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PLUNGING PROFITS: Cold Plunge Ahead!
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
EARNINGS• The US$ Earnings Problem• Hedging: Has been the Camouflaging Issue• Early Warnings – FEDEX, Proctor & Gamble• Q2 Estimate Revisions• Banking Stocks: As Goes Banking Stocks, So Goes the Equity Markets
US ECONOMY• Indicators We Are Watching:
- US Employment- US Manufacturing ISM /Factory Orders / Prices Paid- Chemical Activity Barometer- Vehicle Sales
• Recession – Are We Already in a “Double Dip” Recession?
PE COMPRESSION• PE Compression Trend & Risk• Conflicting Signals – Decision Point
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
FEDEX
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
PROCTOR & GAMBLE
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
BANKING: As Goes Banking Stocks, So Goes the Market
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
BANKING: As Goes Banking Stocks, So Goes the Market
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
BANKING: As Goes Banking Stocks, So Goes the Market
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
EARNINGS: Shrinking Foreign Profits
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
NEARING A RECESSION
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
NEARING A RECESSION
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
NEARING A RECESSION
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
FAB FIVE
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
FAB FIVE
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
INSIDE THE SUPPLY CHAIN
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
EARNINGS: Shrinking Foreign Profits
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
GLOBAL RISKS
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
CENTRAL BANK LIQUIDITY EFFORTS “FIZZLE”
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
SELL IN MAY & GO AWAY?
SELL IN MAY & GO AWAY?
- Everything says YES…. but
- Ultimate Contrarian Move- Don’t Fight the Fed – Presidential Privilege- Money is trapped and has few places left to hide- Excessive Risk the only solution for Money Managers
- It all comes down to Slowing Growth, A Worsening Employment Situation and WHEN the central Banks will be FORCED to react.
-It is going to be a cold plunge for earnings season with revisited lower future expectations!
- The QE III rally will be short lived.
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
SELL IN MAY & GO AWAY?
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
Listen to the original podcast for this slide at www.GordonTLong.com/LONGWave
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.
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.
EARNINGS: Shrinking Foreign Profits
This chart is from the July 2012 Market Analytics & Technical Analysis ReportJuly 9th, 2012
