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GORDON T LONG Market Research & Analytics: ARTICLES & KEY FOCUSES

Through extensive research, and his process of Abstraction  & Synthesis, Gordon delivers frank perspectives on global macro-economics and insightful conclusions not found in mainstream commentaries.

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MACRO ANALYTICS

FEATURE ARTICLES & KEY FOCUSES

  • MATASII TIPPING POINTS CONTINUE TO POINT THE WAY
    October 14, 2018
    MATASII TIPPING POINTS CONTINUE TO POINT THE WAY Make sure you are following developing TIPPING POINTS at: SUBSCRIBERS (All posts)  or PUBLIC (Select posts)   DISTORTED FINANCIAL MARKETS After twenty trillion dollars of nearly a decade of sustained reckless monetary expansion, risk assets,
  • THE GLOBAL DISTORTIONS OF DOOM – HYPER-INDEBTED ZOMBIE CORPORATIONS
    October 9, 2018
    THE GLOBAL DISTORTIONS OF DOOM - HYPER-INDEBTED ZOMBIE CORPORATIONS The defaults and currency crises in the periphery will then move into the core. -- SOURCE: 10-07-18 Charles Hugh Smith & Gordon T Long - "The Global Distortions of Doom Part 1: Hyper-Indebted Zombie Corporations" -- It's funny
  • IN-DEPTH: TRANSCRIPTION  – A “SHRINKING POOLS” BULL MARKET?
    September 26, 2018
    IN-DEPTH: TRANSCRIPTION  - A “SHRINKING POOLS” BULL MARKET? COVER SERIES AGENDA Today we are going to initiate a three part series on how the stock market is at least temporarily hiding economic reality and why the powers "to be" can be counted on to print the money. We will expand on some
  • THE UNINTENDED CONSEQUENCE OF FLAWED CENTRAL BANK POLICY: THE EMERGING MARKET ECHO BOOM
    September 25, 2018
    THE UNINTENDED CONSEQUENCE OF FLAWED CENTRAL BANK POLICY: THE EMERGING MARKET ECHO BOOM KEY MESSAGES QE & Developed Economies' Central Bank Policies of Ease Money Distorted & Corrupted the Global Supply Chain, The inevitable outcome was clearly seen in 2013-2015 but effectively ignored by
  • WALLSTREETforMAINSTREET INTERVIEW OF GORDON T LONG: A REVIEW OF THE GLOBAL MACRO
    September 21, 2018
  • THE STEALTH REASON WHY THE STOCK MARKET KEEPS ON RISING
    September 14, 2018
    THE STEALTH REASON WHY THE STOCK MARKET KEEPS ON RISING Its Supply Stupid! Authored by Gordon T Long at MATASII.COM KEY MESSAGE: The US stock market continues to rise because it is increasingly dominated by shrinking "availability & supply", All three stock "Pools" are shrinking in a stealth
  • IN-DEPTH: TRANSCRIPTION  – TURKEY, EM & THE COMING EU BANKING CRISIS II – PART I
    September 12, 2018
    IN-DEPTH: TRANSCRIPTION  - TURKEY, EM & THE COMING EU BANKING CRISIS II - PART I   COVER AGENDA SLIDE 5 - GLOBAL MARKET TURMOIL Global banking stocks are plunging, emerging market stocks are cratering, and emerging market currencies continue their stunning decline.  The shakiness of
  • WASHINGTON’S PLAN TO AVOID AN OUT OF CONTROL US DEBT PROBLEM
    September 5, 2018
    WASHINGTON'S PLAN TO AVOID AN OUT OF CONTROL US DEBT PROBLEM FINANCIAL REPRESSION: THE COMING BLEND OF OLD & NEW MACRO-PRUDENTIAL MONETARY POLICY APPROACHES -- SOURCE: Blended excerpts by MATASII from the Financial Repression Authority & Daniel Nevins, Equity.com When you hold Treasuries,
  • IN-DEPTH: TRANSCRIPTION  – ZOMBIE CORPORATIONS ONLY TEMPORARILY HIDDEN
    August 22, 2018
    IN-DEPTH: TRANSCRIPTION  - ZOMBIE CORPORATIONS ONLY TEMPORARILY HIDDEN   COVER AGENDA SLIDE 5 The specific catalyst MATASII sees for the next crisis is highly likely to be the record amount of debt that has been steadily piling up on corporate balance sheets over the past decade due to the
  • IN-DEPTH: TRANSCRIPTION  – THE EVOLVING GLOBALIZATION CYCLE
    August 8, 2018
    IN-DEPTH: TRANSCRIPTION  - THE EVOLVING GLOBALIZATION CYCLE   COVER AGENDA SLIDE 5-FOLLOW THE CYCLES We have discussed cycles on a number of instances recently. The May LONGWave entitled "Follow The Cycles" was dedicated to this subject with a particular focus on the Credit Cycle. There