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EFTA02560821 | EFTA02560824 the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com <mailtcrjeevacation@gmail.com> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com <mailto:jeevacation@gmail.com> and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved Q=AO please note The information contained i= this communication is confidential, may be attorney-client privileged,=may constitute inside information, and is intended only for the use =f the addressee. It is the property of JEE Unauthorized use, disclos=re or copying of this communication or any part thereof is strictly pro=ibited and may be unlawful. If you have received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="mailto:jeevacation@gmail.com" target="_blank">jeevacation@gmai=.com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved 4 EFTA_R1_01721995 EFTA02560824
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EFTA02560821 | EFTA02560823 the first sign of any reconc=liatory comments from Washington. I would look to trade out of these if we get a bounce back to 2750 on SPX =his week. If we don't get the bounce by Friday I would sell. Also to further clean up the portfolio I would recom=end the following over the coming days: 1. Sell BUD. It is a small position with too much reliance on EM to make a 2. Sell BAC. Also a very small position. Would rather re-allocate to KRE (regi=nal mea=ingful impact right now. bank exposure). 3. MSFT, AVGO and Equinix — part of the data center theme. I think thi= theme has legs but MSFT and EQIX positions too small. Sell those.<=> 4. JD.Com - sell if it drops below $38. It is the Amazon of China. However it =annot seem to break higher due to margin concerns. Currently at $39.43. Paul Paul Barrett Alpha Group Capital LLC 142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&source=g> th =treet, 11th Floor, New York, NY 10019 646.876-5277 (o) 646-342-6930(c) paul@alphagroupcapital.com <mailto:paul@alphagroupcapital.com> =u> please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for 3 EFTA_R1_01721994 EFTA02560823 Epstein Web iOS app on the App Store.
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EFTA02560821 | EFTA02560822 Paul Barrett Alpha Group Capital LLC 142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&source=g> th =treet, 11th Floor, New York, NY 10019 646.876-5277 (o) 646-342-6930(c) paul@alphagroupcapital.com=/a> <mailto:paul@alphagroupcapital.com> =u> <=> From: jeffrey E. <jeevacation@gmail.com <mailto:jeevac=tion@gmail.com» Sent: Monday, June 25, 2018 1:56 PM To: Paul Barrett <paul@alphagroupcapital.com <mailto:paul@alphagroupcapital.com» Cc: Richard Kahn <richardkahn12@gmail.com <mailto:richardkahn12@gmail.com» Subject: Re: New Idea for your approval and take small postions for the spy . s On Mon, Jun 25, 2018 at 7:49 PM, Paul Barrett <paul@alphagro=pcapital.com <mailto:paul@alphagroupcapital.com> wrote: Jeffrey, New Trade Idea: SPX down 1.50% today on tariff fears= I recommend buying a position in each of the following: =/ul> • Jul 280 SPY calls for $0.40 • Aug 280 SPY calls for $1.44 • Implied vol at 10%. • Tariff related sell-offs have offered good trading opportunities. The risk =round retaliation is growing but if we can buy these calls with a 10% impl=ed vol, I think these could work very well at 2 EFTA_R1_01721993 EFTA02560822
April 13, 2026 at 10:56 PM
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EFTA02560821 | EFTA02560821 From: Sent: To: Subject: jeffrey E. <jeevacation@gmail.com> Monday, June 25, 2018 6:28 PM Paul Barrett; Richard Kahn Re: New Idea for your approval regional banks. ? 4>=A0 what does this mean? !!! do you think all egion=l banks trade alike? why kre specifillcaly On Mon, Jun 25, 2018 at 8:=0 PM, Paul Barrett <paul@alphagroupcapital.com <mailto:paul@alphagroup=apital.com» wr=te: OK Paul Barrett Alpha Group Capital LLC 142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&source=g> th Street, llthasup> Floor, New York, NY 10019 646-876-5277 (o) 646-342-6930 (c) </=> paul@alphagroupcapital.com=/a> <mailto:paul@alphagroupcapital.com> =/span> From: jeffrey E. <jeevacation@gmail.com <mailto:jeevac=tion@gmail.com» Sent: Monday, June 25, 2018 2:19 PM To: Paul Barrett <paul@alphagroupcapital.com <mailto:paul@alphagroupcapital.com» Subject: Re: New Idea for your approval yes On Mon, Jun 25, 2018 at 8:07 PM, Paul Barrett <paul@alphagro=pcapital.com <mailto:paul@alphagroupcapital.com» wrote: OK with $50K premium on each? EFTA_R1_01721992 EFTA02560821
April 13, 2026 at 10:56 PM