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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
reliance on EM to make a mea=ingful impact right now. 5431K; P/L -$51K. 2. Sell BAC. Also a very small position. Would rather re-allocate to KRE (regi=nal bank exposure). 5213K; P/L +$112K. I think KRE is well positioned given the regulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to
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
It is a small position with too much reliance on EM to make a mea=ingful 2. Sell BAC. Also a very small position. Would rather re-allocate to KRE (regi=nal bank Paul Paul Barrett Alpha Group Capital LLC 142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&source=g> th =treet, 11th Floor, New York,
, NY 10019 =u> =U> From: Jeffrey E. <[email protected] <mailto:[email protected]» Sent: Monday, June 25, 2018 1:53 PM To: Paul Barrett Richard Kahn Su ject: Re: New I ea or your approval sorry, you need to include position size= unrelaixzed gain or loss. if bac is small w=y allocate to Small kre 2
25, 2018 6:45 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: New Idea for your approval wait t
h reliance on EM to make a mea=ingful impact right now. $431K; P/L -$51K. 2. Sell MC. Also a very small position. Would rather re-allocate to KRE (regi=nal bank exposure). 5213K; P/L +$112K. I think KRE is well positioned given the regulato=y tailwinds, strength on Main Street, no FICC reliance etc. Just to
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