Epstein Secrets

preferred cyclical sectors. We also like Energy. e We are cautious on Materials, where we expect margin pressure to continue, as well as Telecom and Utilities, due to high valuations. Strategic (1 to 2 years) °¢ We like medium-sized US companies, which should benefit from robust earnings growth in the lon

ommendations Tactical (6 months) e¢ We have adopted a neutral allocation between defensive and cyclical sectors. e Among defensives, we still like Consumer Staples, while IT is a preferred cyclical sectors. We also like Energy. e We are cautious on Materials, where we expect margin pressure to continue,

i perspective analysis Real estate: a significant push to boost aflordable housing and mortgage access A big focus on addressing the . deficit... Utilities: a bold agenda Ina short timeline 8 ≤:rategiv !flitiatives in the N irg subsidies Oefence: sustained government focus In, tase:g scope d rele SUp

(0.0) (6.01 (u.31 (6.4) EFTA00634189 New Zealand (0.11 l I-21 (1.31 MEGA Baskets (trade has now played out) • Basket of BofAML BUY rated Consumer stocks (MEGAACON Index, 7 constituents, can trade $150m/day) — Hedge with 2823 HK puts. Under the new proposal the Consumer sector would gain the mos

company ZD Direct-to-consumer reseller UW Wireless telephone service provider ZE Employment reseller QZ Mail-order houses — nonspecific UZ Utilities and fuel — nonspecific ZF Finance reseller ZI Insurance reseller RA Apartments VC City and county ZL Leasing and rental reseller RC Offic

to input accurate identification belonging to the consumer when requesting services. a b C d f h k Inquiry Subscriber number and password Consumer's name Social Security number (SSN) Spouse's name and SSN Current address Telephone number Driver's license number Previous address Year of bi