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Tail risk 4: Bo) triggers curve steepening and vol rise
document IMAGES-003-HOUSE_OVERSIGHT_014776.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e current rate, however, yields will sooner or later feel downward pressure. We believe the Bo) is likely to reduce its long-term J)GB purchase gradually. For the time being, JGB yield guidelines are probably around 0% for the 10yr, 0.4% for the 20yr, and 0.5% for the 30yr JGB....

Sunday,May14,2017 CHINADAILY
document TEXT-001-HOUSE_OVERSIGHT_023570.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…AC), which all depend heavily on exports to the US market and remittances from there, but South America kept growing so long as China kept growing. The dividing line became clear: in Latin America, south of the Panama Canal the economic driver is China, north of the Panama Canal...

effects, which seem to impact other multi-manager funds in a greater way?
document IMAGES-009-HOUSE_OVERSIGHT_026669.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…multi-manager funds in a greater way? Platform Beta Equity market performance is a large predictor of returns for many long/short equity hedge funds, due to the large equity beta exposure with which many funds run.* At Boothbay, we generally run with limited net equity market ex...

Japan Macro Watch
document TEXT-001-HOUSE_OVERSIGHT_014424.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ths ago (USD/JPY’s downside risk to 110 – sell on rally 10 February 2016). First, CFTC speculative position remains yen long though short-term traders are probably positioned for the upside already (Chart 3). Second, we believe domestic activity to raise hedge ratio has run its c...

5.3 An Architecture Diagram for Human-Like General Intelligence 101
document IMAGES-002-HOUSE_OVERSIGHT_013017.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

5.3 An Architecture Diagram for Human-Like General Intelligence 101 Each of these long-term memory types has its analogue in working memory as well. In some cognitive models, the working memory and long-term memory versions of a memory type and corresponding cognitive processes,...

February 16, 2017
document TEXT-001-HOUSE_OVERSIGHT_026668.txt Feb 16, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…we remain as encouraged as ever that our combination of unique “niche” strategies and strategies with structural edge, alongside our allocations to low-beta alpha-generating stock pickers and quantitative portfolio managers, will deliver strong riskadjusted returns over various m...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_016413.txt Jan 15, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ough may instead lure more money to what looks like a safer bet across the river. In November, Amazon.com Inc. selected Long Island City for its next headquarters. Portions of that Queens neighborhood, including a former plastics factory the retailer plans to occupy, are inside o...

types of people. Their friendships and partnerships can change like the
document IMAGES-006-HOUSE_OVERSIGHT_021161.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… was receiving a profession out of this and making good money in the meantime. Al! I had to do was keep lying to myself long enough until I eventually believed it. Arriving at Jeffrey’s on time the next afternoon, as I always did, understanding punctuality was a sign of respect...

On 22-23 June 2018, the Chinese Communist Party concluded its Central Conference on Work
document TEXT-001-HOUSE_OVERSIGHT_026856.txt Jun 23, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…f history with the inevitable triumph of Western liberal-democratic capitalism and to preserve a Leninist state for the long term as the most effective means of ensuring that China prevails in its domestic and international challenges. That is why there is lengthy treatment in th...

• Thank you for such a warm welcome
document TEXT-001-HOUSE_OVERSIGHT_027009.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…– you are the future! ************************************ • It is thanks to the rock solid US-Israel relationship, alongside the devotion of the young men and women of the IDF, that our capacity to defend ourselves, has been guaranteed for years to come! • With US support,...

November 2013 – January 2014
document TEXT-001-HOUSE_OVERSIGHT_013268.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ft to be modern and up-to-date, while maintaining an understated, luxurious aesthetic In a 50,000-square-foot hangar at Long Island’s MacArthur Airport, an aircraft interiors project has its designer “fired on all cylinders”. Tasked to modify and refurbish a Global 5000 for the s...

Supply-Side Investment Research
document TEXT-001-HOUSE_OVERSIGHT_025296.txt May 19, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…y no support from the Republican Party or the Party’s elders. It wasn’t until Reagan had finally defeated George Bush, along with John Connally, Howard Baker, Phil Crane, Bob Dole and John Anderson in the primary race, that there was any attempt to be conciliatory to Ronald Reaga...

4 Wednesday, September 28, 2016
document TEXT-001-HOUSE_OVERSIGHT_023571.txt Sep 28, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… allows the media in participating countries to better cooperate and to enrich the diversity of media voices, which has long been dominated by Western news organizations. “As we evolve into a more diverse and multipolar world, developing nations in Central Asia, Europe, Southeast...

Edited by Yelena Maltser • [email protected]
document TEXT-001-HOUSE_OVERSIGHT_019856.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…withstand scrutiny when included in the employment agreements of senior personnel and individuals with unique skills—as long as the provisions are drafted to protect a legitimate business interest. Non-competes are Non-competes are more likely to be upheld if they are designed to...