IN-DEPTH: TRANSCRIPTION – LONGWave – NOVEMBER – Its the GAMMA MEME STRATEGY Stupid 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 GLOBAL MACRO: CHINA CREDIT TO UNDERSTAND GAMMA GAMING, FOCUS ON ‘THETA’ It was somewhat surprising to read in the Federal Reserve’s Semi Annual Financial Stability Report that it was warning about the growth in “Meme” Trading as one of the two major factors most concerning […]
INFLATION IS NOT TRANSITORY! BOND & PRECIOUS METALS REACT AGGRESSIVELY TO CPI / PPI After Tuesday’s release of the dramatic PPI increase (8.6% Y-o-Y), then followed by Wednesday’s historical high CPI (6.2% Y-o-Y) the bond and precious metals finally reacted. The reports put to rest any doubt that high Inflation rates were not Transitory as […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – NOVEMBER – China Contagion 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 professional financial advisor […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO: CHINA CREDIT CHINESE CONTAGION: A CENTRAL ISSUE IN 2022! This month’s November UnderTheLens video unfortunately could only begin to touch the surface of broadening issues underway in China which will soon ‘spill over’ and take both the world economy and global Geo-Politics with […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO: CHINA CREDIT CRACKS IN CREDIT AND POTENTIAL CASCADING VaR CONSEQUENCES We warned in last months UnderTheLens video “The Crowd Will Be Wrong About The Coming Market Top!” that it was important to watch the Credit Markets for early warnings and confirmations. Traditionally, this […]
