IN-DEPTH: TRANSCRIPTION – LONGWave – 06-07-23 – JUNE – Dotcom Bubble II? 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 GLOBAL MACRO ECONOMICS THE BULLWHIP EFFECT COMETH! The Bullwhip Effect has become well understood by the post Covid-19 Global Supply Chain. It has resulted in a heightened appreciation of the distortions, costs incurred and margin impact from a lack of clear and reliable demand projections. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION-DEFLATION A DIS-INFLATION / DEFLATIONARY WAVE LOOMING Deflation historically comes from rising job losses and elevated levels of national unemployment. Consumer stops spending, which in turn forces prices to be taken down by producers to sustain cashflow and financial survival at […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO GLOBAL ECONOMICS THE TRIFECTA RACE The race is underway on what will deliver the hardest blow to the coming US recession. It will either be: A liquidity shock of the increased funding of the US Treasury’s TGA, as a result of the massive increase […]
Gordon T Long Global Macro Research | Macro-Technical Analysis tipping points BOND MARKET PREPARATIONS FOR THE POST DEBT CEILING MARKET The current Debt Ceiling wrangling will soon be resolved with the result being (as always) a dramatic increase in the debt ceiling. The establishment of a US debt ceiling has long been meaningless other […]
