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HOUSE_OVERSIGHT_025226 - HOUSE_OVERSIGHT_025228
On today's financial market developments
From: US GIO <[email protected]>Aug 4, 2011
3 mentions1 same-page
Page HOUSE_OVERSIGHT_025226Same page
re. I remember similar logic in the summer of 1998, when the accepted mantra was that the US would bail out Russia and Boris Yeltsin, since President Clinton would not want to see a nuclear power like Russia slide back into Soviet rule, or anarchy (that view turned out to be wrong). Anyone market-weight Eu
Page: HOUSE_OVERSIGHT_025226 →US would bail out Russia and Boris Yeltsin, since President Clinton would not want to see a nuclear power like Russia
Page: HOUSE_OVERSIGHT_025226 →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 →HOUSE_OVERSIGHT_025229 - HOUSE_OVERSIGHT_025230
Microsoft Word - 08-04-11 - EOTM - Market update.docx
3 mentions1 same-page
Page HOUSE_OVERSIGHT_025229Same page
re. I remember similar logic in the summer of 1998, when the accepted mantra was that the US would bail out Russia and Boris Yeltsin, since President Clinton would not want to see a nuclear power like Russia slide back into Soviet rule, or anarchy (that view turned out to be wrong). Anyone market-weight Eu
Page: HOUSE_OVERSIGHT_025229 →US would bail out Russia and Boris Yeltsin, since President Clinton would not want to see a nuclear power like Russia
Page: HOUSE_OVERSIGHT_025229 →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 →HOUSE_OVERSIGHT_031156 - HOUSE_OVERSIGHT_031158
On today's financial market developments
From: US GIO <[email protected]>Aug 4, 2011
3 mentions1 same-page
Page HOUSE_OVERSIGHT_031156Same page
re. I remember similar logic in the summer of 1998, when the accepted mantra was that the US would bail out Russia and Boris Yeltsin, since President Clinton would not want to see a nuclear power like Russia slide back into Soviet rule, or anarchy (that view turned out to be wrong). Anyone market-weight Eu
Page: HOUSE_OVERSIGHT_031156 →US would bail out Russia and Boris Yeltsin, since President Clinton would not want to see a nuclear power like Russia
Page: HOUSE_OVERSIGHT_031156 →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 →Sponsored
Mutual Connections (18)
Entities connected to both Bill Clinton and Marty Feldstein
John F. Kennedy
PERSON337 w/ Bill·3 w/ Marty
MW
Martin Weinberg
PERSON239 w/ Bill·3 w/ Marty
Oliver Stone
PERSON166 w/ Bill·3 w/ Marty
Cynthia Nixon
PERSON132 w/ Bill·3 w/ Marty
Angela Merkel
PERSON77 w/ Bill·3 w/ Marty
JPMorgan Chase
ORGANIZATION70 w/ Bill·3 w/ Marty
J.P. Morgan Securities LLC
ORGANIZATION10 w/ Bill·2 w/ Marty
Outlook
ORGANIZATION8 w/ Bill·3 w/ Marty
Delaware
LOCATION8 w/ Bill·2 w/ Marty
MC
Michael Cembalest
PERSON7 w/ Bill·3 w/ Marty
Don Quixote
PERSON6 w/ Bill·3 w/ Marty
Boris Yeltsin
PERSON7 w/ Bill·2 w/ Marty
Bundesbank
ORGANIZATION6 w/ Bill·3 w/ Marty
the European Monetary Union
ORGANIZATION4 w/ Bill·3 w/ Marty
Bridgewater Associates
ORGANIZATION4 w/ Bill·3 w/ Marty
TR
Trichet
PERSON4 w/ Bill·2 w/ Marty
Aspen Insights
ORGANIZATION2 w/ Bill·2 w/ Marty
Moody’s
ORGANIZATION2 w/ Bill·2 w/ Marty