VIDEO: 37 Minutes with 40 Supporting Slides
TRIGGER$ August 2024
POWELL GREEN LIGHTS SEPTEMBER RATE CUTS
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY POWELL GREEN LIGHTS SEPTEMBER RATE CUTS OBSERVATIONS: “PRICE CONTROLS! – WHAT IS A HIGHLY POLITICAL KAMALA POSSIBLY THINKING?? I lived and worked in Canada in the ’70s and can tell you unequivocally that Price Controls don’t work and have never […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 08-07-24 – AUGUST – The Japanese Carry Trade
IN-DEPTH: TRANSCRIPTION – LONGWave – 08-07-24 – AUGUST – The Japanese Carry Trade 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 […]
TRUE MONEY SUPPLY & THE RATE OF CHANGE OF LIQUIDITY
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY TRUE MONEY SUPPLY & THE RATE OF CHANGE OF LIQUIDITY OBSERVATIONS: COMMODITIES ARE THE FIRST CASUALITIES OF GLOBAL CONFLICT EXPANDING THEATERS & ESCALATION OF GLOBAL CONFLICT We are presently witnessing: ISRAEL v HEZBOLLAH, HAMAS, HOUTHIS ISRAEL v IRAN – Waiting […]
THE JAPANESE CARRY TRADE AS A PILLAR OF GLOBAL CREDIT MAY BE ENDING!
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO JAPAN THE JAPANESE CARRY TRADE AS A PILLAR OF GLOBAL CREDIT MAY BE ENDING! OBSERVATIONS: KAMALA HARRIS IS TALKING TOO FAST & LOOSE WITH THE FACTS Watching Vice President Kamala Harris talk about her economic record would make even Pinocchio blush. With a straight face, […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens- UnderTheLens- 07-24-24 – AUGUST – The Exploding Cost of Regulations
IN-DEPTH: TRANSCRIPTION – UnderTheLens- UnderTheLens- 07-24-24 – AUGUST – The Exploding Cost of Regulations 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 […]
A LOOMING JAPANESE FIRESALE OF US TREASURIES?
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO JAPAN A LOOMING JAPANESE FIRESALE OF US TREASURIES? Profligate government spending has institutionalized multitrillion-dollar annual deficits, which have driven up interest rates and left Treasury markets teetering on the edge. Now Japan is on the verge of a $400 billion fire sale of U.S. […]
COMMODITY DRIVEN INFLATION
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINT INFLATION COMMODITY DRIVEN INFLATION OBSERVATIONS: YES -THERE ARE CONSEQUENCES! If you don’t think the interest on the federal debt is a problem, try this quick exercise. Grab your pay stub for June and see how much you paid in federal income tax, then […]