EFTA01022816Set 9
2018-09-175p1,548w
cliff." Given they've more or less moved in
tandem for years, will FAANG follow the same path as BAT?
Source: Stockcharts.com
The BAT collapse was triggered by subpar earnings ... this quarter.
There are mounting fundamental reasons to question the 3Q18 earnings
prospects of FAANG, from the accelerating user backlash against Facebook to Apple's
trade war exposure to Amazon ... sending is less about earnings, and
more about the cost of exuberance. And FAANG exuberance faces threats that go beyond
fundamentals. A flurry of regulatory announcements last week signaled
https://www.justice.gov/epstein/files/DataSet%209/EFTA01022816.pdf
EFTA01022792Set 9
2018-09-175p1,661w
cliff." Given they've more or less moved
in tandem for years, will FAANG follow the same path as BAT?
Source: Stockcharts.com
The BAT collapse was triggered by subpar earnings ... this quarter.
There are mounting fundamental reasons to question the 3Q18 earnings
prospects of FAANG, from the accelerating user backlash against Facebook to Apple's
trade war exposure to Amazon ... sending is less about earnings, and
more about the cost of exuberance. And FAANG exuberance faces threats that go beyond
fundamentals. A flurry of regulatory announcements last week signaled
https://www.justice.gov/epstein/files/DataSet%209/EFTA01022792.pdf
EFTA01370460Set 10
2018-07-261p510w
Sferrazza < >; Stewart Oldfield
Courteney B Fornal < >; Joe Kruy <
Subject: VI Trade Idea - Continued FAANG upside
Paul,
I'd like to introduce you to our Equity Derivatives sales team downtown ... tomorrow.
Buy worst of calls on FB, AMZN, AAPL, NFLX, and GOOGL
These FAANG stocks have had a massive run over the past few years but given sentiment around these ... continuing rally in the theme.
Buy Oct-18 ATM worst of call on FAANG for 1.75%. For a longer-dated trade, Buy Jan-19 ATM worst of call on FAANG
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01370460.pdf
EFTA01434587Set 10
2018-07-254p511w
Subject: [/] Trade Idea - Continued FAANG upside
From: Martin Zeman ‹ >
Date: Wed, 25 Jul 2018 12:43:21 -0400
To: "Paul Barrett (
Cc: Nadean Novogratz
Xavier Avila
Devin Anderson
Davide ... tomorrow.
Buy worst of calls on FB, AMZN, AAPL, NFLX, and GOOGL
These FAANG stocks have had a massive run over the past few years but given
sentiment around these ... continuing rally in the theme.
Buy Oct-18 ATM worst of call on FAANG for 1.75%. For a longer-dated trade,
Buy Jan-19 ATM worst of call on FAANG
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01434587.pdf
EFTA01415010Set 10
2018-07-265p752w
Paul Barrett
Davide-A
Sferrazza
ourteney B Fornal
Subject: [/] Trade Idea - Continued FAANG upside
Paul,
I'd like to introduce you to our Equity Derivatives sales team downtown. The
team ... tomorrow.
Buy worst of calls on FB, AMZN, AAPL, NFLX, and GOOGL
These FAANG stocks have had a massive run over the past few years but given
sentiment around these ... continuing rally in the theme.
Buy Oct-18 ATM worst of call on FAANG for 1.75%. For a longer-dated trade,
Buy Jan-19 ATM worst of call on FAANG
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01415010.pdf
EFTA01437551Set 10
2018-07-265p872w
Davide-A
Sferrazza < >; Stewart Oldfield
Courteney B Fornal
Joe Kruy
Subject: [/] Trade Idea - Continued FAANG upside
Paul,
I'd like to introduce you to our Equity Derivatives sales team downtown ... tomorrow.
Buy worst of calls on FB, AMZN, AAPL, NFLX, and GOOGL
These FAANG stocks have had a massive run over the past few years but given
sentiment around these ... continuing rally in the theme.
Buy Oct-18 ATM worst of call on FAANG for 1.75%. For a longer-dated trade,
Buy Jan-19 ATM worst of call on FAANG
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01437551.pdf
EFTA01043400Set 9
2017-06-122p398w
Some are saying financials. Fact for you: of the $1.3 trillion invested in FAANG names now, 82 percent is from likes of
blackrock/vanguard etc. This is a retail driven trade ... holding this thing right now given how crowded the trade is -- as with all
FAANGs.
On Mon, Jun 12, 2017 at 9:54 AM, jeffrey E. <jeevacation@gmail.com> wrote:
long term
https://www.justice.gov/epstein/files/DataSet%209/EFTA01043400.pdf