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Exhibit 19: US Equity Volatility
document IMAGES-003-HOUSE_OVERSIGHT_014553.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 19: US Equity Volatility Spikes in equity volatility have corresponded with major global shocks. VIX Level 30 () Global Financial Crisis 80.9 ® First Greek Bailout (11/20/08) @) Debt Ceiling, S&P Downgrade, 70 -| Eurozone Sovereign Debt Crisis G) Greek Default 60 + @...

James Barty >> Ajay Singh Kapur, CFA >>
document IMAGES-002-HOUSE_OVERSIGHT_014459.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Research Analysts James Barty >> Ajay Singh Kapur, CFA >> Investment Strategist Equity Strategist MLI (UK) Merrill Lynch (Hong Kong) +44 20 7996 3291 +852 3508 7753 [email protected] [email protected] Ronan Carr, CFA >> Shusuke Yamada, CFA >> European Equity Strateg...

Middle East Update - May 25-31, 2011
email TEXT-001-HOUSE_OVERSIGHT_031329.txt Jun 1, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: [email protected] To: Middle East Update [email protected]; Subject: Middle East Update - May 25-31, 2011 Sent: 6/1/2011 10:47:23 PM Middle East Update May 25-31, 2011 Syria International pressure on Damascus is mounting. After the US imposed...

& Wealth Management
document IMAGES-009-HOUSE_OVERSIGHT_026826.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ation by the United States Senate on December 14, 2010, Mr. Nealer had served on the Board of Directors of the Overseas Private Investment Corporation, the development finance agency of the U.S. government, and as a member of OPIC’s Audit and Governance Committees until the concl...

{mobile apps, premium nanny, date night payment services etc.) may not see much
document IMAGES-003-HOUSE_OVERSIGHT_014940.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

{mobile apps, premium nanny, date night payment services etc.) may not see much traction, 4) lower conversion rates on mobile, 5) mobile conversions with 30% fee to Apple and Google Play marketplaces could negatively impact margins, and 6) international expansion may not be succe...

Global equity markets - Key points
document IMAGES-008-HOUSE_OVERSIGHT_025260.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Equities overview Global equity markets - Key points e We keep an overall neutral allocation to equities (see summary on slide 3). ° We keep our preference for US equities. Resilient company earnings still soeak for an overweight stance. Continued economic growth should underp...

Since the trough of the global financial crisis in
document IMAGES-003-HOUSE_OVERSIGHT_014539.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Half Full Since the trough of the global financial crisis in March 2009, US equities have returned nearly 300%, producing one of the longest bull markets in the post-WWII period and outperforming all other major developed and emerging market country equities. US equities have al...

growth rate = capital productivity + thrift rate. (4.4b)
document IMAGES-001-HOUSE_OVERSIGHT_011004.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

growth rate = capital productivity + thrift rate. (4.4b) Notice that we must change the sign before “consumption rate” to find thrift. Change downward in consumption rate is change upward in thrift rate, and conversely. Further change in growth rate = change in capital product...

consumption must exclude any schooling or nurture already counted in that
document IMAGES-001-HOUSE_OVERSIGHT_010943.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

consumption must exclude any schooling or nurture already counted in that investment. (Schooling counts as consumption.) Mill would have understood the human capital concept, defined by Sir William Petty nearly two centuries before, but economists only recently have begun to take...

Where Keynes and Kuznets and macroeconomic tradition have been right is in
document IMAGES-001-HOUSE_OVERSIGHT_011057.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Where Keynes and Kuznets and macroeconomic tradition have been right is in reasoning that pay and gross profit, meaning gross of depreciation, sum to the “expenditure” spent on consumption and gross investment. This fact of arithmetic is the logic behind Say’s law: pay plus profi...

Algebra now allows
document IMAGES-001-HOUSE_OVERSIGHT_010983.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Algebra now allows creation = growth + flow passed out - flow passed in, (3.3a) since terms can change sides if they reverse signs. Economics is interested in creation and growth of value. Value in the stock sense means capital in general. Most economists most of the time use...

8.1. Human Capital
document IMAGES-008-HOUSE_OVERSIGHT_024494.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

8. INDUSTRY OVERVIEW 8.1. Human Capital Historically, the world economy has been viewed as being driven by an asset base of natural resources. This has shifted to an economy driven by industrial and financial resources. This perception is reinforced through the statistics and m...

4 Wednesday, September 28, 2016
document TEXT-001-HOUSE_OVERSIGHT_023571.txt Sep 28, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…rnational organizationcanaffordtocoversuch a huge margin. I believe we especially need to mobilize the participation of private capital in connectivity, and we should make full use of public­private partnerships,” Huang told representatives from more than 20 Asia­Pacific countrie...

Exhibit 39: CFO Optimism About the US Economy
document IMAGES-003-HOUSE_OVERSIGHT_014575.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…: The survey questionnaire is delivered online to senior financial executives and subscribers of CFO Magazine from both private and public companies. Source: Investment Strategy Group, Haver Analytics. Exhibit 40: Eurozone Real GDP Growth Economic activity has been surprisingly...

Eight plus years into the market recovery, we see valuations extended as most
document IMAGES-001-HOUSE_OVERSIGHT_012080.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… major investment banks. Rather, the three-and-a-half-ton statue was simply unloaded one December day back in 1989 by a private citizen in front of the New York Stock Exchange. The benefactor was Italian sculptor Arturo di Modica who cre- ated Charging Bull to demonstrate his be...