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J.S. Private-Equity Tax Change Doubtful This Year, Says Carlyle Co... http://online.wsj.com/news/art
document IMAGES-009-HOUSE_OVERSIGHT_026545.txt Feb 26, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

J.S. Private-Equity Tax Change Doubtful This Year, Says Carlyle Co... http://online.wsj.com/news/articles/SB 1000 14240527023038013045... | of 2 Should you be sitting in cash right now? If you have a $500,000 portfolio, download the latest report by Forbes columnist Ken Fisher'...

Chart 13: Real labor income and private consumption Chart 14: Workers’ saving rate at all-time high
document IMAGES-002-HOUSE_OVERSIGHT_014415.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…; ‘ Private consumption, JPY trn saar (RHS) —— Saving rate of workers’ households, % 4qtr ma Source: BofA Merrill Lynch Global Research, CAO Source: BofA Merrill Lynch Global Research, MIA 2. Capex revival We also see a fundamental case for higher capital spending. Borrowing rate...

6. Interest Rate Risk —-A Common Misperception
document IMAGES-007-HOUSE_OVERSIGHT_024220.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL 6. Interest Rate Risk —-A Common Misperception We find a common misperception among investors to be the degree of interest rate risk in the global utility sector, as interest rate sensitivity has declined steadily since the modern utility...

With Chinese President Xi calling for a heightened effort to
document IMAGES-001-HOUSE_OVERSIGHT_012087.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…c growth. However, with property prices in China’s tier-one cities already on par with or even exceeding those of major global cities, it will be hard to rationalize another CHART 4: YEAR-OVER-YEAR CHANGE IN CHINESE IMPORTS (BILLIONS OF USD) 60% 50% 40% 30% 20% 10% 0% -10% -20%...

UMB Financial Corp, Wells Fargo, Zions
document IMAGES-002-HOUSE_OVERSIGHT_014394.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ssemination of this report as recorded in the report timestamp. Officers of MLPF&S or one or more o BofA Merrill Lynch Global Research "BofA Merrill Lynch" includes Merri its affiliates (other than research analysts) may policies relating to conflicts of interest are described...

Important Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014496.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…h analysts} may have a financial interest in securities of the issuer(s) or in related investments. BofA Merrill Lynch Global Research policies relating to conflicts of interest are described at http://go.bofa.com/coi. "BofA Merrill Lynch" includes Merrill Lynch, Pierce, Fenner...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_014312.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…F 17March2017 call spread: • Buy the 105% call / sell a 110% call with a 115% at-expiry knock-in • Total premium: 1.86% Global Positioning in Stocks: Nigel Tupper notes the 4000 funds in our "Positioning in Stocks" analysis are more underweight Financials, on average, than any ot...

EvENING OF AuGusT 22, 2012 1:30 p.m. the Third Place: Healthcare Everywhere
document IMAGES-004-HOUSE_OVERSIGHT_017525.txt Aug 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…vENING OF AuGusT 22, 2012 1:30 p.m. the Third Place: Healthcare Everywhere HoTeitt KuncG Cari_ BANQUET Patrick Flochel, Global Pharmaceutical Leader, Ernst & Young 6:00 p.m. Welcoming Reception Special Recognition to 1:45 p.m. The Asian Diabetes Etidemit Dr. Laurent Leksell, Exec...

The combination of these factors suggest Japanese equities have further to run. We also
document IMAGES-002-HOUSE_OVERSIGHT_014448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…elecom Staples Utilities Health care ex JP m Bear steep = Bear flat mBull steep = Bull flat Source: BofA Merrill Lynch Global Research, Bloomberg. Curve movements based on 2yr move and 2510s move (Bloomberg US Treasury yield index), so includes twist movernents, but even if we...

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...

FW: World Bank Nominee
email TEXT-001-HOUSE_OVERSIGHT_028781.txt Mar 23, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Hayoun writes for and produces The Atlantic's International channel. How Jim Yong Kim, Obama's World Bank Pick, Changed Global Health Aid By Massoud Hayoun Mar 23 2012, 2:04 PM ET The international public health work that made Kim, now the president's nominee for World Bank head,...

Since that trip, and through his travails, I have often been invited to his house to participate in
document TEXT-001-HOUSE_OVERSIGHT_024229.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ed by an ever-present white board—is “hyper wealth.” His subject is always wealth—how capital should react to the given global political, economic, and cultural moment. His stock in trade is not precisely the making of money, but the issues that arise when money, at a hereto...

“I told you,” said Epstein
document TEXT-001-HOUSE_OVERSIGHT_022894.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…with me about his life and views, is “hyper wealth.” His subject is always wealth—how capital should react to the given global political, economic, and cultural moment. The faux-baronial quality of the dining room is disturbed by an ever-present white board, where he scribbles ca...

“I told you,” said Epstein
document TEXT-001-HOUSE_OVERSIGHT_022863.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…with me about his life and views, is “hyper wealth.” His subject is always wealth—how capital should react to the given global political, economic, and cultural moment. The baronial quality of the dining room is disturbed only by an ever-present white board, whereon he scribbles...