From: Paul S Barrett <
Sent: Thursday, December 9, 2010 2:19 PM
To: Epstein, Jeffrey (eevacation@gmail.com)
Subject: RE: A few things
Jeffrey4=>
Did you have a chance to review the below ideas?<=span>
Also 10yr swap spreads are back to +10. I think we=should put the trade on.
Are you free =o chat?
=aul Barrett, CFA
Managing Director
Global Investment Opportunities Group
JPMorgan Private Bank<=p>
40W S7th Street, 33rd Floor, New York, NY 10019
(W) F)<=:p>
<mailto
<=div>
From: Paul S Barrett
Sent: Monday, =ecember 06, 2010 12:57 PM
To: 'Epstein, Jeffrey (jeevacation@gma=l.com)'
Subject: A few things
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Hi Jeffrey<=O:p>
- =nbsp; =emoving the Corn collar
=span style=sfont-size:11.0pt;font-family:"Calibri","sans-serif"5-=nbsp; Buying $3MM of a Philip Morris market plus
note that pays a 15% coupo= with a 22.30% contingent buffer (18 months)
&nbs=; Buying 6 single name stocks that we believe wi=l benefit from the January effect
Switching our GM bond exposure into the convert<=span>
=span style=lont-size:11.0pt;font-family:"Calibri","sans-serif—>Left =ou a message.
Paul
Paul Barrett, CFA<=o:p>
Managing Director
Global Investment Opportunities Group
JPMorgan Private Bank
40W =7th Street, 33rd Floor, New York, NY 10019
W) (F)
=p class=MsoNormal>paul=2Es.barrett@jpmorgan.com <mailto:paul.s.barrett@jpmorgan.com>
This email is confidential and=subject to important disclaimers and conditions including on offers for th= purchase or
sale of securities, accuracy and completeness of information,=viruses, confidentiality, legal privilege, and legal entity
disclaimers, a=ailable at http://www.jpmorgan.com/pages/disclosures/email. <=span>
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