Global insights audio-slides-08-03-11

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  • HOUSE OF CARDSSTORE OF VALUEThe role of Money – 4 Purposes1- Medium of Exchange2- Store of Value3- A Measure of Value4- A Standard of ValueNo one else's liability and moves purchasing power through time and space.How can you know:1- What the market is worth? – SPX Chart2- What Earnings are? – Earnings in Gold Chart3- What direction the markets are going to go - Treasury & dollar Chart
  • This is yet another “House of Cards” built on the same paper – The question is what is the market really worth.How can you know where the market is going if the foundation is being moved on you? How do you answer:1- A Head & Shoulders?2- A Rolling “M” top?3- A “wolf” Wave top?4- A Consolidation within a Long Term Bull Market
  • EARNINGS ARE NOW > 50% OUTSIDE US - How do you forecast them since they are based on Currency exchanges and corporations prorpietary “Forwards” currency hedging operations.Then on top of that, forget their offshore, off balance sheet, Investment ‘Affiliate’ - Special Purpose Corporations (SPEs).
  • COMPLEXITYIt is about Hidden Complexity: It is even More than Sovereign Debt Yields and Forex MovesInvolves understanding SWAPS, Libor-OIS Spreads, CDS Differentials => All Computer driven.OR
  • Simple: They can’t avoid Store of ValueThis helps us determine whether it is gong to be a Head & Shoulders, “M” rounded Top or “Wolf Megaphone Topping reversal in Nominal Terms.HARD ASSETS versus PAPER ASSETS that can’t be manufactured with the stroke of a politicians pen!Tells us: Further Market weakness Bias and Higher Gold Bias
  • PRECIOUS METALSFurther Market weakness bias and Higher Silver Bias
  • BLACK GOLD
  • COMMODITIES
  • Nearing a retrenchment in Gold?
  • Nearing a retrenchment in Silver?
  • 1680 on August 5th
  • 1680 on August 5th
  • Global insights audio-slides-08-03-11

    1. 1. This chart is from the discussion recordedAugust 3rd, 2011<br />STORE OF VALUE<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    2. 2. This chart is from the discussion recordedAugust 3rd, 2011<br />NOMINAL MARKETS<br />REMEMBER WHAT THIS IS REPORTED IN<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    3. 3. This chart is from the discussion recordedAugust 3rd, 2011<br />PRECIOUS METALS<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    4. 4. This chart is from the discussion recordedAugust 3rd, 2011<br />PRECIOUS METALS<br />US TREASURY - Price<br />US DOLLAR INDEX<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    5. 5. This chart is from the discussion recordedAugust 3rd, 2011<br />HARD ASSETS<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    6. 6. This chart is from the discussion recordedAugust 3rd, 2011<br />PRECIOUS METALS<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    7. 7. This chart is from the discussion recordedAugust 3rd, 2011<br />BLACK GOLD<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    8. 8. This chart is from the discussion recordedAugust 3rd, 2011<br />COMMODITIES<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    9. 9. This chart is from the discussion recordedAugust 3rd, 2011<br />‘REAL’ ESTATE<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    10. 10. This chart is from the discussion recordedAugust 3rd, 2011<br />HARD ASSETS DENOMINATED IN HARD ASSETS<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    11. 11. This chart is from the discussion recordedAugust 3rd, 2011<br />CONSOLIDATIONS ONLY<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    12. 12. This chart is from the discussion recordedAugust 3rd, 2011<br />GOLD<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    13. 13. This chart is from the discussion recordedAugust 3rd, 2011<br />CONSOLIDATIONS ONLY<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    14. 14. This chart is from the discussion recordedAugust 3rd, 2011<br />PRECIOUS METALS<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    15. 15. This chart is from the discussion recordedAugust 3rd, 2011<br />PRECIOUS METALS<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />

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