Post on 29-Jun-2015
transcript
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
GOVERNANCE FAILURE CORE PROBLEM SYMPTOM
GLOBAL RISK• 2008 Concerns Political Roadmap• Central Bank Policy Political OMF
MACRO SITUATION• EU – Cyprus Distrust Confiscation• EU – Italy Distrust / Contempt Austerity• EU – France Socialism Culture• Japan Desperation Abenomics• China Stability Corruption
Shadow Banking
US ECONOMICS• Sequestration Spin Denial Exploding Deficits
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
POLICY NOT WORKING – Monetary, Fiscal nor Public Policy
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
POLICY NOT WORKING – Monetary, Fiscal nor Public Policy
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
POLICY NOT WORKING – Monetary, Fiscal nor Public Policy
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
FINANCIAL REPRESSION – Working But Has Stalled Growth
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
CYPRUS– Theft, Abandonment of Property Rights & Guarantees
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Beppi Grillo
ITALY – Distrust & Contempt
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
..tick, tick, tick….
FRANCE – Culture of Socialism
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
JAPAN – Frustration & Fear
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
CHINA – Social Stability
50 Million /Year
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
CHINA – Social Stability
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
USA – Political Avoidance & Denial,
One Bubble After Another!
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsMarch 19th, 2011
Global Governance Failure
The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
DISCLOSURE STATEMENT AND TERMS OF USE
THE CONTENT OF THIS SLIDE PRESENTATION AND ITS ACCOMPANYING RECORDED AUDIO DISCUSSION ARE INTENDED FOR EDUCATIONAL PURPOSES ONLY.
This slide presentation and its accompanying recorded audio discussion are 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. This slide presentation and its accompanying recorded audio discussion are not in any way a substitution for disclosure. Suitability of investing decisions rests solely with the investor. Your acknowledgement of this Disclosure and Term 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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens