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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 →cial 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 are.” Our job is to see financial markets f
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 →cial 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 are.” Our job is to see financial markets f
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 →cial 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 are." Our job is to see financial markets f
Page: HOUSE_OVERSIGHT_031157 →Entities connected to both John F. Kennedy and Marty Feldstein

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