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Kevin M. Wilson, ChFC , PhD President/CEO/CIO

Monthly Market Review “Superior Ideas for Investing” May 17, 2012. Kevin M. Wilson, ChFC , PhD President/CEO/CIO. Dheenu Sivalingam, MBA AVP/CCO/Senior Analyst. Ted A. Pavlovich, WMS VP Wealth Management. Office: 218-464-4399 Toll Free: 877-327-5062 Fax: 218-464-4397

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Kevin M. Wilson, ChFC , PhD President/CEO/CIO

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  1. Monthly Market Review • “Superior Ideas for Investing” May 17, 2012 Kevin M. Wilson, ChFC, PhD President/CEO/CIO Dheenu Sivalingam, MBA AVP/CCO/Senior Analyst Ted A. Pavlovich, WMS VP Wealth Management Office: 218-464-4399 Toll Free: 877-327-5062 Fax: 218-464-4397 Email: info@bluewater-cap.com www.bluewatercapitaladvisors.com 1314 E. Superior Street Suite 2 Duluth, MN 55805 1

  2. IntroductionTed a. pavlovich 2

  3. Blue water’s move to 1405 medical arts building, 324 w. superior st., duluthmn 55802 – may 31, 2012- Convenient, free valet parking - Access Through Skyway System - In-House Small Group Meetings (MMR) - Open House in June (Date TBD)kevinm. wilson 3

  4. Brief situation reportted a. pavlovich 4

  5. Global Economy Slowing

  6. GS Now Says Drop Is >4% GDP, Causing Recession

  7. Economic Surprises Are Negative, Moving Stocks Lower

  8. TBTF Banks Still Gambling and Losing

  9. The best foreign stock values in the near termdheenu v. sivalingam 9

  10. Relative Importance Of Foreign Markets Varies

  11. The Sizes Of Foreign Markets Are A Factor

  12. Market Valuations Must Be Monitored

  13. Most Indexes Have Declined For A Year, So Cheaper

  14. Big ideas from the best thinkers: report on strategic investment conference (speakers included marc faber, niallferguson, mohamed el-erian, davidrosenberg, jeffreygundlach, davidmcwilliams, woody brock, davidharding, lacy hunt, and john mauldin)Kevin M. Wilson 14

  15. L. Hunt: Recession Indicators Flashing Red (1)

  16. L. Hunt: Keynesian Theory Is Wrong, So Our Policy Is Wrong

  17. J. Gundlach: Federal Debt Is Killing Middle Class Outlook

  18. J. Gundlach: Interest on Federal Debt Now $454 Billion Per Year!

  19. L. Hunt: Debt-Deflation Cycle Will Continue

  20. J. Gundlach: Composition Of Debt Important

  21. M. El-Erian: Money Printing Instead of Solutions

  22. J. Gundlach: Fed Manipulating The Markets

  23. W. Brock: ECB Also Manipulating The Markets

  24. D. Rosenberg: GDP Gap Makes Us Weak Going Into Slowdown

  25. D. Rosenberg: Gaming The System (1)

  26. D. Rosenberg: Gaming The System? (2)

  27. D. Rosenberg: Gaming The System (3)

  28. Summary & Conclusions KEVIN M. WILSON 28

  29. Disclaimer This report is provided for informational purposes only and does not constitute an offer or solicitation to purchase or sell any security or commodity and is not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Any opinions expressed herein are subject to change at any time without notice. Information has been obtained from sources believed to be reliable, for its accuracy and interpretation are not guaranteed. Investing in securities involves risk, including possible loss of principal. Past performance should not be taken as an indication of guarantee of future performance and no representation, express or implied, is made regarding future performance. The firm does not provide tax advice; clients should contact their attorney, accountant, or other tax adviser regarding tax matters. Blue Water Capital Advisors, LLC is an SEC registered investment advisor. Not FDIC insured. No bank guarantee. May lose value. Not a deposit. Not insured by any federal government agency. Blue Water Capital Advisors, LLC is not affiliated with National Bank of Commerce or NATCOM Bancshares, Inc. 29

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