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 samples –

MACRO ANALYTICS

ARTICLES & KEY FOCUSES

IN-DEPTH: TRANSCRIPTION – GLOBAL RISK – TIPPING POINTS UPDATE

IN-DEPTH: TRANSCRIPTION – GLOBAL RISK – TIPPING POINTS UPDATE COVER It is Wednesday July 24th, 2019 I’m Gord Long. As is normally the case, we have a lot of charts for us to go through, so therefore we will pass over some of them quickly BUT leave you to examine them further at your leisure. […]
IN-DEPTH: TRANSCRIPTION – LONGWave – JULY 2019 – SII UPDATE: 2nd HALF 2019

IN-DEPTH: TRANSCRIPTION – LONGWave – JULY 2019 – SII UPDATE: 2nd HALF 2019 COVER 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 professional financial advisor before making any […]
IN-DEPTH: TRANSCRIPTION – US UPDATE – JULY 2019

IN-DEPTH: TRANSCRIPTION – US UPDATE – JULY 2019 COVER It is Wednesday June 26th, 2019 I’m Gord Long. As is normally the case, we have a lot of charts for us to go through, so therefore we will pass over some of them quickly BUT leave you to examine them further at your leisure. You […]
IN-DEPTH: TRANSCRIPTION – LONGWave – JUNE 2019 – SHIFTING INVESTOR CONFIDENCE

IN-DEPTH: TRANSCRIPTION – LONGWave – JUNE 2019 – SHIFTING INVESTOR CONFIDENCE SLIDE – COVER 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 professional financial advisor before making […]
IN-DEPTH: TRANSCRIPTION – REGIONAL UPDATE – JUNE 2019

IN-DEPTH: TRANSCRIPTION – REGIONAL UPDATE – JUNE 2019 COVER AGENDA SLIDE 5 – EU THE EUROZONE SLOWDOWN IS MORE PROBLEMATIC THAN THE GLOBAL ONE Starting with the Eurozone, the problem here is threefold: Demographic, High state and fiscal interventionism, Lack of technological leadership If we add the political risk of some governments who want […]
IN-DEPTH: TRANSCRIPTION – MAY – ENDING DIAGONALS EVERYWHERE!

IN-DEPTH: TRANSCRIPTION – MAY – ENDING DIAGONALS EVERYWHERE! COVER AGENDA SLIDE 5 – INTRA-MARKET SIGNALS I would like to begin this session as I did last month with a discussion regarding the Intra-Market signals . Let’s again start with the currency market and specifically the US Dollar. As you have seen before I show here the […]

VIDEO

UnderTheLens – 07 24 19 – AUGUST – Global Risk – 2019 Tipping Points Update

LONGWave – 07 10 19 – JULY – SII Update: Mid Year 2019

HIGHLIGHTS

KEY DATES – MAY 2019

CYCLES: MORE THAN JUST A POST WWII ECONOMIC PROBLEM

SYNTHESIS & FOCUS

05-05-19-MATA-FUNDAMENTALS-Net Profit Margin Expectations-1

CORPORATE FUNDAMENTALS DISCONNECTED WITH ‘BAKED-IN” FUTURE REALITY

GLOBAL CDS – WINNERS & LOSERS

04-02-19-TP-BOND BUBBLE-Global Debt Tops $244.2T - Now Exceeding 3X Global GDP-1b

GLOBAL DEBT TOPS $244.2T, CRITICALLY EXCEEDING 3X GLOBAL GDP

02-19-19-TP-FLOWS & LIQUIDITY-China Social Financing - Credit Impulse-Borrows 5% of GDP-1

CHINA JUST BORROWED 5% OF GDP IN ONE MONTH – COMPARABLE ONLY TO WWII LEVELS

THESIS

2019 THESIS

NOW AVAILABLE 2019 Thesis: De-Dollarization

Learn More!

GDP GENERATING CAPACITY OF GLOBAL DEBT IS DIMINISHING RAPIDLY

GOVERNMENT SPENDING & SLOWING SAVINGS ARE STRANGLING CAPITALISM

DE-DOLLARIZATION: CHINA DUMPS US TREASURIES AT FASTEST PAST IN 2 YEARS IN MARCH

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.