Epstein Secrets

From: "Barrett, Paul S" ipmilmlionnijpome To: "'Jeffrey Epstein"' <[email protected]> Subject: FW: The J.P. Morgan View : What countries to buy or sell Date: Sat, 10 Aug 2013 11:37:02 +0000 Attachments: JPM

ntries to buy or sell Date: Sat, 10 Aug 2013 11:37:02 +0000 Attachments: JPM_TheJ.P._Morgan_View_2013-08-09_1188076.pdf Inline-Images: imagel.gif Jeffrey I think we should add another 2mm to that European equity basket. We went further ovenveight Europe. Paul Barrett I Managing Director I Global Inve

Barrett, Paul S" ipmilmlionnijpome To: "'Jeffrey Epstein"' <[email protected]> Subject: FW: The J.P.

han EM. • Are depressed valuations a good reason to buy EM equities? We do not think so, either. It is true that the PE gap between MSCI World and MSCI EM indices has been widening for two years now to well above historical averages, 3.8 pts currently vs. a historical average of 2.7. This 3.8pt gap is

From: Jeffrey Epstein <[email protected]> Sent: Saturday, August 10, 2013 12:16 PM To: Barrett, Paul S Subject: Re: FW: The J.P. Morgan View : What countries to

rett, Paul S Subject: Re: FW: The J.P. Morgan View : What countries to buy or sell ok On Sat, Aug 10, 2013 at 5:37 AM, Barrett, Paul S > wrote: Jeffrey I think we should add another 2mm to that European equity basket. We went f=rther overweight Europe. Paul Barrett I Managing Director I Global Inve

From: Jeffrey Epstein <[email protected]> Sent: Saturday, August

an EM. * Are depressed valuations a good reason =o buy EM equities? We do not think so, either. It is true that the PE gap between=MSCI World and MSCI EM indices has been widening for two years now to well=above historical averages, 3.8 pts currently vs. a historical average of 2=7. This 3.8pt gap is

From: Paul Barrett Sent: Monday, July 23, 2018 3:45 AM To: Jeffrey E. Cc: Richard Kahn Subject: Saudi Jeffrey Do you have any strong opinions on the Saudi stock m=rket? Here is a summary of what changes are coming. 1

rrett Sent: Monday, July 23, 2018 3:45 AM To: Jeffrey E. Cc: Richard Kahn Subject: Saudi Jeffrey Do

rrett Sent: Monday, July 23, 2018 3:45 AM To: Jeffrey E. Cc: Richard Kahn Subject: Saudi Jeffrey Do

i (16%) and Qatar (19%) which were =ncluded in the indices in 2014. 2. Currently there is $350b1n of passive and $1.3Trn of a=tive money following MSCI EM Index products. Bank of America estimates the=inclusion would ultimately result in —$20bIn of inflows going into 32 securities with a combined curr

From: jeffrey E. <[email protected]> Sent: Monday, April 9, 2018 6:34 PM To: Paul Barrett Subject: Re: FW: Why you should invest in Saudi Arabia no On Mon,

018 6:34 PM To: Paul Barrett Subject: Re: FW: Why you should invest in Saudi Arabia no On Mon, Apr 9, 2018 at 2:04 PM, Paul Barrett wrote: Hi Jeffrey Any thoughts on the Saudi stock market? They are mak=ng a big deal of the MSCI inclusion. I personally don't like the l=ng term outlook given where

.5bn into their equity market * We estimate Sabic=to get $727M, Al Rajhi $504M, National Commercial Bank $385M (see table in=the attached pdf) • MSCI EM decision announced in June 2018 • If t=ey get in -> $39bn inflows and the actual inclusion would happen in Jun= 2019 • These flows are already ha

From: Richard Kahn -cla To: "jeffrey E." cjeevacation(taigmail.com> Subject: Fwd: SAUDI U

uted response; Next China Potential catalyst - Xi's visit to Hong Kong Date: June 21.2017 at 10:05:58AM EDT To: Richard Kahn Saudi Arabia added to MSCI EM watchlist This should kick off a 2 year review and implementation process with MSCI. International institutions can no longer ignore this market as

From: Richard Kahn < Sent: Wednesday, March 14, 2018 4:52 PM To: jeffrey E. Subject: Fwd: Other ways to trade Saudi Richard Kahn HBRK Associates Inc. 575 =exington Avenue 4th Floor New York, NY 10022 Begin forwarded mess

st global investors: Best way to access the trade: M1SAP (MSCI Saudi =rovisional Index) 32-name =SCI-owned index, that will rebalance into the full MSCI EM index upon =nclusion Trades =90m/ day based on bottleneck liquidity • Tradable on swap at lml.+90bps, std comm applies; also =ccessible on fully f