Epstein Secrets

N/A Shareholder Meetings: ACU, CCG, JRCC, NEPH, STBA, HON, MWV, DLR, PRK, FBHS, FBMI Equity/Mixed Shelfs: N/A Other Newspaper Articles & Stories Barron's cover: Barron's Big Money poll finds majority of asset managers bullish on stocks and optimistic for the economy Barron's<http://online.barrons.c

e getting hit hard today on heightened political uncertainty and generally weaker macro data across the board. Socialist Francois Hollande edges out Nicolas Sarkozy in Round 1 of the French elections as expected (28.5% to 27.1%), while the far-right National Front's Marine Le Pen took third with a record high 1

the vote. Hollande & Sarkozy will now go head-to-head in a Round 2 run-off on May 6 with Hollande still holding a commanding lead in opinion polls (Sarkozy will need to convert a large % of Le Pen supporters to have a chance). Meanwhile, the Dutch government failed to agree on budget cuts over the weeke

WR, FN, MCO, MPWR, MTZ, OFC, PROJ Shareholder Meetings: ALCO, JACK, SLP Equity/Mixed Shelf s: WWWW, MAR, ALXA Other Newspaper Articles & Stories Barron's positive: Vodafone (VOD) Barron's<online.barrons.com/article/SB50001424052748704625304577227403950704074.html> WSJ positive: Nestle (NESN VX) WS

al.wsj.com/article/S1510001424052970204059804577227452963906044.html? mod=WSJPRO_hpp_LEFTTopStories>) David Cameron travels to Paris for talks with Nicolas Sarkozy to close landmark nuclear deal Greek culture minister resigns after robbers seize items at antiquities museum in EFTA00419539 Olympia An Ikea n

dholders FT<http://www.ft.com/cms/s/0/6144c5b6-58ca-llel-b118- 00144feabdc0.html#axzzlmKzUclJP> Anglo-French relations to be tested as Cameron meets Sarkozy in Paris today FT<http://www.ft.com/cms/s/0/a5a55426-5890-11el-b9c6-00144feabdc0.html(faxzzlmKzUclJP> European pension burden bigger than health, e

RLI, TROW, TTWO, VIMC Shareholder Meetings: LPHI Equity/Mixed Shelfs: COBZ ($100M), MDC ($1.5B), KERX ($150M) Other Newspaper Articles & Stories Barron's cover: Positive on the traditional television (CMCSA, VIAB, FOXA, TWC, CHTR) Barron's Barron's cautious: Green Mountain Coffee Roasters (GMCR) Bar

n-counters' retirement plans highlight problem facing bank boardrooms Independent • Gibraltar minister: Spain acting like North Korea Telegraph • Nicolas Sarkozy the most influential political figure in France, poll finds Telegraph • The Germans are walking tall in the eurozone, but just how rich are they? T

ain acting like North Korea Telegraph • Nicolas Sarkozy the most influential political figure in France,

, VZ, HLS, SWFT, DTV, DOV, IVR, PSA, ACY, OSTK, RLI, SATS, ALC, GTXI, PLD, NHI, WBCO Equity/Mixed Shelf s: N/A Other Newspaper Articles & Stories Barron's positive: Kirby Corp (KEX) Barron's< WSJ cautious: WSJ< Chesapeake WSJ< WSJ positive: WSJ< WSJ< KIT Digital (KITD) News Corp.'s Puzzle: '

billion max target (first auction since the III downgrade last week). France sold 07.43 billion in 5-9-10-13 year bonds vs C7.5 billion max target. Sarkozy and Hollande traded shots last evening in a - 3 hour live tv debate (consensus seems to be that Hollande faired well and Sarkozy failed to deliver

CIR, CSL, HES, DISH, DLX, PLOW, SASR, TLAB, EOG, STWD, EXPD Equity/Mixed Shelfs: SLTM ($75M), TEU ($500M), GCI Other Newspaper Articles & Stories Barron's positive: Barron's mod=BOL_hpp_h ighl ight_top> WSJ cautious: Ebay (EBAY) WSJ< WSJ< mod=ITP_moneyandinvesting_6> Watson Pharmaceutical (WPI)

out to 416 post the PMI's (a break below 400 bps would be seen positively). France's far-right leader Marine le Pen says she will not endorse either Sarkozy or Hollande and will cast a blank ballot on Sunday. EU FinMins meet today to discuss capital requirements. ECB tomorrow. ADP Employment @ 8:15am th

NZ, NNN, RY, TTC Shareholder Meetings: ASIA, DHX, LHO, AEA, PGR, K, GGG Equity/Mixed Shelf s: VGZ ($200M), KIM Other Newspaper Articles & Stories Barron's positive: Range Resources (RRC) & KBR (KBR) Barron's<http://online.barrons.com/article/SB50001424053111903835404577354203438713984.html? mod=BOL_

rsist" and that "stress has increased as of late." Round 1 of the French election on Sunday and polls show Hollande with a slight 28%-25% edge over Sarkozy (Round 2 polls for May 6 run-off still have Hollande winning by a more comfortable margin of 57%-43%). BofA positive on the Euro banks as a contrar

etings: GNC, 22, EQT, AGRO, BCR, KCLI, ROMA, CBSH, NWBI, SON, STLY, ELSE, FORM, CRIC Equity/Mixed Shelf s: N/A Other Newspaper Articles & Stories Barron's positive: Targacept (TRGT) Barron's<http://online.barrons.com/article/SB500014240531119O3835404577350180572736636.html> WSJ positive: Apple (AAPL

ote (unlikely with 5 main candidates), the 2 front-runners will go onto Round 2 on May 6. Right now the latest polls from CSA have Hollande leading Sarkozy 29% to 24% in Round 1 (had been tied a few days ago) and ultimately winning the Round 2 run-off in a more convincing fashion 58% to 42%. Hollande is

I, SO, THR, USPH, VELT, WD, XLNX Shareholder Meetings: COV, ADI, DFG, DIS, APFC Equity/Mixed Shelf s: FBR, AVP Other Newspaper Articles & Stories Barron's positive: Oracle (ORCL) Barron's<http://online.barrons.com/article/SB50001424053111904797004577277472651971922.html? mod=BOL_hpp_h ighl ight_top>

w York Times/CBS News poll (NYT<http://www.nytimes.com/2012/03/13/us/politics/obama-approval-rating-down-in-new-york- times-cbs-poll.html?_r=3&hp>) Sarkozy edges ahead of Holland in latest opinion poll of French election (positive for financials) Net earnings per share revisions for next year turn posi

lder Meetings: OMN, ASA, BLD, HURC, NEI, SHFL, FFIV Equity/Mixed Shelf s: GEVO ($150M), GSIG ($200M), MUSA, GXP Other Newspaper Articles & Stories Barron's positive: Cliffs Natural Resources (CLF) Barron's<http://online.barrons.com/article/SB50001424053111904797004577281481808685666.html> The ever gr

losmq6Ucr> Merkel no longer set to campaign with Sarkozy FT<http://www.ft.com/cms/s/0/456ee0ea-6dee-llel-

fit taking. Asia mixed overnight but would note the HSI rolled over - 1.0% in the last hour of trading. News flow generally quiet over the weekend. Barron's cover story positive on the US housing market (home prices will soon bottom & begin to turn positive in the spring of 2013). Apple will host a 9am

primary = 20 delegates (Illinois primary Latest delegate count: Romney 521, Santorum 253, Gingrich 136, Paul 50 (1,144 Polls in France confirm that Sarkozy is closing the gap on Hollande (LH-2 Yahoo France's Hollande says that the ECB mandate should be changed to include growth Greek FinMin Venizelos e