From: Paul S Barrett To: Jeffrey Epstein clieevacation(i{,:gmail.com> Cc: Michael A Taormina <a Subject: Update Date: Thu, 04 Nov 2010 13:56:25 +0000 Jeffrey We unwound EURHUF and bought 3MM of BP (at 42.37, up $1 today) Still like the long term internet mobility theme....AAPL QCOM AMT. We should have exposure to these names. Also with QE2 in play through June our strategists like MXN, CLP and KRW vs the USD. Would do 2.5MM in each. Paul Barrett, CFA Managing Director Global Investment Opportunities Group JPMorgan Private Bank 40W 57th Street, 33rd Floor, New York, NY 10019 (W) (F) EFTA00752389