Discusses continued buying interest in XLF, noting that funds are underweight in financials. Proposes an XLF call spread trade and includes analysis from Nigel Tupper and a 'Global Quant Panorama'.
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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