Macro Analytics - 04-12-12 - Financial Repression

1. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

2. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA Ty Andros Tedbits.com Traderview.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

3. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA Gordon T Long GordonTLong.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

4. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA Gordon T Long Ty Andros GordonTLong.com Tedbits.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

5. THESIS 2012: FINANCIAL REPRESSION GordonTLong.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

7. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA THESIS 2012: FINANCIAL REPRESSION GordonTLong.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

9. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA This also explains why while HSBC, being a member of the banking cartel would love nothing more than more easing from PBOC, China is far more cautious about further easing, especially if the Fed does go ahead with more QE anyway, the bulk of which China would import as excess inflation anyway. For vivid proof of this observe chart two: the last time we had a record spread between HSBC and China PMI, Chinese CPI soared from -2% to over 6%. China is now at 3%, just as the index spread is the second highest ever. If we are to assume that Chinese easing will follow the March 2009 episode, and thus assume a trough Chinese inflation of 3.2%, one can see that the 12% implied inflation at the end of the current easing episode is why the PBOC will be far, far more reluctant to engage in the same easing policies as the Markit group of banks would wish for it to. Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

23. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA G-7 Aggregate Debt Principal and Interest (USD equiv.) 2012 – 2022 - UK, US, Italy, Germany, Canada, Japan & France Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

24. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA G-7 Aggregate Debt Principal and Interest (USD equiv.) 2012 (by month) UK, US & Japan Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

25. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA United States and ASIA Jaws of DEATH for the World RESERVE currency! Does not include Social Security and Unemployment extensions equal to 1 % of GDP and BORROWING (stolen) from the Social Security, Medicare and Highway trust funds. Add them back in and the deficits are in the LOW TEENS. COMPUNDING ANNUALLY! Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

26. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA The UNITED STATES hasn’t created ANY new wealth or RUN a SURPLUS in over 3 YEARS and is HEMMORAGING CASH. Keep in Mind the spending from the BORROWING is called GDP! Can you say BLACK SWAN for the World Reserve currency? How about Waterloo? Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

27. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA GDP is ROUGHLY $15 Trillion Dollars: Total Liabilities using GAAP are 15 Trillion Revenues plus UNFUNDED Liabilities of $75 Trillion dollars EQUALING $90 Trillion dollars of liabilities REVENUES are $2.1 TRILLION DOLLARS, and its economy is NOT GROWING in REAL or NOMINAL TERMS if PROPERLY MEASURED! Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

28. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA The FEDERAL RESERVE is MONETIZING (printing out of THIN AIR) 58% of ALL US government DEBT! Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

29. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA The UNITED STATES hasn’t created ANY new wealth or RUN a SURPLUS in over 3 YEARS and is HEMMORAGING CASH. Keep in Mind the spending from the BORROWING is called GDP! Can you say BLACK SWAN for the World Reserve currency? How about Waterloo? Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

36. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA Japans TOTAL Debt All SECTORS and Government Maturity Wall Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

37. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA Asian Government debt is NOT yet a problem with the exception of Japan and Singapore! Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

38. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA This is the FACE of FRESH cash for TRASH. As Central banks WORLDWIDE BUY worthless security’s and give bankrupt Sovereigns and financial firms MONEY PRINTED out of THIN AIR. Transferring wealth from SAVERS and BONDHOLDERS to Governments, well connected elites and BANKSTERS. Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

40. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA 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 Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

41. THESIS 2012: FINANCIAL REPRESSION GordonTLong.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

42. Macro Analytics April 12th, 2012 FINANCIAL REPRESSION in the US & ASIA Ty Andros Tedbits.com Traderview.com Listen to the original podcast for this slide at www.GordonTLong.com/Macro_Analytics 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.

43. 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

Macro Analytics - 04-12-12 - Financial Repression

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Macro Analytics - 04-12-12 - Financial Repression