EFTA02515353.pdf

From: jeffrey E. <[email protected]> Sent: Friday, March 2, 2018 5:01 PM To: Paul Barrett Subject: Re: Re: free in 1 hr <=iv class="gmail_quote">On Fri, Mar 2, 2018 at 11:59 AM, Paul Barrett > wrote: let's discuss the USD and U.S credit.=u> Foreigners were huge buyers of US IG credit because =hey could hedge out the FX and still make a lot more than what their local=bonds were paying. Not anymore. Could result in a huge drop in demand for =5 credit. Therefore buying credit protection on CDX IG is something I am looking at. Paul Barrett Alpha Group Capital LLC 142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&source=g> th Street, llth<=sup> Floor, New York, NY 10019 (0) (c) =/span> From: jeffrey E. [mailto:[email protected] <mailto:[email protected]> Sent: Friday, March 02, 2018 11:46 AM 1 EFTA_R1_01649660 EFTA02515353  To: Paul Barrett Subject: Re: Re: no, we might do=covered calls. for ex. . On Fri, Mar 2, 2018 at 11:45 AM, Paul Barrett > wrote: You want to buy vol at these levels?</=> 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 (0) (c) =Ai> =U> =u> From: jeffrey E. [mailto:[email protected] <mailto:[email protected]> ] Sent: Friday, March 02, 2018 11:44 AM To: Paul Barrett >; Richard Kahn Subject: Re: i never like selling puts. i= is a sucker play, limited upside with unlimited down. =C2 On Fri, Mar 2, 2018 at 11:42 AM, Paul Barrett wrote: You have 2 mins? 2 EFTA_R1_01649661 EFTA02515354  I am pricing: Buying 260/250 SPY put spreads 1/1.5x — cash=ess. Selling puts on Raytheon, GD, Lockheed and Northrop<=> 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 (o) (c) =/u> =U> From: Jeffrey E. [mailto:[email protected] <mailto:[email protected]> ] Sent: Friday, March 02, 2018 11:39 AM To: Paul Barrett >; Richard Kahn Subject: we should start looking at options market, =AO premiums getting high please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for 3 EFTA_R1_01649662 EFTA02515355  the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 4 EFTA_R1_01649663 EFTA02515356  =AO please note The information contained i= this communication is confidential, may be attorney-client privileged,=may constitute inside information, and is intended only for the use =f the addressee. It is the property of JEE Unauthorized use, disdos=re or copying of this communication or any part thereof is strictly pro=ibited and may be unlawful. If you have received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="mailto:[email protected]" targetCblank">[email protected], and destroy this communication and all copies thereof, inuding all attachments. copyright -all rights reserved 5 EFTA_R1_01649664 EFTA02515357