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File 032908

Email Chain: Market Positioning and Treasury Secretary Discussion (File 032908)

Email exchange between Jeffrey E. and Landon Thomas Jr. dated November 10, 2016, discussing market positioning, investment strategies, and inquiries about the Treasury Secretary appointment.

Summary

This email chain documents a conversation between Jeffrey E. and New York Times financial reporter Landon Thomas Jr. on November 10, 2016. The exchange includes market investment positions (long Dow, short yen/euro/pound, long REITs) and Thomas Jr.'s inquiry about who will be Treasury Secretary, questioning whether Steven Mnuchin is a confirmed appointment. The correspondence includes confidentiality notices and references to news articles.

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