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“It’s the opposite in this case,” I replied. “In a battle, the enemy is doing
document IMAGES-001-HOUSE_OVERSIGHT_011727.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

“It’s the opposite in this case,” I replied. “In a battle, the enemy is doing everything it can to stop you. When you break through, it’s against their resistance. Here, the other side will choose to make it easiest for us in the place it prefers. If Arafat thinks he’ll get more...

Notes from Aspen Strategy Group
document TEXT-001-HOUSE_OVERSIGHT_025797.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Notes from Aspen Strategy Group US Policy on Arab Revolutions TJP summary: Plenty of different opinions on what was done right and wrong. No consensus. Indyk: syria will spill into Bahrain and KSA (Saudi). We should have moved earlier. KSA is a BFD. Feaver (ex Bush): BO'...

New Tariffs — Trade War
document IMAGES-009-HOUSE_OVERSIGHT_026887.txt Sep 18, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

New Tariffs — Trade War Robert Lawrence Kuhn, September 18, 2018 CHINA-US TRADE WAR New tariffs will be levied at 5 and 10% GIB NEWS 03:12 ‘Es YEMEN CONFLICT: A MILLION MORE CHILDREN HOUSE_OVERSIGHT_026887

no contradiction. Indeed, China is now experiencing its own cultural
document IMAGES-009-HOUSE_OVERSIGHT_026844.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…pread of Western classical music. In 2008, 36 million Chinese children were studying the piano (six times the number of U.S. children doing so), and another 50 million were studying the violin. Some Chinese cities can fill the halls of 15 opera houses in one evening. A modern Ch...

U.S. and China Agree to Pause Trade War
document IMAGES-007-HOUSE_OVERSIGHT_023707.txt Dec 3, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

U.S. and China Agree to Pause Trade War Robert Lawrence Kuhn, December 3, 2018 SS — ” VE U.S. AND CHINA AGREE TO PAUSE TRADE WAR QUEST MEANS BUSINESS 1 HOUSE_OVERSIGHT_023707

stephenmc RT @RuthLeaEcon: Of course there'd be an EU trade 23 Jun 2016, 195 | NA
document IMAGES-001-HOUSE_OVERSIGHT_011173.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

stephenmc RT @RuthLeaEcon: Of course there'd be an EU trade 23 Jun 2016, 195 | NA manus8 deal if #Brexit. German BDI (CBI) head clear tariffs 01:13 - CEST would damage German jobs. https://t.a€ | PazUtzin RT @thejohnhastings: If anyone is wondering if you do | 23 Jun 2016, 2)NA n...

Table 6: Summary of open trades as of 5-Jun-17
document IMAGES-007-HOUSE_OVERSIGHT_023598.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 6: Summary of open trades as of 5-Jun-17 Trade Description Open Open Date Level Long 1x EEM 3m 97.5% put vs. short ~0.09x units each of 3m 97.5% puts on 15% 0.0% FXI, EWY, EW2Z, EPI, EWT, RSX, EZA, and EWW 7“ “e Buy Tencent Jul1? 250/300 strangle 22-May-17 2.45% Buy A-sha...

We estimate that it is in 3yly, 2y2y and 2y1ly that the selloff would be largest (75-85bp
document IMAGES-003-HOUSE_OVERSIGHT_014759.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

We estimate that it is in 3yly, 2y2y and 2y1ly that the selloff would be largest (75-85bp — see Table 5) were the OIS curve to align with the median dots up to end of 2019. Options are attractive to position for a selloff in those forwards for two main reasons: 1. Volatilities...

RE: Financials: buy XLF call spreads
email TEXT-001-HOUSE_OVERSIGHT_011280.txt Dec 9, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Ens, Amanda_____________________________ Sent: 12/9/2016 4:03:45 PM To: jeffrey E. [[email protected]]; Richard Kah ___________________________________ Subject: RE: Financials: buy XLF call spreads Attachments: image001.png Importance: High Thank you Jeffrey. Notional i...

Exhibit 91: EM Local Debt Currencies and
document IMAGES-003-HOUSE_OVERSIGHT_014606.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 91: EM Local Debt Currencies and Developed Market Interest Rates Rising global interest rates would be a headwind to EM local debt. % 1/1/2016 = 100 1.2 Average G3 10-Year Rate 34 EM Local Debt FX (Right, Inverted) 96 1.0 r 98 0.8 00 0.6 02 04 0.4 06 0.2 08 0.0 10 Jan-...

Re: Kuhn - Radical Breakthroughs
email IMAGES-008-HOUSE_OVERSIGHT_026317.txt Aug 22, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Robert Kuhn Sent: 8/23/2018 6:28:45 PM To: jeffrey E. [[email protected]] Subject: Re: Kuhn - Radical Breakthroughs Importance: — High Two short commentaries on our favorite Trade War - CNBC yesterday, Fox Business today. CNBC - August 22, 2018 https://www.cnbc.com/v...

2b47£1665b868f564", "layout": "fullbleed
document IMAGES-009-HOUSE_OVERSIGHT_028377.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…yout":"default-— body", "role": "body", "text": "a€eManufacturers were glad to s the president recommit himself to the U.S. trading partnership with Korea today,a4€ said Linda Dempsey, the vice president of international economic affairs at the National Association of Manufactur...

Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…or visit the OCC's website at http://www.optionsclearing.com/publications/risks/riskstoc.pdf Legal Entities Disclosures U.S.: JPMS is a member of NYSE, FINRA, SIPC and the NFA. JPMorgan Chase Bank, N.A. is a member of FDIC and is authorized and regulated in the UK by the Financia...

defensive dividend stocks to take advantage of the improving cyclical backdrop and
document IMAGES-002-HOUSE_OVERSIGHT_014449.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

defensive dividend stocks to take advantage of the improving cyclical backdrop and rising bond yields. That meant our November screen included a high proportion of Financials. This somewhat remains the case but we note the addition of several industrial companies in our latest sc...