LONGWave August 2022PAY-PER-VIEW $4.99Watch Preview below (4min): FULL Content 24min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS LONGWave AUGUST 2022 What Q2 Earnings Revealed PREVIEW: LONGWave August 2022 WHAT Q2 EARNINGS REVEALED ANALYSIS INCLUDES FULL 24min LONGWave video:What Q2 Earnings Revealed PLEASE READ: PURCHASING ACCESS ACKNOWLEDGES YOU HAVE READ, UNDERSTOOD, AND AGREE TO THE DISCLAIMER, […]

IN-DEPTH: TRANSCRIPTION - UnderTheLens – 07-27-22 - AUGUST – Geo-Politics of the Commodity Super-Cycle SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 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 […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis SII: COMMODITIES FOOD & AGRICULTURE PHASE III of the COMMODITY SUPER-CYCLE will be a GLOBAL FOOD SHORTAGE In the last Newsletter we discussed our expectations for Phase II of the Commodity Super-Cycle. Today we want to follow on with our expectations for Phase III. Indications […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis SII: COMMODITIES ENERGY PHASE II OF THE COMMODITY SUPER-CYCLE COMING IN 2023 I spent the 70's through to 2000 involved in focused on strategy formulation for two of the Fortune 500's largest corporations. What I came to clearly understand is that "Strategy is something to […]

Under The Lens AUGUST 2022PAY-PER-VIEW $4.99Watch Preview below (5min): FULL Content 22min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS Under The Lens AUG 2022  COMMODITY SUPER-CYCLE PREVIEW: Under The Lens August 2022 COMMODITY SUPER-CYCLE ANALYSIS INCLUDES FULL 22min Under The Lens Video:Commodity Super-Cycle PLEASE READ: PURCHASING ACCESS ACKNOWLEDGES YOU HAVE READ, UNDERSTOOD, AND AGREE TO […]

IN-DEPTH: TRANSCRIPTION - LONGWave – 07-13-22 - JULY – An Earnings Recession SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 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 […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis MATA: FUNDAMENTALS EARNINGS WHAT EVERYONE HAS SERIOUSLY WRONG ABOUT INFLATION! Let me start by saying that the only thing that was "Transitory" about Inflation was Phase I - soon to be followed by Phase II and Phase III! Subscribers will recall we spelled that out […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis MATA: FUNDAMENTALS EARNINGS MATASII'S Q2 EARNINGS GUIDANCE TRANSLATOR In this newsletter we will examine the underlying reasons for the current spread between market capitalization pricing (PE Contraction) and Earnings per Share (EPS).   We will also give you some benchmarks to allow you to position […]

LONGWave July 2022PAY-PER-VIEW $4.99Watch Preview below (4min): FULL Content 17min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS LONGWave JULY 2022 An Earnings Reccesion PREVIEW: LONGWave July 2022 An Earnings Reccesion ANALYSIS INCLUDES FULL 21min LONGWave video:An Earnings Reccesion PLEASE READ: PURCHASING ACCESS ACKNOWLEDGES YOU HAVE READ, UNDERSTOOD, AND AGREE TO THE DISCLAIMER, TERMS OF USE […]

IN-DEPTH: TRANSCRIPTION - UnderTheLens – 06-22-22 - JULY – A Quickly Destabilizing World SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 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 […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO: REGIONAL EU AN EU SOVEREIGN BANKING CRISIS II The Fed rate hikes are toxic for both the Euro and the Yen. The people of both Europe and Japan face losing a great deal of their wealth if the Euro and Yen continue to fall. […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO: REGIONAL JAPAN A TENUOUS JAPANESE CARRY TRADE? My view of Japan over the last couple of decades has changed. During the era of what even Japan refers to as the "Lost Decades", I have come to view Japan as a Bank! It operates like […]

Under The Lens JULY 2022PAY-PER-VIEW $4.99Watch Preview below (5min): FULL Content 20min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS Under The Lens JUNE 2022  A Quickly De-Stabilizing World PREVIEW: Under The Lens July 2022 A QUICKLY DE-STABILIZING WORLD ANALYSIS INCLUDES FULL 20min Under The Lens Video:A Quickly De-Stabilizing World PLEASE READ: PURCHASING ACCESS ACKNOWLEDGES YOU […]

IN-DEPTH: TRANSCRIPTION - LONGWave – 06-08-22 - JUNE – Peak Inflation v Gold SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 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 […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis MATA: US EQUITIES FUNDAMENTALS FURTHER UNDERSTANDING EQUITIES DURING STAGFLATION. In this newsletter we want to further examine what historically happens to PE multiples during periods of Stagflation. This newsletter should be considered as an addendum to our recent video: LONGWave - 05 11 22 - MAY […]