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The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…surprises in the US and Japan versus Europe, there has been no reason yet to raise the growth profile for the year as a whole. We hope, but need evidence first. * Without a global growth or fading-of-tail-risks force, we are left with a set of local issues and opportunities th...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_031114.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…surprises in the US and Japan versus Europe, there has been no reason yet to raise the growth profile for the year as a whole. We hope, but need evidence first. * Without a global growth or fading-of-tail-risks force, we are left with a set of local issues and opportunities th...

indicators of future results
document IMAGES-007-HOUSE_OVERSIGHT_024178.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…on into the US and/or to US persons. UBS specifically prohibits the amendment or the redistribution of this document in whole or in part without the written permission of UBS and UBS accepts no liability whatsoever for any actions in this respect. Australia: 1) Clients of UBS We...

COLLABORATIVE INSIGHTS February 25, 2019
document IMAGES-008-HOUSE_OVERSIGHT_024917.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…able for publication herein by way of limited license from NPD. Such NPD data may not be re-published in any manner, in whole or in part, without the express written consent of NPD. Disclaimer Our research reports and commentaries are simultaneously available to all clients are...

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

 It’s an absurdly vast house, among the largest in Manhattan, but the dining room is windowless, creating a hermetic or stop-time sense, broken only by the household staff ferrying in time-of-day-appropriate foods and beverages. In sweatshirt, draw-string pants, palm beach...

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

 It’s an absurdly vast house, among the largest in Manhattan, but the dining room is windowless, creating a hermetic or stop-time sense, broken only by the household staff ferrying in time-of-day-appropriate foods and beverages. In sweatshirt, draw-string pants, palm beach...

[email protected]
document IMAGES-008-HOUSE_OVERSIGHT_024819.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

G@i=— COWEN WASHINGTON ~——-:« RESEARCH GROUP COLLABORATIVE INSIGHTS February 25, 2019 m Cannabis COWEN RESEARCH Cowen Research 646 562 1330 [email protected] Vivien Azer 646 562 1351 [email protected] John Blackledge 646 562 1359 [email protected] Andre...

Preference: neutral
document IMAGES-008-HOUSE_OVERSIGHT_025284.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Base metals Preference: neutral Current (24 Oct) (last month): Copper USD 7,815/mt (8,271); Nickel USD 16,336/mt (18,351); Aluminum USD 1,912/mt (2,079) UBS View 6-month target: Copper: USD 8,800/mt; Nickel: USD 19,000/mt; Aluminum: USD 2,100/mt e After the swift uptick in pri...

Treasury regulations provide that the anti-inversion legislation is applicable to a foreign partners
document IMAGES-008-HOUSE_OVERSIGHT_024575.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Treasury regulations provide that the anti-inversion legislation is applicable to a foreign partnership that is or becomes a “publicly traded partnership” within two years of the acquisition by it of a U.S. corporation. A “publicly traded partnership” is any partnership (i) inter...

Bitcoin’s Market Cap is Dislocated Relative to that of Payment yee
document IMAGES-008-HOUSE_OVERSIGHT_025680.txt Aug 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Investment Bitcoin’s Market Cap is Dislocated Relative to that of Payment yee Processors Division Relative Transaction Volume and Market Cap a 12m Transaction Volume ($Trillion) $10 | Market Cap as % of 12m Transaction Volume (Right) 96.8% -~ 100% Sd $8.9 $9 - $8 - + 15% $7...

Origins February 24 — 26, 2017
document IMAGES-003-HOUSE_OVERSIGHT_014698.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Origins February 24 — 26, 2017 PROJECT An Origins Project Scientific Workshop ARIZONA STATE UNIVERSITY Challenges of Artificial Intelligence: Envisioning and Addressing Adverse Outcomes 1) FINANCIAL MARKETS Al, Trading Systems, and Market Manipulation (Incorporating contributi...

On the opposite end of the market size spectrum, I know a man who created a low-budget how-to
document IMAGES-002-HOUSE_OVERSIGHT_013899.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

On the opposite end of the market size spectrum, I know a man who created a low-budget how-to DVD for less than $200 and sold it to owners of storage facilities who wanted to install security systems. It’s hard to get more niche than that. In 2001, selling DVDs that cost $2 to du...

EM Growth? TABLE 1 highlights data from the 10 largest emerging mar
document IMAGES-001-HOUSE_OVERSIGHT_012081.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

EM Growth? TABLE 1 highlights data from the 10 largest emerging mar- kets, which account for 89.2% of the MSCI Emerging Mar- kets Index. The growth prospects of this group appear sur- prisingly tepid. The median real GDP growth for the next five years is forecasted at 2.5%, while...

Market’s unusual lack of volatility
document IMAGES-001-HOUSE_OVERSIGHT_012095.txt Nov 1, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

a ROCKEFELLER NY ASSET MANAGEMENT November 1, 2017 A “Vixing” Puzzle | Market’s unusual lack of volatility; Be fearful when others are greedy ctober has historically been a spooky month in which some of the biggest market declines took place — the crash of 1929, 1987’s Blac...