- S&P/Case Shiller Home Price Index - Figure 1: S&P 500 STOCK PRICE INDEX vs. S&P/CASE SHILLER HOMPRICE INDEX

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1 Figure 1. - S&P/Case Shiller Home Price Index - Figure 1: STOCK PRICE INDEX vs. S&P/CASE SHILLER HOMPRICE INDEX Home Price Index (uary 2000=100, nsa) Nov 138 Source: Wall Street Journal and S&P, Fiserv, and Macro Markets LLC. 137 Figure 2. STOCK PRICE INDEX vs. S&P/CASE SHILLER HOMPRICE INDEX Home Price Index (uary 2000=100, nsa) Source: Wall Street Journal and S&P, Fiserv, and Macro Markets LLC. Nov Page 1 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

2 Figure 3. STOCK PRICE INDEX vs. PERSONAL SAVING RATE (daily, =10) Personal Saving Rate (inverted scale, percent) - Personal Saving Rate - Source: Wall Street Journal and Bureau of Economic Analysis Figure 4. STOCK PRICE INDEX vs. PERSONAL SAVING RATE Personal Saving Rate (inverted scale, percent) Dec Source: Wall Street Journal and Bureau of Economic Analysis. 9 Page 2 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

3 Figure 5. - Initial Jobless Claims - STOCK PRICE INDEX vs. INITIAL JOBLESS CLAIMS 2/ Jobless Claims (inverted scale, thousands, sa) Source: Wall Street Journal and Bureau of Economic Analysis Figure STOCK PRICE INDEX vs. INITIAL JOBLESS CLAIMS Jobless Claims (inverted scale, thousands, sa) Source: Wall Street Journal and Bureau of Economic Analysis Page 3 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

4 Figure 7. STOCK PRICE INDEX vs. AMERICAN STAFFING INDEX - ASA Staffing Index / American Staffing Index (Jun-12-06=100, nsa) 75 Source: Wall Street Journal and American Staffing Association. 70 Figure STOCK PRICE INDEX vs. AMERICAN STAFFING INDEX / American Staffing Index (Jun-12-06=100, nsa) Source: Wall Street Journal and American Staffing Association Page 4 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

5 Figure 9. - US Domestic Auto Sales - STOCK PRICE INDEX vs. DOMESTIC AUTO SALES Domestic Auto Sales (million units, saar) Source: Wall Street Journal and AutoData Corp. 8.8 Figure STOCK PRICE INDEX vs. US DOMESTIC AUTO SALES Source: Wall Street Journal and AutoData Corp. Domestic Auto Sales (million units, saar) Page 5 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

6 Figure 11. STOCK PRICE INDEX vs. BUILDING PERMITS - Building Permits Building Permits (thousand units, saar) Source: Wall Street Journal and Census Bureau Figure STOCK PRICE INDEX vs. BUILDING PERMITS Building Permits (thousand units, saar) Source: Wall Street Journal and Census Bureau Page 6 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

7 Figure LME 3-Month Forward Official Price - STOCK PRICE INDEX vs. LME 3-MONTH FORWARD OFFICIAL COPPER PRICE / LME Copper Price ($, metric ton) 0 Source: Wall Street Journal and Financial Times Figure STOCK PRICE INDEX vs. LME 3-MONTH FORWARD OFFICIAL COPPER PRICE 0 0 LME Copper Price ($/metric ton) 2/ Source: Wall Street Journal and Financial Times. Page 7 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

8 Figure 15. STOCK PRICE INDEX vs. BALTIC DRY INDEX - Baltic Dry Index Baltic Dry Index 2/23 Apr May Jun Source: Wall Street Journal and Financial Times. Figure STOCK PRICE INDEX vs. BALTIC DRY INDEX 0 0 Baltic Dry Index / Source: Wall Street Journal and Financial Times. 500 Page 8 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

9 Figure AAII Investor Sentimen Bullish Readings - STOCK PRICE INDEX vs. AAII SENTIMENT BULLISH READING Bullish Sentiment (percent) 50 2/ Apr May Jun Source: Wall Street Journal and Barron s. 20 Figure STOCK PRICE INDEX vs. AAII SENTIMENT BULISH READING Bullish Sentiment (percent) / Source: Wall Street Journal and Barron s Page 9 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

10 Figure 19. STOCK PRICE INDEX vs. US FREIGHT CARLOADS - US Freight Carloads / Carloads (thousand units) Source: Wall Street Journal and Atlantic Systems. 240 Figure STOCK PRICE INDEX vs. US FREIGHT CARLOADS 400 2/ Carloads (thousand units) Source: Wall Street Journal and Atlantic Systems. 150 Page 10 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

11 Figure Citigroup US Economic Surprise Index - STOCK PRICE INDEX vs. CITIGROUP ECONOMIC SURPRISE INDEX Citigroup Economics Surprise Index (percent) Source: Wall Street Journal and Citigroup Figure STOCK PRICE INDEX vs. CITIGROUP ECONOMIC SURPRISE INDEX Citigroup Economics Surprise Index (percent) Source: Wall Street Journal and Citigroup Page 11 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

12 Figure ISM Manufacturing PMI - STOCK PRICE INDEX vs. ISM MANUFACTURING PMI Manufacturing PMI (50+=increasing, sa) Source: Wall Street Journal and Institute for Supply Management. 50 Figure STOCK PRICE INDEX vs. ISM MANUFACTURING PMI Manufacturing PMI (50+=increasing, sa) Source: Wall Street Journal and Institute for Supply Management Page 12 / February 24, 2012 / Customized charts for Frank Turner: MIG Absolue Return www.

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