long wave audio-slides-10-25-11-beware_of_euro_weakness

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This chart is from the November 2011 Market Analytics & Technical Analysis Report October 25th, 2011 GLOBAL MACRO EVENT BEWARE OF SERIOUS EURO WEAKNESS AHEAD EU SUMMIT WILL PROVE AN IMPLEMENTATION DISAPPOINTMENT EURO WEAKNESS

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Page 1: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

GLOBAL MACRO EVENT

BEWARE OF SERIOUS EURO WEAKNESS AHEAD

EU SUMMIT WILL PROVE AN IMPLEMENTATION DISAPPOINTMENT

EURO WEAKNESS

Page 2: Long wave audio-slides-10-25-11-beware_of_euro_weakness

Global Macro Analytics

Hard Assets Analysis

Technical Analysis

• Shadow Banking Collapse

• Yen Carry Unwind

• Euro Casualty

• Asset & Crisis Protection• Store of Value• Fiat Collapse

• Secular Bear Resumes

• Pivot Point

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 3: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 4: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 5: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 6: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 7: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 8: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 9: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 10: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 11: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 12: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 13: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 14: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 15: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 16: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 17: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 18: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 19: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 20: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 21: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 22: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 23: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 24: Long wave audio-slides-10-25-11-beware_of_euro_weakness

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS

Page 25: Long wave audio-slides-10-25-11-beware_of_euro_weakness

OBSERVATION

THE JAPANESE CARRY TRADE FALLOUT

EUROPEAN CRISIS IS A RESULT – NOT THE CAUSE

THE CAUSE IS THE COLLAPSING SHADOW BANKING SYSTEM

(The Off Balance Toxic SIV Banking Structures)

This chart is from the November 2011 Market Analytics & Technical Analysis Report

October 25th, 2011

EURO WEAKNESS