EFTA00857866.pdf
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From: "jeffrey E." <[email protected]>
To: Peter Thiel
Subject: Re:
Date: Fri, 01 May 2015 01:09:19 +0000
the old guard is totally out. like the good old days, former crown prince now the equivalent of a doorman,
ambassador bandar in exile. fun stuff
On Thu, Apr 30, 2015 at 8:34 PM, Peter Thiel 4 wrote:
Negative-yielding notes, etc seem like a sign of something really crazy...
No conviction on oil but agree that risks remain to the upside on price -- Saudi appointment of bin Nayef
seems like a big deal, suggesting they are really scared.
On Apr 30, 2015, at 2:18 PM, Jeffrey E. [email protected]:jeevacation®gmail.com>> wrote:
option pricing totally out of whack, eurobonds soon the all time great short. unllikely to break zero. so
asymmetric risk reward . keep an eye on saudi and attitude towards keeping oil low . young generation
not happy with that idea
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Unauthorized use, disclosure or copying of this
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EFTA00857866
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EFTA00857867
ℹ️ Document Details
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07d074cf1ccc264d4845bfa5fd9d54a2d434e8608c797258cf6e072af35ebd68
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EFTA00857866
Dataset
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document
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2
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