Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS SHRINKING REVENUE GROWTH RATE THE FALLING DOMINOES AHEAD The Reverse Wealth Effect though underway will likely not fully show itself until Stage 5 of an expected toppling of cascading economic dominoes still ahead of us: STAGE 1: CHRONIC UNEMPLOYMENT On-Going Forced Cuts of Fixed & […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII: RETAIL MALL OPERATORS RETAIL MALLS SUFFERING WORSENING SECULAR PROBLEMS THE MARKET REALITIES OF A DISAPPEARING MIDDLE CLASS Nowhere is the problem from a gutted and missing American middle class more obvious than the lineups at charity food pantries and government sponsored high school […]
VIDEO: 23 Minutes with 47 Supporting Slides SUBSCRIBER CONTENT ONLY SUBSCRIPTION OPTION DETAIL
VIDEO: 42 Minutes with 35 Supporting Slides
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS GEO-POLITICAL EVENT GEO-POLITICAL TENSIONS ROOTED IN SHIFTING SENTIMENT As we outlined in the June 2020 UnderTheLens video, Peter Turchin’s cycle of social integration and disintegration outlined in his 2016 book Ages of Discord concludes: Human history manifests cycles of social disintegration and integration in […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS PUBLIC SENTIMENT & CONFIDENCE WHY A MIND-BLOWING SPIKE IN THE PERSONAL SAVINGS RATE? Over the past few weeks there has been an extraordinary shift in the market’s mindset. We have moved from expectations of a stock market wipe-out and bond Armageddon into […]
UnderTheLens – 05 27 20 – JUNE A Secular Sentiment Shift SUBSCRIBERS ONLY – NO LINK SUBSCRIBER CONTENT ONLY SUBSCRIPTION OPTION DETAIL
