FOLLOW$ THE BREAD : I'm not a predictor of politricKs; I'm so focused on growing our KKR brand, around the

world. US->focus on growth businesses; owners are not hiring due to uncertainty around taxes and regulation. KKR IS NOT SYSTEMICALLY IMPORTANT. Seeking more alpha, institutional investors are looking to invest in oil & gas, OWNING THE energy asset is a good hedge against inflation, infrastructure with lower return but something to build upon. We are very disciplined in diversification, what we do and everything must tie together KKR IS NOT SYSTEMICALLY IMPORTANT. $1 billion for mezzanine finance, capital markets business (our own portfolio) for smaller/mid-sized companies, 'hub & spoke' model Where do you want to be 5 years from today and how do you get there!? Probably can't exit investments today as quickly as in the past There is financing available for the right transitions, be cautious, do homework, flexible financing & 100 day plan. -KKR starts with a very detailed 100 day plan, put in the proper metrics in to measure the company properly Any fool clown can buy a company->what do you do with the business when you get it, how do you create VALUE? KKR runs 14 offices worldwide, Delmonte Food acquisition, GoDaddy acquisition, Shale gas operators to partner with (who needed Capital). Private Equity use to be about buying 100% of a company, today, you must be as flexible as possible, buy during extreme pessimism. Stay away from the buggy whip and pay-phones businesses. Private Equity is a team sport-->all KKR Employees are owners of the firm, $2.5T industry. Who wants this operational expertise/efficiencies and improvements? When debt markets tighten, cost of capital goes up, gross vs. net returns ANALYSTS Freeman has an overweight rating on KKR, KIM has a buy rating on KKR,

PrimoKUSHFUTURES MQUEEN Dauphane Funds: "Therefore, when I have won a victory I do not repeat my tactics but respond to circumstances in an infinite variety of ways"

2011 Primo KUSHFUTURES MQUEEN==>@primokush

Sun TZU
Sector summary, severly oversold: Sector delta %down / up: Basic Materials -2.58% Capital Goods -2.99% Conglomerates -4.03% Cons. Cyclical -2.85% Cons. Non-Cyclical -1.52% Energy -2.54% Financial -2.86% Healthcare -1.19% Services -2.01% Technology -2.74% Transportation -3.15% Utilities -1.33% Dow Jones 10,913.38 S&P 500 1,131.42 Nasdaq 2,415.40 enumiratio by

-240.60

(-2.16%)

-28.98 (-2.50%)

-65.36 (-2.63%)

World markets Shanghai 2,359.47 -5.87 (-0.25%) Nikkei 225 8,700.29 -0.94 (-0.01%) Hang Seng Index 17,592.41 -418.65 (-2.32%) TSEC 7,225.38 +42.77 (0.60%) FTSE 100 5,128.48 -68.36 (-1.32%) EURO STOXX 50 2,179.66 -32.78 (-1.48%) CAC 40 2,981.96 -45.69 (-1.51%) S&P TSX 11,623.84 -62.48 (-0.53%) S&P/ASX 200 4,008.60 +0.30 (0.01%) BSE Sensex 16,453.76 -244.31 (-1.46%) Currencies EUR/USD USD/JPY

1.3424 -0.0139 (-1.02%) 77.0800 +0.3600 (0.47%)

2011 Primo KUSHFUTURES MQUEEN==>@primokush

GBP/USD USD/CAD USD/HKD USD/CNY AUD/USD Bonds 3 Month 6 Month 2 Year 0.24% 5 Year 0.94% 10 Year 30 Year

1.5624 +0.0032 (0.21%) 1.0439 +0.0052 (0.50%) 7.7849 -0.0066 (-0.08%) 6.3780 -0.0184 (-0.29%) 0.9705 -0.0020 (-0.21%)

0.01% 0.00 (0.00%) 0.04% +0.01 (33.33%) -0.01 (-4.00%) -0.01 (-1.05%) 1.90% -0.02 (-1.04%) 2.90% -0.06 (-2.03%)

How I garnered my recent job with the Delaware North Sportsservice @ Comerica Park. For every effect, there is a cause; yet the taks is in determinging how relevant most factors are in changing the feedback loop within you. The success that opportunity offers you is awesome and well within your grasp! Often, undiminished focus and moderate discipline is all that you need, yet the major dividends are worthwhile rewards in your future. I've read that the quality of our physiology affects our perceptions and behaviors... -massive amounts of encourgement from my friends with good jobs and the supportive members of my family -effectively using my mini-collaborative community -uncanny it factor or awesome uniqueness -faith persistance, dedication, jovial/zeal/smile -overconfidence in my swagger and love of their 'brands' -confidence in my knowledge about this 'clownass recovery' -slam-dunk'd the interview, by answering questions fully accurate -giving the interviewer 'more of what they want and some taste of what they didn't expect' keeping the job will intell -passing some tests, jumping through hoops, being on time

Sources:

2011 Primo KUSHFUTURES MQUEEN==>@primokush

http://en.wikipedia.org/wiki/Theory_Z_of_Ouchi http://www.suntzu1.com/content/strategic_creativity/ http://en.wikipedia.org/wiki/Maslow%27s_hierarchy_of_needs http://en.wikipedia.org/wiki/Equity_theory http://en.wikipedia.org/wiki/Motivation http://www.midasletter.com/index.php/2011-midas-letter-investmentstrategy-the-answer-to-the-investment-answer-11012601/

2011 Primo KUSHFUTURES MQUEEN==>@primokush