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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 →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 →compensation for production workers Share of US rate, 2005 vs. 2011 30% Share of US imports of intermediate goods from China, Malaysia, Thailand and Vietnam, percent 25% • 2005 • 2011E 20% - 15% 10% 5% 0% 12% 10% 8% 6% 4% 1 2% 0% Taiwan Mexico China Source: Bureau of Labor Statistics, Empirical Research P
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 →Hitman. Energy shots are the second major product for Living Essentials, based in Farmington Hills, Mich. In 2001, Living Essentials launched Chaser, a pill the company says can help prevent hangovers. He faces possible life sentence if convicted ► STANFORD from 6B its affiliated bank on the
nd quarter last year The comparison to the first quarter fared far better, however, increasing by 59 percent. 'Jumbo' mortgages revived NEW YORK —JPMorgan Chase & Co. and Citigroup Inc. are expanding , in "jumbo" mortgages used to buy the most expensive homes, helping revive a market that shriveled amid a three-
r. Mr. Hewko died on May 28. Since his death, his sons have learned that their father worked with the CIA and played a role in secret missions in Vietnam and Korea. Those military contacts allowed his sons to win the OK for Thesday's flyover of a P-3 Orion during the military cer- emony. An assistan
s have a desk that recall Epstein announcing that he'd found Epstein tells people once belonged to banker one at last: Dick Snyde: then C.E.O. of J. P. Monran. and "the largest Persian rue the publisher Simon a Scauster who want- you'll ever see in a private home.- ed to put up approximately 5500.000. (Ne
r room at the back of the house). Epstein has been known to say. The office features a gilded desk (which Epstein tells people belonged to banker J. P Morgan). 13th-century black lacquered Portuguese cabinets. and a nine- foot ebony Steinway "D" grand. On the desk, a paperback copy of the Marquis de Sad
tion and was responsible for breaking the story regarding John Kerry's photo adorning the hallway of the communist "War Crimes" museum in HCM City, Vietnam. I considered it a true honor to serve both VVT's president, Capt. Larry Bailey, and a whole generation of patriotic Americans - Vietnam veterans w
Ql eps 17c and revenues $877M (reduces revenue view citing pricing power) * Molycorp files 10 million share secondary offering for holders through JP Morgan & Morgan Stanley * Focus Media (FMCN) swings to Q1 profit on broad top line growth & wider gross margins (beats estimates) * Bullish sentiment decr
5.11 Date: Wed, 25 May 2011 10:32:25 +0000 Good Morning ... European Markets mixed (PIIGS outperforming) ... Nikkei Closed -57 bps (China -91 bps, Vietnam -4.0%) EUR 1.4051 (-0.34%) JPY 82.01 (-0.06%) AUD 1.0497 (-0.60%) Silver +2.8% Copper +1.5% 10yr 3.11% Futures: Dow -19, Nasdaq -2, S&P -2 DX
trio entoa os ~otrar. d tnt socurites or re rna end to Ke on betel? å the ernitY In al runni r090relPS the Entrty's benag and autody allevne vatn)). Porgan le thry Ir trar Cscretlon datamine. C. Investment Management j ee 3 RtSOLYIU, ar the persons spocra stat are aktrentes, Ir the ram era on bona of t
rt, an toset on lensa of the ttntIty h au ripe regerdvi Vie Mere >Tokna uren E. Crsdit _21„ 4. Reso mo, trat the avsone meatted etere ere euthorted Vietnam and on ben« of eie !nav: te kna« ter tnt CO erm fra 1.P. tann are at monty • fr mede cf tyrs as aen toraa u mey to thea In the ~n nem adylsalle; to
bla) to, ord to oflryrise entre Inte knutens of ry ad nite 3P morgen Prise masa to ry ard ed ~friste ard fins nctoi irstrarents snatsorser In ett.' J.P. Morgen :nu det;. Omfar aet as counteturty from tema to tina; to enter irto any etrIvitive trantections Irer nare to tre fonigoira, fmk/ding osv the Ørar to
ns; arld, toset on tehal of the fintIty hap rapets nording tle tatar; >marg, uren E. Gnelt 4. Reso mo, trat the avsone stecMed sters are authortztd Vietnam and on lad of em IntIty: a bra ter tet CO Uno frem 1.P. Skar ams ot monty • for orods cf tittes fosen terra u mey to enem in the ~n nem adylsable;
schneider Group Inc. USA Dilenschneider Philip Dilley Chairman Arup Group Ltd United Kingdom James Dimon Chairman and Chief Executive Officer JPMorgan Chase 8 Co. USA John Dineen President and Chief Executive Officer GE Healthcare United Kingdom Laurie L. Dippenaar Chairman FirstRand Ltd South Africa
ntor Majority Leader and Congressman from Virginia (Republican), 7th District, USA Cao Duc Phat Minister of Agriculture and Rural Development of Vietnam Geoffrey Cape Chief Executive Officer and Founder Evergreen Canada Alfredo Capote Managing Director, Head of Investment Citi Mexico Banking,
nd." OFFICE SPACE The "office in Epstein's house. It has no computers. but it does have a desk that Epstein tells people once belonged to banker J. P. Morgan. and "the Largest Persian rug you'll ever see in a pmate home." Sources say Epstein proved that he could be useful to Wexner as well. with "fresh"
tion and was responsible for breaking the story regarding John Kerry's photo adorning the hallway of the communist "War Crimes" museum in HCM City, Vietnam. I considered it a true honor to serve both VVT's president, Capt. Larry Bailey, and a whole generation of patriotic Americans - Vietnam veterans w
rst foreign nation where they step foot after fleeing their homelands. "McAleenan had challenged the feasibility and timing of the [ICE] raids ... Morgan had pushed for the `family op' to go forward, and it was not clear whether the decision to move him from ICE to a loftier position at CBP was a con
Page: EFTA00021219 →sident Trump and North Korean leader Kim Jong Un. He said the two sides had held 'behind-the-scenes' talks, not official dialogue, after February's Vietnam summit that ended abruptly without a deal. The South Korean leader's remarks come just days before President Trump is scheduled to visit Seoul, a t
Page: EFTA00021222 →Entities connected to both JPMorgan Chase and Vietnam

Jeffrey Epstein
PERSON
Newark
LOCATION
Ghislaine Maxwell
PERSONDarren Indyke
PERSONMaria Farmer
PERSON
the Internal Revenue Service
ORGANIZATION
Marc Rich
PERSON
Richard Kahn
PERSON
Paul Morris
PERSON
George W. Bush
PERSON
Justin Trudeau
PERSON
Eric Trump
PERSON
Nassau
LOCATIONBarrett
PERSON
United States
LOCATION
Stanton
PERSONLeon Black
PERSON
Puerto Rico
LOCATION
Bank of America
ORGANIZATION
Federal Reserve
ORGANIZATION