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LONGWave Audio Slides-12-10-12-sub-Beginning is Near

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LONGWave Audio Slides-12-10-12-sub-Beginning is Near

  1. 1. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 2. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 3. THE BEGINNING IS NEAR LONG TERM – FUNDAMENTALS “EARNINGS PEAKED”  Peaked and Being Taken Down By Analysts  Market Generals Becoming Fewer & Weaker  However: ….Shadow Banking Money Flows, Central Bank Policy & Japanese Election Suggest Onslaught of Liquidity  But: QE is not working INTERMEDIATE TERM – RISK “CANARIES SINGING”  EU in Recession, ECRI Suggests US Likely there also  Bond Bubble to Work Against Equities  Surge in Cash Deposits SHORT TERM – CONFIDENCE “HOPE TURNS TO FEAR”  UNCERTAINTY & COMPLACENCY – An Unusual Combination  PATTERNS – “Of Concern”  Divergence of Public and Business Sentiment  Fiscal Cliff: The “Holy S#^t Moment!” After the Can Successfully Kicked Down the RoadThe 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. 4. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 5. THE BEGINNING IS NEARThe 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. 6. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 7. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 8. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 9. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 10. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 11. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 12. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 13. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 14. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 15. THE BEGINNING IS NEAR While this is taking place we will find a different scenario in the equity markets. The Fed will not be investing money directly in equities and so the liquidity that has propped the stock markets during the Treasury buying phase and will help at the margin with the MBS purchases is not going to have such a dramatic influence in my opinion as the MBS cash is likely to flow back into other segments of the bond markets and not so much into equities. There is also the American Fiscal Cliff, the worsening recession in Europe, the slow-down in China and the possibility of some political event in Greece, Spain, Portugal or Ireland as the funding nations in Europe get strained and could break during 2013. There is a point I assure you and I think we are verging on it where the people of various nations, under their own strain of recession, just cannot afford the grand scheme of European Union and revolt. The IMF is already getting testy with Greece and when Spain shows up hat in hand, their data is found to be inaccurate and the price tag far past the ridiculous estimations of the EU/ECB then “buddy can you spare me a dime” may fall on deaf ears. It should be noted that during the worst year of the Great Depression, 1933, that America had an unemployment rate of 25% which is exactly where we find both Spain and Greece today. A telling sign of things to come perhaps? Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 16. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 17. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 18. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 19. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 20. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 21. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 22. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 23. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 24. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 25. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 26. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 27. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 28. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 29. THE BEGINNING IS NEAR Listen to the original podcast for this slide at www.GordonTLong.com/LONGWaveThe 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. 30. 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/LONGWaveThe 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.

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