Documents tagged "Morgan"
Found 22 documents with this tag
DOJ-OGR-00021905.jpg
The image shows a document with the header "Supreme Court of the United States" at the top left corner. It appears to be an official paper with various texts and annotations. The content includes names such as "Ms. Natalie Giorgi," "Mr. Thomas Goldstein," and a case number "09-56278." There's also a note in red ink that reads "DISTRIBUTION: SCOTUS." Additionally, the text mentions "Morgan Stanley," "New York City," and refers to an appeal process. The document is marked with stamps and annotations indicating its status within the court system.
HOUSE_OVERSIGHT_033482.txt
In this document, Sultan Bin Sulayem is sending an email to Jeffrey Epstein about a Fareed Zakaria article criticizing Donald Trump's view that the United States is being outperformed by other countries. The email discusses economic growth and debt levels in various countries, with Ruchir Sharma from Morgan Stanley also mentioned.
HOUSE_OVERSIGHT_033362.txt
In this document, Richard Kahn forwards an email from Morgan Stanley regarding Apple Inc. and their answer to investors' top five questions. The email discusses the latest view on iPhone demand in China and how it has likely improved since November-December period. However, the increasingly tough trade rhetoric between US and Chinese authorities makes it less likely that this trend will continue into May/June. Additionally, it mentions a possible inclusion of Huawei in a trade deal, suggesting recent actions could be bargaining chips to use in trade negotiations around the G20 Summit.
HOUSE_OVERSIGHT_033225.txt
The document discusses a comedian named Irwin Corey, who had a long career and performed in various venues such as vaudeville, radio, television, films, Broadway, nightclubs, and Las Vegas showrooms. Paul Krassner shared his experience of being the opening act for Corey and smoking a joint with him backstage. Corey had a humanitarian streak and visited Cuba on a diplomatic mission to lift the embargo on health supplies. The comedian also revealed that he read Nazi hate literature to get in the mood to perform. In 1996, Paul Krassner published a photo of Irwin Corey presenting Fidel Castro with gifts, including pistachio nuts, in his magazine "The Realist".
HOUSE_OVERSIGHT_031146.txt
The document discusses oil markets and Iran as key topics, with a focus on the potential impact of global events and economic recovery in different regions. The author predicts that the US will exceed expectations for growth this year while Europe ex-Germany may disappoint, and notes that there is an inventory build expected in 2012 despite fundamentals pointing to lower oil prices. The attached PDF provides more detailed information on these topics, particularly related to energy science implications of recent events.
HOUSE_OVERSIGHT_031126.txt
The document is an invitation for an exclusive J.P. Morgan Private Bank conference call titled "Post-election insights: The road ahead" on Thursday, November 8 at 4pm EST. The main speaker will be Peter Scher, Head of Corporate Responsibility for JPMorgan Chase and a former U.S. Special Trade Negotiator and Ambassador in the Clinton administrations. He will discuss global implications of election results, impact on regulatory and "fiscal cliff" legislation, and bipartisan cooperation in the new political environment. The call is hosted by John Duffy, Chief Executive Officer of J.P. Morgan U.S. Private Bank. To join the call, participants can dial either a toll-free or international number using a conference ID.
HOUSE_OVERSIGHT_031121.txt
The J.P. Morgan View report from January 11, 2013 discusses asset allocation trends and economic forecasts for various regions, including East Asia and the US/Europe. The report advises investors to focus on East Asian equities, particularly Japan and EM Asia, due to signs of an economic rebound in the region. They also recommend going long duration in US fixed income markets and staying short JPY among other currency recommendations.
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_030840.txt
Richard Madigan is the Chief Investment Officer of J.P. Morgan Private Bank. He previously oversaw $16 billion in client assets as CIO of Global Access Portfolios and has been a part of the investment team at the Private Bank since 2004. In his new role, he plans to regularly communicate market views and investment themes with clients through written notes. Madigan references the Talking Heads song "Once in a Lifetime" in reflecting on recent U.S. elections and the outcome across Congress, state governorships, and the presidential popular vote.
HOUSE_OVERSIGHT_030837.txt
The document is an invitation to a J.P. Morgan Private Bank conference call featuring Peter Scher, Head of Corporate Responsibility for JPMorgan Chase. The discussion will focus on the election results and their implications for clients globally. John Duffy, Chief Executive Officer of J.P. Morgan U.S. Private Bank, will host the call. The topics to be covered include global implications of the election results, regulatory and fiscal cliff legislation, and bipartisanship in the new environment. Attendees can listen to the call by dialing 877.804.2965 or 706.902.2073 using conference ID 68693542.
HOUSE_OVERSIGHT_030808.txt
The document discusses the US Balanced portfolio and its allocation across various asset classes such as equities, high yield, leveraged loans, structured credit, emerging market FX, core bonds, inflation, cash, private equity, real estate, and hedge funds. It highlights key factors affecting these allocations like healthy private sector profits, problems left over from the recession, interventions by world's legislatures, treasuries, central banks, and multilateral agencies. The document also compares the situation with ancient Greek gods, stating that we are getting closer to their twilight, a time when they may run out of ammunition or cause more problems. It mentions holding 10-15% less equities than usual at this point in the business cycle and positions for single-digit returns on equities.
HOUSE_OVERSIGHT_030789.txt
In the email, Jeffrey E discusses meeting with Steve Bannon in London, who is paranoid about being seen with reporters and is working on his relationship with Trump. He also mentions that Bannon was recently on Hannity and will be on Piers Morgan's show, likely to appeal to an audience of one, which is Trump. Additionally, Jeffrey E refers to a meeting that Bannon had with French right-wingers, including Le Pen's husband, to refinance the National Front Party, as they are heavily dependent on money from Russia. Bannon surrounds himself with thuggish-looking security people and whacky-bloggers, which suggests an unprofessional environment in the world of populism.
HOUSE_OVERSIGHT_030723.txt
The document discusses a conversation between Michael Wolff and Jeffrey Epstein, focusing on the actions of Steve Bannon and his relationship with Trump. It mentions that Bannon was paranoid about reporters seeing him with Wolff, as he is working to strengthen his connection with Trump. The text also brings up an upcoming appearance by Bannon on Hannity and Piers Morgan, suggesting a focus on reaching an audience of one. Additionally, the document refers to a meeting between Bannon and French right-wingers about refinancing the National Front Party, highlighting that a significant portion of their funding comes from Russia. The author comments on the unprofessional nature of the populist world, which is where Bannon thrives.
HOUSE_OVERSIGHT_029849.txt
The document discusses Donald Trump's presidential bid and his claims that the United States is being outperformed by its economic competitors such as China, Japan, and Mexico. The author argues that these claims are false and points out that the U.S. economy has been growing at a faster rate than those of other countries in recent years. They also mention that the U.S. has come out of the 2008 crisis better than most others.
HOUSE_OVERSIGHT_029593.txt
In this email conversation between Lisa New and Jeffrey Epstein, Lisa is asking for help in wording an invitation to a woman named Serena Williams to join the company Poetry in America. She is unsure of how to ask without involving her in a poetry-related project. It is also mentioned that Serena Williams has some interest in Harvard poetry and childbirth-related issues. The exchange mentions Bill Clinton, Shaquille O'Neal, and Piers Morgan as individuals who have previously read poetry on television. Lisa also suggests reading My Antonia by Willa Cather for her next long plane trip.
HOUSE_OVERSIGHT_026572.txt
The J.P. Morgan View discusses how US elections have affected asset allocation, economic outlooks, and market risks. They believe that the equity market has priced out a Romney win scenario and that medium-term equities and credit are still overweight despite volatility caused by the fiscal cliff negotiations. The focus is on EM Asia, Cyclical stocks, and US Home builders for overweights in equities. Fixed income should see yields head higher with an emphasis on spread compression trades. They recommend being long the dollar during fiscal cliff negotiations and remaining medium-term overweight both credit and equities against cash, government debt, and commodities, as they do not think an Obama victory changes economic outlooks or risks significantly.
HOUSE_OVERSIGHT_025551.txt
This document discusses the potential value unlocked by alternative asset managers converting to C-corps and how this might affect different firms. The authors believe that Apollo Global Management could see the most benefit from such a conversion, with an upside case of 26% and a downside case of -14%. Morgan Stanley is a contributor to this report, which includes information on executive summaries, impact on current valuations in upside and downside cases, ARES conversion pricing, and alternative valuation approaches.
HOUSE_OVERSIGHT_025235.txt
The document is a summary of key economic and market topics by J.P. Morgan. It discusses the US economy's recovery, potential risks, and opportunities in retailing and building products companies. The focus is on Spain's difficult financial situation and the need for continued monetary easing from the ECB and EU to prevent it from becoming a bigger problem.