Documents tagged "Cross"
Found 6 documents with this tag
HOUSE_OVERSIGHT_031114.txt
This document from JPMorgan discusses global asset allocation, with a focus on local risks and opportunities dominating investment strategies. The document mentions that US activity data is better than hoped, but consumer response to higher taxes is uncertain. It also highlights the search for carry in fixed income markets and Japan as a main country overweight in equities. Additionally, it notes that credit remains the troubled asset class with spreads wider in most markets, especially in emerging market external debt. The overall investment theme for this year appears to be a number of unrelated local forces with largely local impact, rather than a general global investment theme.
HOUSE_OVERSIGHT_030848.txt
In summary, the J.P. Morgan View in March 2013 focuses on local risks and opportunities trumping global forces in driving investment opportunities. The report discusses various topics such as economics, fixed income, equities, credit, currencies, commodities, US stocks, bonds, and asset classes. It emphasizes that there is no overarching global investment theme this year and instead highlights unrelated local forces with largely local impact. Additionally, the report suggests that there is no momentum in global growth, price or earnings expectations that could lead to a bullish or bearish growth story.
HOUSE_OVERSIGHT_030844.txt
The J.P. Morgan View document discusses the current state of global asset allocation and identifies local forces as more dominant than global ones in driving investment opportunities. The focus is on economics, fixed income, equities, credit, currencies, commodities, US stocks, and bond markets. It highlights that there is no overarching global investment theme this year and instead emphasizes the importance of local factors.
HOUSE_OVERSIGHT_030773.txt
This is an email conversation between Jeffrey E. and Michael Wolff discussing several topics. They mention people such as Lorin Stein, Israel Horovitz, Michael Douglas, Larry Gagosian, Arthur Sulzberger, Woody Allen, and Donald Trump. The focus of their discussion seems to be on the current cultural climate with regards to sexual misconduct allegations and political issues related to President Trump.
HOUSE_OVERSIGHT_030686.txt
This document is a conversation between Michael Wolff and Jeffrey E about the downfall of famous people due to sexual harassment allegations. They mention Lorin Stein from Paris Review, Israel Horovitz, Michael Douglas, Larry Gagosian, Arthur Sulzberger, and Woody Allen as potential targets. The email also refers to Glenn Simpson's Fusion GPS and Donald Trump, but the rest of the content is truncated.
HOUSE_OVERSIGHT_027260.txt
This document appears to be a screenshot of an iMessage conversation between two participants. One participant is identified by the email address e:jeeitunes@gmail.com. The conversation spans from April 3, 2018, to April 9, 2018, with messages discussing political topics such as Donald Trump's actions and international relations involving Syria and Yemen. Additionally, there are discussions about crypto currencies and quotes from a movie featuring the character Jake Gittes. The conversation also includes some personal anecdotes.