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On today's financial market developments
rweight positions in Europe represent the largest regional underweights we have ever held. [2] Will there be another recession in the US? Our friend Marty Feldstein at Harvard puts the odds at 50-50. Sell side and buy side economists missed last month’s US economic rollover by a country mile, so I am not sure how
Page: HOUSE_OVERSIGHT_025226 →ot to point to where we would like the financial markets to go, but rather to point to where they might end up. It’s like the scene in Oliver Stone’s Nixon, when Nixon looks up at a portrait of JFK and says, “When they look at you, they see what they want to be. When they look at me, they see what they a
Page: HOUSE_OVERSIGHT_025227 →Microsoft Word - 08-04-11 - EOTM - Market update.docx
underweight positions in Europe represent the largest regional underweights we have ever held. Will there be another recession in the US? Our friend Marty Feldstein at Harvard puts the odds at 50-50. Sell side and buy side economists missed last month’s US economic rollover by a country mile, so I am not sure how
Page: HOUSE_OVERSIGHT_025229 →ot to point to where we would like the financial markets to go, but rather to point to where they might end up. It’s like the scene in Oliver Stone’s Nixon, when Nixon looks up at a portrait of JFK and says, “When they look at you, they see what they want to be. When they look at me, they see what they a
Page: HOUSE_OVERSIGHT_025230 →On today's financial market developments
erweight positions in Europe represent the largest regional underweights we have ever held. 12] Will there be another recession in the US? Our friend Marty Feldstein at Harvard puts the odds at 50-50. Sell side and buy side economists missed last month's US economic rollover by a country mile, so I am not sure how
Page: HOUSE_OVERSIGHT_031156 →ot to point to where we would like the financial markets to go, but rather to point to where they might end up. It's like the scene in Oliver Stone's Nixon, when Nixon looks up at a portrait of JFK and says, "When they look at you, they see what they want to be. When they look at me, they see what they a
Page: HOUSE_OVERSIGHT_031157 →Entities connected to both Cynthia Nixon and Marty Feldstein

Bill Clinton
PERSON
John F. Kennedy
PERSONMartin Weinberg
PERSON
Oliver Stone
PERSON
Angela Merkel
PERSON
JPMorgan Chase
ORGANIZATIONMichael Cembalest
PERSON
Don Quixote
PERSON
Boris Yeltsin
PERSONthe European Monetary Union
ORGANIZATION
Outlook
ORGANIZATION
Bridgewater Associates
ORGANIZATION
Bundesbank
ORGANIZATIONJ.P. Morgan Securities LLC
ORGANIZATION
Moody’s
ORGANIZATION
Delaware
LOCATION
Aspen Insights
ORGANIZATIONTrichet
PERSON