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On today's financial market developments
Sick Men of Europe” paper from February 2010 and “Don Quixote Thanksgiving” from November 2010 go into the grea
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 →Microsoft Word - 08-04-11 - EOTM - Market update.docx
Sick Men of Europe” paper from February 2010 and “Don Quixote Thanksgiving” from November 2010 go into the grea
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 →On today's financial market developments
Sick Men of Europe" paper from February 2010 and "Don Quixote Thanksgiving" from November 2010 go into the grea
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 →Entities connected to both Don Quixote and Marty Feldstein

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