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Eye on the Market, June 14, 2011
What to do next? McGovern's article suggests that an overly interventionist public sector may be the wrong answer, given the unintended consequences. Michael Cembalest Chief Investment Officer HOUSE_OVERSIGHT_030007 --- PAGE BREAK --- Notes [a] I like the idea of extending the holding period for short term capital
Page: HOUSE_OVERSIGHT_030007 →f those opportunities. HOUSE_OVERSIGHT_030006 --- PAGE BREAK --- My own business perspective has been limited to that small hotel and restaurant in Stratford, Conn., with an especially difficult lease and a severe recession. But my business associates and I also lived with federal, state and local rules th
Page: HOUSE_OVERSIGHT_030007 →Eye on the Market, June 14, 2011
What to do next? McGovern's article suggests that an overly interventionist public sector may be the wrong answer, given the unintended consequences. Michael Cembalest Chief Investment Officer HOUSE_OVERSIGHT_031166 --- PAGE BREAK --- Notes [a] I like the idea of extending the holding period for short term capital
Page: HOUSE_OVERSIGHT_031166 →f those opportunities. HOUSE_OVERSIGHT_031165 --- PAGE BREAK --- My own business perspective has been limited to that small hotel and restaurant in Stratford, Conn., with an especially difficult lease and a severe recession. But my business associates and I also lived with federal, state and local rules th
Page: HOUSE_OVERSIGHT_031166 →at to do next? McGovem's article suggests that an overly interventionist public sector may be the wrong answer, given the unintended consequences. Michael Cembalest Chief Investment Officer EFTA00714589 Notes [a] I like the idea of extending the holding period for short term capital gains to 3-5 years, and c
r whether we are choking off those opportunities. EFTA00714588 My own business perspective has been limited to that small hotel and restaurant in Stratford, Conn., with an especially difficult lease and a severe recession. But my business associates and I also lived with federal, state and local rules
Microsoft Word - 06-14-11 - EOTM - The Stratford Inn.docx
June 14, 2011 Topics: On lessons learned running the Stratford Inn My own business perspective has been limited to that small hotel and restaurant in Stratford, Conn., with an especially difficult lease and a severe recession. But my business associates and I also lived with federal, state and local rules th
Page: HOUSE_OVERSIGHT_030011 →240% 220% US 200% 180% 160% 140% 1987 1990 1993 1996 1999 2002 2005 2008 Source: Federal Reserve, Office for National Statistics. UK Data as of 2009. Michael Cembalest Chief Investment Officer The material contained herein is intended as a general market commentary. Opinions expressed herein are those of Michael Cem
Page: HOUSE_OVERSIGHT_030012 →Entities connected to both Michael Cembalest and Stratford

JPMorgan Chase
ORGANIZATION
Jeffrey Epstein
PERSONJ.P. Morgan Securities LLC
ORGANIZATION
Bill Clinton
PERSON
Barack Obama
PERSON
Ghislaine Maxwell
PERSON
Prince Charles
PERSON
Al Gore
PERSONLeon Black
PERSON
George W. Bush
PERSON
Bloomberg L.P.
ORGANIZATION
Robert Gates
PERSON
Michael Jackson
PERSON
Northeast
LOCATION
Jes Staley
PERSON
New England
LOCATIONEmmy Taylor
PERSON
Melinda Gates
PERSON
Michael Bloomberg
PERSON
United States
LOCATION