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Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
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Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
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Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
Under the lens-audio_slides-03-19-12-sub-elevated_risk
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Under the lens-audio_slides-03-19-12-sub-elevated_risk

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  • 03-07-12-ECB-LTRO03-07-12-ECB_Capitalization
  • 03-12-12-EU-ECB-Sovereign_Encumberance
  • 03-05-12-GLOBAL-CENTRAL_BANKS-Balance_Sheet_Growth
  • 03-05-12-GLOBAL-CENTRAL_BANKS-Excess_Leverage
  • 03-01-12-LTRO-Totals03-01-12-LTRO-2
  • 03-13-12-ECB-LTRO-103-13-12-EU-Deposit_Flows-Bank_Runs
  • 02-25-12-ECB-LTRO-European_Equities
  • 03-19-12-Money_Velocity
  • 03-15-12-SHADOW_BANKING-Q4-2011-2
  • 03-15-12-SHADOW_BANKING-Q4-2011-1
  • 03-06-12-RETAIL_SALES-Used-v-New03-06-12-US_CONSUMPTION-Debt_Replacing_Income
  • 03-13-12-Global_Trade_volume
  • 02-22-12-OECD-Global_Growth-2
  • 03-02-12-CHINA-PMI03-02-12-GREECE-PMI
  • 03-12-12-CHINA-Trade_Deficit-EU_Exports-103-12-12-CHINA-Trade_Deficit-February
  • Transcript

    • 1. Global Macro Tipping Points March 19th, 2012 ELEVATED RISK Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 2. Global Macro Tipping Points March 19th, 2012 ELEVATED RISK 1. LIQUIDITY PUMPING 2. UN-NATURAL ACTS TO DO IT 3. WHERE IS THE LIQUDITY GOING? 4. WHERE THE LIQUDITY IT IS NOT GOING 5. WHY DO WE NEED TO PUMP - Money versus Credit 6. DECELERATION - Wall Street versus Main Street 7. GLOBAL SLOWING 8. GROWTH PROBLEM - Innovation & the Internet Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 3. Global Macro Tipping Points March 19th, 2012 LIQUIDITY PUMPING Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 4. Global Macro Tipping Points March 19th, 2012 CENTRAL BANK BALANCE SHEETS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 5. Global Macro Tipping Points March 19th, 2012 CENTRAL BANK BALANCE SHEETS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 6. Global Macro Tipping Points March 19th, 2012 CENTRAL BANK BALANCE SHEETS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 7. Global Macro Tipping Points March 19th, 2012 CENTRAL BANK BALANCE SHEETS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 8. Global Macro Tipping Points March 19th, 2012 CENTRAL BANK BALANCE SHEETS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 9. Global Macro Tipping Points March 19th, 2012 CENTRAL BANK BALANCE SHEETS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 10. Global Macro Tipping Points March 19th, 2012 UN-NATURAL ACTS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 11. Global Macro Tipping Points March 19th, 2012 UN-NATURAL ACTS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 12. Global Macro Tipping Points March 19th, 2012 UN-NATURAL ACTS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 13. Global Macro Tipping Points March 19th, 2012 UN-NATURAL ACTS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 14. Global Macro Tipping Points March 19th, 2012 UN-NATURAL ACTS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 15. Global Macro Tipping Points March 19th, 2012 UN-NATURAL ACTS Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 16. Global Macro Tipping Points March 19th, 2012 WHERE IS IT GOING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 17. Global Macro Tipping Points March 19th, 2012 WHERE IS IT GOING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 18. Global Macro Tipping Points March 19th, 2012 WHERE IS IT GOING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 19. Global Macro Tipping Points March 19th, 2012 WHERE IT IS NOT GOING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 20. Global Macro Tipping Points March 19th, 2012 WHERE IT IS NOT GOING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 21. Global Macro Tipping Points March 19th, 2012 WHY DO THEY NEED TO KEEP PUMPING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 22. Global Macro Tipping Points March 19th, 2012 WHY DO THEY NEED TO KEEP PUMPING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 23. Global Macro Tipping Points March 19th, 2012 WHY DO THEY NEED TO KEEP PUMPING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 24. Global Macro Tipping Points March 19th, 2012 WHY DO THEY NEED TO KEEP PUMPING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 25. Global Macro Tipping Points March 19th, 2012 WHY DO THEY NEED TO KEEP PUMPING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 26. Global Macro Tipping Points March 19th, 2012 WHY DO THEY NEED TO KEEP PUMPING? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 27. Global Macro Tipping Points March 19th, 2012 DECELERATION AND GLOBAL SLOWING Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 28. Global Macro Tipping Points March 19th, 2012 DECELERATION AND GLOBAL SLOWING Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 29. Global Macro Tipping Points March 19th, 2012 DECELERATION AND GLOBAL SLOWING Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 30. Global Macro Tipping Points March 19th, 2012 DECELERATION AND GLOBAL SLOWING Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 31. Global Macro Tipping Points March 19th, 2012 DECELERATION AND GLOBAL SLOWING Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 32. Global Macro Tipping Points March 19th, 2012 DECELERATION AND GLOBAL SLOWING Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 33. Global Macro Tipping Points March 19th, 2012 DECELERATION AND GLOBAL SLOWING Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 34. Global Macro Tipping Points March 19th, 2012 DECELERATION AND GLOBAL SLOWING Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
    • 35. DISCLOSURE STATEMENT AND TERMS OF USETHE CONTENT OF THIS SLIDE PRESENTATION AND ITS ACCOMPANYING RECORDED AUDIO DISCUSSION AREINTENDED FOR EDUCATIONAL PURPOSES ONLY.This slide presentation and its accompanying recorded audio discussion are not a solicitation to trade or invest, andany analysis is the opinion of the author and is not to be used or relied upon as investment advice. Trading andinvesting can involve substantial risk of loss. Past performance is no guarantee of future returns/results. Commentaryis only the opinions of the authors and should not to be used for investment decisions. You must carefully examinethe risks associated with investing of any sort and whether investment programs are suitable for you. You shouldnever invest or consider investments without a complete set of disclosure documents, and should consider the risksprior to investing. This slide presentation and its accompanying recorded audio discussion are not in any way asubstitution for disclosure. Suitability of investing decisions rests solely with the investor. Your acknowledgement ofthis Disclosure and Term of Use Statement is a condition of access to it. Furthermore, any investments you may makeare your sole responsibility.THERE IS RISK OF LOSS IN TRADING AND INVESTING OF ANY KIND. PAST PERFORMANCE IS NOT INDICATIVE OFFUTURE RESULTS. Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens

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