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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

  • 04-10-19-LONGWave - APRIL - The Year of the Righ Shoulder - F1 Cover-1

    IN-DEPTH: TRANSCRIPTION – THE YEAR OF THE “RIGHT SHOULDER”?

    IN-DEPTH: TRANSCRIPTION – THE YEAR OF THE “RIGHT SHOULDER”? COVER AGENDA SLIDE 5 – INTRA-MARKET SIGNALS I would like to begin this session with a discussion regarding the Intra-Market signals  and what prompted us in Q4 2018 to call 2019 as likely the year of the “Right Shoulder”! Let’s start with the currency market and specifically […]

  • 04-22-19-Forced Migration in America-F1 Cover-1b

    AMERICANS FLEEING UNAFFORDABLE & DYSFUNCTIONAL US CITIES

    AMERICANS FLEEING UNAFFORDABLE & DYSFUNCTIONAL US CITIES Charles Hugh Smith authored the following to accompany our research and video :”MACRO ANALYTICS – 04 18 19 – Forced Migration in America”. America’s Forced Financial Flight: Fleeing Unaffordable and Dysfunctional Cities April 22, 2019 The forced flight from unaffordable and dysfunctional urban regions is as yet a […]

  • 04-10-19-MONETARY MALPRACTICE-Proof is Now Everywhere-1c

    MONETARY MALPRACTICE: THE PROOF IS NOW EVERYWHERE!

    MONETARY MALPRACTICE: THE PROOF IS NOW EVERYWHERE! MATASII RESEARCH ANALYSIS & SYNTHESIS:   I put this road-map together in 2012 (see copyright logo) on what we should expect based on the Federal Reserve practicing policies of ZIRP and what was then a new concept – Quantitative Easing (QE1). It has proven to be prescient! Below is […]

  • 04-11-19-UnderTheLens-APRIL-Global-Risk-F1-Cover-1b

    IN-DEPTH: TRANSCRIPTION – GLOBAL RISK – APRIL 2019

    IN-DEPTH: TRANSCRIPTION – GLOBAL RISK – APRIL 2019 COVER AGENDA SLIDE 5 – TOP TIPPING POINTS Let’s begin by looking at the current Global Risk situation and reviewing some our recent posts on our top Tipping Points for 2019. We are currently following 44 – all available at MATASII. SLIDE 6 – RISK REVERSAL Our top […]

  • 02-27-19-UnderTheLens-MARCH-Global Supply-Demand Problem-F1 Cover-1b

    IN-DEPTH: TRANSCRIPTION – THE GLOBAL SUPPLY-DEMAND PROBLEM

    IN-DEPTH: TRANSCRIPTION – THE GLOBAL SUPPLY-DEMAND PROBLEM COVER AGENDA SLIDE 5  – GLOBAL BUSINESS / CREDIT CYCLE We have discussed various Economic Cycles from a number of perspectives in previous UnderTheLens videos. Globalization has had a profound on all sovereign Business, Credit and Market Cycles. As we see here, presently we are witnessing China leading Europe, […]

VIDEO

HIGHLIGHTS

SYNTHESIS & FOCUS

THESIS

2019 THESIS

TIPPING POINTS

TIPPING POINTS

MARKET DRIVER$

MACRO