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Anomalous Investments
Special Situations for Sophisticated Investors
REFERENCE MATERIALS
 
1.  Canadian Institute of Mining
     Mineral Resources & Reserves
     Definition Standards:  NI 43-101
 
2.  Major Agricultural Products
     Consumption, Production, Exports, Imports (USDA Data)
     August 2009
 
3.  Natural Gas: Shale Gas Primer
     US Department of Energy
     April 2009
DATA

1.  Van Eck Market Vectors Junior Gold Miners (MVGDXJ)
     Holdings Report
     November 19, 2009
    Van_Eck_Junior_Gold_Miners_Holdings.xls 
 
2.  Paulson & Co. Inc.
     13F Holdings Report (as of September 30, 2009)
     November 13, 2009
     Paulson_and_Company_Holdings_3Q09.xls

3.  World Energy Data
     BP Statistical Report
    
June 2009