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5. Data PieceExpectedResult Existing Home Sales 5.15 million4.88 million Worse New Home Sales 290 thousand250 thousand Worse Jobless Claims 385,000382,000 Better GDP (Q4 2010) 3.0%3.1% Better

7. There are two types of global economies right now Domestic Economies: Slow and Steady Growth Emerging Economies: High and Volatile Growth

8. Potential Risks Domestic Economies: more susceptible to deflation and recessions Emerging Economies: more susceptible to inflation and asset bubbles

10. Turkey & Indonesia are another two economies on the rise

11. Founder of the term “BRICs” Chairman of Goldman Sachs Asset Management (GSAM) *Used to own Manchester United Soccer team

12. Goldman Sachs: “The last decade saw the BRICs make their mark on the global economic landscape. Over the past 10 years they have contributed over a third of world GDP growth and grown from one-sixth of the world economy to almost a quarter. Looking forward to the coming decade, we expect this trend to continue and become even more pronounced” http://www2.goldmansachs.com/ideas/brics/brics-decade.html

13. Goldman Sachs, “Is this the ‘BRICs Decade’?” May 20, 2010.

15.  Gerdau: (GGB)  Vale: (VALE)  Petrobras: (PBR)  Banco Bradesco: (BBD)  Banco Sandtander: (BSBR) Commodity Producing Country (Worlds 8 th largest economy)

16. Commodity Producing Country (worlds 10 th largest economy)  Gazprom: (OGZPY)  Mechel: (MTL)  Mobile TeleSystems: (MBT)  Vimple Communications: (VIP)

17. Consumer Country (Worlds 11 th largest economy)  Warren Buffet announced last week that he plans on increasing BRK’s exposure to India

18. Consumer Country (Worlds 11 th largest economy)  Tata Group: motors, steel, communications  ETFs:  iPath MSCI India: (INP)  WisdomTree India Earnings Fund: (EPI)  Power shares (PIN)

19. Emerging to Growth Markets Air time: Tues. Nov. 30 2010 | 2:10 AM ET

20. Consumer & Exporting Country (worlds 2 nd largest economy)  China has been manipulating their currency do make keep it cheaper so they will have better exports  China is an export dependent economy right now

21. Prediction  China will slowly transition from an export led economy to a more domestic/consumption economy  This will cause a the currency is get stronger, giving the consumer a higher purchasing power.  This transition may cause some political unrest

22. Macau  Las Vegas Sands: (LVS)  Wynn Resorts: (WYNN) PetroChina: (PTR) Aluminum Corp of China: (ACH) Baidu: (BIDU)

23. Turkish and Chile Banks Airtime: Tues. Mar. 8 2011 | 9:27 AM ET

24.  (BSBR) Banco Santander  (ITUB) Banco Itau  (CIB) Bancolombia  (HDB) HDFC Bank  (TKGBY) Turkiye Garanti  (IBN) ICICI Bank

25.  Look at last year  Markets rallied late March/ April before and during earnings  Towards the end of earnings, expect more news about:  The end of QE2.  The Fed tightening, Raising rates.  Taking profits in late April/ early May before QE2 ends may be a smart play

26. Bullish on the BRIC Nations Airtime: Thurs. Oct. 21 2010 | 5:40 AM ET