Global Cross Asset Strategy – Year Ahead The Trump inflection Investment Strategy 30 November 2016 Corrected Key takeaways • Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. • We see higher growth and inf...
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From: Thomas Jr., Landon Sent: 11/29/2016 6:33:42 PM To: Jeffrey Epstein [[email protected]] Subject: Fwd: My Thoughts on Currencies Importance: High The smartest/most amusing piece of research I have read so far on Trump/global economy. You should pass on to DJT brain trust...
LAFFER ASSOCIATES Supply-Side Investment Research May 19, 2016 10-yr T-Note: 1.86% DJIA: 17,526.62 NASDAQ: 4,739.12 S&P 500: 2,047.63 S&P 500 Undervalued: 151.8% GAME ON [Updated 7/6/2016] By Arthur B. Laffer, Ph.D. Summary To save you the agony of plodding through this fascinat...
Global Asset Allocation The J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874 [email protected] Local issues must be monitored and understood, though, to decide how to allocate capital and risk. Just to review a few, Japanese policy makers continue to present a con...
Morality Games 313 development of sexual selection theory, one might have argued that perfect spheres are some kind of Platonic solid, and inherently desirable, or that curvy hips yield golden ratios. But with our current understanding of sexual selection, we recognize that our...
Consensus Economics. Consensus Economics
Evolution and Human Choice over Time Alan R. Rogers” 1997 1 The connection between evolution and economics In economics, equilibria are often found by equating two versions of the marginal rate of sub- stitution (MRS). For example, my MRS in preferences (the ratio at which I a...
needs saying. If it does, that tends to mean that it is new to the current conversation. It need not be new to the world. All three fundamental theorems are part of the daily conversation of investors and finance economists. They are not much on the screens of microeconomists a...
The Washington Institute Year of Decision: U.S. Policy toward Iran in 2013 James F. Jeffrey and Thomas Pickering February 12, 2013 -- On February 7, 2013, James F. Jeffrey and Thomas Pickering addressed a Policy Forum at The Washington Institute. Ambassador Jeffrey, a former a...
The Washington Institute Year of Decision: U.S. Policy toward Iran in 2013 James F. Jeffrey and Thomas Pickering February 12, 2013 -- On February 7, 2013, James F. Jeffrey and Thomas Pickering addressed a Policy Forum at The Washington Institute. Ambassador Jeffrey, a former a...
Deutsche Asset & Wealth Management Eric D.K. Melby Principal, The Scowcroft Group A founding Principal of The Scowcroft Group, Eric D. K. Melby has extensive experience in telecommunications, energy and investment support. He also advises clients on market entry and geopolitica...
25% or more) part of the deal. The Peterson Foundation’s
Fla. - Former school resource officer Scot Peterson was arrested Tuesday in connection with his inaction during a mass school shooting
25% or more) part of the deal. The Peterson Foundation’s
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