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MARKET RESEARCH & ANALYTICS GORDON T LONG : Market Research & Analytics

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 CONTENT

MACRO research, articles and other content from our subscribers side of the site can be found here.  Specific Public Edition content is also created to highlight current research.  UPDATED REGULARLY, these can provide a source for your market information, research, and due diligence. Of course subscribers are getting a lot more!

MACRO ANALYTICS

MACRO ANALYTICS

– ARTICLES & KEY FOCUSES –

  • 5_star_general_brass_13007503532

    THE 5 STAR MARKET GENERALS MAY BE LEADING US INTO HARMS WAY!

    THE 5 STAR MARKET GENERALS MAY BE LEADING US INTO HARMS WAY! HISTORIC COLLAPSE IN MARKET BREADTH We are witnessing a startling breakdown in market breadth. It is worse than both prior to the 1987 and  2000 market draw downs. Similar to the Dotcom Bubble when it finally burst in 2000, it is being held up by […]

  • 05-04-17-Student_Servitude-Sham-Iceberg

    HOW COLLEGE HAS BECOME A RACKET!

    HOW COLLEGE HAS BECOME A RACKET! I recently highlighted the STUDENT SERVITUDE SHAM operating in America but since then our continuing investigation (which I will summarize below) has  forced us to more appropriately label it a “racket”!   We define “racket” as a business activity which is misleading, not fully “above board” and takes advantage of […]

– THEMES & THESIS –

2017 THESIS

2017 THESIS

NOW AVAILABLE 2017 Thesis Illusion of Growth
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  • 05-27-17-THESIS 2005-Global 400T Problem in 30 Years

    WEF: GLOBAL PENSION UNDER-FUNDING $400T IN NEXT 30 YEARS

    WEF: GLOBAL PENSION UNDER-FUNDING $400T IN NEXT 30 YEARS  — SOURCE: 05-26-17 World Economic Forum (via ZeroHedge) – “Global Pension Underfunding Will Grow To $400 Trillion Over Next 30 Years: World Economic Forum” — Earlier this week we highlighted “Six Terrifying Graphs That Summarize America’s Public Pension Crisis” which ranked state, county and city-level public […]

– MARKET RESEARCH –

TIPPING POINTS

TIPPING POINTS

From Gordon's process of Abstraction & Synthesis, Global Macro Research is organized in to categories or TIPPING POINTS, which are ranked within Risk Levels. From these Gordon is able to connect the dots and formulate his Thesis, Themes, MATA and other conclusions. Below are recent TIPPING POINTS - see what Gordon is reading and considering significant. Check back often as these are updated regularly.

IDEAS: Investment & Trading Ideas

  • 04-19-17-MATA-IDEAS-RETAIL-AUTO-AVIS-1

    AVIS & HERTZ “RISK” CARS ON A COLLISION COURSE

    AVIS & HERTZ “RISK” CARS ON A COLLISION COURSE DEBT HOLDERS CAUGHT: Debt issued by Hertz Global Holdings Inc. and Avis Budget Group Inc., which had traded at or above par in recent years, tumbled to new lows earlier this month amid signs that used-vehicle prices are dropping twice as much as expected. RETURNS: That’s […]

  • 04-18-17-MATA-IDEAS-RETAIL-AUTO-F-1

    THE ROAD AHEAD FOR FORD FULL OF POTHOLES!

    THE ROAD AHEAD FOR FORD FULL OF POTHOLES Summary Auto Industry Car sales are breaking down as the Auto Cycle rolls over, Ford earnings Y-o-Y fell by 50% last quarter as they warned about 2017 and 2018, Nearly 8M cars to come back off lease over next 18 months, Sales Incentives at ~ $3750/Unit are […]