HOUSE_OVERSIGHT_024219.jpg
1.78 MB
Extraction Summary
3
People
12
Organizations
4
Locations
2
Events
1
Relationships
3
Quotes
Document Information
Type:
Financial research white paper / investment report
File Size:
1.78 MB
Summary
This document is page 18 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC, specifically marked 'For exclusive of Jeffrey Epstein'. The text analyzes historical Japanese market data to argue that the global utility sector is undervalued ('left behind') and presents a 'yield catch-up' opportunity. It draws parallels between historical Japanese fiscal policy errors and US economic policies circa 2013 (tax increases/austerity), suggesting that utilities may outperform the broader market as investors seek bond proxies.
People (3)
| Name | Role | Context |
|---|---|---|
| Jeffrey Epstein | Recipient/Client |
Watermark 'For exclusive of Jeffrey Epstein' indicates he was the intended recipient of this confidential financial r...
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| Koizumi | Historical Figure (Prime Minister of Japan) |
Mentioned in chart regarding fiscal reform policies.
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| Hashimoto | Historical Figure (Prime Minister of Japan) |
Mentioned in chart regarding fiscal tightening policies.
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Organizations (12)
| Name | Type | Context |
|---|---|---|
| Electron Capital Partners, LLC |
Creator of the white paper, listed in footer.
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| Nomura Research Institute |
Cited as source for the chart.
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| Bloomberg |
Cited as source for the chart.
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| Tokyo Electric Power |
Cited in performance analysis.
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| Osaka Gas |
Cited in performance analysis.
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| Hokkaido Gas |
Cited in performance analysis.
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| Saibu Gas |
Cited in performance analysis.
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| Okinawa Electric |
Cited in performance analysis.
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| Fed (Federal Reserve) |
Mentioned regarding QE programs.
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| BOE (Bank of England) |
Mentioned regarding QE programs.
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| BOJ (Bank of Japan) |
Mentioned regarding QE programs.
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| House Oversight Committee |
Implied by Bates stamp 'HOUSE_OVERSIGHT'.
|
Relationships (1)
Watermark reads 'For exclusive of Jeffrey Epstein' on a document produced by Electron Capital Partners.
Key Quotes (3)
"Given the enormous amounts of capital controlled by fixed income cross-over investors, even a small reweighting could have a significant effect in bidding utility stock prices up and yields down."Source
HOUSE_OVERSIGHT_024219.jpg
Quote #1
"The Japanese utility experience is very interesting as several economists question whether the US is currently committing similar policy errors while deleveraging is still occurring in the private sector"Source
HOUSE_OVERSIGHT_024219.jpg
Quote #2
"the global utility sector has been left behind"Source
HOUSE_OVERSIGHT_024219.jpg
Quote #3
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