AAPL... [C]
Good Morning Jeffrey —
Thank you for the meeting yesterday — fantastic spending time with you and we're excited to get to =ork. Per our discussion:
(1) Enter USDMXN "Deposit Plus" (consider a lmo with a 13.20 strike, - 6%.=Indicative levels below)
(2) USDJPY risk reversal (lyr 97.84(atmf)/90)
(3) AAPL in the money buy-and-write (earnings on 10/28)
(4) Buy USD Payer Swaption (or spread)
(5) Begin profit-taking among long-duration/perpetual preferreds
(6) Holding ARIA (call option at this point, bellwether for other biotech trades)
(7) WTI option to monetize spike - and reversion! - within 6mos
Darren and I are finalizing the ISDA. I will refresh levels and call you to trade once that agreement is executed.
Call you on AAPL/listed trades in the interim.
Speak with you soon,
Tazia
yesterday at mit i not only saw the genetic manipulation of smells. . but the elctric manipulation of bottles and shape=, that reflect hapy spicy, sad. etc. wild. also robots that change their voice and manner when they sense you are bored
I wasn't sure whether to be excited or terrified when i read your email this morning! having flashes of that gatica movie or that speilberg's "A.I."
We're set up on the listed options n=w.
I called you today re: AAPL. Y=ur in-the-money buy-and-write is pricing on top of spot. Let me know if you would like to work a spread at a limit.
AAPL reports 10/28, stock goes ex on 11/7 (know dividends aren't as attractive to you as appreciation). buy the rumor/sell the news risk in the stock after its 10% move since 10/7.
Example:
AAPL spot $530.86
Jan 265 puts 264.95 x 267.20
We are almost there with otc derivat=ves/isda - darren is excellent. so far underliers of our pending trades have been patient for me as far as entry points.
Please let me know if you want to mo=e forward with AAPL or wait.
Best Regards,
Tazia
212-454-2889
917-327-4107
