Macro Analytics - 04-10-12 - Financial Repression

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE 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.

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THESIS 2012: FINANCIALREPRESSION 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE 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.

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Macro Analytics April 10th, 2012 “A Dubious Deal for Greece” • It is both a bad and unworkable deal. This is not just my opinion but in fact the opinion, of the Sustainability Report commissioned by the EU. • There is an old adage in the financial world that when you need to solve a mysterious and complex puzzle: "Always follow the Money". We did this and found unprecedented amounts of money is flowing from Greece (and the EU peripheral GIIPS) to German Banks or sister banks in the Global Banking "fraternity", • We are witnessing EU banks being able to borrow unlimited amounts of money from the ECB (€3 Trillion) through questionable vehicles such as LTRO for 1%. Yet Greece is unable to borrow from the ECB, even though it would pledge the same Greek Bonds that the Banks are pledging as collateral for their 1% loans. There was a time where the logic for the ECB not lending directly to Greece made sense to this writer. Today, based on ECB collateral policy it no longer does. The obvious is being hidden from view. • The GIIPS are pledging Assets, Gold and future Taxation income for Euros, which are being created on computer screens at the ECB and Global banks. The Banks are receiving real assets while lending out "paper'. • The Macro Prudential policy of Financial Repression describes the exchange of Money for Wealth, between a Sovereign government and its people. Presently the same thing is happening in Europe, but here it is also between the Global Banking cartel and the Sovereigns. Whether Regulatory Arbitrage (shown left) or Financial Repression (see 2012 Thesis), it is fundamentally about the exchange of questionable 'paper' assets for guarantees of cash streams through servitude of labor. 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.

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Macro Analytics April 10th, 2012 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.

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This chart accompaniesthe podcast recorded November 11th, 2011 WHO ARE THESE MEN? ITALY GREECE MARIO MONTI LUCAS PAPADEMOS ECONOMIST ECONOMIST Education: Yale (Keynesian) Education: MIT (Keynesian) Professor: Turin, Bocconi (25 years) Professor: Columbia, Athens (20 Years) Distinction: Klein-Monti Model Distinction: BoG Governor (Drachma) Technocrat: EC Since 1994 Technocrat: ECB Since 2002 Tri-Lateral Commission Tri-Lateral Commission – Since 1998 European Chair Bilderberger Steering Committee Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights 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.

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This chart accompaniesthe podcast recorded November 11th, 2011 GREECE’S PAPADEMOS His first task will be to THE Banker’s Banker in secure a badly needed €8b Charge of Negotiations? aid tranche from the EU & Its Official : The fox is in IMF charge of hen house! Only an INTERIM until Feb 90 Days (No Referendum - 19th, 2010 Elections the dirty work) Papademos sought a cabinet New Democracy leader Antonis that included members of the Samaras fought having top parties (for demonstrate heavyweights from his party broad support). associated with the unpopular cuts as elections loomed. “Though it remains to be seen “the reported concessions whether the major parties will appear to give him a strong fully back Mr. Papademos — starting position”. (Yeh, right - their eyes are cast to the next its all yours baby as politicians elections, and have little go to the mattresses!) “Mr. Papademos sought an interim appetite for tough reform” tenure free of political interference” Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights 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.

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This chart accompaniesthe podcast recorded November 11th, 2011 ITLAY’S MONTI THE Banker’s Banker in Charge of Negotiations? Its Official : The fox is in charge of hen house! Only an INTERIM until Non-confidence likely as Elections called –’An soon as dirty work is done. Emergency Government’ THE SET-UP: THE SPIN (WSJ): In a highly critical editorial in Il "He doesn't owe anything to any Corriere, Mr. Monti chastised the political party. He's not there to be a premier for saying that the euro politician. He's there to do what's wasn't a convincing currency. necessary" said Gaia Gualtieri, 32, "Every time [borrowing] rates rise who helps her father run a small because of scant faith in Italy, you textile manufacturer in Prato. Ms. impose even more sacrifices upon Gualtieri hopes Mr. Monti will free Italians." businesses from labor codes that make it hard to hire and fire. Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights 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.

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This chart accompaniesthe podcast recorded November 11th, 2011 WHO ARE THESE MEN? ITALY GREECE MARIO MONTI LUCAS PAPADEMOS ECONOMIST ECONOMIST Education: Yale (Keynesian) Education: MIT (Keynesian) Professor: Turin, Bocconi (25 years) Professor: Columbia, Athens (20 Years) Distinction: Klein-Monti Model Distinction: BoG Governor (Drachma) Technocrat: EC Since 1994 Technocrat: ECB Since 2002 Tri-Lateral Commission Tri-Lateral Commission – Since 1998 European Chair Bilderberger Steering Committee Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights 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.

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Macro Analytics April 10th, 2012 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE PROPERLY ADJUSTED for INFLATION The DEVELOPED WORLDS ECONOMIES ARE DECLINING at a 8 to 10% of GDP annually! 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.

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Macro Analytics March 29th, 2012 CORPORATOCRACY & STATISM 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.

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Macro Analytics March 29th, 2012 CORPORATOCRACY & STATISM Government + Corporations = Fascism 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE PROPERLY ADJUSTED for INFLATION The DEVELOPED WORLDS ECONOMIES ARE DECLINING at a 8 to 10% of GDP annually! 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE Annual Deficits While their total DEBTS are COMPOUNDING at about the same RATE! 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE REAL DEBT to GDP not including UNFUNDED entitlements which are 100’s of percent of GDP 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE REAL DEBT to GDP not including UNFUNDED entitlements which are 100’s of percent of GDP 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE Debt to GDP in ALL sectors is over 330 PLUS percent 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE Time Bombs…er…Bonds 2.7 Trillion Euros Must Roll in 2012 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE EU's Prodi Admits Leaders Knew Euro Would Cause Ruin but Hoped Political Union Would Follow February 20, 2012 Romano Prodi, who in 2002 was President of the European Commission .... Prodi: "Well, the difficult moments were predictable. When we created the euro, my objection, as an economist (and I talked about it with Kohl and with all the heads of government) was: how can we have a common currency without shared financial, economical and political pillars? The wise answer was: for the moment we've made this leap forward. The rest will follow ... Then instead came the Europe of fear: fear of China, fear of immigrants, fear of globalization. So it was clear that this crisis would arrive. But the euro is so important, it's so convenient for everyone — especially Germany — that I've no doubt that the euro won't just survive, but it will be one of the landmarks for the world economy." – Euro News The EU's top politicos knew what was going to happen to the European Union and in fact, they planned for it. We can see from this shocking excerpt just how duplicitous these "leaders" were. Yes, Romano Prodi has now actually admitted it. Those running the EU, and those standing behind them, are trying to create world government and the European Union was evidently and obviously created as a stepping- stone. 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.

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Macro Analytics April 10th, 2012 FINANCIAL REPRESSION in EUROPE 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.

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DISCLOSURE STATEMENT ANDTERMS 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

Macro Analytics - 04-10-12 - Financial Repression

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