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Macro Analytics - 11-03-12 - Currency Wars: The Failing Petrodollar Strategy

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Historians will show that September 2012 was a seminal month for globalization. However, it won't be because of the epic monetary foray into "Unlimited" QE and "Uncapped" OMT by central bankers. A more profound development will be the milestone agreement reached between China and Russia to begin trading oil in other than the Petro$$. This aggressive break from the status quo effectively threw down the gauntlet in recognization that the developed economies money printing was a "full throated" declaration of Currency War. These initial salvos of heavy monetary artillery clearly shook the monetary policy conference tables of the world.

This latest in eleven strategic agreements, now pits the strategy of currency debasement by the debt saturated developed economies, against the inflation fighting ramparts of the BRICS and Emerging economies. The emerging, first full scale Currency War of the 21st century, will soon challenge the long term viability of the US$ as the world's reserve currency and trading standard. With 60% of US$ now held abroad for specifically this reason, even a marginal reduction will challenge the funding capabilites of the US "welfare and warfare" state and potentially ignite hyperinflation, as US dollar IOUs are relentlessly returned for "claim".

Gordon T Long and John Rubino explore a cadre of evidence that suggests this will be a dangerous and voliatile era for global economies.

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Macro Analytics - 11-03-12 - Currency Wars: The Failing Petrodollar Strategy

  1. 1. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  2. 2. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  4. 4. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy 11 International Agreements That Threaten US$ Dominance 1. China And Russia SEPTEMBER 4th China Daily article 2. China And Brazil BBC article 3. China And Australia Financial Express 4. China And Japan Bloomberg 5. India And Japan Reuters 6. Iran And Russia Bloomberg 7. China And Chile recent report 8. China And The United Arab Emirates CNN 9. China And Africa Africas biggest partner 10. Brazil, Russia., India, China & S. Africa News source – India 11. How India & China and Iranian Oil Bloomberg Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  6. 6. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy 11 International Agreements That Threaten US$ Dominance 1. China And Russia SEPTEMBER 4th China Daily article 2. China And Brazil BBC article 3. China And Australia Financial Express 4. China And Japan Bloomberg 5. India And Japan Reuters 6. Iran And Russia Bloomberg 7. China And Chile recent report 8. China And The United Arab Emirates CNN 9. China And Africa Africas biggest partner 10. Brazil, Russia., India, China & S. Africa News source – India 11. How India & China and Iranian Oil Bloomberg Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  8. 8. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  10. 10. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy QUICK SUMMARY VIDEO: http://www.youtube.com/watch?v=Enm0CBx52g4&feature=player_embedded Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  12. 12. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy 11 International Agreements That Threaten US$ Dominance 1. China And Russia SEPTEMBER 4th China Daily article 2. China And Brazil BBC article 3. China And Australia Financial Express 4. China And Japan Bloomberg 5. India And Japan Reuters 6. Iran And Russia Bloomberg 7. China And Chile recent report 8. China And The United Arab Emirates CNN 9. China And Africa Africas biggest partner 10. Brazil, Russia., India, China & S. Africa News source – India 11. How India & China and Iranian Oil Bloomberg Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  14. 14. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy 1999 71.2% > 2010 62.1% > 2011 58% Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Is the American Era Being Brought to an End? Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  16. 16. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Imports Fall Faster than Exports Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLensThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  18. 18. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy What Will Likely Happen When the Petrodollar Fails: -Oil will cost a lot more. -Everything will cost a lot more. -There will be a lot less foreign demand for U.S. government debt. -Interest rates on U.S. government debt will rise. -Interest rates on just about everything in the U.S. economy will rise. So enjoy going to “the dollar store” while you can. It will turn into the “five and ten dollar store” soon enough. Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy FALSE FLAGS? Civil War Fort Sumter Provoked Spanish American War The Sinking of the USS Maine Provoked WWI The Sinking of the Lusitania Provoked WWII Pearl Harbor Provoked Vietnam War Gulf of Tonkin Proven False War on Terror 911 Attack Controversial IRAN - Watch Out for a "False Flag" or what the Washington Institute now terms a “Covert Activity” Event Globalist Think Tank Suggests Using Engineered Event As Excuse For War With Iran 09-26-12 Brandon Smith Alt-Market Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  20. 20. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Cyber-Attack The Counter-Electronics High Power Microwave Advanced Missile Project (CHAMP), led by Boeings Phantom works, promised to change the face of contemporary warfare, and its test was a complete success. Boeing Now Has A Missile That Destroys Only Electronics And Leaves All Else Intact Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy THE OBAMA ADMINISTRATION: Obama has signed 134 Executive Orders in 40 months! WHY??? -EXECUTIVE ORDER 10990 allows the government to take over all modes of transportation and control of highways and seaports. -EXECUTIVE ORDER 10995 allows the government to seize and control the communication media. -EXECUTIVE ORDER 10997 allows the government to take over all electrical power, gas, petroleum, fuels and minerals. -EXECUTIVE ORDER 10998 allows the government to take over all food resources and farms. -EXECUTIVE ORDER 11000 allows the government to mobilize civilians into work brigades under government supervision. -EXECUTIVE ORDER 11001 allows the government to take over all health, education and welfare functions. -EXECUTIVE ORDER 11002 designates the of all persons. Postmaster General to operate a national registration -EXECUTIVE ORDER 11003 allows the government to take over all airports and aircraft, including commercial aircraft. Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  22. 22. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  24. 24. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  26. 26. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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. Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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. Macro Analytics November 3rd, 2012 Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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. Macro Analytics November 3rd, 2012 Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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.
  31. 31. Macro Analytics November 3rd, 2012 triggers.ca FREE two week Trials Available Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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.
  32. 32. triggers.ca Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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.
  33. 33. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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.
  34. 34. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  35. 35. Macro Analytics November 3rd, 2012 Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  36. 36. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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.
  37. 37. Macro Analytics November 3rd, 2012 CURRENCY WARS: The Failing Petro$$ Strategy Listen to the original podcast for this slide at www.GordonTLong.com/Macro_AnalyticsThe 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.
  38. 38. DISCLOSURE STATEMENT AND TERMS OF USETHE CONTENT OF THIS SLIDE PRESENTATION AND ITS ACCOMPANYING RECORDED AUDIO DISCUSSION AREINTENDED FOR EDUCATIONAL PURPOSES ONLY.This slide presentation and its accompanying recorded audio discussion are not a solicitation to trade or invest, andany analysis is the opinion of the author and is not to be used or relied upon as investment advice. Trading andinvesting can involve substantial risk of loss. Past performance is no guarantee of future returns/results. Commentaryis only the opinions of the authors and should not to be used for investment decisions. You must carefully examinethe risks associated with investing of any sort and whether investment programs are suitable for you. You shouldnever invest or consider investments without a complete set of disclosure documents, and should consider the risksprior to investing. This slide presentation and its accompanying recorded audio discussion are not in any way asubstitution for disclosure. Suitability of investing decisions rests solely with the investor. Your acknowledgement ofthis Disclosure and Term of Use Statement is a condition of access to it. Furthermore, any investments you may makeare your sole responsibility.THERE IS RISK OF LOSS IN TRADING AND INVESTING OF ANY KIND. PAST PERFORMANCE IS NOT INDICATIVE OFFUTURE RESULTS. Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics

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