HOUSE_OVERSIGHT_023635.jpg
2.22 MB
Extraction Summary
7
People
2
Organizations
6
Locations
2
Events
2
Relationships
6
Quotes
Document Information
Type:
Email thread
File Size:
2.22 MB
Summary
An email thread from November 14, 2016, in which Landon Thomas Jr. forwards a detailed financial market analysis to Jeffrey Epstein. The analysis, originally authored by Ozan Tarman, discusses the 'London hedge fund crowd's' reaction to the recent US election victory of Donald Trump, noting that while many bet on Hillary Clinton, they profited from market movements that aligned with 'Trump trades.' The report covers trends in Emerging Markets, interest rates, and European political risks involving Matteo Renzi and Marine Le Pen.
People (7)
| Name | Role | Context |
|---|---|---|
| Landon Thomas Jr. | Sender |
Forwarding financial market analysis to Epstein.
|
| Jeffrey Epstein | Recipient |
Received the email at jeevacation@gmail.com.
|
| Ozan Tarman | Original Sender |
Author of the financial analysis regarding European Multi Asset Coverage.
|
| HRC | Politician |
Hillary Rodham Clinton, mentioned in context of election betting/market outcomes.
|
| Trump | Politician |
Donald Trump, mentioned in context of 'Trump Reflation Theme' and market narratives.
|
| Renzi | Politician |
Matteo Renzi, mentioned in context of the Italy referendum anxiety.
|
| Le Pen | Politician |
Marine Le Pen, mentioned as 'the bigger elephant in the room' regarding European stability.
|
Organizations (2)
| Name | Type | Context |
|---|---|---|
| London hedge fund crowd |
Source of the thinking/analysis provided in the email.
|
|
| House Oversight Committee |
Document bears the stamp HOUSE_OVERSIGHT_023635.
|
Locations (6)
| Location | Context |
|---|---|
|
Location of the hedge fund crowd providing the analysis.
|
|
|
Subject of market analysis.
|
|
|
Mentioned regarding referendum.
|
|
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Mentioned regarding FX (foreign exchange) weakness.
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Mentioned regarding copper/infrastructure rally.
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Mentioned regarding price action and trade weights.
|
Relationships (2)
Thomas forwards high-level financial market intelligence to Epstein's personal email.
Thomas receives and forwards Tarman's market analysis.
Key Quotes (6)
"The latest thinking from London hedge fund crowd"Source
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Quote #1
"Absolute majority bet on HRC to win, but majority still made good money because Hillary bets worked as Trump trades."Source
HOUSE_OVERSIGHT_023635.jpg
Quote #2
"Wider, steeper core rates, stronger USD, weaker EM is the Rage."Source
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Quote #3
"The last one, EM, is the big loser out of Trump Reflation Theme."Source
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Quote #4
"If she [Le Pen] wins in May, Europe as we know it may really shake.."Source
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Quote #5
"Real Money is on the ropes, caught long Fixed Income/duration/carry and cannot play defense fearing Outflows."Source
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Quote #6
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