EFTA01789655.pdf

From: Barrett, Paul S Sent: Friday, June 28, 2013 2:48 PM To: Jeffrey Epstein ([email protected]) Cc: Barrett Pod Subject: To Do =body lang="EN-US" link="blue" vlink="purple"> Hi Jeffrey 1. The 13% rinse out in Japanese equities since May offers an inter=sting entry point. Thus far the BoJ has printed around 15% of the $1.4=trillion in their QE program. Their plan to create inflation will be thr=ugh the wealth effect using higher equity and real estate values. =herefore I think we should buy $2MM of the DXJ (Japanese equity ETF hedged=into USD). 2. C=D JPY also down around 6% since the highs. I would like to lift another =.SMM of the CADJPY hedge. 3. <=span>ln Haze Trust add $1.5MM of the Ally B Pfds (ytw 7.45%,=callable in 2016, then pays L+624bps if not called). =OD DM 12 month Ch=rt =OD Paul Barrett = Managing Director I Global Investment Opportunities Group I J.=. Morgan Private Bank I =OD This email is confidential and subject to important disclaimers and c=nditions including on offers for the purchase or sale of securities, accur=cy and completeness of information, viruses, confidentiality, legal privil=ge, and legal entity disclaimers, available at http://www.jpmorgan.com=pages/disclosures/email. EFTA_R1_00116363 EFTA01789655 2 EFTA_R1_00116364 EFTA01789656