From: Jeffrey Epstein <jeevacation@grnail.com>
To: "Barrett, Paul S"
Subject: Re: To Do
Date: Mon, 24 Oct 2011 15:32:13 +0000
leave corn, switch. ford
On Mon, Oct 24, 2011 at 11:29 AM, Barrett, Paul S wrote:
Hi Jeffrey
We should switch $1.5MM out of our Ford Motor Credit 2015's (ytm 4.37%) into HCA (Hospital Corp of America)
6.550% 2016 ytm 5.90%.
We never hedged any of the corn in September. It is now up 10% since then. How do you feel about unwinding half the
position up here? We have enough risk on in the portfolio and I would like to fade this recent rally.
YTD +$4.4MM
Let me know
Paul
Paul Barrett, CFA
Managing Director
Global Investment Opportunities Group
JPMorgan Private Bank
40W 57th Street, 33rd Floor, New York, NY 10019
(W) (F)
This email is confidential and subject to important disclaimers and conditions including on offers for the
purchase or sale of securities, accuracy and completeness of information, viruses, confidentiality, legal
EFTA00922819
privilege, and legal entity disclaimers, available at
The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
Jeffrey Epstein
Unauthorized use, disclosure or copying of this
communication or any part thereof is strictly prohibited
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, and
destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved
EFTA00922820