IN-DEPTH: TRANSCRIPTION – LONGWave – 09-06-23 – SEPTEMBER – Why Are Central Banks Buying Gold 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 discussion purposes […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMIC JAPAN TIME TO PAY ATTENTION TO THE JAPANESE CARRY TRADE! OBSERVATIONS: WHO IS BIDENOMICS HELPING MOST? We are going to focus on the Japanese Carry Trade in this newsletter, but first we need to make a few points on the Bidenomics debt buildup which […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS GUTTED WORKING MIDDLE CLASS GOVERNMENT AS A USEFUL PARASITE or A KILLER VAMPIRE? A vampire parasitically drains his victim to sustain itself. Similarly the American people are being robbed of their savings and their incomes so that a bloated bureaucracy can continue expanding. […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 08-23-23 – SEPTEMBER – The Realities of Bidenomics 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 STOCK BUYBACKS FALLING PRODUCTIVITY CAN BE SEEN IN THE LITTLE THINGS Increasingly I find myself concerned about real productivity in the US. It isn’t that US workers aren’t working harder or smarter. Actually that is part of the problem. The productive members of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO MONETARY POLICY POLITICAL WILL IS LACKING, WHILE RHETORIC IS OVERLY ABUNDANT! The reason inflation remains elevated today, despite coming off 40-year highs, is that government spending also remains elevated. Annualized data since June 2022 show that inflation has not been trending towards the […]
