Global insights audio-slides-11-16-11-super_committee

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This chart accompanies the podcast recorded November 16th, 2011 THE DEBT COMMITTEE 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 either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights

Transcript of Global insights audio-slides-11-16-11-super_committee

Page 1: Global insights audio-slides-11-16-11-super_committee

This chart accompanies the podcast recordedNovember 16th, 2011

THE DEBT COMMITTEE

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 either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights

Page 2: Global insights audio-slides-11-16-11-super_committee

This chart accompanies the podcast recordedNovember 16th, 2011

DEFICIT SUPER COMMITTEE

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 either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights

THREE PATHS:

DEAL• Large Amounts a new tax revenue• Cuts to Medicare & Medicaid ($500B)• Cuts in Mandatory: i.e. Ag subs ($250B)

NO DEAL• Sequestration or Trigger $1.2T• Whoever wins election implements• 50% Defense, 50% Soc. Sec. & Medicare• Financial Market Fall Out

PUNT• Two Step Process• Revamp Tax Code • Vague agreements (based on tax revamp) to satisfy CBO

“Obama Warns Debt Super Committee Not to Cheat on Deficit-Cutting Mandate”

FOX News

“lawmakers over the past several days have increasingly talked up the idea of simply changing the law so that those cuts -- particularly to the Pentagon -- would not go into effect should the committee fail.” – Fox News

Page 3: Global insights audio-slides-11-16-11-super_committee

This chart accompanies the podcast recordedNovember 16th, 2011

CRONY CAPITALISM – It’s Now Out of Control

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 either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights

“lawmakers are exempted from the insider trading laws they impose on private traders”

Page 4: Global insights audio-slides-11-16-11-super_committee

This chart accompanies the podcast recordedNovember 16th, 2011

PASSE TO PAY TAXES

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 either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights

Page 5: Global insights audio-slides-11-16-11-super_committee

This chart accompanies the podcast recordedNovember 16th, 2011

SAFE HAVEN?

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 either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights

Page 6: Global insights audio-slides-11-16-11-super_committee

This chart accompanies the podcast recordedNovember 16th, 2011

NOT SO FAST!

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 either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights

Page 7: Global insights audio-slides-11-16-11-super_committee

This chart accompanies the podcast recordedNovember 16th, 2011

THE DEBT COMMITTEE

Listen to the original podcast 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.