Epstein Secrets

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

8. Violent rotation: record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs, record EM debt outflow. Regards, Amanda Amanda Ens Director Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park I 5th Floor I New York,

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

y. Note that while ROEs could go higher, it's unlikely that they can get back to the peaks... Regards, 2 EFTA_R1_01923231 EFTA02670130 Amanda Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park, 5th Floor, New York, NY 10036 Phone:

is triggered: 2.8x (5.0%/1.75%) = Gross max payoff if knock-in is not triggered: 5.6x (9.9%/1.75%) — you have upside up to 114.9% Regards, Amanda Amanda Ens Director | Global Equities HOUSE_OVERSIGHT_012044 --- PAGE BREAK --- Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorpor

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