Epstein Secrets

1/ % of Total Possible 2/ C8 Portfolio CB Reserves 3/ Top-8 All EUR Total 11,321 100% 1,550 3,000 GER 1,508 13.3% 35.0% 543 1,050 PIIGS Total 3,909 34.5% 30.0% 465 900 POR 182 1.6% 1.4% 22 42 IRE 135 1.2% 1.0% 16 31 ITA 2,567 22.7% 19.7% 305 591 GRE 428 3.8% 3.3%

Confidence Indices: but Do They Matter? Stephen L Jen and Kieran Fontaine, July 31, 2009. Anticipating a Global Export Recovery, Stephen L Jen and Louis Goh, July 29, 2009. An Inventory-Shipment Clock, Stephen L Jen and Kieran Fontaine, July 17, 2009. DISCLAIMER This email has been prepared by BlueGold

1/ % of Total Possible 2/ C8 Portfolio CB Reserves 3/ Top-8 All EUR Total 11,321 100% 1,550 3,000 GER 1,508 13.3% 35.0% 543 1,050 PIIGS Total 3,909 34.5% 30.0% 465 900 POR 182 1.6% 1.4% 22 42 IRE 135 1.2% 1.0% 16 31 ITA 2,567 22.7% 19.7% 305 591 GRE 428 3.8% 3.3%

Confidence Indices: but Do They Matter? Stephen L Jen and Kieran Fontaine, July 31, 2009. Anticipating a Global Export Recovery, Stephen L Jen and Louis Goh, July 29, 2009. An Inventory-Shipment Clock, Stephen L Jen and Kieran Fontaine, July 17, 2009. DISCLAIMER This email has been prepared by BlueGold

t 1/ % of Total Possible 2/ CB Portfolio CB Reserves 3/ Top-8 All EUR Total 11,321 100% 1,550 3,000 GER 1,508 13.3% 35.0% 543 1,050 PIIGS Total 3,909 34.5% 30.0% 465 900 POR 182 1.6% 1.4% 22 42 IRE 135 1.2% 1.0% 16 31 ITA 2,567 22.7% 19.7% 305 591 GRE 428 3.8% 3.3%

Confidence Indices; but Do They Matter? Stcphcn L Jai and Kieran Fontaine. July 31, 2009. Anticipating a Global Export Recovery, Stcphcn L Jcn and Louis Goh, July 29, 2009. An Inventory-Shipment Clock. Stephen L Jen and Kieran Fontaine, July 17, 2009. DISCLAIMER This email has been prepared by BlueGold