Epstein Secrets

rdian • How Much Stock Trading Should There Be? Bloomberg Key Events This Week Thursday: Philadelphia Fed,

tations were low into #'s (trading +2.1%) • Credit Suisse O1 net income misses ests, investment bank weaker on fixed income (trading -2.0%) • BHP Billiton production update decent, core divisions performed well, non-core weaker (trading -0.16%) • ASML O1 sales inline, gm's better, cuts H1 sales foreca

s (3rd time in 13 months debt has been downgraded by Moody's) European banks vow $1 trillion cuts in the next two years as recapitalization looms (Bloomberg<http://www.bloomberg.com/news/2011-10-18/banks-in-europe-vow-l-trillion-shrinkage- amid-threats-of-recapitalization.html>) EU ban on naked CDS on so

liance with Anadolu Efes (trading +0.57%) Diageo reports sales growth that tops estimates led by gains in LatAm, Asia, Africa (trading +3.5%) BHP Billiton record iron ore production on Asia demand & expansions in Australia (trading -0.45%) Software AG (Germany's 2nd largest maker of business software)

ntial vote to next week from February in a risky move to save his coalition (first round of voting now on Dec 17 with further polls on Dec 23 & 29). Bloomberg notes that 'failure to install a candidate after three attempts [need 180 votes) would prompt the collapse of Samaras' coalition and the dissolutio

FT • Arrest of 'tiger' Zhou Yongkang sheds light on China graft purge FT • Songbird: bird in the hand Lex • Dalian Wanda: big fish Lex • BHP Billiton: a miner by any other name Lex • Merck/Cubist: pony up Lex • Hermitage: imperial splendour, revolutionary symbolism, world-class art The Times •

fense and Rep. Tom Cole says they are prepared to let them trigger even if the Dems don't agree to restructure them to fall less heavily on Defense (Bloomberg). Tech +0.95% strong in Europe, helped by solid numbers from GOOG, IBM, CREE after the close in the US (note XLK in US has underperformed only +2.1

eigh on O2 (trading +0.35%) • SAP O4 inline (pre-announced last week), SSRS guidance light, 2015 margin guidance reiterated (trading +2.3%) • BHP Billiton production numbers in line, Escondida ahead, maintaining guidance & cost savings (trading +0.85%) • Novartis good O4, Bayer's Reinhardt replaces Va