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Chart 3: EM debt and equity have been hit Chart 4: While Banks versus Staples has gone ballistic
document IMAGES-002-HOUSE_OVERSIGHT_014436.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…dy begun. Others, such as Russell vs S&P, JPY, Nikkei, were the start of new moves where 8 Nov marked a key turning point. The moves that had already started are now getting quite stretched with US 10Y yields up 5 standard deviations from the July low, with US Banks up by a simi...

water. Next generation theory is not contradicted because it describes cash flows
document IMAGES-001-HOUSE_OVERSIGHT_011084.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

water. Next generation theory is not contradicted because it describes cash flows only. It treats all growth at the collective scale as free and exogenous. Testing Next Generation Theory The proxies for the pure consumption rate (Schultz’ pure consumption over total capital) i...

Such cases establish a worrying precedent of Chinese intrusion into American
document IMAGES-006-HOUSE_OVERSIGHT_020507.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

48 Such cases establish a worrying precedent of Chinese intrusion into American academic life. The message from China to US universities is clear: Do not transgress the political no-go zones of the Chinese Communist Party or government, or you will pay a price. Sometimes the pre...

Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes
email TEXT-001-HOUSE_OVERSIGHT_023717.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…elds go up, equities are a sell" fear. Clients are torn, but the former, bullish camp wins for now, my colleagues suggest. There are skeptics though. 2) In Europe, do fears over Renzi losing & Le Pen winning climb over the big momentum behind banks etc. Again, my equity team sugg...

immediately. I used the audio adaptation. If you’re hungry for more, William Ury’s Getting Past No a
document IMAGES-002-HOUSE_OVERSIGHT_014032.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… in this magazine. This is an excellent resource at an excellent price—free. Jordan Whitney Greensheet (www.jwgreensheet.com) This is an insider secret of the DR world. Jordan Whitney’s weekly and monthly reports dissect the most successful product campaigns, including offers,...

(3) Investments in AI should be accompanied by funding for research on ensuring
document IMAGES-003-HOUSE_OVERSIGHT_016287.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…cial. The moral question of what these goals should be is just as urgent as the technical questions about goal alignment. For example, what sort of society are we hoping to create, where we find meaning and purpose in our lives even though we, strictly speaking, aren’t needed? I...

Attachments
email TEXT-002-HOUSE_OVERSIGHT_033596.txt Jun 27, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

… and aircraft that are "not published". As of today, there are eight (8) of these aircraft that are not yet on the market. Let me know if you would like to speak with him and by what means (you call him, he call you, call Larry?....whatever). By the way, his company sold Trumps 7...

models of reciprocity, which only attend to cooperative actions and not the deliberation
document IMAGES-009-HOUSE_OVERSIGHT_026523.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ose who cooper- ate without looking (CWOL) can be trusted to cooperate even in times when there are temptations to defect. While this insight can be captured without the need for a formal model, it is less clear that cooperators will choose to not look, since they pay a price by...

It was a huge responsibility, and not just because I was suddenly in charge of
document IMAGES-001-HOUSE_OVERSIGHT_011682.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d. “Then I’d spend six or seven hours reading intelligence material, to fill in at least part of the remaining 20 percent.” His message, echoed by my other predecessors, was that the job wasn’t mainly about the raw information. It was what you concluded from the information, what...

Portfolio Company Leverage
document IMAGES-007-HOUSE_OVERSIGHT_024076.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Portfolio Company Leverage To the extent that any investment is made in a portfolio company with a leveraged capital structure, such investment will be subject to increased exposure to adverse economic factors such as a significant rise in interest rates, a severe downturn in th...

CA TA CHAPTER VII Capital Markets for Cannabis Companies
document IMAGES-008-HOUSE_OVERSIGHT_024755.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

KR L PI L AC EL CA TA CHAPTER VII Capital Markets for Cannabis Companies the NYSE are two of the largest and most recognized stock exchanges in the world, with stringent listing, trading and corporate governance requirements. Conversely, the OTC has much less stringent requirem...

Rare Picasso works worth over £6m to be sold in October auction alongside Hirst and Warhol
document IMAGES-009-HOUSE_OVERSIGHT_028297.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… will have works by Yves Klein, Gerhard Richter, Egon Schiele and the more familiar names of Andy Warhol and Damien Hirst. The Picasso works are believed to have come from anonymous dealers, whilst a selection of pieces has also come from Charles Saatchi's "New Sensations 2010"...

Estimate vs Consensus
document IMAGES-003-HOUSE_OVERSIGHT_014899.txt Apr 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…n-GAAP EPS, but slightly below on GAAP EPS. Table 10: Alphabet Estimate Summary 1Q17 2017 2017 2018 Revenue BofA ML est. $20,219 $21,009 $88,636 $104,228 Growth Y/Y% 23% 20% 21% 18% Street $19,891 $20,867 $87,691 $102,632 BofA ML vs Street Above Above Above Above EBITDA BofA ML...