…erage group (more detailed company previews to follow). For large-caps, Street 2017 EPS estimates are down 8% YTD while the average stock price is up 9% YTD; suggesting macro and 2H optimism is driving stocks, which could continue throughout earnings season. 1Q was not without po...
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…hart 3: Decomposition of performance of 1) S&P 500 stocks exposed to fiscal stimulus* and 2) top 50 S&P 500 stocks with the highest L12M effective tax rates, vs. rest of S&P 500 (1/31/16-1/23/17) 25% 20% 15% 10% 5% 0% Stimulus Beneficiaries S&P 500 ex-Stimulus High Effecti...
…ral, gold-standard, pro-death-penalty, anti- Muslim, pro-Christian, monetarist, anti-civil-rights political movement in the United States. Bob Mercer is an ultimate quant, an engineer who designs investment algorithms and became a co-CEO of one of the most successful hedge funds...
…and raped her that night in what was a "savage sexual attack," according to a lawsuit filed in June 2016 by "Jane Doe." The account was corroborated by a witness in the suit, who claimed to have watched as the child performed various sexual acts on Trump and Epstein even after th...
THE QUESTION ON ALL OF OUR MINDS: WHAT IMPACT WILL THE TRUMP ADMINISTRATION HAVE ON THE HEDGE FUND INDUSTRY? BY RON S. GEFFNER AND YEHUDA BRAUNSTEIN Reprinted with permission of Hedgeweek With the Trump administration in the White House, regulatory uncertainty permeates the fi...
12 REPEAL AND REPLACE few days after the election, Steve Bannon told the president-elect—in what Katie Walsh would characterize with a raised eyebrow as more “Breitbart shenanigans”— that they had the votes to replace Paul Ryan as Speaker of the House with Mark Meadows, the he...
… loopholes legally available to any billionaire — loopholes he says Hillary Clinton failed to close during her years in the United States Senate. “Why didn’t she ever try to change those laws so I couldn’t use them?” Mr. Trump asked during a campaign rally last month. But newly...
young girls in the guise of a modeling stint. Trump’s camp refused to comment as they are yet to read the complaint, while Epstein’s representatives were not available for comment, the Real Deal added. Also Read: WATCH: Father’s Day 2016 Rap on ‘The Tonight Show Starring...
…ed' by president's rhetoric Importance: High Softbank deputy guy i liked and seemed aware and honest re Son. Lots of slathering to saudis. I yipped about inclusion. I observed that half the IQ In world was possessed by women without mentioning they are more than 51 percent of pop...
main event in Bedminster that day was the ceremonial signing of an act extending the funding of a program that let veterans obtain medical care outside VA hospitals. The signing was held in a big ballroom at the Clubhouse two hours after Alex Field’s attack. During the signing,...
that somebody was getting a leg up at his expense. His was a zero-sum ecosystem. In the world of Trump, anything that he deemed of value either accrued to him or had been robbed from him. Scarborough and Brzezinski had taken their relationship with Trump and amply monetized it,...
…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...
BW: He was going to work it out. Conway: Hope. [Me?]. [The president says something in the background that is inaudible. | Conway: | said you tried talking to everybody? What about when you interviewed, like, other people? They all said yes? That they’d try? BW: Yeah, well, abo...
…Sent: 6/1/2018 10:54:16 PM To: Jeffrey Epstein [[email protected]] Subject: Fwd: Steve Bannon’s clever idea to save the GOP from brutal midterms Importance: — High Sent from my iPhone Begin forwarded message: From: Fareed Zakaria GPS Date: June 2, 2018 at 2:26:50 AM GMT+...
…ummers www.larrysummers.com On Fri, Oct 27, 2017 at 7:52 PM +0400, "jeffrey E." <[email protected]> wrote: what was the consensus of your fellow attendees at the saudi conference. He, Donald belives everything is honky dorey. . especially after the flake concession. tax legis...