From: Barrett, Paul S
Sent: Thursday, February 2, 2012 10:51 PM
To: Jeffrey Epstein
Cc: Giuffrida, David J; Ens, Amanda
Subject: TO Do and Iran
Jeffrey=/o:p>
ao:p>
I think we shou=d buy $1MM of the Ally Preferreds. This is the former GMAC. ABS contin=es to tighten which should
help their business. Right now the Allys yiel= 11% ytw
=o:p>
On =RAN:
- = You could buy a $115 WTI call option that is contingent on the SP500 be=ng below 1260 at maturity. Cost is
1.350% for 6 months OR</=pan>
<=pan style="font-size:11.0pt;font-family:"Calibri","sans=serif"">- &nbs=; Buy credit defa=lt protection on Saudi
Arabia for 145bps
Will call to discuss
=OA
=p class="MsoNormal">Paul
=OD
Managing Di=ector
Global Investment Oppor=unities Group
JPMorgan Privat= Bank
EFTA_R1_00081814
EFTA01770632
<=div>
</=ody>
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