IN-DEPTH: TRANSCRIPTION – LONGWave – 04-13-22 – APRIL – A Stalling Wealth Effect 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 TIPPING POINTS CREDIT CONTRACTION DEBT: Borrowing Is Increasingly Problematic! SIMPLY AN INADEQUATE RESPONSE! ==== THE FEDERAL RESERVE’S POOR RESPONSE TO HISTORIC US INFLATION IS NOW SERIOUSLY COMPOUNDING A NATIONAL PROBLEM! Real average hourly earnings to offset exploding inflation fell for the 12th straight month. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CREDIT CONTRACTION CREDIT LEADS: The Lending Spigot Is Quickly Constricting! COMPOUNDING UNINTENDED CONSEQUENCES OF RUSSIAN SANCTIONS Sustained central bank QT programs are likely (if carried out) to result in another major mortgage / housing debacle similar to 2008, European Banks (specifically large Italian and […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 03-23-22 – APRIL – Putin’s Chessboard 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 a professional […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS COMMODITIES THE ‘CORNERING OF COMMODITIES’ GAMBIT As John Connally Jr., President Richard Nixon’s Treasury secretary, put it in 1971 to his astonished G-10 counterparts: “The Dollar is our Currency, but your problem!” It was reflective of the international economic turmoil at the time which ushered in […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS ENERGY THE US ENERGY “DEPENDENCY DEBACLE” I’m in agreement with JP Morgan’s CEO Jamie Dimon, who recently told the White House that what is urgently needed is a modern day “Marshall Plan” to save Europe while stopping further Russian aggression. Dimon envisions the US […]
