This is one of the best descriptions of the current economic/monetary situation I have ever read. It is unfortunate that it came from a slide show, and graphs that are referenced are not available. Even, so the points are succinct and understandable.
You need to read this if you believe the economy is recovering (Dave A.)(see frame 4), gold is in a bubble (Mom)(see frames 8-13), or that there is a demand deficit (Mike M.) (see frames 3+5).