Epstein Secrets

From: Paul Barrett Sent: Monday, June 25, 2018 5:50 PM To: Jeffrey E. Cc: Richard Kahn Subject: New Idea for your approval Jeffrey, New Trade Idea: SPX down 1.50% today on tariff fears= I recommend buying a position in each of the

e 25, 2018 5:50 PM To: Jeffrey E. Cc: Richard Kahn Subject: New Idea for your approval Jeffrey,

meaningful impact ri=ht now. 2. Sell BAC. Also a very small position. Would rather re-allocate to KR= (regional bank exposure). 3. MSFT, AVGO and Equinix — part of the data c=nter theme. I think this theme has legs but MSFT and EQIX positions too sm=ll. Sell those. 4. JD.Com - sell if it drops below

w York, NY 10019 From: jeffrey E. <[email protected] <mailto:[email protected]» Sent: Monday, June 25, 2018 1:56 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval and take small postions for the spy . s On Mon, Jun 25, 2018 at 7:49 PM, Paul Barrett CI wrote: Jeffrey,

e 25, 2018 1:56 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval and tak

eaningful impact right now. 2. Sell BAC. Also a very small position. Would rather re-allocate to KRE (regional bank exposure). 3. MSFT, AVGO and Equinix — part of the data center theme. I think this theme has legs but MSFT and EQIX positions too small. Sell those. 4. JD.Com - sell if it drops below

From: jeffrey E. <[email protected]> Sent: Monday, June 25, 2018 6:20 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval how many shares of each do we own . sosr=y this is extraordiarily silly On Mon, Jun 25, 2018 at 8:18 PM,

25, 2018 6:20 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval how ma

egulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to mainta=n Fins exposure. It would top KRE up to $2MM. 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX positions too small. Sell those. MSFT $508K. P/L +511K; EQIX $497K P/

From: jeffrey E. <[email protected]> Sent: Monday, June 25, 2018 6:28 PM To: Paul Barrett; Richard Kahn Subject: Re: New Idea for your approval regional banks. ? 4> what does this mean? !!! do you think all egion=l banks trade alike? why kre specif

June 25, 2018 6:28 PM To: Paul Barrett; Richard Kahn Subject: Re: New Idea for your approval region

ea=ingful impact right now. 2. Sell BAC. Also a very small position. Would rather re-allocate to KRE (regi=nal bank exposure). 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX positions too small. Sell those.<=> 4. JD.Com - sell if it drops be

From: jeffrey E. <[email protected]> Sent: Monday, June 25, 2018 5:53 PM To: Paul Barrett; Richard Kahn Subject: Re: New Idea for your approval sorry, you need to include position size. unrelaixzed gain or loss. if bac is small why a=locate to Smal

June 25, 2018 5:53 PM To: Paul Barrett; Richard Kahn Subject: Re: New Idea for your approval sorry,

meaningful impact right now. 2. Sell BAC. Also a very small position. Would rather re-allo=ate to KRE (regional bank exposure). 3. MSFT, AVGO and Equinix — part of the data center theme. I thin= this theme has legs but MSFT and EQIX positions too small. Sell those.=/u> 4. JD.Com - sell if it drops b

From: jeffrey E. <[email protected]> Sent: Monday, June 25, 2018 5:56 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval and take small postions for the spy . s On Mon, Jun 25, 2018 at 7:=9 PM, Paul Barrett <paul@alphagroupcap

25, 2018 5:56 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval and ta

meaningful impact right now. 2. Sell BAC. Also a very small position. Would rather re-allo=ate to KRE (regional bank exposure). 3. MSFT, AVGO and Equinix — part of the data center theme. I thin= this theme has legs but MSFT and EQIX positions too small. Sell those.=/u> 4. JD.Com - sell if it drops b

From: Paul Barrett <[email protected]> Sent: Monday, June 25, 2018 6:19 PM To: jeffrey E.; Richard Kahn Subject: RE: New Idea for your approval 1. Sell BUD. It is a small position with too much reliance on EM to make a meaningful impact right now. $

, June 25, 2018 6:19 PM To: jeffrey E.; Richard Kahn Subject: RE: New Idea for your approval 1. Se

egulatory tailwinds, strength on Main Street, no FICC reliance etc. Just to maintain Fins exposure. It would top KRE up to $2MM. 3. MSFT, AVGO and Equinix — part of the data center theme. I think this theme has legs but MSFT and EQIX positions too small. Sell those. MSFT $508K. P/L +$11K; EQIX $497K P/

NY 10019 =/span> From: jeffrey E. <[email protected] <mailto:[email protected]» Sent: Monday, June 25 2018 1:56 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval and take small postions for the spy . s EFTA_R1_01722699 EFTA02561280 On Mon, Jun 25, 2018 at 7:49 PM,

ne 25 2018 1:56 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval and tak

we get a bounce back to 2750 on SPX =his week. If we don't get the bounce by Friday I would sell. impact right now. exposure). 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX positions too small. Sell those.<=> 4. JD.Com - sell if it drops be

From: jeffrey E. <[email protected]> Sent: Monday, June 25, 2018 6:55 PM To: Richard Kahn Subject: Re: New Idea for your approval ok On Mon, Jun 25, 2018 at 8:52 PM, Richard Kahn wrote: only stock with real gain is BAC which you =oug

ent: Monday, June 25, 2018 6:55 PM To: Richard Kahn Subject: Re: New Idea for your approval ok On

gulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to mainta=n Fins exposure. It would top KRE up to $memn. 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX positions too small. Sell those. MSFT $508K. P/L +$11K; EQIX $497K P/

From: Paul Barrett < Sent: Monday, June 25, 2018 6:38 PM To: Jeffrey E. Cc: Richard Kahn Subject: RE: New Idea for your approval I think most of the regional banks represented in the ETF have faced similar headwinds with respect to inc

e 25, 2018 6:38 PM To: Jeffrey E. Cc: Richard Kahn Subject: RE: New Idea for your approval I thin

egulatory tailwinds, strength on Main Street, no FICC reliance etc. Just to maintain Fins exposure. It would top KRE up to $2MM. 3. MSFT, AVGO and Equinix — part of the data center theme. I think this theme has legs but MSFT and EQIX positions too small. Sell those. MSFT $508K. P/L +$11K; EQIX $497K P/