📧 Communication

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Communication Details

From

Ens, Amanda Linked to Ens, Amanda

'jeffrey E.'; 'Richard Kahn' 'jeffrey E.'; 'Richard Kahn'

Date

November 14, 2016

Subject

RE: Financials trade for Monday

Message Content

This email, a reply to a previous conversation, notes continued buying in XLF and provides a refreshed trade idea for a call spread on XLF. It cites analysis from Nigel Tupper on global stock positioning and a 'Global Quant Panorama' suggesting that stocks that are 'Bearish on Bonds' (like financials) are poised to outperform as bond yields rise.

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Document Summary

This document contains an email chain from November 2016 in which Amanda Ens sends financial analysis and specific options trading advice for the financials sector (XLF) to Jeffrey E. (using the email jeevacation@gmail.com) and Richard Kahn. The advice is based on a recent conference and analysis from colleagues Erika Najarian and Nigel Tupper, suggesting a bullish outlook on financial stocks due to market rotation and investor positioning.

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