Epstein Secrets

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

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

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

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

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

, 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