Nav Gupta provides detailed market and geopolitical analysis to Jeffrey. He notes that DB stopped making markets in OTC oil options, suggests exchange-traded options instead, and outlines a scenario involving a 'bust' Kerry-Lavrov meeting, a 'yes' vote in the Crimea referendum, and subsequent sanctions on Russia, which would likely cause oil prices to rise.
This document is an email chain from March 2014 where Jeffrey Epstein complains to Vinit Sahni (likely of Deutsche Bank) about a 4-hour delay in getting a quote for oil options. The nested emails reveal the delay was because Deutsche Bank had stopped making markets in OTC oil options, and includes a detailed geopolitical and financial analysis from Nav Gupta to Epstein predicting market turmoil and a rise in oil prices due to the impending Crimea referendum and Russia-West tensions.
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