MONTHLY RESEARCH COMMENTARY - 2-mo FREE trial subscription:  read it now BEFORE you start - click here      
"MACRO ANALYTICS" - Audio Discussions - Every Saturday

Bookmark and Share       

Investments of any kind involve risk.  Please read our complete risk disclaimer and terms of use below by clicking HERE

HOME   ||   Tipping Points  ||  Audio/Video  ||   Commentary   ||   Understanding Abstraction   ||  Meet Gordon   || Thesis ||  Subscriptions

 

 

 

 

 

 

JOHN RUBINO'S
LATEST BOOK
Read More
CHARLES HUGH SMITH'S
LATEST BOOK

Read More

Read More

Our Macro Analytics Partner

Richard Duncan Latest Books

 

NEW SERIES RELEASE

MONETARY MALPRACTICE

AVAILABLE NOW

MONETARY MALPRACTICE: Deceptions, Distortions and Delusions

COMING NEXT WEEK

MONETARY MALPRACTICE: Moral Malady

MONETARY MALPRACTICE: Dysfunctional Markets

 

COMING SOON

FINANCIAL REPRESSION

Sign-Up for ARTICLE Releases

OR E-Mail with:

Financial Repression Notification

in subject heading.

NOW SHOWING

HELD OVER

Currency Wars

Euro Experiment

Sultans of Swap

Extend & Pretend

Preserve & Protect

Innovation

"Currency Wars "
Read the Series...


  

"Extend & Pretend"
Read the Series...

"SULTANS OF SWAP"
Read the series...

archives open in new window

ACT I
Sultans of Swap: Smoking Guns!

 

"EURO EXPERIMENT"
Read the series...


archives open in new window
 
EURO EXPERIMENT: German Steel or Schmucks?

"UR all PIGS from HELL

FREE COPY...

Current Thesis Advisory:
"EXTEND & PRETEND"

PDF, 62 pages
Published November 2009


Click to view Index

CONTACT US
Use Promo Code: INTRODUCTION
in the Email Subject


Bookmark and Share


"INNOVATION"
Read the series...


archives open in new window
  
INNOVATION: America has a Structural Problem!

 

"PRESERVE & PROTECT"
Read the series...

archives open in new window
 
PRESERVE & PROTECT:  The Jaws of Death

 

 

SCHEDULE

As Co-Hosts & Special Guests Are Available

Normally A Saturday Release

 

Go To Latest Release

LATEST AUDIO ||LIBRARY || ROUNDTABLES || ARCHIVES

STRATEGIC MACRO INVESTMENT INSIGHTS

MACRO ANALYTICS

(Read Abstract)

 

SEE VIDEO: MACRO WATCH: FLOWS & the Liquidity Gauge

Richard Duncan

26 Minutes with 30 Slides

REGULAR
MACRO
EXPERTS

John Rubino
DollarCollapse.com

Charles Hugh Smith
OfTwoMinds.com

Ty Andros
Traderview.com, Tedbits.com

GoldenPhi, Trigger$

RECENT GUESTS INCLUDED:

Axel Merk, Lance Roberts, F.William Engdahl, Catherine Austin Fitts, Bert Dohmen, David Chapman, Bill Laggner, Richard Duncan, Michael Snyder, John Williams, Rick Davies AND MORE...

STRATEGIC INVESTMENT INSIGHTS

Follow our FREE MACRO INSIGHT Articles & Research papers.

CHECK OUT: The GordonTLong.com YouTube Channel with Over 160 Shows

CHECK OUT OUR ONE PAGE LIBRARY

ALL MACRO ANALYTICS PRESENTATIONS & GLOBAL INSIGHTS Audio Shows

 

 

 

 

MACRO
 
ANALYTICS

 

AUDIO ARCHIVES

 

Saturday
June 28th
2014

GEO-POLITICAL TURMOIL

 

Charles Hugh Smith

 

 

Regular Co-Host: CHARLES HUGH SMITH , Author & Publisher of OfTwoMinds.com

OPEN ACCESS

GEO-POLITICAL TURMOIL

Instability, Fragmentation, Resource Wars

with Charles Hugh Smith & Gordon T Long

21 Minutes, 19 Slides

SOURCES OF INSTABILITY  

FAILED Governments/States
    • North Korea,
    • Venezuela,
    • Pakistan, etc.
      • Weak Institutions & Corruption
      • Failed Political Governance  
        • Failure of Central Planning Model
        • Failure of Neo-Liberal Model of Capitalism
        • Global Supply Chains Under Pressure

    FRAGMENTATION of nation-states assembled in the 20th century by the Great Powers

  • Iraq,
  • Syria, et
ISIS

DIVIDED Geopolitical loyalties of traditional states

  • Ukraine

RESOURCE WARS

  • ENERGY and transport of energy (Ukraine, Iraq, Africa, China-vs-Rest of East Asia, etc.)
  • FEWER resources (food, water, energy)
  • SHORTAGES / RISING PRICES of resources

INSOLVENCY of Nations/Governments due to unpayable debts (Greece, Cyprus, etc.)

OBSERVATIONS  

  • Each source of instability generates regional instability that disrupts other nation-states and attracts wealthy-states/quasi-Imperial interventions that further destabilize the region.
  • The likelihood that all these interlocking sources of instability will go away naturally or be resolved is low.  Predictability is also low as instability is intrinsically non-linear.
  • National and global instability caused by eroding purchasing power of currencies; as currencies lose purchasing power, imports become prohibitively expensive, triggering higher prices and shortages that exacerbate wealth/income inequalities.

 

 

AUDIO ONLY - choose an alternate listening method...

   Play MP3 file now   Play Windows Media Now   DOWNLOAD MP3 - Right Click and Save Link/Target As...  

Please report any problems
click here and describe what happened

AUDIO ARCHIVES

 

Tuesday
June 22nd
2014

Iraq About US Dollar, Hyperinflation Trouble in 2015

 

Gordon T Long

 

SPECIAL GUEST ON: USAWatchdog.com

OPEN ACCESS

Iraq About US Dollar, Hyperinflation

Trouble in 2015

Greg Hunter’s USAWatchdog

VIDEO ONLY: 30 Minutes

From USAWatchdog.com

By Greg Hunter On June 25, 2014 USAWatchdog.com

4

Macroeconomist Gordon Long says, “We’re not really running a capitalist system.  We are running a credit system.  Instead of using savings, we are using credit.  Credit, the way we are doing it now, is really a form of counterfeiting.  If you look at the $72 trillion shadow banking system that we have operating right now, that is generating this credit . . . it collapsed in 2008 . . . and now it’s on a hairy edge.   It’s not mortgages and housing this time.  It’s student loans through Sallie Mae.  These students don’t have any hope of paying this back.  We are talking north of $1.1 to $1.2 trillion.  It’s car loans this time because of subprime.  That’s the way to look at car loans, they are sub-prime. . . . And you got these highly leveraged real estate investment trusts also operating through the shadow banking system.  These problems are blatantly evident, and I don’t think the powers that be have any control over them.”

On the next financial crisis, Mr. Long contends, “I think 2008 was an early warning signal of the magnitude of the problem.  We didn’t fix it.  We did extend and pretend.  Dodd-Frank did not solve the underlying issues.  The global swaps market went from $600 trillion to $700 trillion last year, alone.  We’ve watched the shadow banking system push through $72 trillion.  So, we didn’t stop it.  We just, in fact, inflamed it even worse, and we got into even riskier kinds of assets.  Is it imminent?  No, I think we are talking 2015.  I think we have a little bit of a deflation scare before we get into the hyperinflation.  Don’t underestimate the central bankers and the politicians’ ability to kick the can down the road.  They still got some more bullets here.”

Will the crisis in Iraq get out of control?  Gordon Long says, “I happen to think that it probably will because we are not resolving the basic problems.  But the big core issue here is the petrodollar.  It’s not about oil and it’s not about gas.  It’s about what it is bought and paid for in, and that is U.S. dollars.  There is no one that trades any one of those products in anything other than U.S. dollars . . . right now, as of today. . . . As long as the trading continues in U.S. dollars, all those dollars will stay out there and not come back to the United States.  When it comes back to the United States, you will have hyperinflation.  These conflicts need to be seen in the context of they are really going to force groups to trade in other than the U.S dollar.  That’s the problem because they are going to come back.  They are going to say I have a U.S. dollar, and I am going to make a claim on it.  That’s what is going to drive the hyperinflation.  That’s what is going to drive the currency crisis.  This is about trading in the U.S. dollar. . . . We are looking at spring 2015 to Q three.  There is trouble there.”

On government debt and suspicious bond buying in places like Belgium, Gordon Long says the government has to keep finding was to sell Treasury bonds to finance the huge U.S. debt.  Long explains, “They not only have to sustain the buying, but they actually, right now, need a shock to the system, what I will call a bond scare, so money will move out of an over-inflated equity market. . . . And they need that to drive down the interest rates, push up the bond prices and get that financing charge much lower.”  Long goes on to say, “The real game that is going on here is a complex game, but it’s pretty simple, what they are trying to do and that is they are trying to finance the government’s debt.”

Join Greg Hunter as he goes One-on-One with Gordon Long of GordonTLong.com.

 

AUDIO ARCHIVES

 

Tuesday
June 24th
2014

MYSTERIOUS BUYING

 

John Rubino

 

SPECIAL GUEST HOST: JOHN RUBINO, Author & Publisher of DollarCollapse.com

OPEN ACCESS

MYSTERIOUS BUYING

US Treasuries & Equities

 

with John Rubino & Gordon T Long

28 Minutes, 43 Slides

With the aid of 43 slides, Gordon T Long and John Rubino debate three highly unusual and mysterious buying patterns which have emerged in the US Treasury and Equity markets.

1- THE MYSTERIOUS BELGIUM US TREASURY BUYER

Who is the stealth buyer who is buying US Treasuries through Euroclear in Belgium?

Is it:

  • US FEDERAL RESERVE
  • US TREASURY
  • EU'S ECB
  • CHINA'S PBOC
  • BIS /IMF

What would be their individual motives for buying, why keep it so secretive and where would the funding come from?

2- THE $29.1T IN PUBLIC CENTRAL BANKING BUYING

Why would central banks and public institutions be buying such large quantities of equities?

The FT reports 

“A cluster of central banking investors has become major players on world equity markets." The report, to be published by the Official Monetary and Financial Institutions Forum (OMFIF), confirms $29.1tn in market investments, held by 400 public sector institutions in 162 countries, which "could potentially contribute to overheated asset prices." China’s State Administration of Foreign Exchange has become “the world’s largest public sector holder of equities”, according to officials.

3- THE $1T IN PRIVATE S&P 500 BUYBACKS IN 2 YEARS

Why would corporations buyback nearly $1T of S&P 500 equities over the last two years? This is unprecedented!

THE CONSEQUENCES OF MISPRICING RISK AND FAILED PRICE DISCOVERY

What are the ramifications of the withdrawal of this degree of treasuries and equities from the financial markets?

 

Join Gord and John for a very enlightening, "no holds barred" discussion on all the above questions.

 

 

NO Password Required

We Welcome Your
Questions and Comments!

Pose questions for future Q&A with our co-hosts

Tell us what you like/don't like/want more of

Open the slide presentation to the left
and post your comments/questions below it.



AUDIO ONLY - choose an alternate listening method...

   Play MP3 file now   Play Windows Media Now   DOWNLOAD MP3 - Right Click and Save Link/Target As...  

Please report any problems
click here and describe what happened

AUDIO ARCHIVES

 

Thursday
June 12th
2014

Can Government Kill the Uber App?

 

Gordon T Long

 

SPECIAL GUEST: Financial Survival Network Radio

OPEN ACCESS

Can Government Kill the Uber App?

with Kerry Lutz & Gordon T Long

AUDO ONLY: 36 Minutes

From the Financial Survival Network:

Gordon T. Long was on today talking about the Uber Revolution taking place in Europe. Seems the state-sponsored taxi monopolies are none too happy about the competition that this little app is causing them. Nevermind the employment opportunities for all the unemployed students, it’s undermining the power of the state. And what’s going on with the re-hypothecation scandal in China. Who owns anything anymore? Nonone knows. Just wait till the next crash.

 

AUDIO ONLY - choose an alternate listening method...

   Play MP3 file now   Play Windows Media Now   DOWNLOAD MP3 - Right Click and Save Link/Target As...  

Please report any problems
click here and describe what happened

TO TOP AUDIO ARCHIVES

AUDIO
ARCHIVES

 

 

 

 

Go To Archives

 

 

 

 
 
  HOME  ||  Today's Tipping Points  ||   Commentary  ||  Understanding Abstraction  ||  Meet Gordon  || Subscriptions  
TERMS OF USE

Gordon T Long is not a registered advisor and does not give investment advice. His comments are an expression of opinion only and should not be construed in any manner whatsoever as recommendations to buy or sell a stock, option, future, bond, commodity or any other financial instrument at any time. Of course, he recommends that you consult with a qualified investment advisor, one licensed by appropriate regulatory agencies in your legal jurisdiction, before making any investment decisions, and barring that, we encourage you confirm the facts on your own before making important investment commitments.

THE CONTENT OF ALL MATERIALS:  SLIDE PRESENTATION AND THEIR ACCOMPANYING RECORDED AUDIO DISCUSSIONS, VIDEO PRESENTATIONS, NARRATED SLIDE PRESENTATIONS AND WEBZINES (hereinafter "The Media") ARE INTENDED FOR EDUCATIONAL PURPOSES ONLY.

The Media is not a solicitation to trade or invest, and any analysis is the opinion of the author and is not to be used or relied upon as investment advice. Trading and investing  can involve substantial risk of loss. Past performance is no guarantee of future returns/results. Commentary is only the opinions of the authors and should not to be used for investment decisions. You must carefully examine the risks associated with investing of any sort and whether investment programs are suitable for you. You should never invest or consider investments without a complete set of disclosure documents, and should consider the risks prior to investing. The Media is not in any way a substitution for disclosure. Suitability of investing decisions rests solely with the investor. Your acknowledgement of this Disclosure and Terms of Use Statement is a condition of access to it.  Furthermore, any investments you may make are your sole responsibility. 

THERE IS RISK OF LOSS IN TRADING AND INVESTING OF ANY KIND. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.

Gordon emperically recommends that you consult with a qualified investment advisor, one licensed by appropriate regulatory agencies in your legal jurisdiction, before making any investment decisions, and barring that, he  encourages you confirm the facts on your own before making important investment commitments.
  

DISCLOSURE STATEMENT

Information herein was obtained from sources which Mr. Long believes reliable, but he does not guarantee its accuracy. None of the information, advertisements, website links, or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities.

Please note that Mr. Long may already have invested or may from time to time invest in securities that are discussed or otherwise covered on this website. Mr. Long does not intend to disclose the extent of any current holdings or future transactions with respect to any particular security. You should consider this possibility before investing in any security based upon statements and information contained in any report, post, comment or recommendation you receive from him.

 

FAIR USE NOTICE  This site contains copyrighted material the use of which has not always been specifically authorized by the copyright owner. We are making such material available in our efforts to advance understanding of environmental, political, human rights, economic, democracy, scientific, and social justice issues, etc. We believe this constitutes a 'fair use' of any such copyrighted material as provided for in section 107 of the US Copyright Law. In accordance with Title 17 U.S.C. Section 107, the material on this site is distributed without profit to those who have expressed a prior interest in receiving the included information for research and educational purposes.

 

If you wish to use copyrighted material from this site for purposes of your own that go beyond 'fair use', you must obtain permission from the copyright owner.   

COPYRIGHT  © Copyright 2010-2011 Gordon T Long. The information herein was obtained from sources which Mr. Long believes reliable, but he does not guarantee its accuracy. None of the information, advertisements, website links, or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. Please note that Mr. Long may already have invested or may from time to time invest in securities that are recommended or otherwise covered on this website. Mr. Long does not intend to disclose the extent of any current holdings or future transactions with respect to any particular security. You should consider this possibility before investing in any security based upon statements and information contained in any report, post, comment or recommendation you receive from him.