Epstein Secrets

& gave weak guidance (trading -3%) • Groupon Board discussing CEO change given growth slowdown (shares off 80% since IPO) (All Things Digital) • Costco to pay investors $3B with special $7/shr dividend (total November comp sales +6% vs 5.5% ests) • Smith & Nephew to buy Healthpoint (private) for $7

F, NJR, ZUMZ) Friday: Personal Income and Spending, Chicago PMI, China Manufacturing PMI (8pm), MSCI Semi-Annual Index Rebalance Key Events on the Horizon December 3 — Eurogroup meeting, Eurozone PMI's, US ISM Manufacturing December 6 — ECB & BOE rate decisions, US Nov Retail Comps December 12 — FOMC

, Factory Orders @ 10am, FOMC Meeting Minutes @ 2pm*** Marriot beat on N American strength (lower G&A) & gave stronger revpar view (trading +1.5%) Costco Q4 total sss +5% (September total comp store sales +6% vs +5.2% ests) 3M & Avery Dennison terminate plan for $550M Avery unit sale on US Antitrust

Friday: September Employment Report, Monti/Hollande/Rajoy meet in Malta (4pm GMT), ISI Election Conference (NYC), Earnings (STZ) Key Events on the Horizon October 8 - Troika to submit report on Greece, Eurozone FinMin meeting October 9 - Alcoa (AA) officially kicks off Q3 earnings season after the clo

ployment @ 8:15am, US PMI & Constructing Spending @ 10am*** ***CMCSA, ICE, MA, TWX 11"s pre-open / SLR, HIG, GMCR, LNC, MET, PRU 11"s post close*** Costco July US comps sales +5.0% y/y (ex gas +8%) vs estimates +4.2% Dreamworks Q2 earnings off 62% y/y = $12.8M net / revs off 25% (trading -10%) WebMD l

BEAM, CLX, DUK, K, SEE, AIG, ATVI, KFT, CBS, SUN, ZIP, ALE) Friday: July Employment Report, Earnings (NYX, PPL, VIAB, WPO, BPO) Key Events on the Horizon August 20 - Tentative date for ESM to become operational, C3.2 billion Greek state bond held by ECB expires August 23/24/25 - Fed's Annual Economi