| Connected Entity | Relationship Type |
Strength
(mentions)
|
Documents | Actions |
|---|---|---|---|---|
|
person
Bank of America Merrill Lynch
|
Employee |
5
|
1 | |
|
person
Ajay Kapur
|
Business associate |
5
|
1 | |
|
person
Bank of America Merrill Lynch
|
Employment |
5
|
1 |
| Date | Event Type | Description | Location | Actions |
|---|---|---|---|---|
| 2016-11-14 | N/A | Global Positioning report by Nigel Tupper | N/A | View |
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.
This document is page 15 of a 'Global Cross Asset Strategy' report by Bank of America Merrill Lynch dated November 30, 2016. It analyzes global equity markets post-US election, recommending long positions in the Nikkei and Emerging Market (EM) Asia due to favorable valuations compared to the US. The report cites strategists Savita Subrahamian, Ajay Kapur, and Nigel Tupper regarding market forecasts and bears a 'HOUSE_OVERSIGHT' Bates stamp.
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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