Gordon T Long Research located at MATASII.com   

All questions should be  directed to the lcmgroupe@comcast.net
MACRO ANALYTICS

In this E-Mail:

MACRO MAPS

  • XAGUSD                         Long Term Monthly Silver 
"Holding our 'Powder' near-term in preparation for further Physical Gold Accumulation "
The following video series concludes that Precious Metals accumulation should be an Investment Theme.

VIDEO

We have just completed a three part series with Charles Hugh Smith on the Emerging Era of Global Conflict.

THREE PART SERIES "AN EMERGING ERA OF POLITICAL & SOCIAL CONFLICT" NOW AVAILABLE

SERIES RECAP:
  • The Real Rate of Global Economic Growth is now insufficient relative to the real global debt encumbrance,
  • Global stresses and incorrect policy adjustments have addressed the Symptom and not the root cause,
  • The shift to Unsound Money and Fiat Currencies have placed the global system on a roadway that has historically always ended badly,
  • We presently have an unbalanced and fragile global economic system that historically should have already been expected to have incurred a "Stability Test".
  • The "Stability Test" is neither planned nor controlled. Any flaw or imbalance can trigger it.
  • For the system to survive it must be self correcting or be adjusted by Financial, Economic or Public Policy adjustments
  • The Era of Global Conflict will add pressures on an already fragile economic system.
REAL TIME CHART 
AN ADDENDUM TO FEBRUARY 2020 UnderTheLens VIDEO

Sentiment is presently extremely strong - early spring may possible present better longer term portfolio entry levels, if overall equity markets and investor speculation should weaken.

$23 silver price is coming and would "transform" the industry  says CEO

(Kitco News) - Should silver prices rally to their fair value to above $20 an ounce, a transformation would take place amongst silver miners, this according to Darren Blasutti, CEO of Americas Gold & Silver.

"I could see [silver prices] headed to $22, $23, and that would be transformational for the silver industry," Blasutti told Kitco News on the sidelines of the Vancouver Resource Investment Conference.

Blasutti's comments come as many silver miners enjoyed significant stock price appreciation in 2019. Americas Gold and Silver shares rose 70% in the 12 months ending January 20, 2020.

Sentiment in the precious metals sector has improved, he said.

"I think in the precious metals, it's excellent right now. I think you're going to see major miners have spectacular Q1 earnings, given where the gold price is right now," he said. "The companies with good management are getting funded, and the companies with not great management and projects are not getting funded, and I think that's the right answer."

Due to a shrinking resource pool of economic deposits, mid-tier miners have shifted focus on developing their existing production pipelines rather than exploring for new deposits, Blasutti said.

"The focus has been on growing your cash flow base, and for the first time we're going to spend about $4 million drilling our deposits this year," he said.

Your Direct LONGWave Video Chart Link:   CLICK
NOTE: The Live Link can be terminated without notice to non-s ubscribers

NOTE: Any Problems with this Chart:   E-Mail lcmgroupe@comcast.net
REAL TIME CHART 
AN ADDENDUM TO FEBRUARY 2020 UnderTheLens VIDEO

MATASII moved to an "Accumulation" for  Precious Metals this time last year as we saw clear Technical evidence that we had a firm bottom support from which to move higher. This years Thesis paper and the recent three part Macro Analytics series on the "Emerging Era of Conflict" all are indicating the potential for rising valuations denominated in US dollars for Precious Metals.
  • A Fragile Economic System PLUS Global Turmoil (Financial, Economic, Political & Social) will make Precious Metals increasingly more attractive,
  • Slowing Economic Growth will make Growth and Momentum strategies less viable,
  • A movement towards value and safety is to be expected in 2020-2024 as lost trust and confidence increasingly grows in both political and financial institutional leaders,
  • Real Collateral will increasingly be sought to support leveraged lending which means precious metals will consequentially be of increasing value as the historic Exter Pyramid suggests.
==========================

However, we believe more attractive entry points for further accumulation still lie ahead in the second quarter 2020.  We see a strong indication that the 200 DMA for the popular GLD ETF will be required to support and launch further increases of 10%+.


Your Direct LONGWave Video Chart Link:   CLICK
NOTE: The Live Link can be terminated without notice to non-s ubscribers

NOTE: Any Problems with this Chart:   E-Mail lcmgroupe@comcast.net

===========================

Additionally, we see the XAU Gold Index testing the "Ellipse" ring as shown below.



Your Direct LONGWave Video Chart Link:   CLICK
NOTE: The Live Link can be terminated without notice to non-s ubscribers

NOTE: Any Problems with this Chart:   E-Mail lcmgroupe@comcast.net
  EMERGING ERA OF GLOBAL CONFLICT

 
  • A Fragile Economic System PLUS an Era of Global Conflict & Turmoil will lead to more Defensive Investment postures.
  • Growth and Momentum investment strategies will loss their luster.
  • As highlighted at this years recent Davos Conference a shift has been noted in Global Institutional Investors from Public Markets to Private Markets,
  • Defensive strategies will mean a move towards Value as defined by the Exter Pyramid,
  • TIPPING POINT: We have reached the Tipping Point where we now insufficient Real Collateral Growth (Wealth) to support the required increasing rates of debt growth.
VIDEO: 30 Minutes and 34 Slides

MACRO ANALYTICS - 01-30-20 - Emerging Era of Global Conflict - Part III


  • The Era of Global Conflict will result in radical policy extremes in an attempt to maintain the status quo.
  • Politicians and Policy Planners will resort to changing established rules.
  • Expect changes in the laws, regulations and taxation.
  • Disruptions will cause increasing shortages and attempts at hoarding. This will add further to inflationary pressures.
  • The challenge to Investors will be to maintain the real value of their capital holdings.
  • Investments in various forms of Defense, Value versus Growth, Hard Assets, Precious Metals and Commodities will have their "day in the sun".
  • Commodities are at historic lows. Additionally, spending on Infrastructure in most Developed Economies is also at long term lows as many 50-60 year "useful life" projects have been bridged (ie bridges, canals, dikes, aqueducts etc), as well as higher speed railroad construction and newer airports, highway networks to handle expanded capacity.
  • The current trend for large funds and high-net worth investors is to move out of public markets and into private markets. There is a global capital swing of about 5% already underway.
  • Currency erosion will drive perceived inflation higher with some Fiat Currencies seeing early signs of Hyper-Inflation in the 20's
  • Investors will need to pay particular attention to short versus intermediate versus long term timing of investments. The coming Fiat Currency collapse will go through various stages which will require many longer term investment themes and strategies to shift as they develop.

VIDEO: 29 Minutes and 45 Slides



  • The end of what many call the "Debt Supper Cycle" or Kondratieff's Long Wave is now near at hand which will have major global ramifications.
  • Policies enacted over the last decade since the Financial Crisis have basically been ones of "Kicking-the-Can-Down-the Road" and papering problems over. These unresolved problems manifest themselves into Economic problems on a larger regional basis and then inevitably lead to Political problems on a global basis as Slowing Economic Growth and Inequality caused the breakdown of the Social Contract between the governing and the governed -- which we are now seeing across the globe in the form of "Populist" movements.
  • Unresolved Problems" lead to a Bad Cocktail Mix. They inevitably lead to Conflicts in various forms - Financially - Economically and Politically
  • We can expect: Currency Wars, Trade Wars, Capital Wars, Cyber Disruption Wars, Military Wars etc.
  • To keep the global economy from imploding policy planners have resorted over the last decade to Economic policies that only a decade ago would have been considered heresy! Like Quantitative Easing (QE).
  • We see three big evetns or forces ahead:
    • The point where there's an economic downturn and central banks can't cut interest rates further and their asset purchases cease being effective,
    • When rising inequality sparks "extreme" conflicts between the rich and poor,
    • The battle for global dominion between the rising power of China and the incumbent world power, the U

 VIDEO: 29 Minutes and 38 Slides




  


Our work is regularly featured in publications, interviews and websites around the world.

LEGAL NOTICE: 
Protected by copyright laws of the United States and international treaties. This e-letter may only be used pursuant to the subscription agreement and any reproduction, copying, or redistribution (electronic or otherwise, including on the worldwide web), in whole or in part, is strictly prohibited without the express written permission by Gordon T Long or his authorized designate.  

This work is based on SEC filings, current events, interviews, corporate press releases and what we've learned as financial journalists. It may contain errors and you shouldn't make any investment decision based solely on what you read here. It's your money and your responsibility. The information herein is not intended to be personal legal or investment advice and may not be appropriate or applicable for all readers. If personal advice is needed, the services of a qualified legal, investment or tax professional should be sought.