From: Peter Thiel
To: Jeffrey E. <jeevacatton@gmail.com>
Subject: Re:
Sent: Friday, May 1, 2015 12:34:48 AM
Negative-yielding notes, etc seem like a sign of something really crazy...
No conviction on oil but agree that risks remain to the upside on price — Saudi appointment of bin Nayef
seems like a big deal, suggesting they are really scared.
On Apr 30, 2015, at 2:18 PM, Jeffrey E. <jeevacation©gmail.com<mailtojeevacation©gmail.com»
wrote:
option pricing totally out of whack, , eurobonds soon the all time great short. unllikely to break zero.
so asymmetric risk reward . keep an eye on saudi and attitude towards keeping oil low . young
generation not happy with that idea
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