EFTA01741280.pdf

From: "Barrett, Paul S" <1 11IMI > To: Jeffrey Epstein <[email protected]> Cc: "Ens, Amanda" Sent: Tuesday, November 1, 2011 3:01:50 PM Subject: To Do Hi Jeffrey SGD is off 2% today. We used to have a $10MM position that we cut around 1.2650. We should get back in with $2.5MM at current spot of 1.2740. Ford paper is now trading around 4% for 4 years. We should sell into the HY rally. We have $1.2MM remaining. I still think we should put on the beaten down equity list vs short the S&P. Lees do $1MM to start. These stocks have provided some great trading ranges of late. 2013 Eurostoxx divis down 5 points today at 91— below 87 we should get involved. Let me know Paul Paul Barrett, CFA Managing Director Global Investment Opportunities Group JPMorgan Private Bank 40W 57th Street, 33rd Floor, New York, NY 10019 This email is confidential and subject to important disclaimers and conditions including on offers for the purchase or sale of securities, accuracy and completeness of information, viruses, confidentiality, legal privilege, and legal entity disclaimers, available at http://wwwjpmorgan.com/pages/disclosures/email. EFTA_R1_00031173 EFTA01741280