TRIGGER$ April 2021

LONGWave - 04-07-21 - APRIL - Covid Triggered Inflation - Cover-F1
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IN-DEPTH: TRANSCRIPTION – LONGWave – APRIL – Covid-19 Triggered Inflation

IN-DEPTH: TRANSCRIPTION – LONGWave – APRIL – Covid-19 Triggered Inflation SLIDE DECK Download Slide Deck TRANSCRIPTION COVER 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 professional financial advisor […]

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LONGWave - 04-14-21 - APRIL - Newsletter - The Coming Global Shift Across Inflation Sensitive Assets-Cover
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A COMING GLOBAL SHIFT ACROSS INFLATION SENSITIVE ASSETS

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION A COMING GLOBAL SHIFT ACROSS INFLATION SENSITIVE ASSETS We have been arguing that though Inflation pressures are clearly with us, many of the underlying drivers are associated with bottlenecks in the ‘just-in-time’ (no inventory) global supply chains restarting from Covid-19 lock-downs. […]

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LONGWave-04-11-21-WHAT INFLATION MEANS TO THE MARKETS-Cover-Newsletter-2
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WHAT INFLATION MEANS TO THE MARKETS?

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION WHAT INFLATION MEANS TO THE MARKETS We are presently caught in what has become a manic concern that inflation is approaching like a looming tidal wave. There is little doubt that Inflation continues to grow and broaden in scope. However, the […]

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03-30-21-What Do Real Yields Tell Us About Yellow and Black Gold - Cover
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WHAT DO REAL YIELDS TELL US ABOUT YELLOW & BLACK GOLD?

  Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES COMMODITIES – HARD ASSETS WHAT DO REAL YIELDS TELL US ABOUT YELLOW & BLACK GOLD? Today, official Inflation Breakeven is the forecast that is derived from the difference between the yields on inflation-linked and fixed bonds of a given maturity or as […]

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