EFTA02417451.pdf
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To:
Jeffrey Epsteinfleevacation
mail.com
Cc:
Michael A Taormina
From:
Paul S Barrett
Sent:
Thur 11/4/2010 1:56:25 PM
Subject:
Update
Jeffrey
We unwound EURHUF and bought 3MM of BP (at 42.37, up $1 today)
Still like the long term internet mobility theme....AAPL QCOM AMT. We should have exposure to these
names.
Also with QE2 in play through June our strategists like MXN, CLP and KRW vs the USD. Would do 2.5MM
in each.
Paul Barrett, CFA
Managing Director
Global Investment Opportunities Group
JPMorgan Private Bank
40W 57th Street, 33rd Floor, New York, NY 10019
(W)
212-310-0108 (F)
EFTA_R1_01482302
EFTA02417451
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| Filename | EFTA02417451.pdf |
| File Size | 39.0 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 639 characters |
| Indexed | 2026-02-12T16:37:49.480967 |