THE G-7 SENDAI DISCHORD

Shanghai Accord Crumbles with G-7 Sendai Dischord

Gordon T Long
6/15/2016

JUNE 2016 Edition

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THE G-7 SENDAI DISCHORD

There is an Unwritten Contract between the Governing and the
Governed
JUNE MONTHLY MARKET COMMENTARY
EXECUTIVE BRIEF .................................................................................................................................. 3
MARKET MESSAGE ....................................................................................................................................................................... 3
I DEFINING CHARTS ................................................................................................................................................................... 9
Defining Chart #3 - The Big M and Super Cycle b .................................................................................................................... 10
Defining Chart #4 Intermediate Term Topping Process ............................................................................................................. 11
Boundary Conditions .......................................................................................................................................................................... 12
Channels & Regressions ................................................................................................................................................................... 13
II TARGETS .................................................................................................................................................................................21
III QUARTERLY SENTIMENT RISK AND FUNDAMENTALS ..................................................................................................24
NEW-SENTIMENT ............................................................................................................................................................................. 24
NEW-RISK ANALYSIS - Complacency .......................................................................................................................................... 31
NEW-FUNDAMENTAL ANALYSIS Valuation Summary ............................................................................................................ 32
IV STUDIES..................................................................................................................................................................................33
NEW-BANKING & BONDS YIELDS ARE SUGGESTING SOMETHING IS BREWING .........................................................33
CHARTS OF NOTE ............................................................................................................................................................................ 35
EARNINGS CONTINUING EARNINGS DETERIORATION ......................................................................................................42
NEW-STUDY: Q2 EARNINGS Settting Expectations .............................................................................................................42
CHARTS OF NOTE ............................................................................................................................................................................ 42
STUDY: Q1 EARNINGS ..............................................................................................................................................................49
CHARTS OF NOTE ............................................................................................................................................................................ 49
V - TRIGGER$ ZONES ...................................................................................................................................................................51
VI - DRIVER$ & BIA$ .....................................................................................................................................................................52

THE G-7 SENDAI DISCHORD SHANGHAI ACCORD CRUMBLES WITH G-7 SENDAI DISCHORD ............................ 53
G20 SHANGHAI ACCORD ............................................................................................................................................................53
WHITE HOUSE AGENDA ..............................................................................................................................................................58
CHINA Warning Salvos Fired ...................................................................................................................................................60
SENDAI DISCHORD Disintegration .........................................................................................................................................63
FED APPEARS TRAPPED Expect the Unexpected! ..............................................................................................................65
WHAT TO EXPECT What the Charts Tell Us ..........................................................................................................................68

JUNE 2016 Edition

Copyright 2016 GordonTLong.com

Restricted
All Rights Reserved

general@GordonTLong.com