Epstein Secrets

From: Paul Barrett Sent: Monday, June 25, 2018 5:50 PM To: Jeffrey E. Cc: Richard Kahn Subject: New Idea for your approval Jeffrey, New Trade Idea: SPX down 1

meaningful impact ri=ht now. 2. Sell BAC. Also a very small position. Would rather re-allocate to KR= (regional bank exposure). 3. MSFT, AVGO and Equinix — part of the data c=nter theme. I think this theme has legs but MSFT and EQIX positions too sm=ll. Sell those. 4. JD.Com - sell if it drops below

From: Paul Barrett Sent: Monday, June 25, 2018 6:20 PM To: Jeffrey E. Subject: RE: New Idea for your approval OK Paul Barrett Alpha Group Capital LLC 142 W 57

eaningful impact right now. 2. Sell BAC. Also a very small position. Would rather re-allocate to KRE (regional bank exposure). 3. MSFT, AVGO and Equinix — part of the data center theme. I think this theme has legs but MSFT and EQIX positions too small. Sell those. 4. JD.Com - sell if it drops below

From: jeffrey E. <[email protected]> Sent: Monday, June 25, 2018 6:28 PM To: Paul Barrett; Richard Kahn Subject: Re: New Idea for your approval regional banks. ? 4> what does this mean? !!! do you think all egion=l banks trade alike?

ea=ingful impact right now. 2. Sell BAC. Also a very small position. Would rather re-allocate to KRE (regi=nal 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 be

From: jeffrey E. <[email protected]> Sent: Monday, June 25, 2018 5:53 PM To: Paul Barrett; Richard Kahn Subject: Re: New Idea for your approval sorry, you need to include position size. unrelaixzed gain or loss. if bac is small why a=

meaningful impact right now. 2. Sell BAC. Also a very small position. Would rather re-allo=ate to KRE (regional bank exposure). 3. MSFT, AVGO and Equinix — part of the data center theme. I thin= this theme has legs but MSFT and EQIX positions too small. Sell those.=/u> 4. JD.Com - sell if it drops b

From: Paul Barrett < Sent: Monday, June 25, 2018 6:38 PM To: Jeffrey E. Cc: Richard Kahn Subject: RE: New Idea for your approval I think most of the regional b

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

From: Paul Barrett <[email protected]> Sent: Monday, June 25, 2018 6:19 PM To: jeffrey E.; Richard Kahn Subject: RE: New Idea for your approval 1. Sell

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

From: jeffrey E. <[email protected]> Sent: Monday, June 25, 2018 6:19 PM To: Paul Barrett Subject: Re: New Idea for your approval yes On Mon, Jun 25, 2018 at 8:07 PM, Paul Barrett wrote: OK with $50K premium on each? Paul Barrett A

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

5, 2018, at 2:44 PM, jeffre= E. <[email protected] <mailto:[email protected]> > wait two days and sell all On Mon, Jun 25= 2018 at 8:38 PM, Paul Barrett crnailtc &g=; wrote: I think most of the regional banks represented in the ETF=have faced similar headwinds with respect to increased compliance

gulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to mainta=n Fins exposure. It would top KRE up to $memn. 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/