Uncertainty and Apprehensive Uneasiness

By: Gordon Long | Mon, Mar 7, 2016
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Sentiment Takes on a Tone of Worry

Uncertainty and Apprehensive Uneasiness

Full Report: Download pdf

When we wrote our 19 page report "Uncertainty and Apprehensive Uneasiness" along with a supporting video (19 minutes and 35 slides), though our focus was on a deteriorating Macro picture against falling equity markets, we were very concerned about what the resolution of the Iran Nuclear negotiations would mean. We concluded it wasn't positive for reasons irrelevant of the negotiated terms of the deal.


Endless Indicators of Serious Problems & Recession in 2016

S&P at 1550?

Over the past few quarters our monthly reports have been focused on the rapidly decaying fundamentals around the world. There is little doubt now of the degree of global slowdown we are experiencing, and the fact that these problems are washing ashore in the US. We are already reading mainstream writers talking about a potential US recession in 2016 which we reported was firmly in the cards back in Q3 2015.


Global FX Reserves

What we need to be focused on is that falling Global FX Reserves shows something quite startling. Reserves are not growing and in fact are shrinking! The same players who were the biggest builders of foreign reserves are now the ones falling the fastest.

Who? China and the major (non US) Energy Exporters.

Why? Maintain currency stabilization & PEGs as well as offset falling Current Accounts problems.

Foreign Reserves

What Does It Mean?

It means:


Oil Wars Ahead

Though falling oil prices were initially the result of Saudi Arabia trying to strangle Shale Oil funding as US supply came on-board, it was subsequently escalated with Russia sanctions being imposed by the US. When sanctions were lifted in January when nuclear negotiations were completed between the US and Iran, the conflict took on a new dimension. The energy sector is now looking down the "gun barrel" of an oil war between Iran and Saudi Arabia. This is even more serious than the oil and gas itself, since it pits Sunni's against Shiites.

Oil Wars Ahead?

To further compound the problems, it is also a war being fought by proxy in Syria over the future transport of oil and gas for the EU market. It potentially ignites a new cold war between the US and Russia

Middle East Map

Read and listen to more in the attached video and written report.

 


 

Gordon Long

Author: Gordon Long

Gordon T. Long
Publisher - LONGWave

Gordon T. Long

Gordon T. Long has been publically offering his financial and economic writing since 2010, following a career internationally in technology, senior management & investment finance. He brings a unique perspective to macroeconomic analysis because of his broad background, which is not typically found or available to the public.

Mr. Long was a senior group executive with IBM and Motorola for over 20 years. Earlier in his career he was involved in Sales, Marketing & Service of computing and network communications solutions across an extensive array of industries. He subsequently held senior positions, which included: VP & General Manager, Four Phase (Canada); Vice President Operations, Motorola (MISL - Canada); Vice President Engineering & Officer, Motorola (Codex - USA).

After a career with Fortune 500 corporations, he became a senior officer of Cambex, a highly successful high tech start-up and public company (Nasdaq: CBEX), where he spearheaded global expansion as Executive VP & General Manager.

In 1995, he founded the LCM Groupe in Paris, France to specialize in the rapidly emerging Internet Venture Capital and Private Equity industry. A focus in the technology research field of Chaos Theory and Mandelbrot Generators lead in the early 2000's to the development of advanced Technical Analysis and Market Analytics platforms. The LCM Groupe is a recognized source for the most advanced technical analysis techniques employed in market trading pattern recognition.

Mr. Long presently resides in Boston, Massachusetts, continuing the expansion of the LCM Groupe's International Private Equity opportunities in addition to their core financial market trading platforms expertise. GordonTLong.com is a wholly owned operating unit of the LCM Groupe.

Gordon T. Long is a graduate Engineer, University of Waterloo (Canada) in Thermodynamics-Fluid Mechanics (Aerodynamics). On graduation from an intensive 5 year specialized Co-operative Engineering program he pursued graduate business studies at the prestigious Ivy Business School, University of Western Ontario (Canada) on a Northern & Central Gas Corporation Scholarship. He was subsequently selected to attend advanced one year training with the IBM Corporation in New York prior to starting his career with IBM.

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. While he believes his statements to be true, they always depend on the reliability of his own credible sources. 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.

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