Under the lens-audio_slides-01-18-12-sub-ponzi_bonds
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Global Macro Tipping Points January 18th, 2011 TIDAL WAVE OF EU DOWNGRADES 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. Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
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Transcript of Under the lens-audio_slides-01-18-12-sub-ponzi_bonds
Global Macro Tipping PointsJanuary 18th, 2011
TIDAL WAVE OF EU DOWNGRADES
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsJanuary 18th, 2011
US ECONOMIC FOCUS
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
US TREASURY DUMPING
KEY POLICY ACTIVITY• HOUSING – Federal Reserve Policy Initiatives• NATIONAL DEFENSE ACT – Makes Everyone Nervous• PASS THROUGH CORPORATIONS – Only Small Business Now Pay Taxes• WHITE HOUSE REPORT – Did they Really Mean to Release this?
ECONOMIC INDICATORS• US Rail Plummets – What’s Up Here?
ENTITLEMENTS & SOCIAL UNREST• LONGEVITY SWAPS – Let the Games Begin (or just continue?)
EARNINGS SEASON – The Warnings Begin
Global Macro Tipping PointsJanuary 18th, 2011
MAJOR REVERSAL
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsJanuary 18th, 2011
MAJOR REVERSAL
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsJanuary 18th, 2011
POLICY - HOUSING
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
The U.S. Housing Market: Current Conditions and Policy Considerations US Federal Reserve White Paper
Global Macro Tipping PointsJanuary 18th, 2011
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
POLICY - HOUSING
Global Macro Tipping PointsJanuary 18th, 2011
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
POLICY - HOUSING
Global Macro Tipping PointsJanuary 18th, 2011
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Link: Freddie Mac announced
POLICY - HOUSING
Global Macro Tipping PointsJanuary 18th, 2011
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
POLICY - HOUSING
Global Macro Tipping PointsJanuary 18th, 2011
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
POLICY – NATIONAL DENFENSE AUTHORIZATION ACT
Global Macro Tipping PointsJanuary 18th, 2011
SOCIAL UNREST – AMERICAN AUTUMN
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Protests Put Cities on Alert Leaders Are Proposing New Laws to Minimize Violence at High-Profile Events.
01/11/12 Wall StreetJournal
Global Macro Tipping PointsJanuary 18th, 2011
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
SURGE IN US “PASS THROUGH” CORPORATIONS
Global Macro Tipping PointsJanuary 18th, 2011
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
WHITE HOUSE REPORT – NOT for Public Consumption
Investing in America: Building an Economy That Lasts US White House
Global Macro Tipping PointsJanuary 18th, 2011
US RAIL TRAFFIC
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsJanuary 18th, 2011
PENSIONS: LONGEVITY SWAPS
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsJanuary 18th, 2011
EARNINGS SEASON
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsJanuary 18th, 2011
CONCERNS
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsJanuary 18th, 2011
CONCERNS
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsJanuary 18th, 2011
CONCERNS
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
Global Macro Tipping PointsJanuary 18th, 2011
CONCERNS
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.
Listen to the original podcast for this slide at www.GordonTLong.com/UnderTheLens
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/UnderTheLens
