Results for “T. Morgan Dixon”

…of our investment discussions this year focused on the negative real return characteristics of cash, and why to reduce it. In a world of deflation risk on financial assets (rather than of goods and services), cash retains substantial option value at times like these. We could ha...

…ey “I told Krassner one time that his writings made me hopeful. He found this an odd compliment to offer a satirist. I explained that he made supposedly serious matters seem ridiculous, and that this inspired many of his readers to decide for themselves what was ridiculous...

…ant justification” would exist if a sitting president is the only individual in the country who is immune from indictment. Thus, for that individual alone, the usual better course of indictment would not be available.) Here I want to review each of the half-dozen times that the...

…fiscal implications and what they mean for our clients globally. The invitation below contains full details of the event. You are invited to participate in an exclusive conference call Post-election insights: The road ahead Thursday, November 8, 2012 at 4:00 p.m. Eastern Time...

…p core, large cap value and international equity manager dispersion. Q2 earnings season in the US is off to a good start. Nearly 30% of the S&P has reported, and results have generally been Pereentt positive. Earnings are beating consensus estimates by almost 9% 4% (7.4% ex-fina...

…senior military advisors to send to Israel, all requesting that Israel not attack unilaterally”, and believe Israel won’t. A paper by Matt Kroenig in Foreign Affairs magazine entitled “Time to Attack Iran; Why a Strike is the Least Bad Option” resulted in a firestorm of criticis...

…r has agreed to pay fees to Morgan Stanley for its financial services. Please refer to the notes at the end of the report. Morgan Stanley & Co. International plc (“Morgan Stanley”) is acting as financial advisor to Unilever plc and Unilever N. V. (together “Uni- lever”) in relat...

…xed Income — Search for carry to trump Euro area jitters over time e Equities — Japan remains our main country overweight. e Credit — We OW covered bonds in the Euro periphery over senior bank bonds and subordinated vs senior bank bonds in the core e Currencies — Cyprus to have...

…and SIPC. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Securities LLC or its brokerage affiliates may hold a position or act as market maker in the financial instruments of any issuer discussed herein...

…of our investment discussions this year focused on the negative real return characteristics of cash, and why to reduce it. In a world of deflation risk on financial assets (rather than of goods and services), cash retains substantial option value at times like these. We could hav...

…was asked “what should be done about job growth”. We are investors and not politicians, so my ideas [a] are not relevant. However, it seems to me that anyone involved in the jobs debate should be required to read the article below, written after the prior deep US recession (199...

…nmental Affairs, and the firm’s Social Finance business, which provides financial services to the impact investing market. He led the firm’s development of the Brookings-JP Morgan Chase Global Cities Initiative, a five- year effort to help the 100 largest U.S. metropolitan areas...

…situation. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Private Investments may engage in leveraging and other speculative practices that may increase the risk of investment loss, can be highly illiquid, are not r...

…situation. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Private Investments may engage in leveraging and other speculative practices that may increase the risk of investment loss, can be highly illiquid, are not r...

…of our investment discussions this year focused on the negative real return characteristics of cash, and why to reduce it. In a world of deflation risk on financial assets (rather than of goods and services), cash retains substantial option value at times like these. We could...