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From: Landon Thomas < To: CC: Epstein, Jeffrey <jeevacation@gmail.com> Sent: 9/6/2010 1:53:32 PM Subject: Jeffrey Epstein's view on the markets Dear Jes. Sorry to barge into your Labor Day, but I am doing a story on this emerging point of view in the markets that while there may not be an immediate recovery in jobs, the market itself may actually be poised to do very well indeed — propelled by corporations becoming more efficient, borrowing at rock bottom rates and selling into booming overseas markets. You have probably heard the argument several times from Jeffrey Epstein and since I am likely to quote him in the story he had suggested that I reach out to you as he tells me that you have been on the receiving end of this view of world for quite some time now. We can do this on background — I would not quote you, but was just hoping to get some background as to what extent this notion is making any headway with investors given all the gloom and doom, Roubini-like double dip forecasts out there these days. Thanks for your time. Landon Landon Thomas, Jr. Financial Correspondent New York Times Office phone: Mobile: SDNY_GM_00077914 Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00001041 EFTA_00188382 EFTA01300718