macro analytics - 04-14-12 - financial repression

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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/Macro_Analytics Preparations for FINANCIAL REPRESSION Macro Analytics April 14 th , 2012

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In this final session in a four part series on FINANCIAL REPRESSION, Gordon T Long and Ty Andros discuss how to make preparations.

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Page 1: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

Page 2: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Gordon T Long GordonTLong.com

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

Page 3: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Ty AndrosTedbits.com

Traderview.com

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

Page 4: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Ty Andros Tedbits.com

Gordon T Long GordonTLong.com

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

Page 5: Macro Analytics - 04-14-12 - Financial Repression

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.

ADVANCING GLOBAL FINANCIAL REPRESSION

USA EU JAPAN CHINA ASIA

TELLTALES

Dramatic Money Supply Expansion YES YES YES YES YES

Negative Real Interest Rates YES YES YES YES YES

Changing Function of Money YES YES YES NO NO

Negative Real Economic Growth YES YES YES NO NO

Debt Transfer - Private to Public YES YES YES NO NO

Increased Centralized Planning YES YES

PRIMARY TOOLS

Fear - The Flight to Safety - Scare of a Financial Crisis YES YES - Potential Financial Contagion YES YES - Threat of Instability & Chaos YES YES

Force - The Use of Law - Regulatory & Legislative Responses YES YES - Restrictions on Personal Liberties YES YES

Framework - A Methodology - ZIRP & Quantitative Easing YES YES - Inflation Reporting Distortions YES

Macro AnalyticsApril 14th, 2012

Preparations for FINANCIAL REPRESSION

Page 6: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

Page 7: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

THESIS 2012: FINANCIAL REPRESSION GordonTLong.com

Macro AnalyticsApril 14th, 2012

Preparations for FINANCIAL REPRESSION

Page 8: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

A Casualty or a Survivor?

Macro AnalyticsApril 14th, 2012

Page 9: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

A Casualty or a Survivor?

Macro AnalyticsApril 14th, 2012

Page 10: Macro Analytics - 04-14-12 - Financial Repression

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.

ADVANCING GLOBAL FINANCIAL REPRESSION

USA EU JAPAN CHINA ASIA

TELLTALES

Dramatic Money Supply Expansion YES YES YES YES YES

Negative Real Interest Rates YES YES YES YES YES

Changing Function of Money YES YES YES NO NO

Negative Real Economic Growth YES YES YES NO NO

Debt Transfer - Private to Public YES YES YES NO NO

Increased Centralized Planning YES YES

PRIMARY TOOLS

Fear - The Flight to Safety - Scare of a Financial Crisis YES YES - Potential Financial Contagion YES YES - Threat of Instability & Chaos YES YES

Force - The Use of Law - Regulatory & Legislative Responses YES YES - Restrictions on Personal Liberties YES YES

Framework - A Methodology - ZIRP & Quantitative Easing YES YES - Inflation Reporting Distortions YES

Macro AnalyticsApril 14th, 2012

Preparations for FINANCIAL REPRESSION

Page 11: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

Page 12: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

You CANNOT Store wealth in PAPER until the final currency and financial system CRISIS occurs!

Reduce your cash and bond holdings to the minimum cushion possible RESTORE the FUNCTIONS of MONEY to what’s left Put approximately 20% in Gold and Silver: OUTSIDE the BANKING SYSTEM Use the Austrian principle of the INDIRECT exchange to identify: Investments which CAN’T be printed, aren’t overleveraged and produce

CASH flow. Then exchange your worthless currency for them, see next slide

for a GREAT example. Gold and Silver Backed Absolute Return Alternative Investments with the

potential to thrive in UP, DOWN and sideways markets to catch the volatility

that will unfold as INVESTORS WAKE UP!

Page 13: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

Natural gas is setting up to be a BUY of a LIFETIME!

This is the INDIRECT Exchange and a GOOD Black Swan!

Page 14: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

Gold is STILL CHEAP as INVESTORS and as SAVERS WAKE UP OPPORTUNITIES STILL ABOUND

Page 15: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

LONG ONLY INVESTING is DEAD

Page 16: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

Gold and Silver Backed Absolute Return Alternative Investments!

Fix your paper currency and restore the functions of Money Implement Multi-manager, multi-system portfolios with the

potential to thrive when markets Rise, Fall or go nowhereProfessionally managed risk (PAST PERFORMANCE IS NO GARRANTEE of FUTURE RESULTS, FUTURES TRADING HAS

A RISK OF LOSS, You should consider carefully if it is suitable for you.)

Page 17: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

The greatest BUYING Opportunities in Stocks and REAL ESTATE are on the horizon as the LEVERAGE underpinning them FAILS!

Can you protect and BUILD your wealth till that time arrives?

Not if you store it in WORTHLESS PAPER currencies and BONDS

of Morally and Fiscally bankrupt GOVERNMENTS and BANKS!

Page 18: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

THESIS 2012: FINANCIAL REPRESSION GordonTLong.com

Page 19: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics

Ty AndrosTedbits.com

Traderview.com

Preparations for FINANCIAL REPRESSION

Macro AnalyticsApril 14th, 2012

Page 20: Macro Analytics - 04-14-12 - Financial Repression

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/Macro_Analytics