Epstein Secrets

t it Original Message From: jeffrey E. [[email protected]] Sent: Friday, September 11, 2015 04:21 AM Eastern Standard Time To: Paul Morris; Richard Kahn Subject: Fwd: Fw: Gautam:EMEA FX Chartpack: high yielders vs. low yielders divergence [I] ???? what is he suggesting? Forwarded From: Daniel

M Eastern Standard Time To: Paul Morris; Richard Kahn Subject: Fwd: Fw: Gautam:EMEA FX Chartpack: high

lly in MYR and BRL. TRY ZAR RUB price action is also stretched, but not as much as before the rally over the past two days. Looking specifically at USDTRY, price action is now stretched to the extent we saw earlier this year and more importantly at the start of 2014 (when the CBT undertook an emergenc

t it Original Message From: jeffrey E. [[email protected]] Sent: Friday, September 11, 2015 04:21 AM Eastern Standard Time To: Paul Morris; Richard Kahn Subject: Fwd: Fw: Gautam:EMEA FX Chartpack: high yielders vs. low yielders divergence [I] ???? what is he suggesting? Forwarded message From

M Eastern Standard Time To: Paul Morris; Richard Kahn Subject: Fwd: Fw: Gautam:EMEA FX Chartpack: high

lly in MYR and BRL. TRY ZAR RUB price action is also stretched, but not as much as before the rally over the past two days. Looking specifically at USDTRY, price action is now stretched to the extent we saw earlier this year and more importantly at the start of 2014 (when the CBT undertook an emergenc

t it Original Message From: jeffrey E. [[email protected]] Sent: Friday, September 11, 2015 04:21 AM Eastern Standard Time To: Paul Morris; Richard Kahn Subject: Fwd: Fw: Gautam:EMEA FX Chartpack: high yielders vs. low yielders divergence [I] ???? what is he suggesting? Forwarded messa e From

M Eastern Standard Time To: Paul Morris; Richard Kahn Subject: Fwd: Fw: Gautam:EMEA FX Chartpack: high

lly in MYR and BRL. TRY ZAR RUB price action is also stretched, but not as much as before the rally over the past two days. Looking specifically at USDTRY, price action is now stretched to the extent we saw earlier this year and more importantly at the start of 2014 (when the CBT undertook an emergenc

t it Original Message From: jeffrey E. [[email protected]] Sent: Friday, September 11, 2015 04:21 AM Eastern Standard Time To: Paul Morris; Richard Kahn Subject: Fwd: Fw: Gautam:EMEA FX Chartpack: high yielders vs. low yielders divergence [I] ???? what is he suggesting? Forwarded message From

M Eastern Standard Time To: Paul Morris; Richard Kahn Subject: Fwd: Fw: Gautam:EMEA FX Chartpack: high

lly in MYR and BRL. TRY ZAR RUB price action is also stretched, but not as much as before the rally over the past two days. Looking specifically at USDTRY, price action is now stretched to the extent we saw earlier this year and more importantly at the start of 2014 (when the CBT undertook an emergenc

From: Richard Kahn Sent: Tuesday, August 1, 2017 4:27 PM To: jeffrey E. Cc: Paul Barrett Subject: Fwd: FX Option Themes One-Pager Richard Kahn HBRK Associates

From: Richard Kahn Sent: Tuesday, August 1, 2017 4:27 PM To: jef

ain strong registering the 26th consecutive week of =nflows (i) &nb=p; Long 3-month USDMXN 17.50 put, short 18.81 =all a/ Zero cost &nb=p; 1-year USDTRY 3.50 put, RKO at 3.30 a/0.13% USD notional Vanilla offered at =.06% &nb=p; = Ref: USDMXN 17.77, =SDTRY 3.5225 Other Option =deas* (i) &nb=p; L

From: Paul Barrett < Sent: Wednesday, October 17, 2018 8:46 PM To: Cc: Richard Kahn Subject: A few things Jeffrey > 1. We own $2MM of JBS 7.75% 2020 bonds. We paid 102.58 in May 2018. Comp=ny is tendering for the bonds at 102.

sday, October 17, 2018 8:46 PM To: Cc: Richard Kahn Subject: A few things Jeffrey > 1. We own $

vs a vanilla which pays around 8.20%. ` Red Line in chart below is the Knock Out Level. Would require a 6= move from here to KO. • Breakeven of USDTRY at 6.380= at expiry. 3. Visa ▪ Stock is down 5% since September ` Secular shi=t from cash to checks continues ` Visa Europe benefit=ing from