Navigating our presidential campaign was a piece of cake compared to understanding the nuances of the 2011 Oscar race for the most revered artistic honor in the world. This is how nine films fell into the big picture. Three premiered in Cannes mid-May, a distant nine months ago...
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Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end The third concern: Germany as paymaste...
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Lessons from 2016 The old joke is that Year Aheads are frequently out of date by the end of year they are written in. There is a real danger of that this year given the speed which things have moved since Brexit and more recently the US election. The two charts below show that F...
…o: Michael Wolff _________________________________1 CC: Jeffrey Epstein [[email protected]] Subject: Re: Announcing the 2019 Hillman Prize winners Importance: High Fix always in On Apr 23, 2019, at 9:06 AM, Michael Wolff < > wrote: Look at the judges on this thing: the right-...
…and, lialy, Source: J.P. Morgan Private Bank, Bankof Spain, Bankof Portugal, OECD, Greece, Spain. CSO, M55, Bundesbank The third concern: Germany as paymaster. We are often told that Germans across both major parties are unflinching supporters of the European project, and will d...
“Datapalooza.” Here’s the reference: “New college ratings will help students compare the value offered by different colleges,” the fact sheet said. “The Department of Education will enlist entrepreneurs and technology leaders with a ‘Datapalooza’ to catalyze new private- sector...
…Dou " To: Dave Hope Sent: Monday, August 20, 2012 8:42 AM Subject: Small World Dave, Talk about a small world. I got on the airplane Saturday night and opened up the Palm Beach newspaper and here's what I found (see attached). Remember "Bear", Warren's friend from NY. Well, he is...
Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day First, a few updates: e It looks like sub-2.5% global GDP growth is showing up in the weak outlook provided by some bell-weather cycl...
…edicare & Medicaid: Variables in Restructuring Medicare & Medicaid to Reduce Material Impact on USA Inc.’s Expenses Mathematical Illustrations* Slide 273-274 1) Medicare benefits — reduce them by 53% (or cap them)? or 2) Medicare tax rate — increase it by 4 percentage points?...
…ed across our client base) is back from meetings in DC with senior policymakers. Bottom line: sees market pullback over the next 6-8 weeks on near term policy disappointment and recommends buying protection such as S&P puts — very cheap and market is priced for perfection right n...
… Flags: 1085445 Is Read: No Is Invitation: No GUID: 2209CA65-l1A7F-42DF-BCBD-0B3C33844513 Message: For Paris I have the best of china intel . Coming Time: 06/14/18 08:11:47 AM (550681907) Flags: 1060865 Is Read: Yes Is Invitation: No GUID: 31EH58701-826C-4306-8 9AA-BA613A...
The number and variety of algorithmic strategies for computing Lyapounov exponents that are applicable to real data divide naturally into those that compute directly the average rate of separation of neighboring points from the “fiduciary” orbit, as observed on the reconstructe...
Jeffrey, The bots did the sweep. Here are the new results taken as of a minute ago. You have only one negative article left on front page of google, which is the Huffington Post article. The Huffington Post is extremely hard to move, because it is so powerful, has millions of li...
FOREWORD BY THE AUTHOR How Come This Book? A few months ago, Robert Trivers was kind enough to send me his new book. The title is “Wild Life”. Perfect two ways. Bob is a world authority on wildlife, to wit evolutionary biology. But his books and papers about that are already we...