Epstein Secrets

th Incorporated One Bryant Park | 5th Floor | New York, NY 10036 Phone: i Mobile i From: Ens, Amanda Sent: Tuesday, November 22, 2016 2:15 PM To: ‘jeffrey E.'; Rich Kahn Subject: Financials: buy XLF call spreads HOUSE_OVERSIGHT_011277 --- PAGE BREAK --- Underweight positioning, buybacks resuming, positi

kann i Subject: RE: Financials: buy XLF call spreads Attachments: image001.png Importance: High We continue to see further upside in financials. ° Erika Najarian, BAML financials research analyst, just returned from a marketing trip. Bottom line: North American investors are very bullish the banks (long only A

From: jeffrey E. <[email protected]> Sent: Friday, December 9, 2016 3:56 PM To: Ens, Amanda; Richard Kahn Subject: Re: Financials: buy XLF call spreads lets

call spreads lets try, 250k premium On Fri, Dec 9, 2016 at 11:46 AM= Ens, Amanda We continue to see further upside in financials.<=u> wrote: * • Erika Najarian, BAML financials re=earch analyst, just returned from a marketing trip. Bottom line: North American investors are very bullish the banks (lo=g only

From: Ens, Amanda < Sent: Tuesday, November 22, 2016 7:15 PM To: jeffrey E.; Rich Kahn Subject: Financials: buy XLF call spreads Underweight positioning, buybacks resuming, positive momentum and strong fundamentals all ind

larly as new supervisory leadership can come with the new administration; and 3) relatively lighter positioning in US financials vs. other sectors. (Erika Najarian) Trades Gaining Momentum: Finance-Related Assets vs. S&P 500 In the period since the US presidential election, the three top-performing S&P sectors

-1-7 BUY 75.19 85.00 1,921.00 General Dynamics GD Epstein,Ronald J. B-1-7 BUY $173.21 $200.00 57,215.00 Hes

xter, Kevin Fischbeck, CFA, Nat Schindler, Ronald J. Epstein, Shaun C. Kelley and Vivek Arya, hereby certify t

ill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY BankUnited, Inc. BKU BKU US Ebrahim H. Poonawala BB&T Corporation BBT BBT US Erika Najarian Capital Bank Financial Corp. CBF CBF US Erika Najarian Citigroup Inc. C CUS Erika Najarian Citizens Financial Group CFG CFG US Erika Najarian East We

call spreads lets try, 250k premium On Fri, Dec 9, 2016 at 11:46 AM, Ens, Amanda EE wrote: We continue to see further upside in financials. e —_ Erika Najarian, BAML financials research analyst, just returned from a marketing trip. Bottom line: North American investors are very bullish the banks (long only A

th Incorporated One Bryant Park | 5th Floor | New York, NY 10036 Phone: Mobil: iii From: Ens, Amanda Sent: Tuesday, November 22, 2016 2:15 PM To: ‘jeffrey E.'; Rich Kahn Subject: Financials: buy XLF call spreads Underweight positioning, buybacks resuming, positive momentum and strong fundamentals all indi

portance: — High lets try, 250k premium On Fri, Dec 9, 2016 at 11:46 AM, Ens, Amanda wrote: We continue to see further upside in financials. e —_ Erika Najarian, BAML financials research analyst, just returned from a marketing trip. Bottom line: North American investors are very bullish the banks (long only A

da Sent: Tuesday, November 22, 2016 2:15 PM To: ‘jeffrey E.'; Rich Kahn Subject: Financials: buy XLF call spr

positioning in US financials vs. other sectors. (Erika Najarian) From: Ens, Amanda Sent: Monday, November 14, 2

relatively lighter positioning in US financials vs. other sectors. (Erika Najarian) From: Ens, Amanda Sent: Monday, November 14, 2016 12:05 PM To: ‘jeffrey E.'; ‘Richard Kahn' Subject: RE: Financials trade for Monday We continue to see buyers of XLF today. Funds are underweight financials in all regions, v