Sector Performance In July � Materials Lead Download file in Power Point	Materials Sector Funds Turn To Inflow Download file in Power Point	Gold strength YTD provides some basis for some country equities Download file in Power Point
Russian Ruble/USD Sanctions/Oil Price/Carry Trade Scenarios� Download file in Power Point	ML Morning Meeting Explained Download file in Power Point	DXY, US Dollar have not been as week since the end of 2014 and is now testing the critical support again. Download file in Power Point
Average GEM Yields Are Still On the Rise.. Download file in Power Point	Oil Price � Defining New Channel Download file in Power Point	Flows into Russia Dedicated Funds Remain Small Positive In July Despite Sanctions Shenanigans Download file in Power Point
Gold Mining Stocks Select List Best and Worst YTD Download file in Power Point	Silk Roads Old and New Download file in Power Point	ML Comics: Initial Team Download file in Power Point
Gold is quite technical � performing head and shoulder act Download file in Power Point	Average Sov. Yields Move North � Not a Good Sign Download file in Power Point	Russian Funds Switch to Inflows Driven by Eurobond Funds and Equities Download file in Power Point
Facing Balooning MIFID Costs Download file in Power Point	Here is a Cash Cost Curve for Gold Companies Polyus, Highland, Centerra, Buenaventura and Global Gold Inc are the winners Download file in Power Point	CIS Junior Gold Mining Companies � May Be Bargains? Centerra Gold, Chaarat Gold, Global Gold, Petropavlosk Download file in Power Point
12 Months and YTD Performance of Gold Stocks vs. Gold Price � slightly overreacting Download file in Power Point	China A shares Addition to MSCI is a non event Download file in Power Point	Despite some worsening of GEM yields � China (USD) yields are flat Download file in Power Point
Palladium � one of the best in commodities space this year. Download file in Power Point	Emerging Markets Funds Post 3bn$ Inflows Driven By US Vanguard GEM ETF Download file in Power Point	What is better than Gold? Download file in Power Point
Quants JV Offer With MidLincoln Research Download file in Power Point	Ukraine, Pakistan, Russia Equities hit the most by the FED Download file in Power Point	Kazakhstan, Hungary, Argentina et.al are few countries where risk improves over the past week despite some hesitation overall about risk. Download file in Power Point