Gordon T Long Global Macro Research | Macro-Technical Analysis tipping points BOND MARKET ECONOMIC INDICATORS STEADILY DETERIORATING This week we do a deep dive into the deluge of economic indicators to see if there is consistent message signalling the realities of an imminent US Recession. THERE WAS! The only good news we witnessed was […]
Search Results for: financialization
BROADENING & DESTABILIZING SHOCK WAVES
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US ECONOMY ECONOMIC INDICATORS BROADENING & DESTABILIZING SHOCK WAVES We have mistakenly and naively inserted Instability into a World of Incredible Complexity. The result has been and will continue to be broadening cascading shocks! SEQUENTIAL SERIES OF BROADENING CASCADING SHOCKS: SHOCK 1: COVID-19 […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 04-26-23 – MAY – A Crippled Credit Creation Channel
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 04-26-23 – MAY – A Crippled Credit Creation Channel 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 – 03-05-23 – APRIL – IN TROUBLE! : “The New Big Short”?
IN-DEPTH: TRANSCRIPTION – LONGWave – 03-05-23 – APRIL – IN TROUBLE! – “The New Big Short”? 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 […]
TOO MANY TO FAIL!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS TOO MANY TO FAIL! Over the recent holiday season I penned this year’s Thesis paper “A Great Stagflation”. I talked about the coming “Beta Drought Decade” that would usher in global stagflation and a series of unfolding events driven […]
AMERICA’S “POTTERSVILLE” NEARLY 80 YEARS LATER!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS AMERICA’S “POTTERSVILLE” NEARLY 80 YEARS LATER! In 1947 the classic Christmas movie “It’s A Wonderful Life” was released. The depiction of the banking turmoils of George Bailey fighting rival small town banker “Old Man Potter” warm the hearts of all […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-22-23 – MARCH – Labor Layoffs Looming!
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-22-23 – MARCH – Labor Layoffs Looming! 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 […]
FSN INTERVIEW: A NEW RECESSION COMING IN JUNE
– 23 MINUTE PODCAST – A NEW RECESSION COMING IN JUNE w/ KERRY LUTZ Despite news about about mass layoffs and declining job numbers, we still saw a stellar labor report last month. What can we gather from these manipulated statistics? Gordon T. Long joins us in this episode to shed some light on the confusing circumstances—consisting […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 02-08-23 – FEBRUARY – Investment Themes for 2023
IN-DEPTH: TRANSCRIPTION – LONGWave – 02-08-23 – FEBRUARY – Investment Themes for 2023 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 […]
“TOLL BOOTHS” NEAR COMPLETION
Gordon T Long Global Macro Research | Macro-Technical Analysis MATA RISK “TOLL BOOTHS” NEAR COMPLETION Perhaps most troubling to me currently is the precipitous drop in real disposable income, which fell over $1 trillion in 2022. For context, this is the second-largest percentage drop in real disposable income ever, behind only 1932, the worst year […]