Global Insights Audio-Slides-08-17-11
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Transcript of Global Insights Audio-Slides-08-17-11
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights
THE CERTAINTY OF THE PRINTING PRESS
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.
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
Money and Credit Growing on Trees
…with many counterparties that are NOT
solvent.
THE CERTAINTY OF THE PRINTING PRESS
Now that this huge ballooning monetary expansion caused by leverage has become unwieldy and unmanageable with indefinable liability, public serpents HAVE BEEN and CONTINUE TO transfer the liability to the public through direct and indirect guarantees…
But the profits have remained in private hands (the banksters) and crony capitalists such as AIG , General Motors, Fannie Mae, Freddie Mac and too-big-to-fail banks, just to name a few.
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
“The best way to destroy the capitalist system is to debauch the currency. There is no subtler, no surer means of overturning the existing basis of society than 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.
The process engages all of the hidden forces of economic law on the side of destruction, and does it in a manner that not one man in a million can diagnose.”
- John Maynard Keynes, 1920
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights
THE CERTAINTY OF THE PRINTING PRESS
The debt MATURITY wall looms. Unimaginable amounts of borrowing in the public and private sectors must roll in the next 3 years…
Copyright 2010 © Gordon T. LongAll Rights Reserved
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
Unimaginable sums must roll over and the Federal Reserve has been buying all new debt…
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
ISSUANCE of government guaranteed debt is now the NEW BUBBLE of future TOXIC DEBT
ALL Debt will be REPAID, either by the borrower or the lender.
This chart accompanies the podcast recordedAugust 17th, 2011
Annotations: Gordon T. Long
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
The SOFT DEFAULT of the Printing Press…
As Sovereign debt levels BLOW UP, the REAL VALUE of the DEBT has been CUT IN HALF, when will the holders of these supposedly RISK FREE assets WAKE UP and PRACTICE risk control?
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
Or do you think the lenders will roll and finance the new spending for consumption by the welfare states?
Will the lenders wake up?
This chart accompanies the podcast recordedAugust 17th, 2011
Copyright 2010 © Gordon T. LongAll Rights Reserved
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
The top banks in the world rest on thin
reeds of capital.
“Let us control the money of a country, and we care not who makes the laws.”
- Amschel Rothschild,original head of the House of Rothschild
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
The world’s top 50 banks’ average leverage is 102 to 1.
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
The EUROPEAN INSOLVENCIES are deeply intertwined between the Financial, Banking and SOVEREIGN sectors!
This is a great BIG check kiting scheme, and only a small illustration of the enormity of the TOXIC assets and DEFAULTS which LOOM.
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
The G7 governments, financial and banking systems have at least 17 Trillion dollars of borrowing which has to ROLL in the next 4 years.
The VALUE of the assets they have purchased with this borrowing has plummeted, most still sit on their balance sheets at purchase prices. These are KNOWN as MALINVESTMENTS and TOXIC assets. The biggest carry trades in history are BLOWING UP!
G7 banks hold $600 trillion worth of over-the-counter derivatives against which they hold no margin and for which they have made few provisions to take a loss.
Greece, Portugal, Ireland and now Spain (Spain has been shut out of credit markets; it has $600 billion PUBLIC/Private debt which MUST roll by the end of 2012) are on the short list of borrowers unable to ROLL, the insolvency is rolling uphill.
“If the US government could credibly say [to banks]: We’ll never bail you out again, it [the banking system] would collapse. ”
- Kenneth Rogoff of Harvard University
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
THEY WILL FAIL and will destroy the value of the currency at the same time.
This is one of the FACES of too-big-to-fail and it represents the purest form of MONETARY debasement as the FRESH cash arrives from HELICOPTER BEN and John Claude Trichet. You can expect this to increase by many multiples, as all the central banks BUY more toxic assets and print FRESH money to replace them on bank and institutional balance sheets in an ATTEMPT to SAVE them.
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
This chart accompanies the podcast recordedAugust 17th, 2011
Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe 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.
THE CERTAINTY OF THE PRINTING PRESS
Listen to the original recording for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights
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.