EFTA00753972.pdf

From: Paul S Barrett <l To: [email protected] [email protected]> Subject: Re: Date: Sun, 31 Oct 2010 22:44:50 +0000 Hi Jeffrey Assuming no major surprises this week from the fed or washington we are looking to: Buy the internet mobility stocks Buy Lyondell Delphi and Visteon - post bankruptcy stories Stick with the airlines We have a 48 px target on BR Currently at 40. We should buy some. If we get a USD bounce we should look to add some gold (slow leg in). Lastly we should put on the bet of a global rates convergence theme. So receive fixed in EM and buy payer swaptions in the US. Paul From: Jeffrey Epstein <[email protected]> To: Paul S Barrett Sent: Sun Oct 31 06:32:26 2010 Subject: ideas? 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 Jeffrey Epstein 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. 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.corn/pages/disclosures/email. EFTA00753972