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.

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MACRO ANALYTICS

ARTICLES & KEY FOCUSES

IN-DEPTH: TRANSCRIPTION – LATE CYCLE INVESTING & RECESSIONS

IN-DEPTH: TRANSCRIPTION – LATE CYCLE INVESTING & RECESSIONS COVER AGENDA SLIDE 5 Most would agree with the general analyst consensus that we are late in the Economic / Business cycle and that there is a Recession coming sometime within the next two years. What does that mean and what do you do about it? To answer […]
INTERVIEW: GORDON T LONG — FINANCIAL SURVIVAL NETWORK w/ KERRY LUTZ
IN-DEPTH: TRANSCRIPTION – THEY WILL DO MORE THAN “PRINT THE MONEY”!

IN-DEPTH: TRANSCRIPTION – THEY WILL DO MORE THAN “PRINT THE MONEY”! COVER AGENDA In Part I & II, I focused on structural issues within the financial markets with specific emphasis on the Equity Market. As serious as the problems I outlined in Part I & II are, they are basically reflective of how the system […]
GROWING POPULISM & ELECTION RESULTS SIGNALLING A “BROKEN SOCIAL CONTRACT”

GROWING POPULISM & ELECTION RESULTS SIGNALLING A “BROKEN SOCIAL CONTRACT” A global wave of “Populism” is dominating election results of increasingly more democratic economies around the world. This is reflective of how voters are increasingly sensing the system has become “unfair” and more importantly, is not working for them! The data (below) clearly shows the […]
IN-DEPTH: TRANSCRIPTION – A CORROSIVE, “CASCADING CHINESE CRISIS”

IN-DEPTH: TRANSCRIPTION – A CORROSIVE, “CASCADING CHINESE CRISIS” COVER AGENDA Shown here is the agenda I plan to cover in this session. SLIDE 5 My hope is to leave with you the following message: China has now been forced to reverse its De-leveraging and credit tightening efforts, We are beginning to witness an almost desperate effort […]
IN-DEPTH: TRANSCRIPTION – THE PASSIVE INVESTMENT LIQUIDITY SHOCK

IN-DEPTH: TRANSCRIPTION – THE PASSIVE INVESTMENT LIQUIDITY SHOCK COVER SERIES AGENDA Today we are going to continue with our 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 expanding on the foundation work […]

VIDEO

LONGWave – 12 12 18 – DECEMBER – Approaches to Asset Selection

UnderTheLens – 11 21 18 – DECEMBER – Late Cycle Investing & Recessions

HIGHLIGHTS

WAGE INFLATION, TRADE WAR PRICE INFLATION & QT PRESSURES ARE DRIVING US BOND MARKET YIELDS HIGHER

MAJOR TREND IN INVESTOR MONEY FLOWS SINCE THE FINANCIAL CRISIS

SYNTHESIS & FOCUS

12-18-18-TP-CREDIT CONTRACTION-MATASII December 2018 Notes

MATASII DECEMBER 2018 NOTES: CREDIT CONTRACTION II

12-14-18-S&F-TP-EURODOLLAR SHORTAGE-December 2018 Notes-1

MATASII DECEMBER 2018 NOTES: THE EURODOLLAR SHORTAGE

12-13-18-MATA-SENTIMENT-UoM Sentiment Looks Like a Head & Shoulders-1

LOOKS LIKE A HEAD & SHOULDERS IN THE UofM CONSUMER SENTIMENT

12-13-18-MATA-FUNDAMENTALS-Valuations Summary-1

MARKETS OVERVALUED BY AN AGGREGATED 101.8%

THESIS

2018 THESIS

NOW AVAILABLE 2018 Thesis: New World Order

Learn More!

THESE COUNTRIES ARE QUICKLY & QUIETLY DUMPING THE DOLLAR

THE MEANING OF A MULTI-POLAR WORLD

GROWING POPULISM & ELECTION RESULTS SIGNALLING A “BROKEN SOCIAL CONTRACT”

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. Here are a couple of recent TIPPING POINTS - see what Gordon is reading and considering significant. Check back often as these are updated regularly.