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McVEAN Trading & Investments, LLC

McVEAN Trading & Investments, LLC. U.S. MACROECONOMIC OUTLOOK (WITH IMPLICATIONS FOR DOMESTIC MEAT DEMAND) U.S. MEAT EXPORT FEDERATION TUCSON, AZ NOVEMBER 4, 2008. HOUSEHOLD FINANCIAL BALANCE / DISPOSABLE INCOME. APPRECIATION ON NEW & EXISTING HOMES 3 MONTH AVERAGE %CH FROM YEAR AGO.

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McVEAN Trading & Investments, LLC

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  1. McVEANTrading & Investments, LLC U.S. MACROECONOMIC OUTLOOK (WITH IMPLICATIONS FOR DOMESTIC MEAT DEMAND) U.S. MEAT EXPORT FEDERATION TUCSON, AZ NOVEMBER 4, 2008

  2. HOUSEHOLD FINANCIAL BALANCE / DISPOSABLE INCOME Past Performance Is Not Necessarily Indicative Of Future Results.

  3. APPRECIATION ON NEW & EXISTING HOMES3 MONTH AVERAGE %CH FROM YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  4. THIRTY YEAR FIXED MORTGAGE RATE3 MONTH AVERAGE Past Performance Is Not Necessarily Indicative Of Future Results.

  5. “REAL” MORTGAGE RATE Past Performance Is Not Necessarily Indicative Of Future Results.

  6. McVEAN TRADING’S CHART OF THE CENTURY“REAL” MORTGAGE RATE VS HOUSEHOLD FINANCIAL BALANCE Past Performance Is Not Necessarily Indicative Of Future Results.

  7. HOUSEHOLD FINANCIAL BALANCE AS A % OF GDP Past Performance Is Not Necessarily Indicative Of Future Results.

  8. REAL GROSS DOMESTIC PURCHASESCURRENT QUARTER %CH FROM YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  9. NOMINAL GROSS DOMESTIC PURCHASESCURRENT QUARTER %CH FROM YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  10. MANUFACTURING SHARE OF TOTAL HOURS WORKED12 MONTH AVERAGE Past Performance Is Not Necessarily Indicative Of Future Results.

  11. MANUFACTURING HOURS WORKED VS TOTAL HOURS WORKED3 MONTH AVERAGE %CH FROM YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  12. IMPORTS SHARE OF US GOODS PURCHASESCURRENT QUARTER Past Performance Is Not Necessarily Indicative Of Future Results.

  13. TRADE DEFICITAS A PERCENT OF GROSS DOMESTIC PRODUCT Past Performance Is Not Necessarily Indicative Of Future Results.

  14. REAL INVENTORIES AS A % OF REAL GDPCURRENT QUARTER Past Performance Is Not Necessarily Indicative Of Future Results.

  15. DOMESTIC FINANCIAL CORPORATE PROFITS / GDPCURRENT QUARTER RATIO Past Performance Is Not Necessarily Indicative Of Future Results.

  16. PROFIT MARGIN ON DOMESTIC FINANCIAL REVENUESCURRENT QUARTER RATIO Past Performance Is Not Necessarily Indicative Of Future Results.

  17. DOMESTIC NON-FINANCIAL CORPORATE PROFITS / GDPCURRENT QUARTER RATIO Past Performance Is Not Necessarily Indicative Of Future Results.

  18. DOMESTIC CORPORATE PROFITS VS EQUIPMENT SPENDINGCURRENT QUARTER %CH FROM YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  19. NONDEFENSE CAPITAL GOODS EX AIRCRAFTIMPORT PENETRATION Past Performance Is Not Necessarily Indicative Of Future Results.

  20. DOMESTIC CORPORATE PROFITS / GDPCURRENT QUARTER RATIO Past Performance Is Not Necessarily Indicative Of Future Results.

  21. FEDERAL GOVERNMENT DEFICIT AS A % OF GDP Past Performance Is Not Necessarily Indicative Of Future Results.

  22. FEDERAL GOVERNMENT DEBT AS A % OF GDP Past Performance Is Not Necessarily Indicative Of Future Results.

  23. SOURCES OF STIMULUS Past Performance Is Not Necessarily Indicative Of Future Results.

  24. COMBINED HOUSEHOLD + GOVERNMENT DEFICIT AS A % OF GDP Past Performance Is Not Necessarily Indicative Of Future Results.

  25. COST OF LIVING ADJUSTMENT FOR SOCIAL SECURITY3RD QUARTER %CH FROM 3RD QUARTER YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  26. PERSONAL TRANSFERS / PERSONAL INCOME3 MONTH AVERAGE Past Performance Is Not Necessarily Indicative Of Future Results.

  27. PERSONAL DISPOSABLE INCOME / GROSS DOMESTIC PURCHASESCURRENT QUARTER Past Performance Is Not Necessarily Indicative Of Future Results.

  28. TOTAL HOURS WORKED6 MONTH AVERAGE %CH FROM 6 MONTHS AGO SAAR Past Performance Is Not Necessarily Indicative Of Future Results.

  29. HOURS VS WAGES6 MONTH AVERAGE %CH FROM 6 MONTHS AGO SAAR Past Performance Is Not Necessarily Indicative Of Future Results.

  30. INCOME PROXY3 MONTH AVERAGE %CH FROM YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  31. PERSONAL DISPOSABLE INCOME VS INCOME PROXY6 MONTH AVERAGE %CH FROM YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  32. PERSONAL SAVINGS RATE12 MO EMA Past Performance Is Not Necessarily Indicative Of Future Results.

  33. NOMINAL CONSUMER SPENDING3 MONTH AVERAGE %CH FROM YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  34. GAS CONSUMPTION AS A % OF TOTAL CONSUMER SPENDING3 MONTH AVERAGE Past Performance Is Not Necessarily Indicative Of Future Results.

  35. AUTOS AS A % OF TOTAL CONSUMER SPENDING3 MONTH AVERAGE Past Performance Is Not Necessarily Indicative Of Future Results.

  36. DURABLES EX AUTOS AS A % OF TOTAL CONSUMER SPENDING3 MONTH AVERAGE Past Performance Is Not Necessarily Indicative Of Future Results.

  37. CONSUMER SPENDING EX DURABLES EX GAS AS A % OF TOTAL CONSUMPTION3 MONTH AVERAGE Past Performance Is Not Necessarily Indicative Of Future Results.

  38. CONSUMER SPENDING EX DURABLES EX GAS3 MONTH AVERAGE %CH FROM YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  39. ALL SPENDING ON FOOD AS A % OF CONSUMPTION EX DURABLES EX GAS12 MONTH AVERAGE Past Performance Is Not Necessarily Indicative Of Future Results.

  40. TOTAL SPENDING ON FOOD3 MONTH AVERAGE %CH FROM YEAR AGO Past Performance Is Not Necessarily Indicative Of Future Results.

  41. (1970-89) U.S. Meat Production, (1990-09) Domestic Meat Availability of Beef+Pork+BroilerOctober thru March % Deviation from Trend Past Performance Is Not Necessarily Indicative Of Future Results.

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