This chart accompanies the podcast recorded November 11th, 2011 WHO ARE THESE MEN? 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
Global insights audio-slides-11-11-11
Dec 08, 2014
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This chart accompanies the podcast recordedNovember 11th, 2011
WHO ARE THESE MEN?
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
This chart accompanies the podcast recordedNovember 11th, 2011
WHO ARE THESE MEN?
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
ITALY GREECE
MARIO MONTI LUCAS PAPADEMOS
ECONOMIST ECONOMIST
Education: Yale (Keynesian)Professor: Turin, Bocconi (25 years)
Distinction: Klein-Monti ModelTechnocrat: EC Since 1994
Education: MIT (Keynesian)Professor: Columbia, Athens (20 Years)Distinction: BoG Governor (Drachma)
Technocrat: ECB Since 2002
Tri-Lateral CommissionEuropean Chair
Bilderberger Steering Committee
Tri-Lateral Commission – Since 1998
This chart accompanies the podcast recordedNovember 11th, 2011
GREECE’S PAPADEMOS
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
His first task will be to secure a badly needed €8b aid tranche from the EU & IMF
THE Banker’s Banker in Charge of Negotiations? Its Official : The fox is in charge of hen house!
Only an INTERIM until Feb 19th, 2010 Elections
90 Days (No Referendum - the dirty work)
Papademos sought a cabinet that included members of the top parties (for demonstrate broad support).
New Democracy leader Antonis Samaras fought having heavyweights from his party associated with the unpopular cuts as elections loomed.
“Though it remains to be seen whether the major parties will fully back Mr. Papademos —their eyes are cast to the next elections, and have little appetite for tough reform”
“the reported concessions appear to give him a strong starting position”. (Yeh, right - its all yours baby as politicians go to the mattresses!)
“Mr. Papademos sought an interim tenure free of political interference”
This chart accompanies the podcast recordedNovember 11th, 2011
ITLAY’S MONTI
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
THE Banker’s Banker in Charge of Negotiations? Its Official : The fox is in charge of hen house!
Only an INTERIM until Elections called –’An Emergency Government’
Non-confidence likely as soon as dirty work is done.
THE SET-UP:
In a highly critical editorial in Il Corriere, Mr. Monti chastised the premier for saying that the euro wasn't a convincing currency.
"Every time [borrowing] rates rise because of scant faith in Italy, you impose even more sacrifices upon Italians."
THE SPIN (WSJ):
"He doesn't owe anything to any political party. He's not there to be a politician. He's there to do what's necessary" said Gaia Gualtieri, 32,
who helps her father run a small textile manufacturer in Prato. Ms. Gualtieri hopes Mr. Monti will free businesses from labor codes that make it hard to hire and fire.
This chart accompanies the podcast recordedNovember 11th, 2011
GREECE: FOLLOW THE MONEY
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
This chart accompanies the podcast recordedNovember 11th, 2011
RING FENCING FRANCE
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
This chart accompanies the podcast recordedNovember 11th, 2011
FRENCH MAGINOT LINE
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
This chart accompanies the podcast recordedNovember 11th, 2011
FRENCH MAGINOT LINE
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
Sarkozy Making Panic Cuts
€ 65B Post G-20 Summit€ 47B Post EU Summit (Aug)======€ 112B
This chart accompanies the podcast recordedNovember 11th, 2011
FRENCH MAGINOT LINE
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
This chart accompanies the podcast recordedNovember 11th, 2011
WE ARE A LONG WAY FROM THIS BEING OVER!
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
This chart accompanies the podcast recordedNovember 11th, 2011
BANK RUNS
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
This chart accompanies the podcast recordedNovember 11th, 2011
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.
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