Epstein Secrets

offering =urrent cash pay with downside protection and some equity upside. Current views not very different from above. On Jun 27, 2016, at 12:14, jeffrey E. <[email protected] <mailto:jeevacation@gma=l.com> wrote: ok. whatis your view of the markets here. = ? currency? realestate? On Mon, Jun 27, 2016

Sent: Sunday, September 11, 2016 10:01 AM To: Jeffrey E. Subject: Re: Didn't realize this got left i

would short Euro and Sterling against Dollar • Commodities; bullish on oil. Should hit $ 60 by year end. • Equities; generally very cautious except European Banks, US Banks =nd Selected Emerging Market names. • Fixed Income; very cautious. Risk/reward trade off very skewed • Real Estate; quite cautious unless

From: jeffrey E. <[email protected]> Sent: Thursday, June 14, 2018 11:21 PM To: Paul Barrett; Richard Kahn Subject: Re: you wil have to walk before you run.

bed. . in dec we will revisit . . . I am cold about investing as you know. see yo monda=. On T=u, Jun 14, 2018 at 5:51 PM, Paul Barrett a wrote: Jeffrey Thank you for your commitment to finding a solution.= I will come prepared with a new focused strategy wit= clear size/limits/concentrations. As th

s f=om ML, DB and MS. I also see all the JPM ideas coming out of the GIO team. Their ideas have been 40/60 at best. For example JPM's top i=eas were European Banks, Japanese Banks and Argentina. DB was pushing ARS, TRY and BRL — all down between 13%-27% since t=e recommendation. I have started using buy side r

aul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 (o) (c) <mailto 1 EFTA_R1_01871707 EFTA02639391 From: Jeffrey E. <[email protected]> Sent: Thursday, June 14, 2018 7:17 AM To: Paul Barrett < >; Richard Kahn < Subject: paul on monday you shoudl come with a

From: Paul Barrett < Sent: Thursday, June 14, 2018 9:51 PM To: Jeffrey E.; Richard Kahn Subject: RE: Jeffrey Thank you for your commitment to finding a solution. I will come prepared with a new focused strategy with clear size/limits/concentrations. As thi

s from ML, DB and MS. I also see all the JPM ideas coming out of the GIO team. Their ideas have been 40/60 at best. For example JPM's top ideas were European Banks, Japanese Banks and Argentina. DB was pushing ARS, TRY and BRL — all down between 13%-27% since the recommendation. I have started using buy side r

From: Ens, Amanda | Sent: 4/7/2017 12:24:59 PM To: jeffrey E. [[email protected]]; Richard Kahn [nn Subject: EU BANKS: BIG EQUITY OUTFLOWS BUT REMAIN UPBEAT ON REFLATION TRADE: SALES TOP PICKS = SOC GEN, IN

n that clients have rotated out of US banks and into European banks. This conflicts with our latest Fund Manager Survey which suggested allocation to European Banks fell the most of any sector MoM in the first two weeks of March, however, its true European Banks have quickly reversed the performance gap to US pe