Epstein Secrets

ide given the aforementioned points. That said, given the velocity and magnitude of the recent move and uncertainty around the impact and timing of Trump's policies, we believe options offer better risk-reward than being outright long financials stocks here. With flat call skew, "appearing" call sprea

and uncertainty around the impact and timing of Trump's policies, we believe options offer better risk-re

potential in financials (more details below). Our financials sector specialist thinks XLF could have another 20-25% upside given the many levers to the Trump Trade: less regulation, higher interest rates, higher vol, economic growth, loan growth, etc. The asset sensitive regional banks are more of a pure play o

ide given the =forementioned points. That said, given the velocity and magnitude of=the recent move and uncertainty around the impact and timing of Trump =80 s policies, we believe options offer better risk-reward than being outright long finan=ials stocks here. With flat call skew, "appearing" call s

potential in financials (more details below). Our financials sector=specialist thinks XLF could have another 20-25% upside given the many leve=s to the Trump Trade: less regulation, higher interest rates, higher vol, =conomic growth, loan growth, etc. The asset sensitive regional banks are more of a pure play o

bonds if interest rates continue to move. Our financials sector specialist thinks XLF could have another 20-25% upside given its many levers to the Trump trade: less regulation, higher interest rates/steeper yield curve, higher vol, economic growth, etc. The regional banks are asset sensitive and more

, etc. The regional banks are asset sensitive and more of a pure play on a rates move but we view the larger cap banks as having even more upside to the Trump Trade given the above points. Buy an XLF 17March2017 call spread: Buy the 105% call / sell a 110% call with a 115% at-expiry knock-in Total premium: 1.7