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Asian equities (ex-Japan)
document IMAGES-007-HOUSE_OVERSIGHT_024155.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Japan (27 June): 469 (last month: 466) UBS View MSCI Asia ex-Japan (6-month target): 515 ¢ The region continued to show high volatility last month, with its P/BV temporarily close to 2008 lows. ¢ Hong Kong and Singapore markets’ domestic fundamentals remain solid. Hong Kong shoul...

companies should be aware of the risks involved in engag
document IMAGES-007-HOUSE_OVERSIGHT_022524.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…r that such result is substantially certain to occur.’ Thus, a person has the requisite knowledge when he is aware of a high probability of the existence of such circum- stance, unless the person actually believes that such circum- stance does not exist.” As Congress made clear,...

Calestous Juma, international development professor at the Kennedy school of government and a nomina
document IMAGES-005-HOUSE_OVERSIGHT_019431.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…out how inadequately low-income students are represented at selective colleges and universities. Only 34 percent of the highest-achieving high-school seniors whose families fell in the bottom quarter of income distribution — versus 78 percent in the top quarter — attended one of...

On today's financial market developments
email IMAGES-008-HOUSE_OVERSIGHT_025226.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s year had elements of a stimulus-driven mirage. Bridgewater Associates was the only firm we spoke to that consistently highlighted the broader process of household deleveraging; and cautioned that when stimulus faded, so would the US economy, given the weakness in household inco...

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)

… 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 screen. As a reminder, to q...

helped cushion portfolio returns when markets declined. We won’t know until the data comes in, but w
document IMAGES-008-HOUSE_OVERSIGHT_025227.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…sing price forecasts for gold and owned it in portfolios, we did not have large enough allocations. Given the all-time high of US government transfers to households and negative real interest rates, we should not have interpreted positive economic data earlier this year as being...

In the Spring of 2009 (approximately April), I joined the law firm of Rothstein
document IMAGES-002-HOUSE_OVERSIGHT_013469.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e of my clients were paid “up front” money by anyone. Epstein alleges that I attempted to take the depositions of his “high profile friends and acquaintances” for no legitimate litigation purpose. This is untrue, as all of my actions in representing H., MM, and Jane Doe were aim...

High-Level Thoughts on How to
document IMAGES-006-HOUSE_OVERSIGHT_020960.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

High-Level Thoughts on How to Turn Around USA Inc.’s Financial Outlook KP www.kpcb.com USA Inc. | What Might a Turnaround Expert Consider? 237 Negative Cash Flow = USA Inc.'s Fundamental Financial Problem e Negative cash flow implies that USA Inc. can't afford the services it...

From: Kathy Ruemm|er
email IMAGES-010-HOUSE_OVERSIGHT_028859.txt Sep 19, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Kathy Ruemm|er Sent: 9/19/2014 6:59:27 PM To: jeffrey E. [[email protected]] Subject: Re: Importance: — High Yep. And now he is a repeat offender. On Sep 19, 2014 2:58 PM, "jeffrey E." <[email protected]> wrote: and thats after turning down misdeameors? whoops...

failure notice
email IMAGES-011-HOUSE_OVERSIGHT_031996.txt Jan 6, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…15 21:15:19 -0400 Message-ID: <CA+t=u-ZBculmegs 3ECP4+K9mcZHVW6UBFry J 8gFn98=J U4T1LyAG@mai |. gmail.com> Subject: Re: High Profile From: "jeffrey E." <jeevacation@gmail. com> To: christina cars) ch Arr Content-Type: multipart/alternative; boundary=04/d/bfcef3a53c24d050bf18al12...

Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026575.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

… during global growth shocks. Even if these tax increases are reversed later in the year, the first response would be a higher USD versus all currencies but the yen, given how long that investors are of cyclical currencies and how short they are the yen. Stay short USD/JPY and b...

From: Lawrence Krauss
email TEXT-002-HOUSE_OVERSIGHT_032812.txt Sep 20, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Lawrence Krauss Sent: 9/20/2018 5:43:37 PM To: jeffrey E. [[email protected]] Subject: Re: Importance: High Kafka Lawrence M. Krauss Professor School of Earth & Space Exploration and Physics Department Arizona State U ox 871404, Tempe, AZ 85287-1404 Research Office I As...

Morality Games 307
document IMAGES-003-HOUSE_OVERSIGHT_015519.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s will think punishment is not warranted, and observers will not punish. The argument is analogous to the discussion of higher-order beliefs in the omis- sion—commission subsection and formalized in Dalkiran et al. (2012) and Hoffman et al. (2015). Interpreting the Quirks of Alt...

Sent: 8/10/2015 5:09:03 AM
email TEXT-001-HOUSE_OVERSIGHT_025898.txt Aug 10, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Ehud Barak Sent: 8/10/2015 5:09:03 AM To: jeffrey E. [[email protected]] Subject: Re: Importance: High Hi Jeff As of now we plan to be in NY around August 25. We plan to work on my biography with the editor. Probably starting Sept 1st. But it's all flexible till Sept 11...