From: Jeffrey Epstein <jeevacationggmail.com>
To: "Barrett, Paul S" <
Subject: Re: Venezuela
Date: Tue, 09 Oct 2012 14:35:27 +0000
remind me tomorwo
On Tue, Oct 9, 2012 at 4:34 PM, Barrett, Paul S < > wrote:
Hi Jeffrey
Given that we expected a Chavez win, I am a little surprised that the bonds are trading down 3 points (around 4%).
There has been some noise out of Argentina where a local province repaid a coupon on a bond in ARS when it should
be in USD. So this is putting pressure on the region.
I think this is an interesting level to buy the PDVSA 2017 bond. Currently yielding 12.20%. Passive play on oil.
Would do $1.5MM.
Let me know
Paul
Paul Barrett, CFA
Managing Director
Global Investment Opportunities Group
JPMorgan Private Bank
320 Park Avenue, 14th Floor, New York, NY 10022
NMLS ID# 853441
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