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The old joke is that Year Aheads are frequently out of date by the end of year they are
document IMAGES-002-HOUSE_OVERSIGHT_014463.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Lessons from 2016 The old joke is that Year Aheads are frequently out of date by the end of year they are written in. There is a real danger of that this year given the speed which things have moved since Brexit and more recently the US election. The two charts below show that F...

Re: Media Enquiry - The Guardian - Re: Jeffrey Epstein
email IMAGES-010-HOUSE_OVERSIGHT_030344.txt Jan 29, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

Saini Forwarded message ---------- From: David Peg Date: 29 January 2015 at 16:49 Subject: Re: Media Enquiry - The Guardian - Re: Jeffrey Epstein To: [email protected] Dear Mr Epstein, | write further to an email sent to you earlier this month, concerning an article...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025581.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH Valuation and Risks NORTH AMERICA INSIGHT ~~ Alternative Asset Managers: We value the stocks using a sum of the parts valuation and discounted cash flow as well as price/earnings and price/cash earnings multiples. Our DCF (COE of 12+15%, free cash flo...

write further to an email sent to you earlier this month, concerning an article we are preparing for
document IMAGES-010-HOUSE_OVERSIGHT_030378.txt Jan 5, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

| write further to an email sent to you earlier this month, concerning an article we are preparing for publication in which you may be mentioned. We have not received a response from you. If you wish to respond, please do so as soon as possible and no later than 18:00 on Monday...

Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024194.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day First, a few updates: e It looks like sub-2.5% global GDP growth is showing up in the weak outlook provided by some bell-weather cycl...

Aim to Answer Questions Like These About USA Inc
document IMAGES-006-HOUSE_OVERSIGHT_020963.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

...Aim to Answer Questions Like These About USA Inc. Productivity / Operations How does USA Inc. measure performance and progress — are tools in place to measure success / failure? Should USA Inc. empower an independent / 3rd party auditor with expertise in government operatio...

Now I'll try to pull this together. Stock prices collectively, meaning all shares at
document IMAGES-001-HOUSE_OVERSIGHT_011012.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Now I'll try to pull this together. Stock prices collectively, meaning all shares at current prices, is called “market cap.” (Cap is capitalization.) Market cap does not measure the whole underlying value of the issuers, meaning firms that issued the stock, since there are debt c...

OGE Form 278e (March 2014)
document IMAGES-001-HOUSE_OVERSIGHT_010654.txt Apr 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Form 278e (March 2014) Instructions for Part 6 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. Page Number Donald J. Trump 38 of 51 Part 6: Other Assets and Income Income Type...

by remaining overweight US corporate high yield
document IMAGES-003-HOUSE_OVERSIGHT_014599.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

by remaining overweight US corporate high yield credit versus investment grade fixed income and by funding various tactical tilts from their high-quality bond allocation. While most investment grade bonds may have uninspiring tactical prospects, we emphasize that investors should...

Why were the weaker economies given entry?
document IMAGES-010-HOUSE_OVERSIGHT_029563.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Why were the weaker economies given entry? Keating says: "It's because president Mitterrand and the French wanted it. They weren't ready to sit beside the German unified state without some friends." So the eurozone was flawed from the outset, a structure awaiting internal assau...

OGE Form 278¢ (March 2014)
document IMAGES-001-HOUSE_OVERSIGHT_010708.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Form 278¢ (March 2014) Instructions for Part 2 ene This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required —— 99 Has ownership interest in: Entity Name TRUMP INTERNATIONAL GOLF LINKS - DOONBEG 465 TW V...

Summary of Closed Trades (5-Jun-1 7)
document IMAGES-007-HOUSE_OVERSIGHT_023599.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Summary of Closed Trades (5-Jun-1 7) Table 7: Summary of closed trades as of 5-Jun-17 Trade Description Buy NKY Aug-16 105%-110% call spreads & sell 90% puts Replace FB long positions via Oct-16 ATM calls Replace AMZN long positions via Oct-16 ATM calls Buy AAPL Oct-16 ATM p...

RE: Financials: buy XLF call spreads
email TEXT-001-HOUSE_OVERSIGHT_011280.txt Dec 9, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Ens, Amanda_____________________________ Sent: 12/9/2016 4:03:45 PM To: jeffrey E. [[email protected]]; Richard Kah ___________________________________ Subject: RE: Financials: buy XLF call spreads Attachments: image001.png Importance: High Thank you Jeffrey. Notional i...

Another relatively recent variance from the treatment of DREs as “tax nothings” can be found in
document IMAGES-009-HOUSE_OVERSIGHT_026589.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Another relatively recent variance from the treatment of DREs as “tax nothings” can be found in the Section 752 regulations, which deal with the allocation of partner-level tax basis arising from partnership-level debt. Under these complex rules, partnership debt is generally all...

Sender: e:[email protected]
document IMAGES-008-HOUSE_OVERSIGHT_025434.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sender: e:[email protected] Time: 02/27/19 01:20:09 PM (572995209) Flags: 1085445 Is Read: No Is Invitation: No GUID: 36293000-88A9-4F06-9D07-6D65C17B7410 Message: Assets owned less than 100 percent? Operating property? Sender: e:[email protected] Time: 02/27/19 02:26:...