Epstein Secrets

egulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to mainta=n Fins exposure. It would top KRE up to $2MM. 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX positions too small. Sell those. MSFT $508K. P/L +511K; EQIX $497K P/

reliance on EM to make a mea=ingful impact right now. 5431K; P/L -$51K. 2. Sell BAC. Also a very small position. Would rather re-allocate to KRE (regi=nal bank exposure). 5213K; P/L +$112K. I think KRE is well positioned given the regulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to

we get a bounce back to 2750 on SPX =his week. If we don't get the bounce by Friday I would sell. impact right now. exposure). 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX positions too small. Sell those.<=> 4. JD.Com - sell if it drops be

It is a small position with too much reliance on EM to make a mea=ingful 2. Sell BAC. Also a very small position. Would rather re-allocate to KRE (regi=nal bank Paul Paul Barrett Alpha Group Capital LLC 142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&source=g> th =treet, 11th Floor, New York,

egulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to mainta=n Fins exposure. It would top KRE up to $2MM. 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX positions too small. Sell those. MSFT $508K. P/L +$11K; EQIX $497K P/

h reliance on EM to make a mea=ingful impact right now. $431K; P/L -$51K. 2. Sell MC. Also a very small position. Would rather re-allocate to KRE (regi=nal bank exposure). 5213K; P/L +$112K. I think KRE is well positioned given the regulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to