Gordon T Long
Global Macro Research | Macro-Technical Analysis
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.
2024 THESIS
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IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-21-24 – MARCH -Today’s Flawed GDP Formula
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-21-24 – MARCH -Today’s Flawed GDP Formula 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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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IN-DEPTH: TRANSCRIPTION – LONGWave – 11-08-23 – NOVEMBER – The Slow Choking of Credit
IN-DEPTH: TRANSCRIPTION – LONGWave – 11-08-23 – NOVEMBER – The Slow Choking of Credit 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. […]
TIPPING POINTS
ANALYTICS
Recent Posts
- UNDERSTANDING THE US CREDIT DEFAULT SWAP – US TREASURY CORRELATION
February 19, 2024 - THE FED FUNDS RATE IS EFFECTIVELY ALREADY FALLING!
February 11, 2024 - TREASURY REFUNDING DURING AN ELECTION YEAR’S DEFERRED DEBT CEILING WINDOW
February 5, 2024 - CHINA HAS LOST ITS COMPETITIVE ADVANTAGE
January 29, 2024 - STEALTH LIQUIDITY STAGE II – THE ELECTION YEAR SET UP
January 14, 2024
THESIS & THEMES
Recent Posts
- THE FOURTH TURNING IS HAPPENING!
April 17, 2023 - FALLING US PRODUCTIVITY IS THE RESULT OF FAILED PUBLIC POLICY
September 4, 2022 - MOUNTING US STRUCTURAL LABOR ISSUES
August 28, 2022 - AN EU SOVEREIGN BANKING CRISIS II
July 4, 2022 - A TENUOUS JAPANESE CARRY TRADE?
June 27, 2022
VIDEO
Recent Posts
- THOUGHTFUL MONEY INTERVIEW
March 10, 2024 - MACRO ANALYTICS – 01-11-24 – Self Reliance
January 16, 2024 - FSN INTERVIEW: INSIGHTS ON NAVIGATING ECONOMIC CHALLENGES
November 11, 2023 - FSN INTERVIEW: THE CREDIT BUST IS HERE!
May 16, 2023 - MACRO ANALYTICS – 04 13 23 – Its a Waterfall – Risk, Collateral & Productivity
April 18, 2023
ARTICLES & KEY FOCUSES
Recent Posts
- IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-21-24 – MARCH -Today’s Flawed GDP Formula
March 6, 2024 - IN-DEPTH: TRANSCRIPTION – LONGWave – 02-07-24 – FEBRUARY – Investment Themes for 2024
February 21, 2024 - IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-24-24 – FEBRUARY – Macro Themes for 2024
February 7, 2024 - IN-DEPTH: TRANSCRIPTION – LONGWave – 12-13-23 – DECEMBER – TECHNICAL SIGNALS: Yield Curve, US$ & Gold
December 27, 2023 - IN-DEPTH: TRANSCRIPTION – UnderTheLens – 11-22-23 – DECEMBER – The Road to Instability
December 6, 2023
TIPPING POINTS
Recent Posts
- THE US HAS BEGUN IMPORTING INFLATION!
March 18, 2024 - US ON THE VERGE OF POTENTIALLY ANOTHER MAJOR POLICY BLUNDER!
March 11, 2024 - THE CREDIT ADDICTED “YOLO” CONSUMER
March 3, 2024 - WHY THE DEBT CEILING SUSPENSION UNTIL AFTER THE PRESIDENTIAL ELECTION CYCLE?
January 22, 2024 - 2% INFLATION BY SUMMER 2024??
November 12, 2023