Title: A DELUSIONAL CENTURY

1. A DELUSIONAL CENTURY

2. DELUSION
A false belief or opinion
laboured under the
delusion
that success was at hand

3. 100 YEARS OF PAPER
MONEY COLLAPSE

4. US INFLATION 1665 - 2011

5. POPULATION EXPLOSION
1800 to date

7. TRICKY DICK

8. THE LAW OF DIMINISHING RETURNS

9. GLOBAL DEBT IS EXPLODING

10. WORLD DEBT & GDP

11. THE MOST PRODUCTIVE MAN IN
HISTORY - 2005

13. BENEFITS SUPERVISOR
SLEEPING
by LUCIAN FREUD

14. EU’s MILK COW SLEEPING

15. EITHER WAY SHE IS …

16. Debt per Capita

17. US PROBLEMS GREATER

18. WHAT HAPPENS NEXT
• Austerity – a vote loser
• Deficits accelerate
• Unlimited MP- Money Printing
• US Dollar falls sharply & other currencies
• Hyperinflationary Depression

19. THE BEST SOLUTION

20. SUPER MARIO

21. YOU AIN’T SEEN NOTHING YET

22. HYPERINFLATION

23. DESTINY OF CURRENCIES

24. EMPEROR HAS NO CLOTHES

25. CONSEQUENCES
• Interest rates & taxes surge
• Unemployment surges
• Asset prices fall – in real terms
• Exchange controls
• New political parties & leaders
• Pensions & social security collapse
• Social unrest - Crime
• Famine – population fall
• Geopolitical problems

26. WHO WILL BE SAVED

27. THE DESTRUCTION OF PAPER MONEY
Ounces of gold bought for $ 1,000
Investment Year Ounces Gold %
Price change
$1,000 1913 50 $ 20 -99%
$1,000 1971 28 $ 35 -98%
$1,000 1999 4 $ 250 -86%
$1,000 2002 3 $ 300 -83%
$1,000 2012 0.6 $1,750 -

28. THE DOW HAS LOST 82% IN REAL
MONEY - GOLD - SINCE 1999

29. PROPERTY vs GOLD

30. WEALTH PROTECTION
• Asset values will be destroyed – real terms
• Nobody unaffected
• Privileged few – assets to protect
• Avoid
– Counterparty risk
– Leverage
• Own
– Physical gold (silver) Outside financial system
– Farm land

31. THIS IS NOT WEALTH
PROTECTION
• Gold / Silver ETFs in banking system
• Unallocated or allocated Gold/Silver in bank
• COMEX Gold
• Futures Gold
• Bank safe deposit box
• Storing gold at home

32. Matterhorn Asset Management
• Wealth preservation
• GoldSwitzerland
– Specialises in physical Gold and Silver bullion
– Stored outside the banking system
– Gold/Silver bars owned directly by investor
– Personal access to metals
– Ultimate form of wealth preservation

33. GOLD STORAGE

35. PHYSICAL PRECIOUS METALS
• 100 x more paper than physical - PONZI
• Gold: 600 – 700 tons daily
• Silver: 5,000 tons daily
• No physical to back up
• Do Western Central Banks still have gold?
• Bank gold encumbered
• Don’t hold gold within banking system

36. GOLD IN USD
A STEALTH MARKET
2002-2012
19.5% CAGR

38. SILVER in USD
2002-2012
22.5% CAGR

40. GOLD PRICE & GLOBAL QE

44. GOLD STARTING
PARABOLIC RISE
1900 - 2012