Strategy

March 3, 2017

MidLincoln Chart Art

Mining for Market  Ideas

Fund Flows into Key Commodities Funds

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Historic and Projected Revenue Growth By Sector

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Price of Aluminium on LME

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MidLincoln Comics:

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Key Performing Index Ideas YTD

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Weekly Fund Flows For Select GEM Countries

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Bonds vs. Equities Larger Set

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Total Capex By Sector 2017 Forecast (USDmn)

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MidLincoln Comics

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Debt vs. Equity

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Backtesting of Our Portfolio Model

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Best 20 Equity Markets YTD

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Key Performing Fund Ideas

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MidLincoln Rural Crafts Center

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When Was It Good To Buy RTS and Hold To Date?

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Best Topics YTD by Index Family Avg Return

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Emerging Market Fund Flow Turn Positive

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2 yr Return of Key Quant Funds

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Combined Yield Curve By Country

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EV/EBITDA 2017E Distribution for Consumer Sectors

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2017 Capex Growth Rates � Distribution for Energy Sector

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Some of the larger GEM Funds - a lot smaller these days vs. 2007 peaks

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Results of some of the larger quant or quasi quant funds

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Quant Fund Results (from Tom Rosen)

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Assets of Quant Funds by Objective

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Quant Funds By Type of Fund

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US Govt Bond Yield is a notch higher last week

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