IN-DEPTH: TRANSCRIPTION – LONGWave – 07-13-22 – JULY – An Earnings Recession 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 MATA: FUNDAMENTALS EARNINGS WHAT EVERYONE HAS SERIOUSLY WRONG ABOUT INFLATION! Let me start by saying that the only thing that was “Transitory” about Inflation was Phase I – soon to be followed by Phase II and Phase III! Subscribers will recall we spelled that out […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MATA: FUNDAMENTALS EARNINGS MATASII’S Q2 EARNINGS GUIDANCE TRANSLATOR In this newsletter we will examine the underlying reasons for the current spread between market capitalization pricing (PE Contraction) and Earnings per Share (EPS). We will also give you some benchmarks to allow you to position […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 06-22-22 – JULY – A Quickly Destabilizing World 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 MACRO: REGIONAL EU AN EU SOVEREIGN BANKING CRISIS II The Fed rate hikes are toxic for both the Euro and the Yen. The people of both Europe and Japan face losing a great deal of their wealth if the Euro and Yen continue to fall. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO: REGIONAL JAPAN A TENUOUS JAPANESE CARRY TRADE? My view of Japan over the last couple of decades has changed. During the era of what even Japan refers to as the “Lost Decades”, I have come to view Japan as a Bank! It operates like […]
