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1.77 MB
Extraction Summary
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People
4
Organizations
1
Locations
2
Events
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Relationships
3
Quotes
Document Information
Type:
Financial analysis report / investment strategy document
File Size:
1.77 MB
Summary
This document is page 12 of a financial report produced by an 'Investment Strategy Group,' likely for a major financial institution. It analyzes S&P 500 returns relative to recession timelines, arguing that despite 2018 volatility, historical data supports maintaining a strategic allocation to US equities. The document bears a House Oversight Bates stamp, indicating it was produced as part of a congressional investigation, likely related to financial institutions connected to Epstein.
Organizations (4)
| Name | Type | Context |
|---|---|---|
| Investment Strategy Group | ||
| Bloomberg | ||
| S&P 500 | ||
| House Oversight Committee |
Locations (1)
| Location | Context |
|---|---|
Key Quotes (3)
"While bull markets do not die of old age, they do become more susceptible to ailments over time."Source
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Quote #1
"Most importantly, years that experienced a similar number of pullbacks as 2018 nonetheless ended with a median gain of 6% and had 77% odds of a positive return."Source
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Quote #2
"In the interim, we continue to recommend that clients maintain their strategic allocation to US equities."Source
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Quote #3
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