Epstein Secrets

From: Paul Barrett Sent: Tuesday, August 14, 2018 9:19 PM To: Jeffrey E. Cc: Richard Kahn Subject: FW: EM Decent recovery today in Turkey. TRY up 8%...still down 23% MTD BRL up 50bps RUB up 2% Turkey rally driven by:

142 W 57th Street, 11th Floor,=New York, NY 10019 EFTA_R1_01794725 EFTA02604683 From: Paul Barrett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected]> Cc: 'Richard Kahn' Subject: EM Jeffrey Summary of some options when ready: • Brazil local currency bond prices have bee

EFTA02604683 From: Paul Barrett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected]> Cc: 'Richard Kahn' Subject: EM Jeffrey Summary of some options when ready: • Brazil local currency bond prices have been very stable. Most of the =ove has been in USDBRL. Best Option —

azil 12.5% 1/5/2022 @ 7.00% YTM — BRL Denomi=ated Russia RFLB 6.7% 5/15/2019 @ 6.58% YTM — RUB Denomina=ed RFLB 6.80% 12/11/2019 @ 7.01% YTM — RUB Denomi=ated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denomina=ed 4 EFTA_R1_01794728 EFTA02604686 Turkey Garanti 6.25% 4/20/2021 @ 10.74% rum - USD Den=m

From: Paul Barrett Sent: Thursday, August 23, 2018 2:19 PM To: Jeffrey E. Cc: Richard Kahn Subject: EM Update Brazil Update: BRL continues to weaken. Elections are October 7: El=ction Day (first-round) and then October 28

Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor,=New York, NY 1O019 From: Paul Barrett Sent: Tuesday, August 14, 2018 5:19 PM To: 'jeffrey E.' <jeevac=tion@•mail.com <mailto:jeevacation@ maiLcom> > Cc: 'Richard Kahn' Subject: FW: EM Decent recovery today in Turkey. TRY up 8%...still down 2

TA02605063 From: Paul Barrett Sent: Friday, August 17, 2018 2:30 PM To: 'jeffrey E.' cjeevacation@gmailcom> Cc: 'Richard Kahn' Subject: RE: EM Jeffrey EM Update FX Spot Changesao:p> =/p> 1 Week 1 month 3 month 6 month 1 yr BRL -2% -2.58% -6.18% -18.02% -19% RUB 2 EFTA_R1_01795324 E

azil 12.5% 1/5/2022 @ 7.00% YTM — BRL Denomi=ated Russia RFLB 6.7% 5/15/2019 @ 6.58% YTM — RUB Denomina=ed RFLB 6.80% 12/11/2019 @ 7.01% YTM — RUB Denomi=ated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denominared Turkey Garanti 6.25% 4/20/2021 @ 10.74% YTM — USD Den=minated — Turkish Bank Turkey Sovere

th<=sup> Floor, New York, NY 10019 646.876-5277 (o) (c) </=> a> <mailto =/span> From: Paul Barrett Sent: Friday, August 17, 2018 2:30 PM To: 'jeffrey E.' «mailto:[email protected]= target=> <=span> FX Spot Changes 1 Week<=span> 1 month 3 month 6 month 1 yr BRL -2% -2.58% -6.18% -18.02% -1

ay, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected] <mailto:jeevacation@ mail.com= tar et=» Cc: 'Richard Kahn' mailt Subject: EM Jeffrey Summary of some options when ready:=/b> • Brazil local currency bond prices have been very stable. Most of the mo=e has been in USDBRL. Best Optio

tau 6.2% 12/21/2021 @ 4.73% YTM — USD Denom=nated Brazil 12.5% 1/5/2022 @ 7.00% YTM — BRL Deno=inated Russia RFLB 6.7% 5/15/2019 @ 6.58% YTM — RUB Denomi=ated RFLB 6.80% 12/11/2019 @ 7.01% YTM — RUB Deno=inated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denomi=ated Turkey Garanti 6.25% 4/20/2021 @ 10.74