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No alpha from repatriation and multiples actually compressed
document IMAGES-007-HOUSE_OVERSIGHT_023077.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… on Investigations survey (for Top 15 repatriating stacks), FactSet, Bloomberg, BofA Merrill Lynch US Equity & US Quant Strategy stacks), FactSet, BofA Merrill Lynch US Equity & US Quant Strategy Post-repatriation cash use: will this time be different? Valuations, Investor pref...

Exhibit 76: Emerging Market Currency Valuation
document IMAGES-003-HOUSE_OVERSIGHT_014598.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…lignments of currencies in the JP Morgan Government Bond Index—Emerging Markets Global Diversified. Source: Investment Strategy Group, Bloomberg, Datastream, Goldman Sachs Global Investment Research, Peterson Institute for International Economics. Exhibit 77: Estimated Duration...

We may see some fireworks in US-China relations during the Trump administration
document IMAGES-003-HOUSE_OVERSIGHT_014567.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…disruptive to financial markets. With respect to foreign policy, many policy experts have been calling for a change in strategy toward China. In April 2015, the Council on Foreign Relations published a special report on China, suggesting that Washington needed “a new grand strat...

The Projections do not assume that the Company will make any future material acquisitions, even thou
document IMAGES-008-HOUSE_OVERSIGHT_024489.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… performance and cause it to differ from the Projections. The Projections assume the success of the Company's operating strategy, although no assurance can be given that the Company's strategy will be effective or that the anticipated benefits from the strategy will be realized i...

invasion by striking targets in the Soviet Union and Eastern Europe, North
document IMAGES-010-HOUSE_OVERSIGHT_028669.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… States understood then that the ability to conduct nuclear operations was the very foundation of a credible deterrence strategy. Today, a sound strategy for dealing with North Korea should not ascribe ulterior motives to acts that the United States once considered rational and r...

Exhibit 91: EM Local Debt Currencies and
document IMAGES-003-HOUSE_OVERSIGHT_014606.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…8 0.8 00 0.6 02 04 0.4 06 0.2 08 0.0 10 Jan-16 Apr-16 Jul-16 Oct-16 Data through December 31, 2016. Source: Investment Strategy Group, Bloomberg, Datastream. Exhibit 92: S&P Goldman Sachs Commodity Total Return Index Commodities generated their first double-digit return since...

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

…hedule, and neither Congress nor the President welcomes J.P Morgan More details in ... US Credit Markets Outlook and Strategy, Eric Beinstein et al. High Yield Credit Markets Weekly, Peter Acciavatti et al. European Credit Outlook & Strategy, Steven Dulake et al. Emerging M...

A “Cascading GRAT” strategy enhances the benefits of a GRAT
document IMAGES-006-HOUSE_OVERSIGHT_022353.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

A “Cascading GRAT” strategy enhances the benefits of a GRAT e The “Cascading GRAT” strategy uses a GRAT’s annuity stream to fund subsequent short-term GRATs — annual reinvestment of annuity stream enhances potential value for beneficiaries e Multiple short-term GRATs allow you...

Exhibit 25: Conference Board Consumer
document IMAGES-003-HOUSE_OVERSIGHT_014564.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ta through December 2016. Note: Series starts in January 1978. Post-GFC average begins in July 2009. Source: Investment Strategy Group, Datastream. Exhibit 26: Gallup Poll on Satisfaction With the Direction of the US Dissatisfaction remains at a very high level, similar to that...

The Special Counsel's office, nearly leak-proof since its inception
document IMAGES-010-HOUSE_OVERSIGHT_029165.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…y would speak on the record. But one source allowed me to review some of the documents related to the Special Counsel's strategy. Aspects of the Special Counsel's strategy have been confirmed by both White House sources and lawyers closely involved with the Justice Department. S...

11.4 Piaget’s Stages in the Context of Uncertain Inference 203
document IMAGES-002-HOUSE_OVERSIGHT_013119.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…age 4:Reflexive (Post-formal) { Inference Rules New Knowledge 4 } | Knowledge about) i World > aaa Inference Control Strategy | Knowledge about how to control inference > ( Inference Rules ) a i} New Knowledge about how to control inference : Inference Control Strategy...

Smart analysis on big tech -- Apple section highlighted
email TEXT-002-HOUSE_OVERSIGHT_032806.txt Sep 13, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…—Baidu, Alibaba, and Tencent are all down more than 24% from their year-to-date closing highs. Citigroup's head of Asia strategy, Mohammed Apabhai, told CNN an apt analogy about the investor sentiment that led to BAT's collapse, likening "the exuberance for tech stocks to the Loo...

Exhibit 94: US Crude Oil Production
document IMAGES-003-HOUSE_OVERSIGHT_014607.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

….0 6 Jan-13 Jul-13 Jan-14 0 Jul-14— Jan-18 = Jul-1 = Jan-16— Jul-16 Data through November 30, 2016. Source: Investment Strategy Group, US Department of Energy. Exhibit 95: OPEC Crude Oil Production OPEC producers have exceeded their quota 90% of the time since 2000. Million Ba...

Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030849.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…bal growth forecast. More details in ... Global Data Watch, Bruce Kasman and David Hensley Global Markets Outlook and Strategy, Jan Loeys et al. US Fixed Income Markets, Pavan Wadhwa, Matthew Jozoff, and Srini Ramaswamy Global Fixed Income Markets, Fabio Bassi Emerging Market...