calls with strikes 107/102 (current 37bps) or entering long IPY. short KRW (current 10.017, target 10.4). The obvious risk to these trades is that N Korea backs down from further aggression and engages in talks. A more likely risk is that immediate confrontation is postponed and that EM asset inflows

Re: very 2013/12/6 COLOM, Olivier Sitting next to the special adviser to the Crown Prince of Bahrain at a gala dinner... Otherwise, interested in N Korea? De : Jeffrey Epstein [maitto:je on gr Envoye : Friday, December 06, 2013 09:40 PM A : COLOM, Olivier Objet : progress? ***********************

Re: very 2013/12/6 COLOM, Olivier Sitting next to the special adviser to the Crown Prince of Bahrain at a gala dinner... Otherwise, interested in N Korea? De : Jeffrey Epstein [mailto:jeevacationegmail.com] Envoye : Friday, December 06, 2013 09:40 PM A : COLOM, Olivier Objet : progress? The inform

Re: very 2013/12/6 COLOM, Olivier Sitting next to the special adviser to the Crown Prince of Bahrain at a gala dinner... Otherwise, interested in N Korea? De : Jeffrey Epstein [mailto Envoyé : Friday, December 06, 2013 09:40 PM A : COLOM, Olivier Objet : progress? ********************************