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GORDON T LONG Market Research & Analytics: SYNTHESIS & FOCUS

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

SYNTHESIS & FOCUS

  • WITH 332 OF THE RUSSELL 3000 ABOVE 10X PRICE-TO-SALES WE NOW HAVE 52 MORE THAN AT THE DOTCOM TOP
    October 4, 2018
    WITH 332 OF THE RUSSELL 3000 ABOVE 10X PRICE-TO-SALES WE NOW HAVE 52 MORE THAN AT THE DOTCOM TOP I thought the S&P 5oo shown here at 2.27 Price -to-Sales was extraordinary.... .... I also was further in disbelief when it hit 2.4X Price-to-Sales IT IS TOUGH TO MANIPULATE PRICE-to-SALES & IT
  • FED FUND FUTURES DON’T BELIEVE WHAT THE FED IS CURRENTLY “SPINNING”
    August 28, 2018
    FED FUND FUTURES DON'T BELIEVE WHAT THE FED IS CURRENTLY "SPINNING" The Fed Funds target rate according to the FOMC members' median 'Dot Plot" is UP. The Fed Funds Futures market says down! The markets don't believe what the Fed is currently
  • CONSUMER COMFORT AT HIGHS NOT SEEN SINCE PRIOR TO DOTCOM BUBBLE IMPLOSION
    August 8, 2018
    CONSUMER COMFORT AT HIGHS NOT SEEN SINCE PRIOR TO DOTCOM BUBBLE IMPLOSION The Bloomberg Consumer Comfort Index is presently at highs not seen since prior to the the Dotcom Bubble implosion. The Index has historically been found to be an excellent leading indicator of Forward PE for the S&P 500
  • TO TRUMP ITS A “TRADE WAR” – TO CHINA ITS A “CURRENCY WAR”!
    July 20, 2018
    TO TRUMP ITS A "TRADE WAR" - TO CHINA ITS A "CURRENCY WAR"! -- SOURCE: 07-19-18 - "China "Shocked Beyond Imagination" At Larry Kudlow's "Bogus" Accusations" -- While China has so far failed to list explicitly just how it will respond to Trump's proposed tariffs on $200BN in additional Chinese
  • CONSUMER CREDIT GROWTH SUSTAINING CRUMBLING REAL DISPOSABLE INCOME
    July 10, 2018
    CONSUMER CREDIT GROWTH SUSTAINING CRUMBLING REAL DISPOSABLE INCOME Here is what is happening... Here is what US consumers have been forced to do.... It is now getting worse - fast! It doesn't take a "rocket scientist" to see the problem!!   -- SUPPORTING SOURCE: 07-09-18 ZeroHedge - "Consumer
  • THE CORPORATE YIELD CURVE HAS JUST INVERTED
    June 22, 2018
    THE CORPORATE YIELD CURVE HAS JUST INVERTED -- SOURCE: 06-19-18 - "The Corporate Yield Curve Has Just Inverted" -- A very interesting observation by the Nedbank analysts is that: The corporate sector curve (Baa-rated Corporates less the Prime rate) has now inverted. The implication of this is
  • UNDERSTANDING THE 2017 US DOLLAR SWOON & RECENT 2018 LIFT
    May 30, 2018
    UNDERSTANDING THE 2017 US DOLLAR SWOON & RECENT 2018 LIFT   EXPLAINING THE 2017 US$ SWOON -- SOURCE: 05-12-18 Global Money Trends - "US$ Continues to Sag despite Outlook for 3 more Fed rate hikes" -- Well into 2018, a few FX traders are still struggling to understand the underlying bearish
  • SHOCKER: CENTRAL BANK TIGHTENING WILL ONLY INCREASES INFLATION
    May 29, 2018
    SHOCKER: CENTRAL BANK TIGHTENING WILL ONLY INCREASES INFLATION Global Central Bank monetary tightening potentially and highly likely will increase inflation. This is exactly opposite to what traditionally occurs! The reason for it is the over-leverage & gearing now built into the global
  • SIGNS CREDIT CYCLE IS TURNING AS “CASH ONCE AGAIN KING”!
    May 15, 2018
    SIGNS CREDIT CYCLE IS TURNING AS "CASH ONCE AGAIN KING"! The current S&P 500 Dividend Yield is 1.89% While: 3 Mo. Bill = 1.91% 6 Mo. Bill = 2.08% 1 Year Note = 2.28% 2 Year Note = 2.56% 5 Year Note = 2.90% 10 Year Bond =  3.05% Courtesy of ZeroHedge   Courtesy of
  • LONGWave – 05 09 18 – MAY – Follow The Cycles!
    May 9, 2018