Slides