Documents tagged "NOVEMBER"
Found 147 documents with this tag
HOUSE_OVERSIGHT_015650.txt
The document is a response from Virginia Giuffre in a court case where Alan Dershowitz has asked for clarification or relief from a confidentiality order regarding her deposition. The deposition contains sensitive information about Giuffre's experiences as a minor victim of sexual trafficking, and she supports the confidential nature of the deposition being provided to law enforcement to investigate the crimes committed against her.
HOUSE_OVERSIGHT_014622.txt
The document is a summary of top US ideas for Q1, focusing on strategy and equity. The backdrop for risk assets has changed due to global interest rates reaching 5,000-year lows and the historical US Presidential election and Republican sweep of Congress in November 2016. OPEC reached a historic deal to reduce crude production by 1.2mn b/d with non-OPEC producers delivering an additional 600k b/d of cuts that same month, leading to risk assets responding positively. The current strategy stands in stark contrast to last year's focus on defensive growth ideas and is more heavily geared toward companies benefiting from increased fiscal stimulus, a pro-business agenda, and tax-policy reform. There are eight Buys and two Underperforms across six sectors listed, with updates planned at the beginning of each quarter unless coverage is dropped or recommendations change.
HOUSE_OVERSIGHT_014404.txt
The document is an investment strategy report focused on Japan. It predicts the Nikkei index will reach 20,000 by the end of 2017 due to bullish equities and a rotation into cyclicals, banks, and insurance. The upturn in inventory cycle and higher inflation are expected to drive this growth. The new Chief Japan Economist Izumi Devalier supports these predictions with forecasts of above-consensus GDP growth and inflation in 2017.
HOUSE_OVERSIGHT_014315.txt
The document is about a financial conference held in 2016. The tone of the conference was bullish into 2017, with more generalists attending than previous years. The report discusses raising price objectives across most names due to revenue and regulatory upside and positioning. There were innovation-focused panels on clearing, fixed income market structure, equity market structure, and payments. The report also mentions banks as the most constructive it has heard in years, with the election results improving their outlooks.
HOUSE_OVERSIGHT_012044.txt
This is an email exchange discussing financial markets and investment strategies. The sender suggests buying call spreads on XLF, a financial sector ETF. They provide some reasons for their recommendation, including bullish sentiment from investors and analysts, positive regulatory changes, increasing rates, tax reform expectations, and seasonal trends. They also share a specific trading strategy with a potential 2.8x gross max payoff if the knock-in is triggered and a 5.6x gross max payoff if not. The email emphasizes the importance of risk management in trading and highlights the fact that call spreads offer better risk-reward than being outright long financials stocks.
HOUSE_OVERSIGHT_011277.txt
The document discusses the financial sector and suggests investing in call spreads on XLF. The author cites bullish sentiment from North American investors and notes that buying has been concentrated in XLF. They also mention positive sentiment around regulation, rates, growth, and corporate tax rate cuts, but note that there is pushback due to concerns about valuation. The author recommends playing the sector with call spreads on XLF, noting potential upside if the knock-in is triggered or not triggered.
HOUSE_OVERSIGHT_010754.txt
The document is a tribute to former Israeli Prime Minister Yitzhak Rabin, who was assassinated on November 4, 1995. Mortimer Zuckerman, the author of the piece and editor-in-chief of U.S. News & World Report at the time, reflects on Rabin's bravery and vision in pursuing peace with Palestine, despite the risks involved. Zuckerman argues that Rabin's death did not extinguish the fire of Israel's commitment to peace, but rather inspired a renewed dedication to the cause. He highlights the significance of the support shown by the United States and other nations at Rabin's funeral, as well as the emotional speech delivered by King Hussein of Jordan in which he referred to Rabin and his wife Leah as "my brother" and "my sister." Overall, Zuckerman emphasizes that Rabin's legacy continues to inspire efforts towards peace and understanding between Israel and its neighbors.