EFTA02502678.pdf
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From: Peter Thiel
Sent: Friday, May 1, 2015 12:35 AM
To: jeffrey E.
Subject: Re:
Negative-yielding notes, etc seem like a sign of something really crazy...
No conviction on oil but agree that risks remain to the upside on price -- =audi appointment of bin Nayef seems like a big
deal, suggesting they are r=ally scared.
On Apr 30, 2015, at 2:18 PM, jeffrey E. <[email protected]<mailto:[email protected]» wrote:
option pricing totally out of whack, eurobonds soon the all time grea= short. unllikely to break zero. so asymmetric
risk reward . keep=an eye on saudi and attitude towards keeping oil low . young generat=on not happy with that
idea
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EFTA_R1_01631086
EFTA02502678
ℹ️ Document Details
SHA-256
ca6c2016e5c54d7af0db433307989e22ff8bd9926f9d19d5eab9be504a94accf
Bates Number
EFTA02502678
Dataset
DataSet-11
Type
document
Pages
1
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