IN-DEPTH: TRANSCRIPTION – LONGWave – 09-07-22 – SEPTEMBER – A Tipping Point Triggered? 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 […]
TRIGGER$ September 2022
AN ELLIOTT WAVE “DOUBLE COMBO – ZIGZAG” CORRECTIVE
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY AN ELLIOTT WAVE “DOUBLE COMBO – ZIGZAG” CORRECTIVE We are seeing strong evidence that we are in a classic Elliott Wave corrective pattern called a “Double Combo” or “ZigZag”. It is a fractal showing itself across multiple asset classes. It is […]
WILL THE FED’S “L” STRATEGY WORK?
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY WILL THE FED’S “L” STRATEGY WORK? The Federal Reserve’s “L” Strategy is to crash the economy to absorb excess liquidity and capital ‘sloshing’ around the global financial system and then maintain the required elevated rates until inflation is determined to be […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 08-24-22 – SEPTEMBER – US Labor Market in Productive Decline
IN-DEPTH: TRANSCRIPTION – LONGWave – 08-24-22 – SEPTEMBER – US Labor Market in Productive Decline 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. […]
FALLING US PRODUCTIVITY IS THE RESULT OF FAILED PUBLIC POLICY
Gordon T Long Global Macro Research | Macro-Technical Analysis THEMES US LABOR PRODUCTIVITY FALLING US PRODUCTIVITY IS THE RESULT OF FAILED PUBLIC POLICY. Using corporate free cash flows and borrowing to finance stock buybacks is not the road to creating or sustaining a productive society! However, this obsession is where the current corporate focus lies, […]
MOUNTING US STRUCTURAL LABOR ISSUES
Gordon T Long Global Macro Research | Macro-Technical Analysis THEMES US LABOR PRODUCTIVITY MOUNTING STRUCTURAL US LABOR ISSUES The rate of change of US Productivity has been steadily declining since the 2008 GFC and has now begun to accelerate, signaling potentially major competitive problems for the US are ahead. Though the rate of increase […]