From: "Jeffrey E." <jeevacation@gmail.com>
To: Paul Barrett < >, Richard Kahn
Subject:
Date: Thu, 14 Jun 2018 11:16:43 +0000
paul on monday you shoudl come with a strategy. ! real ideas. detailed. the concept of investing in sectors .
or buying berkshire apple or google is not an idea. that merits. more than 30 seconds.. . something clearly is
wrong.. I have great respect for you . we have always done well together. . it seems however that you might
need to have a full orgaiznation behind or alongside you. I had assumed you were capable of continuing on
your own after JPM. I want to find a solution . i think you should focus on flow. , traders. ideas. / I recall
saying that a move from JPM would increase both risk and reward. / as you would have to perform . I m
less concerned with the fact that the positions you sold , would have been a larger profit that you were able to
generate. option trading for 2000 dollars.. silly, as you recall the ATT positon was scaled back by me, and
only allowed at all to give you authority over the results. you rode positions down instead of taking quick
losses . the trading envciouemnt has been superb,. e gaming is a new sector and shows promise. but as always
its , which stock. not so easy. . you had total control over trading. but sat and watched !!.. amanda has given
us one losing trade after another , so i stopped all contact. you decided to continue. I sold spotify. you decide
to buy it knowing i just sold. ? super silly, as you can tell I am quite surprised by the results. It matters less
how you calcualte it, I can see you point of view. but in reality the results are known as the "but for "
test. ie but for paul being involved. results. paul involved. results.. easy.. but againk as it is early less
importnat than the lack of tradding. underlying dynamice stragety , and sector investing. I f I wanted a macro
long only . 10 funds provide years of returns and experinece. . even long short funds. ( i see no shorts except
for options "). how is that possible. ? I realize you will now be gun shy, sorry, .
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