Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FLOWS & LIQUIDITY THE DOG’S NOSE: CREDIT LEADS AGAIN! As we laid out in this month’s UnderTheLens video, it is the “Dog’s Nose” that first senses changes. Those changes are initially detected in the Credit Markets. This is precisely what occurred early this […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 05-11-22 – MAY – Recessions & PE Compressions 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 TIPPING POINTS US DOLLAR US DOLLAR SCREAMING POTENTIAL GLOBAL “RECESSION”! The Dow Jones index is down 13.95% since early January. The S&P 500 is down 20.2% in the same period. The Russel 2000 is down 28.7% and the Nasdaq Composite down an even more spectacular […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING RATES & INFLATION STAGFLATION PUSHING WORLD INTO GLOBAL RECESSION You can have Stagflation without having a Recession if economic growth stays positive. However, it is difficult to not have a Recession if Stagflation persists and inflation is not quickly harnessed and controlled. […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 04-27-22 – MAY – The Coming Dependency Stranglehold 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 STRATEGIC INVESTMENT INSIGHTS COMMODITIES FERTILIZER FURTHERING FOOD INFLATION Cost push inflation can often be absorbed within the production distribution process before attempted to be passed on to cash strapped consumers. Food which starts with the farmer is decidedly different because of razor thin margins. Any […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS COMMODITIES THE COMING DEPENDENCY STRANGLEHOLD In this month’s UnderTheLens video I continued with last month’s Theme of “Putin’s Chessboard”. Since releasing this month’s video, I continue to see increasing proof. In this newsletter I want bring to your attention further evidence […]
