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number of commercial stage companies with novel and clearly differentiated products targeting
document IMAGES-007-HOUSE_OVERSIGHT_024020.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… as board members to optimize corporate strategy, develop and refine clinical, regulatory, and operating plans, recruit world-class talent, and drive business development activities that lead to value- maximizing follow-on financings, partnerships, and M&A transactions; and e¢ a...

We were paying them as homo habilis two million years ago. The cost went up, but
document IMAGES-001-HOUSE_OVERSIGHT_011001.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…about the same for breakthroughs or meta-ideas or paradigm shifts as for modest upgrades, or even for holding even in a world of daily surprises. Ideas trade in an inefficient market. Cost is dissociated from value, and cause is desynchronized from effect, by the vagaries of gen...

housing market and rising employment
document IMAGES-010-HOUSE_OVERSIGHT_028684.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t, he'll try. This was a State of the Union address that stressed fixing America's broken house, not chasing around the world trying to fix everyone else's. The future of America isn't Cairo or Damascus; it's Chicago and Detroit. Aaron David Miller is a distinguished scholar at...

Marina Market Analysis 33
document IMAGES-005-HOUSE_OVERSIGHT_018844.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Marina Market Analysis 33 Maps of Competitive Marinas St. Thomas Thatch Cay. = Oc oral World Ocean Park ast Thomaey ty \ ¥ we aw Marriott Frenchma » St Jame Manne irr. IGY American Yacht Harbor Marina HOUSE_OVERSIGHT_018844

Meet with our Global Head of Commodities - Monday at 10:15am at One Bryant Park
email TEXT-001-HOUSE_OVERSIGHT_014695.txt Jan 27, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…pose significant implications for the US energy sector. 4 — Commodity Macro — Forward inflation expectations around the world have jumped sharply since Trump's victory. So far, rising inflation and steeper yield curves have neutralized the strong dollar, pushing commodities highe...

A really useful service is Amazon’s Mechanical Turk. With a small investment in time or money, a
document IMAGES-002-HOUSE_OVERSIGHT_013921.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…otos that would have overwhelmed SAR agencies) and a trouble-ticket business that utilizes qualified labor all over the world (see Amazon.com/webservices). I am not an owner nor do I have any stake in Amazon—but I have used their services and some are trans forming when it comes...

7/22/2016 In the shadow of quantitative easing, party like it is 1788 - FT.com
document IMAGES-007-HOUSE_OVERSIGHT_023568.txt Jul 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…pports their compensation plan or political platform. Enough hard feelings; Iam now confident that we in the developed world will succeed in our most important goal. That is to get through the year end and the bonus calculation period without having to put a complete financial d...

Europe. The average global growth pace of the past 3 months has fallen to only 1.8%, barely more tha
document IMAGES-011-HOUSE_OVERSIGHT_031122.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ce signals an uncharacteristic break-down in spread correlations and a welcome move-away from the one-factor-drives-all world of late. ° The strength of equity flows has caught our attention this week, but there is little evidence of a wider rotation out of bonds. There has inde...

attractive valuations of EU banks vs. US peers (EU banks on 12.0x 2017E P/E vs. US Banks on ~14x and
document IMAGES-003-HOUSE_OVERSIGHT_014862.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e the bulls argue it’s just a matter of timing. I monitor market expectations for ECB normalisation in rates using the World Interest Rate Probability (WIRP) function on Bloomberg. It’s been very volatile recently. I currently see the market is pricing a 16.6% probability of a E...

good and bad
email IMAGES-011-HOUSE_OVERSIGHT_031734.txt Apr 20, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…te September on the downside, Jamaica is increasingly dangerous, murder rate climbing once again, about 6th highest in world and i encounter a lot of racism, especially from young thugs—not so much hostility as disrespect—they regard me as an easy target—that old white man nah...

Luxury Resort Hotel Comparables
document IMAGES-005-HOUSE_OVERSIGHT_018783.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…wine 1 — CR ENR ER OLS sIVOLUALWAWAST = <a In May 2015, Genting Gaming announced the ground breaking of Resorts World Las Vegas. Following this in June 2015, Crown Resorts announced the purchase of the former Frontier site for the development of Alon. These two projects w...

Global Cross Asset Strategy —- Year Ahead Bankof America
document IMAGES-002-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…g our Food & Beverage short, which has dropped sharply. Overshoot in rates, USD and trade key risks - add CNH put The world would look very different if the US 10Y blew through 3% and the USD went on a tear, so we stay long USD and short rates. We add a CNH put vs USD as a hedg...

KUE Advisory Board
document IMAGES-008-HOUSE_OVERSIGHT_024585.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tem. From 1996 to 1999, he was Executive Vice President and CIO of North America Applications ABN AMRO Bank, one of the world’s largest global banks. Mr. Gal is a computer-science graduate of Rutgers University, and holds an MBA from Golden Gate University. 452 HOUSE_OVERSIGHT_...

Meet with our Global Head of Commodities - Monday at 10:15am at One Bryant Park
email IMAGES-003-HOUSE_OVERSIGHT_014695.txt Jan 27, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ose significant implications for the US energy sector. 4 — Commodity Macro — Forward inflation expectations around the world have jumped sharply since Trump’s victory. So far, rising inflation and steeper yield curves have neutralized the strong dollar, pushing commodities highe...

I used to work at a large Silicon Valley law firm, but one day I woke up and decided that I wanted t
document IMAGES-002-HOUSE_OVERSIGHT_014021.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n virtual law practice and then joined forces with my old boss. My U.S. number rings through to me wherever I am in the world (originally I’m from New Zealand so I travel back there a lot, too), and all my U.S. mail is delivered to Market Street, San Francisco, and scanned so I c...