Documents tagged "Unauthorized"
Found 869 documents with this tag
HOUSE_OVERSIGHT_019218.txt
In the document, Harry Fisch talks about a new law in NY state that guarantees coverage statewide similar to the ACA. He also mentions contacting Puerto Rico's governor and New York Governor Cuomo to set up meetings. The topic of women choosing between different types of condoms is discussed, as well as an overview of Harry's company. The document also includes some contact information and legal disclaimers.
HOUSE_OVERSIGHT_016111.txt
The Saudi National Transformation Plan aims to diversify the economy away from oil but faces challenges in meeting ambitious targets and maintaining macro stability. The USD peg is likely to hold, but energy policy may need to become less aggressive to support FX policies. Large and regular sovereign Eurobond issuance is expected to weigh on regional bond spreads if risk appetite does not hold up or fiscal balance slips. The NTP suggestion that production capacity is maintained until 2020 reinforces the expectation of medium-term oil market tightness, but achieving a gas production target that could displace domestic crude demand and boost export capacity may be challenging.
HOUSE_OVERSIGHT_014972.txt
The document discusses equity volatility insights with a focus on the European Union and United States' equity markets. It suggests monetizing correlation through EU bank dispersion and extracting alpha from summer SPX range as policy and positioning create a "collar" equities. The report also recommends buying in-the-money down and out puts on the S&P, and position for greater dispersion in EU bank sector returns by buying a Dec17 call on an equally-weighted basket of Santander, BNP, ING, Intesa, and Deutsche Bank while selling worst-of calls. The report emphasizes that monetary policy is likely not supportive of substantial equity upside but the "Yellen put" still exists with a lower strike.
HOUSE_OVERSIGHT_014887.txt
This document provides a preview of internet sector earnings for the first quarter of 2017, focusing on 30 stocks in the coverage group and highlighting potential pressures such as ramping competition and delayed tax refunds. Key themes include advertising and listing ranking revenue initiatives at e-commerce sites like Amazon, eBay, and Expedia, with a positive outlook for these three stocks. The report also notes mixed data on consumer spending due to delayed tax refunds but optimism that spending will rebound in March/April. Upcoming events include Facebook's F8 developer conference and Google's Marketing Next keynote.
HOUSE_OVERSIGHT_014873.txt
Hess Corp is facing headwinds from a significant increase in short interest, but analysts expect its oil and gas production to recover starting in 2H17, leading to an inflection in free cash flow. The company's deliberate portfolio choices have favored completing major projects at the expense of short cycle production, but this will end in 2Q17 with a rebound in production and critical inflection in free cash flow that will give Hess flexibility to re-up investment. Analysts reiterate their BUY rating for Hess Corp and add it to BofAML's US 1 'best ideas' list.
HOUSE_OVERSIGHT_014460.txt
The European Equity Strategy report outlines key takeaways and predictions for the year ahead. Key topics include reflation, EPS growth, defensive vs cyclical rotation, political risk, valuation overhangs, ECB reversal on QE, and potential market highs. The report recommends a more balanced approach to investing and cautiousness regarding UK domestic Retail and Travel sectors. It predicts high single-digit upside for European equities, but also notes that politics could weigh near term. Additionally, the report suggests that modestly higher yields and higher equities are compatible as long as inflation breakevens do not fall.
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_011904.txt
This document contains an email conversation between Lawrence Krauss and Jeffrey E. about organizing a men of the world conference. The first email mentions several well-known individuals, including Kevin Spacey, Bill Clinton, Al Franken, and Woody Allen. However, these names are not mentioned in subsequent emails. In later emails, Tina Brown is mentioned as the founder and CEO of Women in the World Summit, which has a diverse list of participants.