Epstein Secrets

arkets Index last week after the Tadawul reportedly insisted on veto power over the composition the index; it had not been included in their broader Emerging Markets Index. Private equity: Gulf private equity transactions rose from $148 mm in 2004 to $3.8 bn in 2007, but fell to $520 mm in 2009. In a 2010 survey

rce ..l.P. Morgan F8 cal cul abons. world Gold Co uno I. G F MS. U.S. Jan-08 Jun-08 Nov-08 Apr-09 Sep-09 Feb-10 Jul-10 Geological Survey. IMF. Bloomberg, MSCI. BIS. Merrill Lynch. Source:Saudi Arabian ',smeary Agency. Saudi Arabia: pressures from a weaker dollar and how its investment parapets lim

Current: 60.80 Long Emerging Markets Inflation • Strong demand for natural resources and agricultural goods driven by growing middle classes in Emerging Markets. • Recent weather related supply disruptions adding to upward pressure on commodity prices. • Increased supply of commodities. • Sharp slowdown

21 19 17 15 13 11 9 1995 1997 2000 2003 2006 2009 2012 -US Auto SAAR Previous Replacement Cycle Average 2009-2012 Average Source: Bloomberg Average Age of Vehicles Increasing (years) 17 16 15 14 Avg Age of All Cars M —Estimated Avg Age of Retired Cars 15.6 15.9 13.8 14.2 14.

Daily Newspaper Israel Bassem I. Awadallah Chief Executive Officer Tomoh Advisory Jordan Orlando Ayala Corporate Vice-President, Chairman of Emerging Markets and Chief Microsoft Corporation USA Adviser to the Chief Operating Officer Jose Sergio Gabrielli de President and Chief Executive Officer Petro

ingdom Robed Friedman Editor-at-Large, Finance Bloomberg News USA Thomas L. Friedman Columnist, Foreign

Daily Newspaper Israel Bassem I. Awadallah Chief Executive Officer Tomoh Advisory Jordan Orlando Ayala Corporate Vice-President, Chairman of Emerging Markets and Chief Microsoft Corporation USA Adviser to the Chief Operating Officer Jose Sergio Gabrielli de President and Chief Executive Officer Petro

ingdom Robed Friedman Editor-at-Large, Finance Bloomberg News USA Thomas L. Friedman Columnist, Foreign

Current: 3607 Long Emerging Markets Inflation • Strong demand for natural resources and agricultural goods driven by growing middle classes in Emerging Markets. • Recent weather related supply disruptions adding to upward pressure on commodity prices. • Increased supply of commodities. • Sharp slowdown

ew technology or entry of low cost competitor. Bloomberg US Telecom Equipment Index • Oct-13-2010: 44.07

to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg Viking Global to Back Rockefeller Wealth Firm Led

% MSCI EAFE 1974 2003 1.5% 18.9% Russell 20002 1491 1503 0.8% 10.7% NASDAQ 6496 6728 3.6% 25.0% TOPIX 1675 1766 5.4% 16.3% KOSPI 2394 2523 5.4% 24.5% Emerging Markets 1082 1119 3.5% 29.8% Fixed Income 2-Year US Treasury Note 1.49% 1.60% 12 41 10-Year US Treasury Note 2.33% 2.38% 5 -7 BarCap US Agg Corp Sprd 1.01%