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EFTA02560821 | EFTA02560823 the first sign of any reconc=liatory comments from Washington. I would look to trade out of these if we get a bounce back to 2750 on SPX =his week. If we don't get the bounce by Friday I would sell. Also to further clean up the portfolio I would recom=end the following over the coming days: 1. Sell BUD. It is a small position with too much reliance on EM to make a 2. Sell BAC. Also a very small position. Would rather re-allocate to KRE (regi=nal mea=ingful impact right now. bank 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 below $38. It is the Amazon of China. However it =annot seem to break higher due to margin concerns. Currently at $39.43. 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, NY 10019 646.876-5277 (o) 646-342-6930(c) paul@alphagroupcapital.com <mailto:paul@alphagroupcapital.com> =u> please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for 3 EFTA_R1_01721994 EFTA02560823 Epstein Web iOS app on the App Store.
April 13, 2026 at 10:56 PM