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GORDON T LONG Market Research & Analytics: THESIS

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.

– public samples –
MACRO ANALYTICS

THESIS

  • GDP GENERATING CAPACITY OF GLOBAL DEBT IS DIMINISHING RAPIDLY
    May 21, 2019
    GDP GENERATING CAPACITY OF GLOBAL DEBT IS DIMINISHING RAPIDLY Here is a summary of Dr Lacy Hunt's work on the Diminishing Return of the GDP Generating Capacity of Global Debt.   The Production Function is dependent upon technology and the three factors of production: Land, Labor and Capital.
  • GOVERNMENT SPENDING & SLOWING SAVINGS ARE STRANGLING CAPITALISM
    May 20, 2019
    GOVERNMENT SPENDING & SLOWING SAVINGS ARE STRANGLING CAPITALISM This is one of those charts that gets to the root problem! Bottom line: We simply have an insufficiency of savings and there is no political will to change it! EXPLANATION: The green line shows the national savings rate. It is
  • DE-DOLLARIZATION: CHINA DUMPS US TREASURIES AT FASTEST PAST IN 2 YEARS IN MARCH
    May 16, 2019
    DE-DOLLARIZATION: CHINA DUMPS US TREASURIES AT FASTEST PAST IN 2 YEARS IN MARCH China sold $20.5B in US Treasuries in March. Other than a minor positive in February 2019, China has sold US Treasuries EVERY months since September 2018, China is the largest foreign owner of US Treasuries at $1.12T,
  • DE-DOLLARIZATION: FOREIGN CENTRAL BANKS UNRELENTING NET SELLERS OF US TREASURIES
    May 15, 2019
    DE-DOLLARIZATION: FOREIGN CENTRAL BANKS UNRELENTING NET SELLERS OF US TREASURIES The US Treasury reports that overall, U.S. total cross-border investment was an $8.1 billion outflow in March: SUMMARY YOU NEED TO UNDERSTAND Foreign NET selling of Treasuries at $12.5b Foreign NET selling of equities
  • DE-DOLLARIZATION: CANADA SHOCKINGLY DUMPS $12.5B IN US TREASURIES?
    May 14, 2019
    DE-DOLLARIZATION: CANADA SHOCKINGLY DUMPS $12.5B IN US TREASURIES? The biggest seller of Treasuries in March was shockingly Canada! Canada dumped $12.5 billion, the biggest drop since July 2011.     [SITE INDEX -- TIPPING POINTS - DE-DOLLARIZATION] A PUBLIC SOURCED ARTICLE FOR MATASII
  • THE COMING ‘BLACK SWAN’ IS ACCELERATING DE-DOLLARIZATION
    April 30, 2019
    THE COMING 'BLACK SWAN' IS ACCELERATING DE-DOLLARIZATION We have built markets bubbles based on false assumptions that have consequences. Accelerating De-Dollarization will soon be the "grim reaper" of reality! The coming Black Swan is De-Dollarization! FALSE ASSUMPTIONS The 1999 repeal of the
  • THESIS 2015: FIDUCIARY FAILURE – RESEARCH UPDATE
    April 29, 2019
    THESIS 2015: FIDUCIARY FAILURE - RESEARCH UPDATE There is a “crisis” brewing in America which will affect more Americans than the subprime crisis in 2008. What is it? It’s the pension and retirement crisis. According to a recent report from the National Retirement Planning Week the
  • THESIS 2018 – A NEW WORLD ORDER: BRZEZINSKI’S WARNING
    April 20, 2019
    THESIS 2018 - A NEW WORLD ORDER: BRZEZINSKI'S WARNING Mike Whitney at The Unz Review   writes: The liberal world order, which lasted from the end of World War 2 until today, is rapidly collapsing. The center of gravity is shifting from west to east where China and India are experiencing
  • RICKARDS: DOLLAR DOMINANCE UNDER MULTIPLE CONVERGING THREATS
    April 19, 2019
    RICKARDS: DOLLAR DOMINANCE UNDER MULTIPLE CONVERGING THREATS Well respected Macro expert James Rickards (I have interviewed on a number of occasions) recently penned an article that supports many of the points we outlined in this years THESIS 2019: DE-DOLLARIZATION. The key points he makes are:
  • WHY RUSSIA IS BUYING GOLD & DUMPING US$ AT FASTEST PACE IN DECADES
    March 31, 2019
    WHY RUSSIA IS BUYING GOLD & DUMPING US$ AT FASTEST PACE IN DECADES The dollar’s share of global central-bank reserves slumped to the lowest level since 2013 while holdings of the Chinese yuan rose for the fifth quarter in the past six In April and May, Russia's central bank liquidated $81
2019 THESIS