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misbehavior” that defies simple analysis. You can’t predict where you might be
document IMAGES-004-HOUSE_OVERSIGHT_018336.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ussed - and holes were quickly patched as a result. | was thinking about the problem of cybertension between the US and China and suggested applying an 145 “However”: Jeffrey C. Mogul, “Emergent (Mis)behavior vs. Complex Software Systems”, HP Labs Research Papers, 2006, HPL-2006...

expectations. The divergence between inflation breakevens and real yields seem to
document IMAGES-003-HOUSE_OVERSIGHT_014723.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…posal Upside risk to inflation 3. A growing number of investors are worried that potential trade wars with Mexico and China could lead to tariffs and higher prices 4. Many investors are also concerned that the BAT will force retailers to raise prices With many investors havin...

Prefer small-/mid-cap buyouts in US/emerging markets
document IMAGES-008-HOUSE_OVERSIGHT_025288.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ormance vs. Europe. Emerging markets offer compelling opportunities for PE investors, especially outside the main hubs (China, Brazil), which have become expensive. Distressed strategies which focus on acquiring complex/illiquid loan positions from banks in Europe are also attrac...

Cullen/Frost Bankers Inc (CFR)
document IMAGES-002-HOUSE_OVERSIGHT_014381.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ick economic recovery (led by stabilization or appreciation in CA housing values) or a faster than expected recovery in China. Downside risk to our PO is an even deeper economic slowdown driving corporate losses higher than we currently anticipate, faster than expected normalizat...

mOnstermas | RT @MarshallElla: brexit voters are the type of people | 23 Jun 2016, | Munchk 14 | pos
document IMAGES-001-HOUSE_OVERSIGHT_011243.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…al #HedgeFunds #Brexit HUK HEU @mdc 16:04 - CEST | York, NY https://t.co/MTqjmVrsxv Ccolmar #Internacionales Inmigrante china a favor del Brexit 23 Jun 2016, | Enla vA- O | neutral porque su "“empleado espaA+ol siempre estAj 16:04-CEST | a dormido" https://t.co/7OphsSDL7j EaZyFor...

From: Alireza Ittihadich
email IMAGES-011-HOUSE_OVERSIGHT_032439.txt Jan 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… Alireza Ittihadich i wrote: People are just back and the activity really started this week. A lot of enquiries out of China and a lot of buyers in the US have resurfaced V-BR Alireza ITTIHADIEH On 15 Jan 2017, at 04:17, jeffrey E. <[email protected]> wrote: what is tradi...

And there’s more urbanization. Even by 2030 Lagos, San Paulo and Delhi will have
document IMAGES-009-HOUSE_OVERSIGHT_026733.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ted by association with eugenics in the 1920s and 30s, with Indian policies under Indira Gandhi, and more recently with China's hard-line one-child policy. Can the Earth ‘carry’ 9 billion people? There seems no need for gloom or panic on this front... Improved agriculture — low...

USDJPY testing 110. Buy Japan upside
email TEXT-001-HOUSE_OVERSIGHT_014397.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…pending. There will also be greater incentives to deepen economic and trade linkages with key regional players, such as China and Russia. Chart 1: We think consensus is underestimating the strength of medium-term GDP and inflation 2.0 1.6 - 1.0 '9'7 0.6 1111 -0.3 -0.3 0.5 - 0.0...

“He made contact with a
document IMAGES-005-HOUSE_OVERSIGHT_020430.txt Oct 15, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…5 (Aired on BBC October 10, 2015) “Robert Hanssen changed positions...”—See Robert Hanssen, Appendix A “In respect to China alone...”-- James Risen, “Snowden Says He Took No Secret Files to Russia,” New York Times, October 17, 2013 “If things went wrong. ..”-- Edward Snowden a...