MARKET INTELLIGENCE 2 Stage Screen Formula for Macro-Trend Portfolio 1. Is the company related to one of the macro trends? a. Global Americanization b. Transformation of 80 million baby-boomers c. Transformation of 78 million shadow baby-boomers d. U.S. Industrial Renaissance 2. Does the company have rising sales and rising profits? Stock Screen Formula Stage 2 1. Operations Focused on Baby Boomer Macro-Trend - 1 Point 2. Operations Focused on Shadow Baby Boomer Macro-Trend - 1 Point 3. Operations Focused on Developing Middle Class 2 Points 4. Operations Focused on U.S. Industrial Renaissance 1 Point 5. Member of Oligarchy 1 Point 6. Easy Access to Almost Free Capital 1 Point 7. Superior Skills and Management 2 Points 8. Rising Sales and Rising Profits - 1 point 9. Long History of Rising Sales and Profits 1 bonus point 10. Special Difficult to Duplicate Intellectual Property, Expertise, and/or Contacts 2 points Debt burden not falling. Just less important as the value of the economy keeps growing faster, and borrowing slowing down. Hi-low differential index see explanation under top tier content Near Perfect Low-Risk Entry Points Job openings 60% increase in production. Independence. Saudis are trying to hold on to power OPEC will never get back. They cannot defend their borders. They cannot survive without us defending them. Obama will not defend anyone. They have to hold on for 2 years. Can they? Domestic this isnt what might happen. This is happening now. Like for Louis china and the phillipines