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HELD OVER

Currency Wars

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"Currency Wars "
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"Extend & Pretend"
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ACT I
Sultans of Swap: Smoking Guns!

 

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EURO EXPERIMENT: German Steel or Schmucks?

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INNOVATION: America has a Structural Problem!

 

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PRESERVE & PROTECT:  The Jaws of Death

 

 

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STRATEGIC MACRO INVESTMENT INSIGHTS

MACRO ANALYTICS

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Saturday
May 17th
2014

PARADOX OF INFLATION

 

John Rubino

 

SPECIAL GUEST HOST: JOHN RUBINO, Author & Publisher of DollarCollapse.com

OPEN ACCESS

with John Rubino & Gordon T Long

23 Minutes, 22 Slides

IS A DEFLATION SHOCK COMING?

John discusses his two latest articles: 'Deflation Shock Coming? May 9th and Deflation Shock Coming? Part 2: Even Here May 15th in the context of the Inflation or Deflation debate and the implications for:

  • Asset prices (especially stocks and real estate which look highly vulnerable here) and
  • Policy in 2015 (when most of the major economies should be back to aggressive QE).

PARADOX OF INFLATION

We have two worlds. One in the emerging markets and developing economies who are fighting inflation and in the developed economies who have signs of continued deflationary pressures. Now we are seeing inflation falling rapidly in China and Europe while producer prices just jumped in the US? What is going on?

Gord suggests we will have both in a specific sequence with regional counter-currents with his biggest inflationary worry being food.

FOOD PRICES

Food price increases are politically destabilizing and bring predictable social unrest. The recent rapid rise in food prices should now be a concern.

There is no sure outcome to the debate but many of the signals that give us directional clues are now emerging. Join Gordon and John as they explore the subject.

 

 

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Saturday
May 10th
2014

THE GOLDEN ERA OF LOW HANGING FRUIT

 

Charles Hugh Smith

 

 

Regular Co-Host: CHARLES HUGH SMITH , Author & Publisher of OfTwoMinds.com

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THE NEW NATURE OF WORK

Jobs, Occupations & Careers

with Charles Hugh Smith & Gordon T Long

25 Minutes, 24 Slides

In this 25 minute video Charles High Smith and Gordon T Long discuss the dramatic changes currently underway in the Nature of Work.

Discussed are:

    • NEW AGE
      • OCCUPATIONAL DRIVERS
      • SKILLS
    • VALUE PROPOSITION
    • SELF ACCREDITATION
      • HUMAN & SOCIAL CAPITAL
      • THE MOBILE CREATIVE
    • HYBRID OWNERSHIP

THE VALUE PROPOSITION

HIGH TOUCH WORK

This is work where most of the value is in human interactions. This includes psychotherapy, service in fine-dining restaurants, helping elderly people, running a farmers market, etc.

PROBLEM SOLVING WORK 

Computer programs can only solve known problems, i.e. problems where the solution is already known and can be broken down into processes that can be performed by software or machines.

VALUE CREATION WORK

Doing work that cannot be broken into programmable processes.

HYBRID OWNERSHIP

Also discussed are new collaboration models which are allowing work to operate globally.

 

 

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Saturday
May 3rd
2014

UKRAINE:

Financial Warfare

 

John Rubino

 

SPECIAL GUEST HOST: JOHN RUBINO, Author & Publisher of DollarCollapse.com

OPEN ACCESS

EU: Financial Repression

with John Rubino & Gordon T Long

27 Minutes, 38 Slides

According to John Rubino the EU is being penalized and disadvantaged for attempting a more prudently sound Monetary Policy. Unfortunately the old adage of "Bad Money forcing out Good Money" is occurring and will force the ECB to soon succumb to the pressures of the other, even more monetary spendthrift, developed economies.

A positive current account and falling inflation has kept the Euro strong, which is now undermining further possible EU/ECB recovery efforts. Mario Draghi and the ECB have recently been very vocal that actions will soon need to be taken to weaken the Euro.

This has all the earmarks of escalating Currency Wars as Japan blatantly debases the Yen as a cornerstone of ABE-nomics and The Fed still prints at a rate of $55B/Month (Current TAPER rate).

With the "Baby Boomers" now retiring in Europe (much sooner than the US due to more generous entitlements), the massive unfunded and 'cash accounting' pension and entitlements programs in Europe are hitting fiscal operating budgets. There is little policy alternatives, without unprecedented social unrest, but to rapidly re-expand the money supply in an unsterilized fashion.

FINANCIAL REPRESSION

As a consequence, with little media coverage the EU is stepping up its policies of Financial Repression to combat the soon to explode "in budget" government debt levels which have previously been shrouded in government obfucation and 'creative' accounting.

RACE TO DEBASE

We are now in a global "race to debase" as the developed nations debase their currencies to reduce debt burdens, while the emerging economies traditionally have debased their currencies to gain or maintain export led mercantilism economic strategies.

We are left with the developed economies exporting inflation and the rest of the world exporting deflation. The balance is shifting and the question is which way will it tip?

 

 

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Gordon T Long is not a registered advisor and does not give investment advice. His comments are an expression of opinion only and should not be construed in any manner whatsoever as recommendations to buy or sell a stock, option, future, bond, commodity or any other financial instrument at any time. Of course, he recommends that you consult with a qualified investment advisor, one licensed by appropriate regulatory agencies in your legal jurisdiction, before making any investment decisions, and barring that, we encourage you confirm the facts on your own before making important investment commitments.

THE CONTENT OF ALL MATERIALS:  SLIDE PRESENTATION AND THEIR ACCOMPANYING RECORDED AUDIO DISCUSSIONS, VIDEO PRESENTATIONS, NARRATED SLIDE PRESENTATIONS AND WEBZINES (hereinafter "The Media") ARE INTENDED FOR EDUCATIONAL PURPOSES ONLY.

The Media is 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. The Media is not in any way a substitution for disclosure. Suitability of investing decisions rests solely with the investor. Your acknowledgement of this Disclosure and Terms 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.

Gordon emperically recommends that you consult with a qualified investment advisor, one licensed by appropriate regulatory agencies in your legal jurisdiction, before making any investment decisions, and barring that, he  encourages you confirm the facts on your own before making important investment commitments.
  

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Information herein was obtained from sources which Mr. Long believes reliable, but he does not guarantee its accuracy. None of the information, advertisements, website links, or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities.

Please note that Mr. Long may already have invested or may from time to time invest in securities that are discussed or otherwise covered on this website. Mr. Long does not intend to disclose the extent of any current holdings or future transactions with respect to any particular security. You should consider this possibility before investing in any security based upon statements and information contained in any report, post, comment or recommendation you receive from him.

 

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COPYRIGHT  © Copyright 2010-2011 Gordon T Long. The information herein was obtained from sources which Mr. Long believes reliable, but he does not guarantee its accuracy. None of the information, advertisements, website links, or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. Please note that Mr. Long may already have invested or may from time to time invest in securities that are recommended or otherwise covered on this website. Mr. Long does not intend to disclose the extent of any current holdings or future transactions with respect to any particular security. You should consider this possibility before investing in any security based upon statements and information contained in any report, post, comment or recommendation you receive from him.