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Macro Analytics - 04-07-12 - FINANCIAL REPRESSION

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Macro Analytics - 04-07-12 - FINANCIAL REPRESSION

  1. 1. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Ty Andros Tedbits.com Traderview.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Gordon T Long GordonTLong.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Gordon T Long Ty Andros GordonTLong.com Tedbits.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. THESIS 2012: FINANCIAL REPRESSION GordonTLong.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION THESIS 2012: FINANCIAL REPRESSION GordonTLong.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION “The best way to destroy the capitalist system is to debauch the currency.….By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens.” John Maynard Keynes Common Short Version 1920 Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION What is Financial Repression?  It is investments which yields less than REAL INFLATIONS and through compounding systematically steals the wealth of investors and savers.  It is UNSOUND Money which is Incapable of Storing Wealth and Holding its Purchasing Power.  Systematic looting /transfer of the wealth of the private sector to insolvent government banking systems.  Regulation into a Universe of Investments which have negative yields.  Deliberate impoverishment to force investors into malinvestments. Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION The Functions of Money Sound Money Unsound Money 1. Medium of exchange 1. Medium of exchange 2. Store of value 2. Promise to pay, also known as an IOU 3. Measurement/Unit of value 3. Backed by nothing 4. Standard of value 5. Moves purchasing power through “space and time” Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Gold is the Currency of Kings Silver is the Currency of merchants Credit is the Currency of Slaves Credit is NOT Money Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. April 7th, 2012 Understanding FINANCIAL REPRESSION Your investments must YIELD 10% or more just to BREAK EVEN in purchasing power Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. April 7th, 2012 Central Bank Balance Sheets are exploding higher and have done so since 2000 Central bank reserves are up 500% since 2000; Liquidity injections now rival the depths this is STEALTH monetization of Government DEBT of the Global Financial Crisis in 2009 Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. Monthly Market Commentary – March 2012 GordonTLong.com The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. 31. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Monthly Market Commentary – March 2012 GordonTLong.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. 32. April 7th, 2012 Traditional Valuation of Stocks and Bonds in FIAT US DOLLARS S&P 500 Priced in FIAT Dollars 10-Yr Notes Priced in FIAT Dollars 1990 2000 2010 1990 2000 2010 This is nothing more than Stocks and Bonds re-pricing to REFLECT the lower purchasing power of the currency in which they were denominated! Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. 33. April 7th, 2012 A TRUE Picture of Stocks and Bonds Priced in Gold and Crude Oil S&P 500 Priced in Gold 10-Yr Notes Priced in Gold 1990 2000 2010 1990 2000 2010 S&P Priced in Crude Oil 10-Yr Notes Priced in Crude Oil 1990 2000 2010 1990 2000 2010 Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. 34. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide 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. 35. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION THESIS 2012: FINANCIAL REPRESSION GordonTLong.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  36. 36. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION THESIS 2012: FINANCIAL REPRESSION GordonTLong.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  37. 37. Macro Analytics April 7th, 2012 Understanding FINANCIAL REPRESSION Ty Andros Tedbits.com Traderview.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  38. 38. 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/Macro_Analytics

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