Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS INVESTMENT CYCLE TIME TO LOOK BROADER THAN US EQUITIES OBSERVATIONS: TRUMP MUST BEGIN TO RE-INDUSTRIALIZE AMERICA! I have written endlessly that one of the two central problems America faces and which must be solved is: THE US CONSUMES MORE THAN IT PRODUCES The […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 01-22-25 – FEBRUARY – Macro Themes for 2025 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 US ECONOMICS FISCAL POLICY THE US GLOBAL TRADE IMBALANCE PROBLEM OBSERVATIONS: TARIFFS v EXCHANGE RATES v FREE TRADE The market analysts and so-called economists panicking over President Donald Trump’s tariffs must be at least somewhat relieved that he’s agreed to pause the ones he wants […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS INVESTMENT CYCLE DEEPSEEK & A BURSTING CAPEX BUBBLE OBSERVATIONS: THE US MORAL & STRATEGIC IMPERATIVE This year’s MATASII 2025 Thesis Paper was entitled “The Strategic Imperative” and addressed the revitalization and unshackling of America’s industrial strength. To do this is both a moral […]
