Fwd: Boarding now what's best # when I land?

From:rwolf@32advisors.com To: jpalmieri@hillaryclinton.com, aelrod@hillaryclinton.com CC: john.podesta@gmail.com Date: 2016-02-24 20:47 Subject: Fwd: Boarding now what's best # when I land?

On plane - hope you get-FYI Vanity Fair article being written . You can see Bill's questions to me. I have become friends with him and can get insights but recall in general he is not a fan of most banks especially Goldman so don't know his angle yet. Begin forwarded message: Seems like we are headed for a Sec Clinton v D Trump showdown but it feels like the Secretary's path seems more certain to me; whereas, If Cruz and Kasich drops then you could see Rubio making it a real run as establishment alternative (especially if he was to win FL). I could likely say that about Kasich as well if Rubio was to drop showing up strong in OH, MI, PA but would give Rubio better shot. I am not sure how Wall Street feels about Trump since the past week has created a bit of havoc in GOP party with SCarolina & NV now behind us. I think the business community will show their full support behind the Secretary as most will align with her policies on immigration, education, infrastructure, climate change and the future of the Supreme Court. I am not sure the business community has yet to figure out how to view Trump as the GOP nominee since he hasn't really shown any granularity to his policiy vision and it has been more rhetoric. With respect to Mayor Bloomberg, I think he has a real opportunity to enter and do well only if it is Sanders v Trump and only if Secretary Clinton was not the expected Democratic nominee. If HRC does well in S Carolina and Super Tuesday as expected then I think the path for the Mayor is unlikely and he will not enter. On Feb 24, 2016, at 4:53 PM, WILLIAM DAVID COHAN <wdcohan@me.com<mailto:wdcohan@me.com>> wrote: sure that's an idea so in your humble opinion how would assess what's likely now to happen on both the dem and rep side of the equation and how is wall street feeling about each...? in other words, i assume with HRC looking better these days, wall street is pretty happy with that and with Trump, wall street must be in despair, especially all those people who were supporting Bush, or walker or the others who have dropped out and where does bloomberg fit in all of this at the moment? ty William D. Cohan On Feb 24, 2016, at 04:51 PM, Robert Wolf <rwolf@32advisors.com<mailto:rwolf@32advisors.com>> wrote: On flight if you want to email me On Feb 24, 2016, at 3:31 PM, william Cohan <wdcohan@me.com<mailto:wdcohan@me.com>> wrote: 212 873 1766 You staying on the east coast? William D. Cohan ________________________________ Disclaimer: Visit www.32advisors.com/disclaimer for information about this email.