Epstein Secrets

From: Paul Barrett < Sent: Tuesday, January 29, 2019 4:25 PM To: Jeffrey Epstein Cc: Richard Kahn Subject: To Do Jeffrey We should take profits on Broadcom. We are up $110,0=0 on our $2MM position. The semi index is up 15% from the lows in De

2019 4:25 PM To: Jeffrey Epstein Cc: Richard Kahn Subject: To Do Jeffrey We should take profits

on. The semi index is up 15% from the lows in December= It feels like the short covering rally is over and recent earnings report= from the likes of Nvidia have been very disappointing which I suspect will put pressure on the whole sector. =o:p> I think getting exposure to SG would be a better use=of t

From: Paul Barrett < Sent: Tuesday, January 29, 2019 5:04 PM To: Cc: Richard Kahn Subject: RE: To Do I am working the sale of AVGO. Let me know if you want to do anything on KEYS. Paul Barrett Alpha Group Capital LLC New Yor

sday, January 29, 2019 5:04 PM To: Cc: Richard Kahn Subject: RE: To Do I am working the sale of AV

n. The semi index is up 15% from the lows in December. It feels like the short covering rally is over and recent earnings reports from the likes of Nvidia have been very disappointing which I suspect will put pressure on the whole sector. I think getting exposure to 5G would be a better use of the proc

From: Paul Barrett < Sent: Tuesday, January 29, 2019 9:25 PM To: Cc: Richard Kahn Subject: RE: To Do We sold the 8000 AVGO at 265.7518. Net P/L+ $123K Let me know if you want me to build a position in KEYS. Paul Paul Barrett

sday, January 29, 2019 9:25 PM To: Cc: Richard Kahn Subject: RE: To Do We sold the 8000 AVGO at 26

n. The semi index is up 15% from the lows in December. It feels like the short covering rally is over and recent earnings reports from the likes of Nvidia have been very disappointing which I suspect will put pressure on the whole sector. I think getting exposure to SG would be a better use of the proc

From: Richard Kahn < Sent: Tuesday, January 29, 2019 8:06 PM To: Jeffrey Epstein Subject: SG Fiszel in annual letter also likes SG story but believes that =oftwa

From: Richard Kahn < Sent: Tuesday, January 29, 2019 8:06 PM To:

n. The semi index is up 15% from the lows in December. It =eels like the short covering rally is over and recent earnings reports =rom the likes of Nvidia have been very disappointing which I suspect =ill put pressure on the whole sector. I think getting exposure to 56 would be = better use of the proc

From: Richard Kahn [a Sent: 10/15/2018 6:56:57 PM To: Jeffrey Epstein [[email protected]] Subject: Fwd: The Unsteady Undertow Commands the Seas (Temporarily) Atta

From: Richard Kahn [a Sent: 10/15/2018 6:56:57 PM To: Jeffrey Epste

oup, ICI. Some Headwinds Facing the FANGMAN Stocks Will Persist The basket of FANGMAN (i.e. Facebook, Apple, Netflix, Google, Microsoft, Amazon and Nvidia) stocks have dropped across the board from their respective peak price levels, with Facebook’s 29% decline the largest and Apple’s 4% decline the sma