EFTA02406501.pdf

From: Paul Barrett Sent: Wednesday, July 12, 2017 1:19 PM To: Jeffrey E. Subject: Re: Euro Our 2019 divi forecast is at 127 which=is about 7 points of upside for 2 years. Prefer European Banks given the ra=e outlook. I also like Japan. WU is the hedged ETF. That's my prefe=red etf to use. Technically looks very good. Lastly I want to own ne= China for 1-2 years: BABA TENCENT JO =div id="AppleMailSignature">NTES =/div> Would like to build a $5mm position in t=tal. I think the trends are so powerful and so secular with these 4 compani=s dominating their respective space. Let me know and I can implement=with Rich. Paul rr <=r>On Jul 12, 2017, at 5:13 AM, jeffrey E. <jeevacation@gmail.com <mailto:jeevacation=gmail.com> wrote: lets think about getting long europe. .&nb=p; divd xx. maybe japan. , how wo=dl you play a short s and p for a week. ? TODAY =div class="gmail_extra"> On Tue, Jul 11, 20=7 at 9:16 PM, Paul Barrett > wrote: la Jeffrey As we discussed a few months ago I think the euro could trade up to 1.2000 i= the coming 3-4 months. The ECB will move towards tightening mode (slowly b=t enough to trigger flows out of the US into Europe) by Q4. I think we shou=d get outright long or buy some 1.1750 calls. Rich - can we buy euro calls with anyone? Paul Barrett <=span> EFTA_R1_01448656 EFTA02406501 = please note The information containe= in this communication is confidential, may be attorney-client privilege=, may constitute inside information, and is intended only for the use=of the addressee. It is the property of TEE Unauthorized use, disclos=re or copying of this communication or any part thereof is strictly proh=bited 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 jeevacation@gmail.com=/a>, and destroy this communication and all copies thereof, including=all attachments. copyright -all rights reserved 2 EFTA_R1_01448657 EFTA02406502