1. INTERMARKET ANALYSIS USING EXCHANGE TRADED FUNDS IN ASSET ALLOCATION & PORTFOLIO MANAGEMENT John J. Murphy Chief Technical Analyst, StockCharts.com

2. Intermarket Changes The Deflation Scenario Bonds and Stocks Decoupled The Resurgence of Gold The Role of Oil Asset Allocation Economic Forecasting

3. DOLLAR INDEX NEARS LONG-TERM CHART SUPPORT December 30, 2004

4. FALLING DOLLAR IS BULLISH FOR COMMODITIES March 23, 2005

5. GOLD AND THE DOLLAR ARE LINKED March 23, 2005

6. DOLLAR PULLS BACK FROM TOP OF TRADING RANGE April 18, 2005

7. EURO AND GOLD BOUNCE OFF 200 DAY LINES April 18, 2005

8. +$40 OIL COINCIDES WITH JP MORGAN TOP April 1, 2005

9. EXXON MOBIL RISES AS WALMART FALLS April 1, 2005

10. WHY NASDAQ LEADERSHIP IS IMPORTANT October 1 st, 2004 NASDAQ 100/ S&P 500 Ratio

11. Sector Rotations ▲CRB Favors Basic Materials, Cyclicals ▲Bonds Favor Financials and Housing Late Cycle = Energy and Staples Early Cycle = Tech. and Transports

12. IT’S TIME FOR CONSUMER STAPLES TO START SHOWING LEADERSHIP – THEY FOLLOW ENERGY December 14, 2004

13. CONSUMER STAPLES AND ENERGY ARE TOP PERFORMERS FOR 2005 TECHNOLOGY IS THE WORST January 19, 2005

14. CONSUMER STAPLES SPDR TESTS 2004 HIGH January 19, 2005

15. FIRST QUARTER SECTOR RANKINGS PAINT NEGATIVE PICTURE April 1, 2005

16. RETAILERS LEAD MARKET LOWER April 1, 2005

17. CYCLICAL BREAKDOWN BAD FOR THE ECONOMY April 14, 2005

18. HEALTHCARE TAKES TOP SPOT IN APRIL May 2, 2005

19. DRUG STOCKS GET BETTER May 2, 2005

20. OIL SERVICE INDEX UP AGAINST LONG TERM SUPPLY April 27, 2005

21. Intermarket Implications Post-Boom Decade: Not Good Paper ► Hard Assets Using ETFs For Asset Allocation Importance of Charts – The Big View TA + Economics + Fundamentals

22. Thank You!