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Eye on the Market | November 21, 2011 J.P Morgan
document IMAGES-011-HOUSE_OVERSIGHT_030814.txt Nov 21, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ometimes postponed or avoided altogether. Here are a few memorable predictions of our energy future: e 1945, Oak Ridge National Laboratory nuclear physicists Weinberg and Soodak predict that nuclear breeders will be man’s ultimate energy source; a decade later, the chairman of t...

Chart 3: Decomposition of performance of 1) S&P 500 stocks exposed to fiscal stimulus* and 2) top
document IMAGES-007-HOUSE_OVERSIGHT_023074.txt Aug 21, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ings that are repatriated are taxed at this rate less a credit for foreign taxes paid on those same earnings. Many multinationals’ foreign earnings thus remain parked offshore, allowing corporations to avoid the tax hit associated with bringing them back to the US. Both Trump and...

thresholds in one or more transactions: {i} 15% of the Principals’ original KUE holdings to any sing
document IMAGES-008-HOUSE_OVERSIGHT_024560.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… regulatory and legal actions) for their Units to be freely tradable and not subject to volume restrictions on the international securities exchange on which the Initial Listing occurred; provided that no more than one such action may be required in any 12 month period and custom...

3 risks — reality vs hope, higher yields, politics
document IMAGES-002-HOUSE_OVERSIGHT_014428.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

3 risks — reality vs hope, higher yields, politics The biggest risk to our view is that actual US fiscal easing turns out to be minimal. But we believe the USD/JPY’s move will be quicker than whatever reality emerges in coming months. China’s unexpected RMB devaluation or any ex...

And — You Guessed It — Here’s the Punch Line
document IMAGES-006-HOUSE_OVERSIGHT_020928.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

And — You Guessed It — Here’s the Punch Line... By USA Inc.'s Own Forecast... CB www.kpcb.com USA Inc. | Income Statement Drilldown 173 Entitlement Spending + Interest Payments Alone Should Exceed USA Inc. Total Revenue by 2025E! Entitlement Spending + Interest Payments vs. R...

At this juncture, the Indian rupee seems to be the only one in the region that is expected
document IMAGES-003-HOUSE_OVERSIGHT_014770.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…l flows. Apart from that, a change in the behavior of Reserve Bank of India it terms of managing INR to accumulate international reserves is also a risk. LatAm: long PEN/CLP We like long PEN/CLP (spot 195.7, target 200, stop 195.5). LatAm is the most exposed region within EM to...

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

Asian equities (ex-Japan) MSCI Asia ex-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 fu...

Emerging market equities
document IMAGES-007-HOUSE_OVERSIGHT_024154.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Emerging market equities MSCI EM (27 June): 913 (last month: 907) UBS View MSCI EM 6-month target: 1,000 ¢ Currency weakness hurt emerging market (EM) equity performance in US-dollar terms year-to-date. We expect EM FX to appreciate against the USD from current levels over a six...

Administration and
document IMAGES-006-HOUSE_OVERSIGHT_022381.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Administration and agenda » directing Treasury to label China a currency manipulator. Consistent with Trump’s desire to change the way business is conducted in Washington, he also pledges to act on his first day in office to: » propose aconstitutional amendment to impose term...

Friday, November 9, 2012
document IMAGES-005-HOUSE_OVERSIGHT_018870.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Friday, November 9, 2012 OPINIONS Happy days, even with the cliff La Di Dah Di Dab... We have been through a lot, people. But now the presidential race is settled. Barack Obama won. People on both sides worked heroically, and, on Tuesday, their candidates behaved well. This s...

KLC OpCo Historical Pro Forma and Projected Financial Summary
document IMAGES-007-HOUSE_OVERSIGHT_024476.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

KLC OpCo Historical Pro Forma and Projected Financial Summary ($ in millions, except for Fiscal Year Ended December 31, weekly tuition) 2004PF" 2005PF' 2006P 2007P OPERATIONAL DATA: Revenue $1,442.2 $1,477.7 $1,557.8 $1,656.5 Revenue Growth 2.5% 5.4% 6.3% Gross Profit $233.3...

target. It is possible that Trump’s election could weaken fiscal discipline in the Eurozone
document IMAGES-003-HOUSE_OVERSIGHT_014736.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

target. It is possible that Trump’s election could weaken fiscal discipline in the Eurozone over the medium term, but we are more concerned by the non-trivial risk that the ECB may disappoint in the December meeting by either not extending quantitative easing (QE) beyond next Mar...