EFTA00720676.pdf

From: Paul Barrett <I „ @spun .t.trat To: "Jeffrey E." <jeevacation®gmail.com> Subject: Re: Euro Date: Wed, 12 Jul 2017 13:18:32 +0000 Our 2019 divi forecast is at 127 which is about 7 points of upside for 2 years. Prefer European Banks given the rate outlook. I also like Japan. DXJ is the hedged ETF. That's my preferred etf to use. Technically looks very good. Lastly I want to own new China for 1-2 years: BABA TENCENT JD NTES Would like to build a $5mm position in total. I think the trends are so powerful and so secular with these 4 companies dominating their respective space. Let me know and I can implement with Rich. Paul Paul Barrett 44,644.2•698, On Jul 12, 2017, at 5:13 AM, jeffrey E. <[email protected]> wrote: lets think about getting long europe.. divd xx. maybe japan. , how woudl you play a short s and p for a week.? TODAY On Tue, Jul 11, 2017 at 9:16 PM, Paul Barrett lweiwyslisii@esteihsevrt> wrote: Jeffrey As we discussed a few months ago I think the euro could trade up to 1.2000 in the coming 3-4 months. The ECB will move towards tightening mode (slowly but enough to trigger flows out of the US into Europe) by Q4. I think we should get outright long or buy some 1.1750 calls. Rich - can we buy euro calls with anyone? Paul Barrett please note The information contained in this communication is confidential, may be attorney-client privileged, may EFTA00720676 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], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00720677