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efta-01466994DOJ Data Set 10OtherEFTA01466994
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DOJ Data Set 10
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efta-01466994
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Subject: Fw: percentages get a read from your team [C]
From: Tazia Smith <
Date: Tue, 04 Feb 2014 12:58:26 -0500
To: Vinit Sahni
>,
Nam Gupta <
>,
Paul Morris <
Classification: Confidential
- Have some recommendations for modifications to the equity baskets
(Healthcare, Financials, Europe, Japan)*
- Would like to see 5-10% in Tech in US -> take 5% from mortgages, possibly
2-5% from europe and/or 2-5% from energy
- PO vs. IC) in mortgages? 5% down from 10% (will speak with traders on
existing plus opportunistic entry)
- Add the near-term short crude trade to the energy allocation, 2%
*details to follow. example 1:
(Embedded image moved to file: pic25366.gif)
Forwarded by Tazia Smith/db/dbcom on 02/04/2014 10:30 AM
From:
Jeffrey Epstein <[email protected]>
To:
Tazia Smith/db/dbcom@DBAMERICAS, Paul Morris/db/dbcom@DBAMERICAS,
02/02/2014 08:59 PM
Subject:
percentages get a read from your team
Inline image 1
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[email protected]Related Documents (6)
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