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Gordon T Long @GordonTLong Boston - Toronto - Waterloo

https://t.co/5QTslKgtD4 and Macro Analytics (https://t.co/6MbxEdAGGP) Co-Founder https://t.co/5QTslKgtD4 and https://t.co/zgx4yypbSn

15 Following   1,001 Followers   779 Tweets

Joined Twitter 3/14/13


UnderTheLens - 05-22-19 - JUNE - Regional Developments https://t.co/1LZk3JH7gR via @YouTube
6/12
2019
LONGWave - 04 10 19 - APRIL - The Year of the Right Shoulder https://t.co/RVRWFtNXeG via @YouTubeUnderTheLens - 04 24 19 - MAY - Macro Outlook https://t.co/Rjc0cmkmkS via @YouTubeLONGWave - 05 08 19 - MAY - Ending Diagonals Everywhere! https://t.co/IkfsWDTOlq via @YouTube
5/21
2019
LONGWave - 04 10 19 - APRIL - The Year of the Right Shoulder https://t.co/RVRWFtNXeG via @YouTube
4/24
2019
UnderTheLens - 03 27 19 - APRIL - Global Risk https://t.co/UWP8E6KKcF via @YouTube
4/10
2019
LONGWave - 03 13 19 - MARCH - The Secrets of the MATASII Watch List https://t.co/ToOFGzTQWt via @YouTube
3/26
2019
UnderTheLens - 02 27 19 - MARCH The Global Supply Demand Problem https://t.co/FRvbFvL2tP via @YouTube
3/12
2019
MACRO ANALYTICS - 03 07 19 - The Supply Demand Services Problem w/ Charl... https://t.co/PcRTCParGz via @YouTube
3/8
2019
Yet another "Right Shoulder" in the 10Y UST Yield (TNX). All our right shoulders appear to correlate with Mid-Year… https://t.co/xV1Jli8AipWe see a fairly strong probability of a "Right Shoulder" forming in the US Dollar (DXY) https://t.co/GeN8jn3X1uA retracement to the 50 DMA before completing a "Right Shoulder"? https://t.co/zGkeq8V8HbWe are increasingly seeing indications of a "Right Shoulder" within a Head & Shoulders pattern appearing in Equitie… https://t.co/ugwle3pBvTWith rising labor rates it was only a matter of time - Major Brands are increasingly raising prices - Here's why:… https://t.co/4znw4BoHvN
2/15
2019
UnderTheLens - 01 23 19 - FEBRUARY 2019 Tipping Points, Themes & Thesi... https://t.co/fF1NnlZZ75 via @YouTube
2/12
2019
MACRO ANALYTICS - 02-07-19 - 2019 Themes w/ Charles Hugh Smith https://t.co/PiPhi4pZe5 via @YouTube
2/8
2019
US denominated Asset Pricing to fall as Consumer Price Pressures rise - Read MATASII 153 page Thesis 2019 paper on… https://t.co/W1zvF2lhUr
1/20
2019
Rapid De-Dollarization efforts will soon bring an end to US Dollar strength. Read MATASII 153 page Thesis 2019 pape… https://t.co/WdaGKeTL5h
1/19
2019
Prior 8/13/21 Monthly EMA Crosses have been halted by QE Liquidity. An "M" top or Head & Shoulders formation is l… https://t.co/cW3PDPVHB5All you need to know about Apple - Breakthrough Vision & Innovation has stalled. AAPL is riding the end-of-life 'Mo… https://t.co/qypUfwAlax
1/3
2018
LONGWave - 12 12 18 - DECEMBER - Approaches to Asset Selection https://t.co/DAfzckWgKY via @YouTube
12/31
2018
UnderTheLens - 11 21 18 - DECEMBER - Late Cycle Investing & Recessions https://t.co/UBXl0x5KWu via @YouTube
12/11
2018
LONGWave - 11 07 18 - NOVEMBER - They Will Do More Than Just Print the ... https://t.co/5JJ7sLIor5 via @YouTube
11/21
2018
MACRO ANALYTICS - 11-15-18 - Election Takeaways w/ Charles Hugh Smith https://t.co/0amgtlVg26 via @YouTube
11/16
2018
LONGWave - 10 10 18 - OCTOBER - The Passive Investment Liquidity Shock https://t.co/CeYftaFYkY via @YouTube
11/7
2018
LONGWave - 10 10 18 - OCTOBER - The Passive Investment Liquidity Shock https://t.co/CeYftaFYkY via @YouTube
10/24
2018
UnderTheLens - 09 26 18 - OCTOBER - The EU Banking Crisis II Part II https://t.co/W61sO6tUlz via @YouTube
10/10
2018
10 04 18 MA CHS A Distorted Global Supply Chain Export https://t.co/aClrJIKxqp via @YouTube
10/6
2018
LONGWave - 09 12 18 - SEPTEMBER - The Disappearing Equity & Float Pools https://t.co/xft2lDxUxW via @YouTube
9/25
2018
09 11 18 FSN Export https://t.co/6Rjr6QzWke via @YouTubeLONGWave - 08 08 18 - AUGUST - Zombie Corporations Only Temporarily Hidden https://t.co/hLI9taLrMI via @YouTubeUnderTheLens - 08 22 18 - SEPTEMBER - The EU Banking Crisis II - Part I https://t.co/smkADvn86X via @YouTube
9/12
2018
Emerging Markets at the point of cascading into "Free Fall"! Video: https://t.co/JYzIVaT3Kl https://t.co/hK65ecTTwB
8/30
2018
UnderTheLens - 07 25 18 - AUGUST - The Globalization Cycle https://t.co/EfkejsHnFQ via @YouTube
8/7
2018
UnderTheLens - 06 27 18 - JULY - TRADE WARS: Win the Battle, Lose the ... https://t.co/3K8aUsUMfX via @YouTube
7/10
2018
LONGWave - 06 13 18 - JUNE - A Structured Investment Approach https://t.co/ga2L3FiGWN via @YouTube
6/26
2018
UnderTheLens - 05 23 18 - JUNE - Macro Investing in an Era of Politica... https://t.co/k8DG1Jj6YL via @YouTube
6/12
2018
LONGWave - 05 09 18 - MAY - Follow The Cycles! https://t.co/ETg3zSjEht via @YouTube
5/22
2018
UnderTheLens - 04 25 18 - MAY - Private Debt & the Feeding of Zombie C... https://t.co/NYfWIJpICj via @YouTube
5/12
2018
MACRO ANALYTICS - 05-03-18 - Advancing Social Control - Part I w/Charle... https://t.co/PmppAdUM33 via @YouTube
5/4
2018
LONGWave - 04 11 18 - APRIL - The Disappearing Float Pool https://t.co/13eKsRHjPk via @YouTube
4/24
2018
Credit Market is reversing in what so far has tracked the historical sequence- https://t.co/nST2Qm1Lzr , @swaptions, https://t.co/srXd1asdyO
4/19
2018
UnderTheLens - 03 21 18 - APRIL - Private Debt & the Feeding of Zombie... https://t.co/j4Da7UY95d via @YouTube
4/17
2018
MACRO ANALYTICS - 04-05-18 - Were Trade Wars Inevitable? Part II w/Char... https://t.co/UaTIIGP7SE via @YouTube
4/9
2018
MACRO ANALYTICS - 04-05-18 - Were Trade Wars Inevitable? Part I w/Charl... https://t.co/qxXMmP71NJ via @YouTube
4/6
2018
LONGWave - 03 07 18 - MARCH - Black Monday II - Repricing of Risk Begins https://t.co/pYVWjiVuE6 via @YouTube
3/21
2018
A surging LIBOR-OIS now back to the pre EU Periphery Crisis Levels is now beginning to be felt in the high yield ma… https://t.co/TFe6jxCyfOTrump policies so far have been a steady blow to the US$. Most problematic is that consequentially Fx Hedged UST pu… https://t.co/3b9xGI00tk
3/15
2018
UnderTheLens - 02 21 18 - MARCH - Global Liquidity, Credit & Flows https://t.co/d43hMyO5lB via @YouTube
3/7
2018
MACRO ANALYTICS - 03-01-18 - The Game of Risk Transfer https://t.co/ktlF4zq0OT via @YouTube
3/2
2018
LONGWave - 02 07 18 - FEBRUARY - SII Update: Q1 2018 https://t.co/VWUnMXOfCL via @YouTube Transcription w/ Slides: https://t.co/prPk27RlDW
2/21
2018
We shared this DJIA chart with our subscribers to prepare them for today's computer driven volatility -… https://t.co/H7NsGT7oAbAction has now shifted the ETF Dynamo to High Yield Credit - $HYG $IEF $JNK $XLE $XOP https://t.co/qsHSVXvOwQFast approaching "Death Cross" on a long term monthly basis - $HYG $IEF $JNK $XLE $XOP https://t.co/LZuBTXYeiUAs the ETF Dynamo builds momentum, all eyes now on high yield credit! https://t.co/zUi6dE4YwD
2/9
2018
Vigilantes smell opportunities in Junk Bonds as credit gets more expensive. https://t.co/6GbELJPklNCredit Suisse's announcement to jettison XIV is structurally dangerous (but inevitable) https://t.co/J2NLV1rOmTEquities are signaling weakness while bonds (UST 10Y) looks to test upper overhead yield resistance. This is partic… https://t.co/k9ayIFa7jC
2/8
2018
UnderTheLens - 01 24 18 - FEBRUARY- 2018 Tipping Points & Themes https://t.co/eeoTUIBEtM via @YouTube
2/7
2018
BofA assuming $200bn in rules-based risk parity strategies and $250bn in model-driven CTAs, then its models estimat… https://t.co/HbsZI2S8RqWhat we are expecting at MATASII - The playbill we are following - See our video: Passive ETF Dynamo -… https://t.co/XEt1UTDVxPWhat's happening in the market? We laid the warning of what would occur in the December 13th edition of LONGWave -… https://t.co/bBH0ClXuVi
2/6
2018
MACRO ANALYTICS - 02-01-18 - 2018 Themes https://t.co/tFC8mWERnM via @YouTube
2/2
2018
Yet another signal the US Business Cycle has reversed. A US Recession is statistically dead ahead -- Likely a Headl… https://t.co/Bz5gM7aaKy
1/30
2018
Why stocks are still moving higher despite CB's slowing rate of liquidity injections - 1- Emerging Market Boosted b… https://t.co/X4bQlmIw4TCredit Cycle showing more signs (see shrinking cash flows https://t.co/fW6xvQiZBk ) it has turned as credit begins… https://t.co/9S079U2iO7
1/28
2018
Corporate Cash Flows continue to slow- Now approaching "No Growth" Credit Rating Boundary Conditions Read More:… https://t.co/0dMmB5rRsP
1/27
2018
The UN's CTAD is reporting a continuing fall in Global Foreign Direct Investment (FDI) with another -16% in 2017.… https://t.co/rFpmkgDQNU
1/26
2018
Gordon T. Long--The New New World Order #3836 https://t.co/iS4Gw7t38t via @YouTubeGordon T Long: In 2018 Central Bankers Will Hit the Brakes Over Ice https://t.co/yAoB2aNHbQ via @YouTubeFRA Co-Founder Gordon T Long On The New World Order In 2018 https://t.co/vCaiHysAVa via @YouTubeMACRO ANALYTICS - 01-22-18 - 2018: Year of Accelerating Social Change - ... https://t.co/2Cj5zQdykH via @YouTube
1/22
2018
Senior Bank Loan Officer Opinion Survey shows we are late in the Credit Cycle with some worrying support levels. https://t.co/yjmvRVhrvo
1/19
2018
A stable Yuan would make Chinese 10Y Bonds attractive and assist with much needed FDI. https://t.co/wkIHejcyl8MACRO ANALYTICS - 01-15-18 - 2018: Year of Accelerating Social Change - ... https://t.co/Vlrdnd77gO via @YouTube
1/15
2018
MACRO ANALYTICS - 01-04-18 - 2018: Year of Accelerating Social Change -... https://t.co/n09EWDOasu via @YouTube
1/8
2018
Over_Leveraged HY Energy Bonds likely to ignite the next credit contraction as rollovers begin during QT - Read MAT… https://t.co/IjVJYlMsuM
1/7
2018
What Egregious Wealth & Inequality Looks like in 13 graphics. https://t.co/tqJDFPsTNp https://t.co/RPyIGJFgL7
1/6
2018
Historically Monthly MA's rarely spread to this degree and have never maintained such a spread. https://t.co/TjwxiVXXGL
1/5
2017
UnderTheLens - 11 22 17 - DECEMBER - A Cascading & Collapsing Collateral... https://t.co/2p2w42D9XM via @YouTube
12/13
2017
Bitcoin explosion upward started Nov 7, 2016 with the Trump victory. Coincidence or Causality? ABSTRACT:… https://t.co/TtvKnAyuyzMACRO ANALYTICS - 12-07-17 - The Results of Financialization - Part IV -... https://t.co/COegvmIuV4 via @YouTube
12/8
2017
LONGWave - 11 08 17 - NOVEMBER- A Speculative Look Into the Future https://t.co/mG4Oa1kwe1 via @YouTube
11/22
2017
UnderTheLens - 10 25 17 - NOVEMBER - Is Central Bank Tightening Realistic? https://t.co/qfVr28OGik via @YouTube
11/14
2017
MACRO ANALYTICS - 11-02-17 - The Results of Financialization - Part III ... https://t.co/QpzP9oG8Ht via @YouTube
11/7
2017
China's GDP is dependent on "I" vs. "C" (ie US) - With capital flight now critically serious it hopes money will go… https://t.co/zmNY266JeN
11/5
2017
What the latest Central Bank Policy Direction meeting statements signal regarding relative ongoing currency debasem… https://t.co/CMhLZyHVaC
11/1
2017
LONGWave - 10 11 17 LONGWave - OCTOBER - SII Q3 Update https://t.co/nffpA6SkUB via @YouTube
10/31
2017
UnderTheLens - 09 21 17 - OCTOBER - Coming "Nationalization" of Markets https://t.co/6c6P0WNrBq via @YouTube
10/13
2017
MACRO ANALYTICS - The Results of Financialization -"NATIONALIZATION" ABSTRACT: https://t.co/dqhpOyic67 https://t.co/UsKMQw4yZd via @YouTube
10/8
2017
AUTO OEMs PLAN TO FLOOD THE MARKET WITH 50 NEW ELECTRIC CAR MODELS - DESPITE MASSIVE LOSSES?? - MATASII SPECULATES… https://t.co/3H5U20uXmP
10/2
2017
LONGWave - 09 07 17 - SEPTEMBER - Batten Down the Hatches, Reef the Sails! https://t.co/jw8bMt1nYj via @YouTube
9/29
2017
Gordon Long – Markets in Delusional Phase https://t.co/uFFP0cXJSj via @YouTube
9/27
2017
Financing is masking household inflation. We have inflation in the things we finance - not so much on what we don'… https://t.co/rrb7zAgltG
9/25
2017
MACRO ANALYTICS - 09 14 17 - The Results of Financialization - Part I https://t.co/ngTz677FaY via @YouTube
9/21
2017
Last month saw the largest jump in market participants "taking out protection" in 14 months. https://t.co/EzyNmtkBbP
9/13
2017
Lots of Tipping Points that could go wrong! It would only take one to impact Sentiment - Listen / Slides on how:… https://t.co/gpEMu2cDIr
9/7
2017
Did anyone ever explain satisfactorily to you why Trump won? Ask the frustrated bottom 80 percentile of US Income E… https://t.co/myAqM8pA9z
9/3
2017
UnderTheLens - 07 26 17 - AUGUST - "Where Financialization Will Lead Us!"" https://t.co/jSXP1bAG0P via @YouTube @michaellebowitz Absolutely a great piece of research! Thanks for allowing me to annotated and share with my fol… https://t.co/WU1E0nRgza
8/31
2017

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