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Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…nvestment strategy Global James Barty >> Investment Strategist MLI (UK) +44 20 7996 3291 [email protected] See Team Page for Full List of Contributors Trump extends some trends, starts others In the three weeks since Donald Trump’s election victory global markets have seen som...

Without much fanfare but with typical political controversy, the House and Senate successfully recon
document TEXT-001-HOUSE_OVERSIGHT_029438.txt Jan 2, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…of the Affordable Care Act’s individual mandate (the penalty for failing to maintain minimum essential health care coverage) and using the Senate’s methodologies for taxing income from pass-through businesses (though some elements of the House bill entered into the computation)....

Tax reform screens
document IMAGES-007-HOUSE_OVERSIGHT_023087.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tilities 0% 38.2 JBHT J.B. Hunt Transport Services, Inc. Industrials Road & Rail 0% 38.1 ULTA Ulta Salon, Cosmetics & Fragrance, Inc. Consumer Discretionary Specialty Retail 0% 38.1 CHK Chesapeake Energy Corporation Energy Oil Gas & Consumable Fuels 0% 38.0 AEE Ameren Corporation...

European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…l GDP growth Resources recovery, capex discipline and FX. +7% growth implies less downgrades than usual (10% is the average). Base case upside in high single digits (c9% total return) but politics may mean market highs are more likely achieved in H2. Modestly higher yields and hi...

Japan Macro Watch
document TEXT-001-HOUSE_OVERSIGHT_014424.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ld consider this report as only a single factor in making their investment decision. Refer to important disclosures on page 6 to 8. 11686246 Timestamp: 13 November 2016 06:10PM EST Chart 1: USDJPY vs yield spread 1.4 130 Chart 2: USDJPY carry* gradually inching up 135.0 0.50 1.2...

[DECEMBER DRAFT--- 287 pages]
document TEXT-001-HOUSE_OVERSIGHT_020153.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

[DECEMBER DRAFT--- 287 pages] THE SNOWDEN AFFAIR A Spy Story in Six Parts By Edward Jay Epstein CONTENTS PROLOGUE On the Snowden Trail: Hong Kong 2014...

Capital Markets for Cannabis Companies
document IMAGES-008-HOUSE_OVERSIGHT_024761.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…4% 83.8 Cannabis Science, Inc. OTCPK:CBIS 0.06 56.3% 155.4 Cannabix Technologies Inc. OTCPK:BLOZ.F 1.19 37.4% 103.0 CannaGrow Holdings, Inc OTCPK:CGRW 0.99 57.0% 100.3 Corix Bioscience, Inc. OTCQB:CXBS 1.19 45.9% 29.6 Earth Science Tech, Inc. OTCPK:ETST 0.81 79.5% 32.0 Evergreen-...

They say that you can read a person’s feelings on his face. But if so, either
document TEXT-001-HOUSE_OVERSIGHT_027849.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…I had been a politician, at that point, for all of five years. By far most of my life, I had spent in uniform. As a teenager, small and slight and not even shaving yet, I was one of the founding core of a unit called Sayeret Matkal, Israel’s equivalent of America’s Delta Force, o...

CEFOTAJ Business Proposal
document TEXT-001-HOUSE_OVERSIGHT_019448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…labor; • availability of skilled and unskilled labor; • availability and transfer of qualified technicians and managers; • land availability and cost; cost of construction; proximity and access to markets; • availability and cost of utilities; • cost of living; •...

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016)
document IMAGES-002-HOUSE_OVERSIGHT_014393.txt Sep 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016) Coverage Universe Count Percent Inv. Banking Relationships* Count Percent Buy 113 46.89% Buy 89 18.76% Hold 66 27.39% Hold 55 83.33% Sell 62 29.13% Sell 40 64.52% Equity Investment Rating Distrib...

Trump’s effect on MXN
document TEXT-001-HOUSE_OVERSIGHT_010609.txt Sep 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ain neutral for now given US election risks are likely to remain high in the near term By Claudio Irigoyen and Ezequiel Aguirre Chart of the day: MXN may be as much as 15% undervalued Source: BofA Merrill Lynch Global Research, Bloomberg Trump’s effect on MXN We provide an empiri...

Images 007 House Oversight 024007
document IMAGES-007-HOUSE_OVERSIGHT_024007.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ICATED INVESTMENT OR ANY INVESTMENT PORTFOLIO OF ANY RELATED OR OTHER INVESTMENT FUND, INCLUDING ANY INVESTMENT FUND MANAGED BY THE MANAGEMENT COMPANY OR ITS AFFILIATES. WHILE THIS MEMORANDUM INCLUDES REFERENCES TO A NUMBER OF RELATED AND AFFILIATED ENTITIES, INCLUDING CERTAIN AF...

National Pub date: February 19, 2019
document TEXT-001-HOUSE_OVERSIGHT_016804.txt Feb 19, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…is the Second Coming and the Apocalypse at the same time: Good AI versus evil AI." —John Brockman More than sixty years ago, mathematician-philosopher Norbert Wiener published a book on the place of machines in society that ended with a warning: “we shall never receive the right...