Learn professional investor David Campbell's ( www.HasslefreeCashflowInvesting.com ) predictions for the US economy, and strategies to profit from an elongated recession and impending inflation. In part one of this three part webinar series you will learn: 1) about currency devaluation, why it's happening to you, and what to do about it. 2) why the global recession will get worse and which investments you absolutely want to avoid! 3) how to leverage these "interesting times" to your profitable advantage

1. Investing Strategies for
Recessionary and
Inflationary Times
Hosted by
David Campbell

2. David Campbell
Principal or key advisor in over $800 million in real estate transactions
Apartments, office, medical, retail, hospitality, winery, condo-conversion,
and production home building
His companies have held real estate interests in California,
Texas, North Carolina, Delaware, Mexico, Canada, and Belize

3. Why we do what we do
Our Philanthropy: helping other people live more
abundant lives by giving the knowledge and support
for others to invest with mental tranquility.
3

4. Disclaimer
for educational purposes only
NOT investment, legal, or tax advice
nothing sold on this webinar
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5. Today’s topics
1) currency devaluation, why it's happening to
you, and what to do about it.
2) why the global recession will get worse and
which investments you absolutely want to
avoid!
3) how to leverage these "interesting times"
to your profitable advantage
5

6. Currency = Price
???
$40,000
$20,000
???
???
$30,000
$10,000 ???
Currency creates price confusion
6

7. Price does NOT = Value

8. Exchange Value Not Price
Currency is just another medium of exchange
8

9. Democracy’s Vices
Democracy is the unequal sharing of blessings
Communism is the equal sharing of misery
- Winston Churchill

10. True cost of government?

11. True cost of government?
taxes velocity
printing

12. On August 15, 1971, the United States
unilaterally terminated convertibility
of the dollar to gold.
November 1955 - April 1975 (19 years, 180 days)

13. On August 15, 1971, the United States
unilaterally terminated convertibility
of the dollar to gold.
November 1955 - April 1975 (19 years, 180 days)

14. Unlimited spending = unlimited power

15. Until the
party’s over

16. You’ve been swindled
Velocity: consumer confidence influence over inflation
Printing: supply of currency influence over inflation
Taxes: reduces supply of currency

17. What do I do?
17

18. Don’t panic!
We’ve been here before…
over and over again.
18

19. David’s Top 10 List
1. Be wise when holding cash or paper
investments
2. Don’t buy bonds
3. Get fixed interest rate mortgages.
4. Invest in durable goods or commodities rather than in money.
5. Invest in things that people will use in any economy.
6. Invest for long-term capital gains,
7. Avoid short term investments that give deceptive sense of making profits.
8. Learn about bartering
9. Reduce dependence on things rising rapidly in price (gas / food / imports)
10. Buy goods rising less rapidly in price (eg, housing / exports)

20. David’s Top 10 List
1. Be wise when holding cash or paper investments
2. Don’t buy bonds
3. Get fixed interest rate mortgages.
4. Invest in durable goods or commodities rather than in money.
5. Invest in things that people will use in any economy.
6. Invest for long-term capital gains,
7. Avoid short term investments that give deceptive sense of making profits.
8. Learn about bartering
9. Reduce dependence on things rising rapidly in price (gas / food / imports)
10. Buy goods rising less rapidly in price (eg, housing / exports)

21. If prevailing rate goes DOWN, price of bond goes UP
If prevailing rate goes UP, price of bond goes DOWN
2012

22. David’s Top 10 List
1. Be wise when holding cash or paper investments
2. Don’t buy bonds
3. Get fixed interest rate mortgages.
4. Invest in durable goods or commodities rather than in money.
5. Invest in things that people will use in any economy.
6. Invest for long-term capital gains,
7. Avoid short term investments that give deceptive sense of making profits.
8. Learn about bartering
9. Reduce dependence on things rising rapidly in price (gas / food / imports)
10. Buy goods rising less rapidly in price (eg, housing / exports)

23. Positive Arbitrage
Borrow at 5% invest at 7%
2% profit
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24. Negative Arbitrage
Borrow at 7% invest at 5%
2% loss
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25. Arbitrage Confusion
Borrow at ???% invest at ???%
???% profit
25

26. David’s Top 10 List
1. Be wise when holding cash or paper investments
2. Don’t buy bonds
3. Get fixed interest rate mortgages.
4. Invest in durable goods or commodities
rather than in money.
5. Invest in things that people will use in any economy.
6. Invest for long-term capital gains,
7. Avoid short term investments that give deceptive sense of making profits.
8. Learn about bartering
9. Reduce dependence on things rising rapidly in price (gas / food / imports)
10. Buy goods rising less rapidly in price (eg, housing / exports)

27. Exchange Value Not Price
Currency is just another medium of exchange
27

28. David’s Top 10 List
1. Be wise when holding cash or paper investments
2. Don’t buy bonds
3. Get fixed interest rate mortgages.
4. Invest in durable goods or commodities rather than in money.
5. Invest in things that people will use
in any economy.
6. Invest for long-term capital gains,
7. Avoid short term investments that give deceptive sense of making profits.
8. Learn about bartering
9. Reduce dependence on things rising rapidly in price (gas / food / imports)
10. Buy goods rising less rapidly in price (eg, housing / exports)

29. Medical Office
Low end retail
(price of gas?)

30. Modest Housing

31. David’s Top 10 List
1. Be wise when holding cash or paper investments
2. Don’t buy bonds
3. Get fixed interest rate mortgages.
4. Invest in durable goods or commodities rather than in money.
5. Invest in things that people will use in any economy.
6. Invest for long-term capital gains,
7. Avoid short term investments that give
deceptive sense of making profits.
8. Learn about bartering
9. Reduce dependence on things rising rapidly in price (gas / food / imports)
10. Buy goods rising less rapidly in price (eg, housing / exports)

32. Bought IBM stock @ $10 $20,000
2000 shares
Sold IBM stock @ $15 $30,000
2000 shares

33. Bought IBM stock @ $10 $20,000
2000 shares
Sold IBM stock @ $15 $30,000
2000 shares
Buy @ $20,000
Sell @ $30,000
PROFIT: $10,000
Less Tax: $2,500
NET PROFIT= $7,500
NET CASH = $27,500
NO ENOUGH FOR A CAR

34. Expenses paid
by tenant
Rent indexed to
inflation

35. Mortgage repaid
with devalued
currency
$500,000 mortgage
$25,000 car
20 cars
$500,000 mortgage
$50,000 car
10 cars

36. David’s Top 10 List
1. Be wise when holding cash or paper investments
2. Don’t buy bonds
3. Get fixed interest rate mortgages.
4. Invest in durable goods or commodities rather than in money.
5. Invest in things that people will use in any economy.
6. Invest for long-term capital gains,
7. Avoid short term investments that give deceptive sense of making profits.
8. Learn about bartering
9. Reduce dependence on things rising rapidly in price (gas / food / imports)
10. Buy goods rising less rapidly in price (eg, housing / exports)

37. David’s Top 10 List
1. Be wise when holding cash or paper investments
2. Don’t buy bonds
3. Get fixed interest rate mortgages.
4. Invest in durable goods or commodities rather than in money.
5. Invest in things that people will use in any economy.
6. Invest for long-term capital gains,
7. Avoid short term investments that give deceptive sense of making profits.
8. Learn about bartering
9. Reduce dependence on things rising
rapidly in price (gas / food / imports)
10. Buy goods rising less rapidly in price (eg, housing / exports)

38. David’s Top 10 List
1. Be wise when holding cash or paper investments
2. Don’t buy bonds
3. Get fixed interest rate mortgages.
4. Invest in durable goods or commodities rather than in money.
5. Invest in things that people will use in any economy.
6. Invest for long-term capital gains,
7. Avoid short term investments that give deceptive sense of making profits.
8. Learn about bartering
9. Reduce dependence on things rising rapidly in price (gas / food / imports)
10.Buy goods rising less rapidly in price (eg,
housing / exports)

39. And two more…
Build good support teams now
Be a lifelong learner

40. MARKET CYCLE

41. MARKET CYCLE
BUY HERE

42. MARKET CYCLE

43. MARKET CYCLE
BUY HERE BUY HERE

44. Questions / Consultation
David@HasslefreeCashflowInvesting.com
707-373-9966