Gordon T Long Global Macro Research | Macro-Technical Analysis  MACRO - CHINA MONETARY & FISCAL POLICY GLOBAL LIQUIDITY AT UNPRECEDENTED LEVELS - INFLATION RE-IGNITED OBSERVATIONS: THE "GREED THEORY" OF INFLATION I felt this note from The American Institute for Economic Research is worth posting unedited. The inflation outlook has improved, but it is still […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis  MACRO - CHINA MONETARY & FISCAL POLICY CHINA VERY NEAR A "WHATEVER IT TAKES" MOMENT! OBSERVATIONS: FED RATES CUTS ARE BEING DONE DIFFERENTLY. SILENTLY, WE ARE NOW FOOTING THE BILL! It appears that few people fully understand how the Fed actually reduces the Fed Funds […]

IN-DEPTH: TRANSCRIPTION - LONGWave - 09-11-24 - SEPTEMBER - The BRICS and Their Commodity Producers 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. […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis  MACRO - US  FISCAL POLICY THE COMING US SOVEREIGN WEALTH FUND OBSERVATIONS: REMEMBERING THE IRISH POTATO FAMINE WHILE GROCERY SHOPPING TODAY Living in the greater Boston area, I have come to know and appreciate the rich Irish heritage so evident in all facets of the […]

Technical Trading - Traders Mentor Trading With Prop Firms Prop Firm Trading can be an excellent way to get yourself started with trading futures.  As with anything there are both pros and cons to using them. PROS: Cost effective entry into futures: Depending on the firm you choose, for a small monthly fee you can […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis   MACRO - US  MONETARY POLICY   THE CHANGING POST "GREAT MODERATION" ERA OBSERVATIONS: THE HIDDEN TAX OF INFLATION John Maynard Keynes - Father of Modern Economics: “By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of […]

IN-DEPTH: TRANSCRIPTION - UnderTheLens - 08-21-24 - SEPTEMBER - The Road to Regulatory Repression   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. […]

VIDEO: 37 Minutes with 40 Supporting Slides

  Gordon T Long Global Macro Research | Macro-Technical Analysis  TIPPING POINTS MARKET  VALUATIONS WHAT WE LEARNED FROM NVIDIA THIS WEEK OBSERVATIONS: THE ELECTION YEAR '"SHELL GAME" We have clearly returned to "old time" campaign" politics. It's always the same pitch - Tax the Rich and Raise Corporate Taxes. The misinformed electorate swallow it everytime! […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis  MACRO - US  MONETARY POLICY POWELL GREEN LIGHTS SEPTEMBER RATE CUTS OBSERVATIONS: "PRICE CONTROLS! - WHAT IS A HIGHLY POLITICAL KAMALA POSSIBLY THINKING?? I lived and worked in Canada in the '70s and can tell you unequivocally that Price Controls don't work and have never […]

IN-DEPTH: TRANSCRIPTION - LONGWave - 08-07-24 - AUGUST – The Japanese Carry Trade 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 - US  MONETARY POLICY TRUE MONEY SUPPLY & THE RATE OF CHANGE OF LIQUIDITY OBSERVATIONS: COMMODITIES ARE THE FIRST CASUALITIES OF GLOBAL CONFLICT EXPANDING THEATERS & ESCALATION OF GLOBAL CONFLICT We are presently witnessing: ISRAEL v HEZBOLLAH, HAMAS, HOUTHIS ISRAEL v IRAN - Waiting […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis  MACRO  JAPAN THE JAPANESE CARRY TRADE AS A PILLAR OF GLOBAL CREDIT MAY BE ENDING! OBSERVATIONS: KAMALA HARRIS IS TALKING TOO FAST & LOOSE WITH THE FACTS Watching Vice President Kamala Harris talk about her economic record would make even Pinocchio blush. With a straight face, […]

IN-DEPTH: TRANSCRIPTION - UnderTheLens- UnderTheLens- 07-24-24 - AUGUST - The Exploding Cost of Regulations 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  MACRO  JAPAN A LOOMING JAPANESE FIRESALE OF US TREASURIES? Profligate government spending has institutionalized multitrillion-dollar annual deficits, which have driven up interest rates and left Treasury markets teetering on the edge. Now Japan is on the verge of a $400 billion fire sale of U.S. […]