Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS SHRINKING REVENUE GROWTH RATE THE FALLING DOMINOES AHEAD The Reverse Wealth Effect though underway will likely not fully show itself until Stage 5 of an expected toppling of cascading economic dominoes still ahead of us: STAGE 1: CHRONIC UNEMPLOYMENT On-Going Forced Cuts of Fixed & […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII: RETAIL MALL OPERATORS RETAIL MALLS SUFFERING WORSENING SECULAR PROBLEMS THE MARKET REALITIES OF A DISAPPEARING MIDDLE CLASS Nowhere is the problem from a gutted and missing American middle class more obvious than the lineups at charity food pantries and government sponsored high school […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII RETAIL REITS TRAPPED IN A LOSING “CATCH-22”! REITs (Real Estate Investment Trusts) are showing some of the underlying risks that investors may not yet be considering in an era of Covid-19. The failure of businesses en masse is likely to begin happening in Q3. Certainly […]
