Epstein Secrets

From: Ens, Amanda Sent: 11/17/2016 6:05:47 PM To: jeffrey E. [[email protected]]; Richard Kahn [nn | Subject: Financials: buy XLF Mar17 $22 call with $26 KO for $

best as bond yields rise are Energy, Tech, Materials, Banks, and Diversified Financials. Of these sectors, the laggards this year have been Banks and Diversified Financials. With a PE of 15.9x and a PB of 2.0x, Global valuations are reasonable. Also, Risk is near all-time lows in terms of PE in most regions. Now that mac

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 try, 250k premium On Fri, Dec 9, 2016 at 11:46 AM= Ens, Amanda We continue to s

eriod since the US presidential election, the three to.-performing S&P sectors and industry groups have all been finance-rela=ed (Banks, Financials, Diversified Financials) Source: Kensho Technologies 3 EFTA_R1_01918401 EFTA02666851 The Flow Show <http://rsch.ba=l.com/r?q=lOkdhk4kaufvRbmcQWmwEQ&e=dg.americas_equi

From: Ens, Amanda < Sent: Tuesday, November 22, 2016 7:15 PM To: jeffrey E.; Rich Kahn Subject: Financials: buy XLF call spreads Underweight positioning, buybac

eriod since the US presidential election, the three top-performing S&P sectors and industry groups have all been finance-related (Banks, Financials, Diversified Financials) Source: Kensho Technologies The Flow Show <http://rsch.baml.com/r?q=lOkdhk4kaufvRbmcQWmwEQ&e=dg.americas_equity_derivatives_sales%40baml.com&h=jy

From: Ens, Amanda <[email protected]> Sent: Monday, November 14, 2016 5:05 PM To: jeffrey E.; Richard Kahn Subject: RE: Financials trade for Monday We continu

5olm6avQytEolg&e=amanda.ens%40baml.com&h.--LPjw> . The sectors that tend to perform best as bond yields rise are Energy, Tech, Materials, Banks, and Diversified Financials. Of these sectors, the laggards this year have been Banks and Diversified Financials. With a PE of 15.9x and a PB of 2.0x, Global valuations are re