Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS HARD ASSETS – PRECIOUS METALS HAS THE ROLL OF GOLD ACTUALLY CHANGED? Is gold in reality trading today as the ultimate hedge for central banks losing control of the “system”? If not, how is it traded and valued? If it is, what […]
TRIGGER$ December 2021
THE POWELL PUT: THE MOST IMPORTANT NUMBER IN 2022!
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY THE THE POWELL PUT THE MOST IMPORTANT NUMBER IN 2022 First of all, POWELL’S PUT is not a market price nor is it a percentage drop in the market. It is the Real Fed Funds Rate dictated by the timing and […]
FSN AUDIO INTERVIEW OF MATASII CO-FOUNDER GORDON T LONG
17 Minute Podcast Interview In our economy we’re dealing with intransigent inflation that doesn’t look like it’s going to disappear any time soon. I chat with global macro-economics expert, Gordon T. Long, to unpack some of these inflationary trends and discuss how we can better understand them. The global economy is slowing, and we’re […]
POWELL’S POLITICAL PIVOT(S)
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY POWELL’S POLITICAL PIVOT(S) The US Federal Reserve operates in an independent fashion to a large degree, separated from the turmoils of political pressures. There are however a few exceptions, the most notable being: During the Renomination Cycle of an incumbent Fed […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – DECEMBER – Investment Significance of COP-26
IN-DEPTH: TRANSCRIPTION – UnderTheLens – DECEMBER – Investment Significance of COP-26 SLIDE DECK Download Slide Deck TRANSCRIPTION 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 […]
MACRO ANALYTICS – 12-02 21 – DECEMBER – XI’s GAMBIT: A Bridge Too Far?
VIDEO: 41 Minutes with 45 Supporting Slides
FUTURE FINANCIAL REPRESSION IS GREEN!
Gordon T Long Global Macro Research | Macro-Technical Analysis THESIS 2012 FINANCIAL REPRESSION FUTURE FINANCIAL REPRESSION IS GREEN! In 2015 I co-founded the Financial Repression authority (FRA). I had come to the realization by then that Financial Repression was not going to be just a temporary Macroprudential Monetary Policy, but rather a policy […]
CARBON INVESTING IS AN EXPLODING ASSET CLASS
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS CARBON CREDITS & OFFSETS CARBON INVESTING IS AN EXPLODING ASSET CLASS NEVER MIX POLITICIANS WITH SCIENTISTS! The data is pretty clear that atmospheric carbon dioxide levels and global temperatures have been increasing for the last several decades, starting when fossil fuels […]