Global insights audio-slides-04-06-11_x

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Global insights audio-slides-04-06-11_x

  1. 1. This chart is from the discussion recordedApril 6th, 2011<br />DEBT SATURATION<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
  2. 2. This chart is from the discussion recordedApril 6th, 2011<br />US Municipal Bond Issuance<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
  3. 3. This chart is from the discussion recordedApril 6th, 2011<br />WHO IS BUYING TREASURY BONDS?<br />“Investors should view June 30th, 2011 not as political historians view November 11th, 1918 (Armistice Day – a day of reconciliation and healing) but more like June 6th, 1944 (D-Day – a day fraught with hope for victory, but fueled with immediate uncertainty and fear as to what would happen in the short term). Bond yields and stock prices are resting on an artificial foundation of QE II credit that may or may not lead to a successful private market handoff and stability in currency and financial markets. 15% gratuities may lie ahead, but more than likely there is a negative two-bit or even eight-bit tip lying on the investment table. Like I did 45 years ago, PIMCO’s not sticking around to see the waitress’s reaction.“     –Bill Gross<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
  4. 4. This chart is from the discussion recordedApril 6th, 2011<br />BROKEN<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
  5. 5. This chart is from the discussion recordedApril 6th, 2011<br />DEBT SATURATION<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
  6. 6. This chart is from the discussion recordedApril 6th, 2011<br />THIS ISN’T ROCKET SCIENCE<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
  7. 7. This chart is from the discussion recordedApril 6th, 2011<br />HOW THE BIGGEST BOND FUND SEES THINGS<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
  8. 8. This chart is from the discussion recordedApril 6th, 2011<br />HOW THE BIGGEST BOND FUND SEES THINGS<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
  9. 9. This chart is from the discussion recordedApril 6th, 2011<br />DEBT SATURATION<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />

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