Under The Lens APRIL 2023PAY-PER-VIEW $4.99Watch Preview below (5min): FULL Content 23min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS Under The Lens APRIL 2023 Biden Bonds Broke The Banks! PREVIEW: Under The Lens April 2023 BIDEN BONDS BROKE THE BANKS! ANALYSIS INCLUDES FULL 23min Under The Lens Video:BIDEN BONDS BROKE THE BANKS PLEASE READ: PURCHASING […]

IN-DEPTH: TRANSCRIPTION - LONGWave - 03-08-23 - MARCH – All Economic Indicators Don’t Lie! 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 discussion purposes ONLY. Always […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis  TIPPING POINTS US BANKING CRISIS   BIDEN BONDS TOO HOT FOR BANK COLLATERAL! The net of the current banking crisis is that: 1 - Biden’s Spending => 2 - Inflation => 3 - Exploding Yields => 4 - The Instability of Banks' Core Stabilizing Asset […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS THE 'TELLS' OF SVB & POWELL'S CONGRESSIONAL TESTIMONY When the US' 16th largest bank fails with $169B in uninsured deposits not covered by FDIC on a total asset base of $200B, markets panic! The collapse of the Silicon Valley Bank […]

LONGWave March 2023PAY-PER-VIEW $4.99Watch Preview below (4min): FULL Content 23min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS LONGWave Mar 2023 All Economic Indicators Don't Lie! PREVIEW: LONGWave March 2023 All Economic Indicators Don't Lie! ANALYSIS INCLUDES FULL 23min LONGWave video:All Economic Indicators Don't Lie! PLEASE READ: PURCHASING ACCESS ACKNOWLEDGES YOU HAVE READ, UNDERSTOOD, AND AGREE […]

IN-DEPTH: TRANSCRIPTION - UnderTheLens - 02-22-23 - MARCH – Labor Layoffs Looming! 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 discussion purposes ONLY. Always consult a […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION PRESSURES STUBBORN INFLATION PRESSURES DELAYING FED PIVOT Weakening Inflation is not sticking to the script by coming down relatively quickly. Instead it is universally stubbornly coming in higher than expectations and actually increasing on a M-o-M basis. This isn't just a US […]

- 23 MINUTE PODCAST - A NEW RECESSION COMING IN JUNE w/ KERRY LUTZ Despite news about about mass layoffs and declining job numbers, we still saw a stellar labor report last month. What can we gather from these manipulated statistics? Gordon T. Long joins us in this episode to shed some light on the confusing circumstances—consisting […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS HOUSING & EMPLOYMENT HOUSING'S "10 MONTH CANARY" RULE The US Housing sector is one of the pillars of the US Economy. When the US Housing sector experiences serious disruption it can be expected to result in earning contraction in ~10 months. Housing is […]

Under The Lens MARCH 2023PAY-PER-VIEW $4.99Watch Preview below (5min): FULL Content 20min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS Under The Lens MARCH 2023 Labor Layoffs Looming PREVIEW: Under The Lens March 2023 LABOR LAYOFFS LOOMING ANALYSIS INCLUDES FULL 24min Under The Lens Video:LABOR LAYOFFS LOOMING PLEASE READ: PURCHASING ACCESS ACKNOWLEDGES YOU HAVE READ, UNDERSTOOD, […]

IN-DEPTH: TRANSCRIPTION - LONGWave - 02-08-23 - FEBRUARY – Investment Themes for 2023 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 discussion purposes ONLY. Always consult […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY FED TIGHTENING YET FINANCIAL CONDITIONS ARE LOOSENING?? One of the objectives we have in writing this weekly newsletter is to share with you our macro and market insights. We thought it important to address a confusion we are hearing on how […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis MATA RISK "TOLL BOOTHS" NEAR COMPLETION Perhaps most troubling to me currently is the precipitous drop in real disposable income, which fell over $1 trillion in 2022. For context, this is the second-largest percentage drop in real disposable income ever, behind only 1932, the worst year […]

LONGWave February 2023PAY-PER-VIEW $4.99Watch Preview below (4min): FULL Content 17min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS LONGWave Feb 2023 Investment Themes for 2023 PREVIEW: LONGWave February 2023 INVESTMENT THEMES for 2023 ANALYSIS INCLUDES FULL 17min LONGWave video:Investment Themes for 2023 PLEASE READ: PURCHASING ACCESS ACKNOWLEDGES YOU HAVE READ, UNDERSTOOD, AND AGREE TO THE DISCLAIMER, […]

IN-DEPTH: TRANSCRIPTION - UnderTheLens - 01-25-23 - FEBRUARY – Macro Themes for 2023 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 discussion purposes ONLY. Always consult […]