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Financials trade for Monday
email IMAGES-002-HOUSE_OVERSIGHT_014313.txt Nov 11, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Ens, Amanda Sent: Friday, November 11, 2016 4:04 PM To: ‘jeffrey E.'; "Richard Kahn' Subject: Financials trade for Monday It’s not too late to buy financials as a medium term trade. They’ve run up a lot this week but we’re getting endless calls from generalists asking wh...

taxes, and charitable contributions (the exemption phase-out and deduction limitation are colloquial
document IMAGES-006-HOUSE_OVERSIGHT_022327.txt Apr 15, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…”) was enacted in two parts in March 2010: the “Patient Protection and Affordable Care Act” (Pub. L. 111-148), and “The Health Care and Education Reconciliation Act of 2010” (Pub. L. 111-152). ACA is a seismic shift in health care insurance and is beginning to be phased in (see b...

Health: Not Tremendously Prescriptive
document IMAGES-003-HOUSE_OVERSIGHT_016161.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Health: Not Tremendously Prescriptive Vision 2030 a start but Needs Transparent Proposals The Saudi government’s Vision 2030 document calls for an improvement in healthcare in Saudi Arabia. The private healthcare sector has some role to play; the National Transformation Plan (N...

Xinhuanet China World Business Entertainment Sports Culture&Edu Sci&Tech Health Odd T
document IMAGES-007-HOUSE_OVERSIGHT_023698.txt May 29, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

www. news. cn Net manhwanet.com Xinhuanet China World Business Entertainment Sports Culture&Edu Sci&Tech Health Odd T Interview: Xi's engaging, creative diplomatic approach to benefit China-U.S. ties: U.S. expert | 2015-09-10 21:06:53 | Editor: Tian Shaohui by Xinhua writer...

Ann Lewis - President, NoLimits. Fmr Director of Communications to the U.S. President (1997-2000)
document IMAGES-002-HOUSE_OVERSIGHT_013487.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…pher. Fmr CEO, Affinity Labs. Fmr CEO, Military.com. Boards: International Data Group, Dale Carnegie, Kixeye, Castlight Health, USO, Marine Corps University Foundation. Katie Mitic — Fmr Head of Platform Marketing, Facebook. Fmr SVP, Palm. Fmr VP Product Strategy, Yahoo! Fmr Fnd...

86th year, No. 23811 TUESDAY, DECEMBER 13, 2016 $1
document TEXT-001-HOUSE_OVERSIGHT_014498.txt Dec 13, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ould contribute to maintaining its infrastructure. “If you felt that was too expensive, then stop drinking beer. That’s healthy. That’s a benefit,” Mapp said, referring to locals who drink alcohol. Mapp is also seeking a tax on timeshare occupants, and wants to require that any r...

Does this mean that the state can lend them?
document IMAGES-007-HOUSE_OVERSIGHT_023655.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…, this are easy procedures that greatly stimulate the work of foreign companies in Saudi Arabia. * With respect to the health sector, it means the privatization of the health sector, it was published on the lips of the Minister in a symposium that the hospitals will be privatize...

of the earnings impact for the relevant companies, and assess what might be priced in by thoroughly
document IMAGES-007-HOUSE_OVERSIGHT_024222.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ctors 0.60 - 0.50 - j 0.30 + 0.20 5 0.10 - Ee Ise Materials Industrials Energy Financials Cons D Cons staples Telecom Health Care Utilities Source: MSCI, 7 years’ weekly trailing correlation We call this very low regional correlation the global utility sector’s greatest gift...

First Bancorp Puerto Rico (FBP)
document IMAGES-002-HOUSE_OVERSIGHT_014382.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tory of conservative underwriting its exposure to auto loans could serve as an overhang if investor concerns around the health of the auto sector and consumer increase. 3) Expectations for continued divestiture by French bank BNP (owns 82% of shares o/s) could temper stock perfor...

Cc CHAPTER IX Cannabis Industry Risk Factors
document IMAGES-008-HOUSE_OVERSIGHT_024803.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… or interactions with other substances, or that products include inadequate instructions for use or warnings concerning health risks. * Cannabis companies may be subject to product recalls for a variety of reasons, including product defects, such as contamination. Such recalls m...

National Wealth Including Human Capital
document IMAGES-001-HOUSE_OVERSIGHT_011111.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

National Wealth Including Human Capital By definition, pure consumption rate is pure consumption divided by total capital. This can be arranged as pure consumption total capital = (8.1) pure consumption rate Next generation theory modeled the pure consumption rate as 3.5% p...

Owner last Name Owner First Name Parcel Address Suite Mailing Address Suite City State Zip
document TEXT-001-HOUSE_OVERSIGHT_016698.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

mailing Owner last Name Owner First Name Parcel Address Suite Mailing Address Suite City State Zip EXTOR E & MARY J EXTOR MARY J WETENHALL ROBERT C & MYERS STEPHEN E KREHBIEL F A II & KATHLEEN K COHEN JACQUES & EL VEDADO LLC BRUNNER FRED M SHALEK BERDONNA WEINGARTEN SCHUSTER GER...

acceleration = free acceleration + thrift acceleration. (4.5b)
document IMAGES-001-HOUSE_OVERSIGHT_011007.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

acceleration = free acceleration + thrift acceleration. (4.5b) Rates are flows divided by capital expressing them. Then define the two flows as free growth = capital * freeacceleration, and (4.8) thrift = capital * thriftacceleration, giving (4.9) growth = free growth + thrift....

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025581.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH Valuation and Risks NORTH AMERICA INSIGHT ~~ Alternative Asset Managers: We value the stocks using a sum of the parts valuation and discounted cash flow as well as price/earnings and price/cash earnings multiples. Our DCF (COE of 12+15%, free cash flo...