Back to Network
5
Shared Docs
5
Same-Page
5 / 5
Mentions
Document Mentions (5 shared documents)
2 mentions1 same-page
Page ?Same page
egulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to mainta=n Fins exposure. It would top KRE up to $2MM. 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 +511K; EQIX $497K P/
ct: Re: New Idea for your approval sorry, you need to include position size= unrelaixzed gain or loss. if bac is small w=y allocate to Small kre On Mon, Jun 25, 2018 at 7:49 PM, Paul Barrett <paul@alphagro=pcapital.com <mailto:[email protected]» wrote: Jeffrey, New Trade Idea: SPX down 1.50% today on t
2 mentions1 same-page
Page ?Same page
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
Re: New Idea for your approval sorry, you need to include position size. unrelaixzed gain or loss. if bac is small why a=locate to Small kre On Mon, Jun 25, 2018 at 7:49 PM, Paul Barrett <paul=alphagroupcapital.com <mailto:[email protected]» wrote: Jeffrey, New Trade Idea: SPX down 1.50% today on t
2 mentions1 same-page
Page ?Same page
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/
ct: Re: New Idea for your approval sorry, you need to include position size. unrelaixzed gain or loss. if bac is small why allocate to Small kre On Mon, Jun 25, 2018 at 7:49 PM, Paul Barrett <[email protected] <mailto:paul@alphagroupcapitalcom» wrote: EFTA_R1_01722470 EFTA02561128 Jeffrey, New Trade
Sponsored
2 mentions1 same-page
Page ?Same page
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/
ct: Re: New Idea for your approval sorry, you need to include position size. unrelaixzed gain or loss. if bac is small why allocate to Small kre On Mon, Jun 25, 2018 at 7:49 PM, Paul Barrett <mailto Jeffrey, > wrote: 2 EFTA_R1_01723237 EFTA02561595 New Trade Idea: SPX down 1.50% today on tariff fears. • I
2 mentions1 same-page
Page ?Same page
egulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to mainta=n Fins exposure. It would top KRE up to $2MM. 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/
sorry, you need to include position size= unrelaixzed gain or loss. if bac is small w=y allocate to Small kre 2 EFTA_R1_01723841 EFTA02562067 On Mon, Jun 25, 2018 at 7:49 PM, Paul Barrett wrote: Jeffrey, New Trade Idea: SPX down 1.50% today on tariff fears= I recommend buying a position in each of the follo
Sponsored
Mutual Connections (5)
Entities connected to both Equinix and Mon, Jun 25, 2018
