Search Results for: financialization
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 03-27-24 – APRIL –The Future Is Coming Into Focus!
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 03-27-24 – APRIL –The Future Is Coming Into Focus! 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 discussions purposes ONLY. Always […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 02-07-24 – FEBRUARY – Investment Themes for 2024
IN-DEPTH: TRANSCRIPTION – LONGWave – 02-07-24 – FEBRUARY – Investment Themes for 2024 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 discussions purposes ONLY. Always consult […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-24-24 – FEBRUARY – Macro Themes for 2024
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-24-24 – FEBRUARY – Macro Themes for 2024 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 discussions purposes ONLY. Always consult […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 12-13-23 – DECEMBER – TECHNICAL SIGNALS: Yield Curve, US$ & Gold
IN-DEPTH: TRANSCRIPTION – LONGWave – 12-13-23 – DECEMBER – TECHNICAL SIGNALS: Yield Curve, US$ & Gold 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 discussions […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 11-22-23 – DECEMBER – The Road to Instability
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 11-22-23 – DECEMBER – The Road to Instability 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 discussions purposes ONLY. Always consult […]
A QUICKLY STALLING GLOBAL ENGINE
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO MONETARY POLICY A QUICKLY STALLING GLOBAL ENGINE The global economy’s engine of growth has been dominated by China since the 2008 Financial Crisis. As we have documented many times since the GFC it has been Chinese credit growth and specifically the Chinese Credit […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 06-21-23 – JULY – Central Banks v the Forcing Functions
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 06-21-23 – JULY – Central Banks v the Forcing Functions 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 discussions purposes ONLY. […]
A DIS-INFLATION / DEFLATIONARY WAVE LOOMING
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION-DEFLATION A DIS-INFLATION / DEFLATIONARY WAVE LOOMING Deflation historically comes from rising job losses and elevated levels of national unemployment. Consumer stops spending, which in turn forces prices to be taken down by producers to sustain cashflow and financial survival at […]
PREPARATIONS FOR THE POST DEBT CEILING MARKET
Gordon T Long Global Macro Research | Macro-Technical Analysis tipping points BOND MARKET PREPARATIONS FOR THE POST DEBT CEILING MARKET The current Debt Ceiling wrangling will soon be resolved with the result being (as always) a dramatic increase in the debt ceiling. The establishment of a US debt ceiling has long been meaningless other […]