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 $

17March2017 call spread: e Buy the 105% call / sell a 110% call with a 115% at-expiry knock-in e Total premium: 1.86% Global Positioning in Stocks: Nigel Tupper notes the 4000 funds in our "Positioning in Stocks" analysis are more underweight Financials, on average, than any other sector and are underweight

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

y and Financials sectors.</=pan> <1=> Global Positioning <https://rsch.baml.com/r?q=wTOeFNkXy.l5s=hB9wIslcQ&[email protected]&h=XjOWDg> , Nigel Tupper, 11/14. Large long-only funds are mo=e underweight Financials than any other sector and are UW this sector in a=l regions.=/p> Future of Financial

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

ctors. EFTA_R1_01920230 EFTA02668215 Global Positioning <https://rsch.baml.com/r?q=wTOeFNkXyl5sMhB9wIslcQ&[email protected]&h=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 <ht

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

LF 17March2017 call spread: Buy the 105% call / sell a 110% call with a 115% at-expiry knock-in Total premium: 1.86% Global Positioning in Stocks: Nigel Tupper notes the 4000 funds in our "Positioning in Stocks" analysis are more underweight Financials, on average, than any other sector and are underweight

From: Ens, Amanda Sent: 12/9/2016 3:46:19 PM To: jeffrey E. [[email protected]]; Rich kann i Subject: RE: Financials: buy XLF call spreads Attachments: image001.

see increased buyback executions until year-end, another source of upside for the Cons Disc, Technology and Financials sectors. Global 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 conf

From: Ens, Amanda Sent: 12/9/2016 4:03:45 PM To: jeffrey E. [[email protected]]; Richard Kah ie Subject: RE: Financials: buy XLF call spreads Attachments: image0

see increased buyback executions until year-end, another source of upside for the Cons Disc, Technology and Financials sectors. Global 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 conf

t: Re: Financials: buy XLF call spreads Attachments: image001.png Importance: — 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.

see increased buyback executions until year-end, another source of upside for the Cons Disc, Technology and Financials sectors. Global 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 conf