IN-DEPTH: TRANSCRIPTION – UnderTheLens – 04-24-24 – MAY – Yellen’s China Showdown 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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO FISCAL POLICY THE US GOVERNMENT NOW OFFICIALLY A “ZOMBIE”! OBSERVATIONS: US GOVERNMENT NOW REQUIRED TO BORROW TO PAY DEBT INTEREST! A Corporation is classified as a “Zombie” corporation when its interest payments are larger than its profits and it must borrow to pay the […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 03-10-24 – APRIL – Economic Stagnation Will Soon Turn to Stagflation 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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO IMMIGRATION THE TAX PAYER COST FOR UNCONTROLLED IMMIGRATION OBSERVATIONS: WHAT KIND OF ECONOMY HAVE WE WROUGHT? A PART TME WORK ECONOMY: The hard fact is virtually all the jobs added YTD are part-time jobs. Full-time jobs have actually been disappearing since December of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO CHINA CHINA IS A SEPTIC PROBLEM FOR THE BIDEN ADMINSTRATION OBSERVATIONS: GET READY IN 2025 FOR TARIFFS AND TRADE WARS PURELY OPTICS – Doomed-to-Failure The rushed trip by Janet Yellen to meet with her Chinese counter-parts was billed to improve Sino-America relations. Festering, […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 03-27-24 – APRIL –The Future Is Coming Into Focus! 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 TIPPING POINTS INFLATION HAS WAVE 2 OF INFLATION BEGUN? OBSERVATIONS: THE “COMMON MAN” CPI Since January 2021, the consumer price index, or CPI, has risen a cumulative 18%. Yet that measure obscures more than it reveals! Jason Trennert, founder of the brokerage and financial advisory […]
