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Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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Global Macro Tipping Points March 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
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Page 1: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 2: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 3: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 4: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 5: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 6: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 7: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 8: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 9: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 10: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 11: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 12: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 13: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 14: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 15: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 16: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 17: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 18: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 19: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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!

Page 20: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 21: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 22: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 23: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 24: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 25: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 26: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 27: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 28: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 29: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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

Page 30: Under the Lens -Audio Slides - 03-19-13 - sub-GMTP - APRIL 2013 - GOBAL GOVERNANCE FAILURE

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


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