Epstein Secrets

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

Positioning, Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials conference hosted 90 public and private companies at our Future of Financials conference. We are raising our price objectives across most of our name

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

Positioning, Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials conference hosted 90 public and private companies at our Future of Financials conference. We are raising our price objectives across most of our name

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

y given flat call skew and if XLF breaches $26 and this knocks out, at least you get your premium back. Please find our Financials report attached. Future of Financials conference hosted 90 public and private companies at our Future of Financials conference. We are raising our price objectives across most of our name

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

nancials <http://rsch.baml.com/r?q=x37xw=-FUPxMdOaH9Jeplg&e=amanda.ens%40baml.com&h=- 2uTOg> conference hosted 90 public and private =ompanies at our Future of Financials conference. We are raising our price =bjectives across most of our names. Three primary reasons why we think there is upside remaining after the re

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

=XjOWDg> , Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials <http://rsch.baml.com/r?q=x37xwH-FUPxMdOaH9Jeplg&e=amanda.ens%40baml.com&h=-2uTOg> conference hosted 90 public and private companies at our Future o

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

Positioning, Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials conference hosted 90 public and private companies at our Future of Financials conference. We are raising our price objectives across most of our name