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Microsoft Word - 07-11-11 - EOTM - Twilight of the Gods.docx
Eye on the Market July 11, 2011 J.P.Morgan Topics: Portfolios, US corporate profits and the Twilight of the Gods in the US, Europe, China and the IEA) Here's what our U.S. Balanced portfolio l
Page: HOUSE_OVERSIGHT_030808 →, 5% Balanced Diversified Model Portfolio Hedge Funds, _Private equity, 6% 5% Real Estate Single Strategy 3% Hard Assets, Hedge Funds, 4% 18% Source: J.P. Morgan Private Bank, as of July 2011. These portfolios may not be suitable for all investors & are shown for illustrative purposes only PROFITS The primary (and perhaps
Page: HOUSE_OVERSIGHT_030808 →Eye on the Market July 11, 2011 J.P.Morgan Topics: Portfolios, US corporate profits and the Twilight of the Gods in the US, Europe, China and the IEA) Here's what our
Page: HOUSE_OVERSIGHT_030808 →decade. Some of these assumptions seem aggressive to apply in perpetuity. HOUSE_OVERSIGHT_030808 --- PAGE BREAK --- Eye on the Market July 11, 2011 J.P.Morgan Topics: Portfolios, US corporate profits and the Twilight of the Gods in the US, Europe, China and the IEA) Hourly compensation for production worker
Page: HOUSE_OVERSIGHT_030809 →gn debt restructuring within the next 18 months (see chart from "Five Stages of Greece", June 30, 2011). Michael Cembalest Chief Investment Officer * JP Morgan's Prime Money Market Fund is indicative of industry concerns about a liquidity squeeze. The fund holds no Greece, Portugal, Ireland or Spain. Its Italy
Page: HOUSE_OVERSIGHT_030812 →Microsoft Word - 08-04-11 - EOTM - Market update.docx
Eye on the Market | August 4, 2011 J.P Morgan Today This is a little unorthodox, but here is the text of an internal note that I just sent to our integrated Private Bank client coverage teams a
Page: HOUSE_OVERSIGHT_025229 →Eye on the Market | August 4, 2011 J.P Morgan Today This is a little unorthodox, but here is the text of an internal note that I just sent to our integrated Private
Page: HOUSE_OVERSIGHT_025229 →ient and is serviced through distinct legal entities licensed for specific activities. Bank, trust and investment management services are provided by J.P. Morgan Chase Bank, N.A, and its affiliates. Securities are offered through J.P. Morgan Securities LLC (JPMS), Member NYSE, FINRA and SIPC. Securities products purchased or
Page: HOUSE_OVERSIGHT_025230 →tained herein is intended as a general market commentary. Opinions expressed herein are those of Michael Cembalest and may differ from those of other J.P. Morgan employees and affiliates. This information in no way constitutes JP. Morgan research and should not be treated as such. Further, the views exp
Page: HOUSE_OVERSIGHT_025230 →Microsoft Word - 06-14-11 - EOTM - The Stratford Inn.docx
Eye on the Market June 14, 2011 J.P.Morgan Topics: On lessons learned running the Stratford Inn Market update: for better or worse, this is the kind of year we were expecting. We were surprise
Page: HOUSE_OVERSIGHT_030010 →Eye on the Market June 14, 2011 J.P.Morgan Topics: On lessons learned running the Stratford Inn Market update: for better or worse, this is the kind of year we were ex
Page: HOUSE_OVERSIGHT_030010 →e do we set the bar so that it is not too high to clear? I don't have the answer. I do know that we need to start raising these questions more often. J.P.Morgan So, there you have it, one of the more remarkable epiphanies in American politics: a paean to entrepreneurship and government restraint from one of i
Page: HOUSE_OVERSIGHT_030012 →is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with JPMorgan Chase & Co. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties. Note that J.P. Morgan is not a licensed insuranc
Page: HOUSE_OVERSIGHT_030012 →Microsoft Word - Another Don Quixote Thanksgiving.docx
Eye on the Market November 21, 2011 J.P. Morgan Topic: The quixotic search for energy solutions Another Don Quixote Thanksgiving. Every year at Thanksgiving', we look
Page: HOUSE_OVERSIGHT_030814 →m"; it is used less often to increase growth rates of biomass itself. HOUSE_OVERSIGHT_030814 --- PAGE BREAK --- Eye on the Market November 21, 2011 J.P.Morgan Topic: The quixotic search for energy solutions Today's US energy reality: electricity generation Before exploring why some of these ideas did not pa
Page: HOUSE_OVERSIGHT_030815 →ied to be conservative. I am sure you will let me know if I wasn't. 2 HOUSE_OVERSIGHT_030815 --- PAGE BREAK --- Eye on the Market November 21, 2011 J.P.Morgan Topic: The quixotic search for energy solutions Question #3: What if the world ends up relying on coal for the next 100 years, and seeks to prevent f
Page: HOUSE_OVERSIGHT_030816 →Entities connected to both JPMorgan Chase and Eye on the Market
J.P. Morgan Securities LLC
ORGANIZATIONMartin Weinberg
PERSON
Bill Clinton
PERSONMichael Cembalest
PERSON
Al Gore
PERSONthe European Monetary Union
ORGANIZATION
Cynthia Nixon
PERSON
Outlook
ORGANIZATION
Don Quixote
PERSON