Documents tagged "While"
Found 41 documents with this tag
HOUSE_OVERSIGHT_026634.txt
The document discusses Apollo's management meeting with an optimistic outlook for growth opportunities and recurring fee prospects. The post-election outlook is likely favorable for GDP growth and rising rates, but it could also create volatility and uncertainty on multiples. Potential tax changes could have mixed impacts on APO and the industry, including higher carried interest tax rates, incentives for firms to shift from a partnership structure to a c-corp structure, and potential index inclusion.
HOUSE_OVERSIGHT_026270.txt
This email thread discusses the idea of having former U.S. President Bill Clinton join Kathy Ruemmler, Jeffrey E., Steve Bannon, and Susan Rice for a private meeting. The group's lawyer advises against this due to potential legal implications, but one participant suggests that with enough shoes (possibly referencing bribery), the lawyer might change their mind. This email mentions that it is confidential and intended only for the addressee.
HOUSE_OVERSIGHT_026269.txt
The document discusses a situation involving Steve Bannon, Michael Flynn, and Susan Rice from the Obama administration. It is suggested that Bill Clinton might also be involved, but his lawyer would advise against it. The communication contains confidential information and is intended for only the addressee. Unauthorized use or disclosure of this information may be illegal.
HOUSE_OVERSIGHT_026011.txt
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HOUSE_OVERSIGHT_025978.txt
The document discusses risk parity funds and the potential risks associated with them, specifically in relation to bond-equity correlation. It provides a scenario tool for investors to assess what relative moves in bonds and equities could catalyze significant deleveraging by rules-based risk parity funds running vol target overlays. The document also suggests buying seasonal oil dips via bullish X-market risk reversals, leveraging both commodity strategists' 'buy the dip' view and equity strategists' bullish outlook on the Oil & Gas sector.
HOUSE_OVERSIGHT_025849.txt
The Office of Government Information Services has released its fourth annual report for FY 2013 detailing their activities and accomplishments in resolving Freedom of Information Act (FOIA) disputes between requesters and federal agencies. The demand for their services is high, with the number of incoming cases jumping 40% from the previous year to over 500 cases, while closing nearly 500 cases - also a 40% increase from the prior year. They assisted thousands of FOIA requesters and worked with agencies to promote compliance with FOIA. While they have carried out Congress's mandate in several ways, they would like to implement a more robust review program as demand for their services increases.
HOUSE_OVERSIGHT_025660.txt
The document discusses a conversation between Jeffrey E. and Kathy Ruemmler about Benjamin's reaction to Ariane not knowing about her tattoo. It is unclear what Ariane meant by "wife like things" in the context of their relationship. The communication also mentions Steve Bannon, Bill Clinton, Michael Flynn, and Susan Rice in relation to a Politico article, but it is not clear how these individuals are connected to the conversation or if they are relevant to the topic at hand.
HOUSE_OVERSIGHT_025649.txt
The email exchange discusses a woman wanting to do wife-like things and whether Benjamin is upset about it. The sender also mentions Steve Bannon's reaction to classified information involving Susan Rice and Michael Flynn during the Obama administration. There are also references to Bill Clinton, Ehud Barak, and a House Oversight document number 025649.
HOUSE_OVERSIGHT_025647.txt
The document is an email exchange between Kathy Ruemmler and Jeffrey E. The topics discussed include Benjamin's upsetness, Steve Bannon, Susan Rice, Michael Flynn, Bill Clinton, and tattoos. The importance of the communication is marked as high. The email contains confidentiality disclaimers, including information about attorney-client privilege and restricted use.
HOUSE_OVERSIGHT_025247.txt
This document is a monthly report on global investment markets from UBS AG's Global Investment Office. It focuses on key areas such as the global economy, equities, fixed income, and foreign exchange markets, with specific sections dedicated to each asset class. The report highlights that global growth is showing signs of improvement, supported by decisive monetary policy from major central banks. In terms of equity markets, the report recommends preferring US and Emerging Markets (EM), while Canada and Australia are less favored due to falling earnings. The report also discusses fixed income markets, highlighting that US high yield bonds remain supported by strong fundamentals and technicals.
HOUSE_OVERSIGHT_025242.txt
This document discusses the economic and equity market conditions in the US, Asia ex-Japan, and Europe for 2012, focusing on Spain as a particular area of concern. The author also addresses some key Q&A topics related to the US recovery, including durable goods consumption, equipment & software spending, vehicle sales, bank loans to companies, manufacturing payrolls, credit card delinquencies, household credit growth, homebuilders' demand, and remodeling trends. It highlights opportunities in retailing and building products companies that may benefit from these trends. The author concludes by suggesting that while there have been improvements in various economic indicators, some challenges remain, such as weak household credit growth.
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.
HOUSE_OVERSIGHT_025221.txt
The document discusses the US debt ceiling negotiations and how they impact large cap growth stocks and rising corporate profits. The writer compares the current situation to a similar discussion in the 1980s when President Reagan scolded Congressional Republicans for delaying debt ceiling increases, which at that time was only half of what it is today relative to GDP or government revenues. The writer argues that while unconstrained debt growth with no plan to slow it is bad, default is also a very bad idea and suggests that debt limit legislation serves as a way for a democracy to decide whether mega-deficits are in the long-term public interest.
HOUSE_OVERSIGHT_025215.txt
In this document, a person discusses the US debt ceiling negotiations, European bailout plans, and how large cap growth stocks are affected by these events. The author compares current debt ceiling discussions to a moment in their past when they were frustrated with news reports on similar issues. They also criticize the argument that raising the debt ceiling is necessary for economic stability.
HOUSE_OVERSIGHT_025115.txt
The document discusses China's Belt and Road Initiative, a massive infrastructure project designed to improve trade connections between East Asia and Western Europe. The initiative aims to provide new growth opportunities for the world economy, particularly by increasing connectivity among economies along its routes. While some in Europe may not be fully aware of the initiative, newly elected French President Emmanuel Macron could potentially accelerate European interest in it. By investing in infrastructure improvements, China hopes to boost trade and increase the internationalization of its currency, ultimately transforming its growth towards quality. Cooperation with the EU under this initiative could help achieve economic growth targets while fostering a sense of shared destiny among countries involved.
HOUSE_OVERSIGHT_021425.txt
The document discusses an urgent inquiry from BuzzFeed News regarding allegations of sexual harassment against Lawrence Krauss. The sender suggests a strategy to respond to the accusations and emphasizes the importance of a concise cover letter for public distribution. They also mention correcting minor errors in the draft response before finalizing it.
HOUSE_OVERSIGHT_021408.txt
The document is an email from Lawrence Krauss to Nancy Portland regarding an inquiry from BuzzFeed News about allegations of sexual harassment. Lawrence Krauss denies the accusations and states that he treats people with respect and works hard to support and mentor them. He also mentions his high public profile, which has led to more scrutiny and outside complaints than other faculty members receive.
HOUSE_OVERSIGHT_021096.txt
The document discusses a conversation between two individuals regarding an article on sexism in the tech industry. The story involves Day One Ventures founder Masha Drokova who was advised by potential investors to get a male co-founder when raising her fund. The individuals mention that while she initially considered this suggestion, she realized it stemmed from sexism and ultimately rejected it. Additionally, they highlight an upcoming event featuring interviews with NBA star Draymond Green and other notable figures in the tech industry.
HOUSE_OVERSIGHT_020143.txt
This email is a forwarded message with an excerpt from Pro Rata by Kia Kokalitcheva. The key topic discussed in the message is about sexism and the challenges faced by female founders, particularly when raising funds for their businesses. The author mentions that Day One Ventures founder Masha Drokova was advised to get a male co-founder while raising her fund. This highlights the ongoing issue of gender inequality in the business world.
HOUSE_OVERSIGHT_016801.txt
The document is a capital market outlook from the Chief Investment Office, discussing topics such as macro strategy, global market views, and thought of the week. Paul Morris, Managing Director at Merrill Private Wealth Management, highlights key issues like Federal Reserve policy, global research and development spending, and gold's role as a diversifier in portfolios. The discussion covers the evolving concept of price stability, the potential acceleration of R&D spending due to the U.S.-China tech cold war, and recent tailwinds for gold's performance versus the US dollar.