IN-DEPTH: TRANSCRIPTION – LONGWave -11-13-24 – NOVEMBER – The Trump Trade 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 MACRO US PUBLIC POLICY TRUMP TARIFFS & TRADE WARS OBSERVATIONS: AN EPOCHAL EVENT & VESSEL OF DIVINE INTERVENTION? President Donald Trump’s election victory on November 5 was an epochal event in American history. The American people gave Trump a mandate with almost 51% of the vote. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY WHY DOES TRUMP WANT TO BE THE CRYPTO PRESIDENT? OBSERVATIONS: A RENAISSANCE TO REPAIR, REPRIVATIZE & REJUVINATE THE ECONOMY Asset prices are fickle and long-term economic performance is the ultimate measuring stick. But recent days prove markets’ unambiguous embrace of the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY THE “TRUMP” TRADE OBSERVATIONS: FISCAL INVESTMENT versus FISCAL SPENDING President Ronald Reagan got it and so did Donald Trump (sort of) in his first term. There is a major difference between Government Fiscal Investment and Government Fiscal Spending. Both will potentially […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 10-23-24 – NOVEMBER – Reigniting Inflation 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 […]
VIDEO: 31 Minutes with 40 Supporting Slides THE SLOW DEATH OF THE SINGLE FAMILY HOME Charles Hugh Smith and I do some independent investigative research into US Homeownership. The results are startling! Most are aware that homeownership has become unaffordable based on housing prices and mortgage rates. However, the problem is much bigger and more […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY TWO VERY BAD FISCAL CHOICES! OBSERVATIONS: RAPIDLY EXPANDING BIG GOVERNMENT FACT: No matter who you vote for, we are going to get increasingly larger rates of debt growth and bigger government. With either candidate we are going to see over 25% of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION & COST OF LIVING THE EXPLODING COST OF LIVING PLACING RETIREMENTS IN JEOPARDY OBSERVATIONS: THE BIDEN / HARRIS SOLAR PROGRAM After witnessing my government spend $1.9T in money they had to borrow in 2024, $1.8T in 2023, $1.7T in 2022, $2.8 in […]
