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European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…. • O/w Media as quality cyclical and Oil. Stay cautious on UK domestic (Retail, Travel). Health, Utilities over Food & Bev. 2017 – A year of cross currents, nimble investors required Recovery (positive but moderate in our view) and Rotation go hand in hand - we think that the pa...

Sam Fields on 302 Interview
email TEXT-001-HOUSE_OVERSIGHT_030927.txt Oct 12, 2009 House Oversight Committee — Epstein Estate Records (Nov 2025)

…arrests of County Commissioner Josephus Eggleston, former Miramar Commissioner Fitzroy Salesman and School Board member Bev Gallagher are just beginning. The FBI will be interviewing everyone from County Administrator Bertha Henry to bus drivers about anything and everything. The...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… in European equities, AT1s and spread in Euro/US credit. We go outright long European Healthcare by lifting 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 thro...

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document IMAGES-011-HOUSE_OVERSIGHT_030928.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…arrests of County Commissioner Josephus Eggleston, former Miramar Commissioner Fitzroy Salesman and School Board member Bev Gallagher are just beginning. © The FBI will be interviewing everyone from County Administrator Bertha Henry to bus drivers about anything and everything....

Sam Fields on 302 Interview
email IMAGES-011-HOUSE_OVERSIGHT_030945.txt Oct 13, 2009 House Oversight Committee — Epstein Estate Records (Nov 2025)

…rrests of County Commissioner Josephus Eggleston, former Miramar Commissioner Fitzroy Salesman. and School Board member Bev Gallagher are just beginning. The FBI will be interviewing everyone from County Administrator Bertha Henry to bus divers about anything and everything. Th...

Owner last Name Owner First Name Parcel Address Suite Mailing Address Suite City State Zip
document TEXT-001-HOUSE_OVERSIGHT_016698.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… CAROL C BAL BEATA MAZER LOIS SMITH LORRAINE CHANIN PAUL R BLAUNER JON TR & BARASCH HELEN L MAGLIOCCO PATRICIA A WAGNER BEVERLY P EMDEN ROBERT & MARJORIE W PARKWOOD INV CO DORAN JAMES F BAUER JOSEF & BRAMS JOAN BRANDT ROXANNE SMITH ERIC S & KIMMEL MARTIN S TRUST FERUCH GILBERT &...

user Tweet Created At | Locatio No of Sentiment
document IMAGES-001-HOUSE_OVERSIGHT_011171.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

user Tweet Created At | Locatio No of Sentiment n times retweeted DigestEcon Markets in limbo ahead of Brexit vote 23 Jun 2016, | In your 0 | negative https://t.co/UFjk6BiINVp #econ #mises #keynes 00:39 - CEST | Mind OriginBuilde | RT @DutchDL: TOMORROW>BREXIT pls !!> make 23 Jun...

11/14/2017 Viking Global to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg
document IMAGES-001-HOUSE_OVERSIGHT_012051.txt Nov 14, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

11/14/2017 Viking Global to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg He said a deal to purchase the Miami Marlins baseball team that he was involved in earlier this year was an example of the sort of investment the firm’s clients might be interested in. A private...

50434327780001070 Gallagher Nancy Q 453
document 50434327780001070 GALLAGHER NANCY Q 453 House Oversight Committee — Epstein Estate Records (Nov 2025)

001.00 1 CONDO COMMERCIAL 5043432778 BRAZILIAN COURT HOTEL AND CONDO * (***) RU-107 0460 CONDO COMM 1935 0 1

Brexit Statistics
email TEXT-001-HOUSE_OVERSIGHT_011170.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ens, GA Mumbai , Mahara shtra 0 neutral 0 negative 3102 positive 0 negative 2 positive 0 negative 65 negative 0 neutral BevPostma tovimagr WadjaKnow BinnsJWalke r bobbywariy ada v_sarabia bynxie2013 R_KitanoR matteofila capellawega DjValentino 45 PG_Venture s luigiwewege VivierBF...

Chart 1: Synchronised rise in leading indicators globally augurs well for
document IMAGES-002-HOUSE_OVERSIGHT_014462.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ynch Global Research, Bloomberg place this text Chart 6: Rapid relative de-rating for Staples — relative PE for Food & Beverage still 6-10% above 2010 / 2014 levels 1.70 1.60 1.50 1.40 1.30 1.20 =———PE-relative FOOD & BEV 110 eee German 10y (RHS, inverted 01/10 01/11 =O1...

low, which suggests that we are currently in a stock pickers insurance are the top 5 sectors with th
document IMAGES-003-HOUSE_OVERSIGHT_014983.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…anks 41% 2 correlations (in Euro) where the 19 sector indices are the indices which make up the SXXP index. SX3P Food & bev 31% 25% Note that the average intra-sector correlation calculated using returns in local currencies is also near Sx8P Tech 35% 35% Z nd @ : ai Ugearlond2”...