Global insights audio-slides-05-27-11
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  • Baltic Dry, Dr Cooper,
  • 1% Last Night
  • 1- ISM Services, 2- Durable Goods, 3- Philly Fed, 4 –Empire State
  • Forget the Headline number – Look at the Prices Paid advanced Inverted
  • Forget the Headline number – Look at the Prices Paid advanced Inverted
  • Maps to GDP extremely closely. Seeing GDP further reduced – S&P reduced last night by Goldman

Transcript

  • 1. This chart is from the discussion recordedMay 27, 2011
    ECONOMY ROLLING OVER
    Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights
  • 2. This chart is from the discussion recordedMay 27, 2011
    GLOBAL ECONOMY ROLLING OVER
    Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights
  • 3. This chart is from the discussion recordedMay 27, 2011
    SHANGHAI MARKET
    Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights
  • 4. This chart is from the discussion recordedMay 27, 2011
    US ECONOMY ROLLING OVER
    Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights
  • 5. This chart is from the discussion recordedMay 27, 2011
    ECONOMY ROLLING OVER
    Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights
  • 6. This chart is from the discussion recordedMay 27, 2011
    ECONOMY ROLLING OVER
    Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights
  • 7. This chart is from the discussion recordedMay 27, 2011
    ECONOMY ROLLING OVER
    Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights
  • 8. This chart is from the discussion recordedMay 27, 2011
    REFLECTED IN CYCLICALS
    Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights
  • 9. This chart is from the discussion recordedMay 27, 2011
    DESPITE PERFECT TRADING RECORD?
    Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights
  • 10. This chart is from the discussion recordedMay 27, 2011
    ECONOMY ROLLING OVER
    Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights