what Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FLOWS & LIQUIDITY A GLOBAL REFLATION ROCKET HAS BEEN LAUNCHED It is easy to lose perspective with the financial recovery and stimulus numbers currently being bantered around – Millions, Billions and now Trillions! Lets try and put them into some sort of context. […]
spx
WILL 2021 BE THE YEAR OF HARD ASSETS?
Gordon T Long Global Macro Research | Macro-Technical Analysis SII PRECIOUS METALS WILL 2021 BE THE YEAR OF HARD ASSETS? INFLATION: We expect to see Inflation in the short to intermediate term impacting disposable income in the form of; Increased taxes at all levels of government, Covid-19 retail and services ‘surcharges’, Rising interest rates, Higher […]
IS THE MARKET SETTING UP FOR ANOTHER INVESTOR SCARE?
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS S&P 500 MARKETS SETTING UP FOR ANOTHER INVESTOR SCARE Though the markets are in a confirmed uptrend that has not yet been broken (despite the March Covid-19 driven market plummet), three factors suggest we are nearing another market scare. A scare that […]
CAN A STOCK MARKET DISCONNECTED FROM THE ECONOMY BE MAINTAINED?
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FLOWS & LIQUIDITY CAN A STOCK MARKET DISCONNECTED FROM THE ECONOMY BE MAINTAINED? There is little dispute amongst long term market professional that equity markets have disconnected from the economy. Yesterday, yet another investment legend Jeremy Grantham went on record that in his […]