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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...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026574.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View jan.loeys@jpmorgan.com 09 November 2012 necessarily. Last summer, as equity markets rebounded in June and July, Cyclical sectors actually underperformed. The thin grey line in the top chart shows that Cyclic...

Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024196.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day Some detail on the components of increased US energy independence: Net increase in domestic production: we have modeled an increase o...

U.S. celebrates Fourth of July, Trump-Kim DMZ meeting and Hong Kong protests
email TEXT-001-HOUSE_OVERSIGHT_029866.txt Jul 6, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…tt4A1FyBFisHUWWj8kRZJmT5NduYiaMRbUpx6pWc-2F9-2BNJvr175YqvVI7dTAOJK1RPaFX8kGxGlHuNAfmTyww9MHS2hLb6-2Fp7-2F-2FX-2FjYXF5iUGJpQIOjTZnTQMHx5YbQWN3-2FI-2FVhRNkBVVGZ0sSNyv1mAs5bamC3wCbqSazGTILZJU7fL2GNvQc-2Bsl9nDVdjqLoBWt8YIB7r2sC5wtV2q-2Fm2YDDbwzotATnIkSZ1munMfwXAfujR7u1z1-2BXl05SR3lnN...

Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024197.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day Il; Is Germany making an impetuous mad dash into renewable energy? In the wake of Fukushima, Chancellor Merkel announced a plan to ac...

Eye on the Market | July 25, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025222.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end I have a feeling that revenue increase...

Fareed Zakaria: Trump sells America short
email IMAGES-012-HOUSE_OVERSIGHT_033482.txt Sep 17, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…nk law. Well, U.S. banks today are more dominant than ever. The Wall Street Journal notes that in the past five years, JPMorgan Chase, Bank of America, Citigroup, Goldman Sachs and Morgan Stanley have increased in value by $254.6 billion. In the same period, their European compe...