VIDEO TRANSCRIPTION – LONGWave – 04-09-25 – APRIL – Investment Themes – 2025 Q2 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. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY WHERE THE MARKET PLUMBING IS NOW BROKEN! OBSERVATIONS: A MISSION STATEMENT & TARIFF BASICS Whether you want to call it a mission statement or what the current administration was elected to do, the following summarizes what the Trump administration campaigned on […]
VIDEO TRANSCRIPTION – UnderTheLens – 03-26-25 – APRIL – A Sustainable US Competitive Advantage – Part II 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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS US TRADE POLICY DOES TRUMP WANT (AND NOW NEEDS) A RECESSION? OBSERVATIONS: WHY IS DOGE REALLY NEEDED? Perhaps the best illustration of why America desperately needs the Department of Government Efficiency (DOGE) is that government workers cost 42.1% more than their private-sector counterparts, according to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS US INVESTMENT STRATEGY US R&D HAS FALLEN SERIOUSLY BEHIND CHINA OBSERVATIONS: US & CHINA LEADERSHIP VISIONS ARE INCREASINGLY A PROBLEM LEADERSHIP NEEDS TO PREPARE US FOR A NEW WORLD Since the Bush 1 era the world has been preoccupied by: GLOBALIZATION – Labor […]
