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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 →”. Our job is not to point to where we would like the financial 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
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 →”. Our job is not to point to where we would like the financial 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
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 →". Our job is not to point to where we would like the financial 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
Page: HOUSE_OVERSIGHT_031157 →Entities connected to both Oliver Stone and Marty Feldstein

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John F. Kennedy
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Cynthia Nixon
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Outlook
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