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Solely For The Recipient
document SOLELY FOR THE RECIPIENT House Oversight Committee — Epstein Estate Records (Nov 2025)

THE INFORMATION THEREIN !S STRICTLY CONFIDENTIAL AND

Understands
document UNDERSTANDS House Oversight Committee — Epstein Estate Records (Nov 2025)

ACKNOWLEDGES AND AGREES THAT THIS MEMORANDUM HAS NOT BEEN

[1] Today
document [1] Today House Oversight Committee — Epstein Estate Records (Nov 2025)

Italian equity markets sold off sharply and were eventually shut down after the ECB (for now) rejected being the buyer of last resort for Italian government bonds

[3] Do Not Blame Today’s Events On The Debt Ceiling Debate
document [3] Do not blame today’s events on the debt ceiling debate House Oversight Committee — Epstein Estate Records (Nov 2025)

US politicians or European regulators. If we get to the point where economic and profit fundamentals in a given market or region are not sustainable on their own

Secure
document secure House Oversight Committee — Epstein Estate Records (Nov 2025)

and confidential manner. Unauthorized re-disclosure or failure to maintain confidentiality could subject

Objectives
document objectives House Oversight Committee — Epstein Estate Records (Nov 2025)

financial situation or particular needs of any person to whom it is sent. This document is not an advertisement and is not intended for public use or

Ha
document Ha House Oversight Committee — Epstein Estate Records (Nov 2025)

the sequel comment is great. But | don't think it's my place to discuss her accusations of other people...| know nothing about it and never met her or Clinton.

Completeness
document completeness House Oversight Committee — Epstein Estate Records (Nov 2025)

any yield referenced is indicative and subject to change. Past performance is not a guarantee of future results. References to the performance or character of our portfolios

• Israel Finds Itself At The Center Of A Kind Of ""Perfect Storm
document • Israel finds itself at the center of a kind of ""perfect storm House Oversight Committee — Epstein Estate Records (Nov 2025)

the only outpost of the western way of life in the Middle East – at the meeting point of the ""clash of civilizations"" between Islam and the West

• Then
document • Then House Oversight Committee — Epstein Estate Records (Nov 2025)

ISIS beheaded two journalists (not really a new practice in the Middle East) in front of the cameras – and within 48 hours the world was united against them. Better late than never

• Therefore
document • Therefore House Oversight Committee — Epstein Estate Records (Nov 2025)

the working assumptions and the operational deployment must include the possibility of deterioration into a wide-scale confrontation with Hezbollah.