Epstein Secrets

Bryant Park, 5th Floor, New York, NY 10036 From: jeffrey E. [mailto:[email protected] Sent: Friday, August 05, 2016 11:54 AM To: Ens, Amanda; Richard Kahn Subject: Re: MEGA Action: Post NFP Trades: Hedge US Credit, Buy Financials, Buy USD proxies, Buy Biotech amanda lets talk today On Fri, Aug 5, 201

ugust 05, 2016 11:54 AM To: Ens, Amanda; Richard Kahn Subject: Re: MEGA Action: Post NFP Trades: Hedge

ccount for a good portion of job growth generally. Only mining and logging (-7k) and information services (Ok) were weak. Post Q2 earnings results, Health Care is now in a strong position to outperform <http://rsch.baml.com/r?q=-- f3Kv0H2hhlw6fcYbuRtA&e=jeevacation%40gmail.com&h=7Ws4Wg> . The sector saw more

From: Ens, Amanda Sent: Saturday, August 6, 2016 3:38 PM To: Jeffrey Epstein Cc: Rich Kahn Subject: Alpha Checklist from MEGA Americas Jeffrey, this is our weekly alpha checklist. For the l0y JGB in yield terms at -9bp, there are stops

6, 2016 3:38 PM To: Jeffrey Epstein Cc: Rich Kahn Subject: Alpha Checklist from MEGA Americas Je

e sectors. Techs (XLK), Telecoms (XTL), together with Healthcare (XLV) are the three sectors with strongest price momentum in the MEGA Tren=s Index. Health Care is the one sector with improving Earning= Revision Ratios, Sales Revision Ratios and Management Guidance Ratios chttp://rsch.baml.com/r?q=k=SlqhpEN

From: Ens, Amanda <imanSilinitilinalman> Sent: Friday, August 5, 2016 4:06 PM To: jeffrey E.; Richard Kahn Subject: RE: MEGA Action: Post NFP Trades: Hedge US Credit, Buy Financials, Buy USD proxies, Buy Biotech Jeffrey, sounds great. Would this aftern

August 5, 2016 4:06 PM To: jeffrey E.; Richard Kahn Subject: RE: MEGA Action: Post NFP Trades: Hedg

ccount for a good portion of job growth generally. Only mining and logging (-7k) and information services (Ok) were weak. Post Q2 earnings results, Health Care is now in a strong position to outperform <http://isch.baml.com/r?q=-- f3Kv0H2hhlw6fcYbuRtA&e=jeevacation%40gmail.com&h=7Ws4Wg> . The sector saw more

check whether the previous conclusions hold when using a model that ) 36 Thus the annual SR is in this case is (It *52 am • -O2 37 See Grinold and Kahn (2005) and Goodwin (1998). 27 EFTA00617336 allows for varying systematic risk and mean return. In addition to this the following hypothesis is t

T CG= Long Term Capital Growth (>5 Years) UNSPFD= Unspecified Sector Legend BM = Basic Materials CON = Construction CONG = Consumer Goods HC = Health Care IP = Industrial Products IT = Information Technology TECH = Technology TEL = Telecommunication TR = Transport TS = Trading/Services UT= Utilit