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

MATASII TIPPING POINTS CONTINUE TO POINT THE WAY

MATASII TIPPING POINTS CONTINUE TO POINT THE WAY Make sure you are following developing TIPPING POINTS at: SUBSCRIBERS (All posts) or PUBLIC (Select posts) DISTORTED FINANCIAL MARKETS After twenty trillion dollars of nearly a decade of sustained reckless monetary expansion, risk assets, from the safest to the most volatile, from the most liquid to […]
IN-DEPTH: TRANSCRIPTION – TURKEY, EM & THE EU BANKING CRISIS II – PART II

IN-DEPTH: TRANSCRIPTION – TURKEY, EM & THE EU BANKING CRISIS II – PART II COVER AGENDA SLIDE 5 THE ECHO BOOM We laid out what the Emerging Markets’ problems would eventually be as a result of Quantitative Easing when we did a series of UnderTheLens videos beginning in 2013 entitled “The Echo Boom”. They can […]
THE GLOBAL DISTORTIONS OF DOOM – HYPER-INDEBTED ZOMBIE CORPORATIONS

THE GLOBAL DISTORTIONS OF DOOM – HYPER-INDEBTED ZOMBIE CORPORATIONS The defaults and currency crises in the periphery will then move into the core. — SOURCE: 10-07-18 Charles Hugh Smith & Gordon T Long – “The Global Distortions of Doom Part 1: Hyper-Indebted Zombie Corporations” — It’s funny how unintended consequences so rarely turn out to be good. The […]
IN-DEPTH: TRANSCRIPTION – A “SHRINKING POOLS” BULL MARKET?

IN-DEPTH: TRANSCRIPTION – A “SHRINKING POOLS” BULL MARKET? COVER SERIES AGENDA Today we are going to initiate a 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 expand on some foundation work in Part […]
THE UNINTENDED CONSEQUENCE OF FLAWED CENTRAL BANK POLICY: THE EMERGING MARKET ECHO BOOM

THE UNINTENDED CONSEQUENCE OF FLAWED CENTRAL BANK POLICY: THE EMERGING MARKET ECHO BOOM KEY MESSAGES QE & Developed Economies’ Central Bank Policies of Ease Money Distorted & Corrupted the Global Supply Chain, The inevitable outcome was clearly seen in 2013-2015 but effectively ignored by the corporate global supply chain players in Emerging Markets in a […]
WALLSTREETforMAINSTREET INTERVIEW OF GORDON T LONG: A REVIEW OF THE GLOBAL MACRO

VIDEO

UnderTheLens – 09 26 18 – OCTOBER – The EU Banking Crisis II Part II

LONGWave – 10 10 18 – OCTOBER – The Passive Investment Liquidity Shock

HIGHLIGHTS

MAJOR TREND IN INVESTOR MONEY FLOWS SINCE THE FINANCIAL CRISIS

MORGAN STANLEY CALLS IT: STOCKS WILL PEAK IN DECEMBER

SYNTHESIS & FOCUS

10-18-18-TP-US RESERVE CURRENCY-China Appears to Want Yuan Pegged to Gold-1

CHINA APPEARS TO WANT THE YUAN PEGGED TO GOLD

10-02-18-MATA-FUNDAMENTALS--S&P 500 Stocks Above 10X PRICE-TO-SALES-1

WITH 332 OF THE RUSSELL 3000 ABOVE 10X PRICE-TO-SALES WE NOW HAVE 52 MORE THAN AT THE DOTCOM TOP

08-28-18-SII BONDS & CREDIT-Fed Funds Futures Don't Believe What the Fed is currently Spinning-1

FED FUND FUTURES DON’T BELIEVE WHAT THE FED IS CURRENTLY “SPINNING”

08-08-18-MATA-SENTIMENT-Consumer Comfort-1

CONSUMER COMFORT AT HIGHS NOT SEEN SINCE PRIOR TO DOTCOM BUBBLE IMPLOSION

THESIS

2018 THESIS

NOW AVAILABLE 2018 Thesis: New World Order

Learn More!

US REPATRIATION FLOWS DWINDLE TO A TRICKLE

A GLOBAL LIQUIDITY SHOCK FROM $1T OF NEW & SOMA TREASURY ROLL-OFF IN FIRST 8 MONTHS OF 2018 ALONE

WE’RE MEASURING THE ECONOMY ALL WRONG!

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.