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1.77 MB
Extraction Summary
6
People
3
Organizations
2
Locations
2
Events
3
Relationships
4
Quotes
Document Information
Type:
Email / financial research note
File Size:
1.77 MB
Summary
This document is an email from Amanda Ens at Bank of America Merrill Lynch dated November 22, 2016, addressed to 'Jeffrey E.' (likely Jeffrey Epstein) and Rich Kahn. The email provides financial market commentary and recommends a specific trade: buying a 1-year XLF call spread based on the 'Trump Trade' and expected deregulation. It discusses sector positioning, buyback flows, and references data from analysts Nigel Tupper and Erika Najarian.
People (6)
| Name | Role | Context |
|---|---|---|
| Amanda Ens | Sender |
Employee at Bank of America Merrill Lynch sending financial advice.
|
| Jeffrey E. | Recipient |
Likely Jeffrey Epstein, receiving financial advice.
|
| Rich Kahn | Recipient |
Richard Kahn, receiving financial advice alongside Jeffrey E.
|
| Donald Trump | Mentioned |
Referenced in relation to the 'Trump Trade' and political policies affecting markets.
|
| Nigel Tupper | Source/Analyst |
Cited regarding Global Positioning and underweight financials.
|
| Erika Najarian | Source/Analyst |
Cited regarding the Future of Financials conference and price objectives.
|
Organizations (3)
Timeline (2 events)
Locations (2)
| Location | Context |
|---|---|
Relationships (3)
Ens sends investment advice email to Jeffrey E.
Ens sends investment advice email to Rich Kahn.
Both are recipients on the same financial advisory email.
Key Quotes (4)
"Our financials sector specialist thinks XLF could have another 20-25% upside given the many levers to the Trump Trade"Source
HOUSE_OVERSIGHT_012045.jpg
Quote #1
"Buy a 1 year XLF call spread for 2.6% premium"Source
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Quote #2
"Large long-only funds are more underweight Financials than any other sector"Source
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Quote #3
"Cons Disc, Technology and Financials are the largest 3 sectors for US buybacks"Source
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Quote #4
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