Epstein Secrets

, one ofthe most mysterious of the country’s mega-rich, was known as much for his secrecy as for his lov

of judicial proceedings). The press also has a First Amendment interest in receiving information from willing speakers. See Va. Pharmacy Ed. v. Va. Consumer Council, 425 U.S. 748, 756-57 (I 976) ("Where a speaker exists ... the protection afforded [by the First Amendment] is to the communication, to its s

cult operating environment. Along with relatively rich valuations vs GEMs, we advise a highly selective

(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

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,

would advise a tilt in EM portfolios toward cash-rich and faster- growing Asia. Emerging market countr