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Risks to Our Views (Presented in our 2019 Outlook) Division Pr
document IMAGES-009-HOUSE_OVERSIGHT_026946.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…agement Risks to Our Views (Presented in our 2019 Outlook) Division Pr = In the near term, the most likely source of a domestic shock is the fallout from one of the investigations—by multiple state attorneys general and the House of Representatives—of President Trump. = The ebb...

higher-than-expected International investments. The biggest downside risk is lower
document IMAGES-003-HOUSE_OVERSIGHT_014942.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…on sum-of-the-parts analysis which discounts back future EPS at peak penetration by 10%. At peak penetration, we assume domestic streams peak at 65mn subscribers in five years while the international segment reaches 200mn seven years later. We assume APRU of $9.99 and 40% contrib...

Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024195.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…2005 2010 Source: US Energy Information Administration. Source: US Energy Information Administration. The growth in US domestic production is notable, but on its own insufficient to result in energy independence since the US still imports ~9 mm bpd of oil. But when combined with...

Hypothetical: Successor Liability Where Acquired Company Was Not Previously
document IMAGES-007-HOUSE_OVERSIGHT_022533.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…are listed on a national U.S. exchange. Company A is considering acquiring Foreign Company, which is not an issuer or a domestic concern. Foreign Company takes no actions within the United States that would make it subject to territorial jurisdiction. Company A's proposed acquisi...

from large domestic pension funds and the recovery in the price of copper explain the
document IMAGES-003-HOUSE_OVERSIGHT_014771.txt Nov 16, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

from large domestic pension funds and the recovery in the price of copper explain the relative resilience of the currency (Chart 70}. Given the low carry, CLP offers an attractive alternative as a funding currency as the portfolio rebalancing of pension funds is expected to slow...

Economic Research: How Increasing Income Inequality Is Dampening U.S. Economic Growth, And Possible
document IMAGES-008-HOUSE_OVERSIGHT_025768.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…uggest international trade and increased immigration--as well as the decrease in unionization--may also dampen wages of domestic workers. However, research on the trade effect has been inconclusive, while the impact from increased immigration on domestic wages has been modest (se...

5. Now let’s get to the interesting part. The press release implies that natural gas and renewable e
document IMAGES-011-HOUSE_OVERSIGHT_031149.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…il imports by ~30%. If Americans still wanted to drive around just as much, absent an increase of 2.8 million bpd in US domestic crude production, electricity would have to replace the foregone gasoline. Ergo: how much wind power or natural gas would be needed, assuming electric...

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)

… 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 of 1.8 mm bpd. For context, the 2012 Energy Information Administration (EIA) outlook has a variety of crude oil...

Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ect it to support continued moderate fiscal policy, a neutral monetary policy, and further economic rebalancing towards domestic consumption. It may also lower the 2013 growth target to 7%. For more details, see Haibin Zhu in today’s GDW. Fixed Income � � � � Bonds rallied strong...

The Syrian Time Bomb
document IMAGES-010-HOUSE_OVERSIGHT_030031.txt Mar 28, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ria's leadership, has suddenly been displaced by an explosion of popular protest highlighting urgent and long-neglected domestic issues. If the regime fails to tame this domestic unrest, Syria's external influence will inevitably be enfeebled, with dramatic repercussions across...

Re: interesting
email TEXT-001-HOUSE_OVERSIGHT_029042.txt Nov 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ely impressed by. Can you tell for the people here who aren't within the Anglosphere and they might not follow American domestic politics at the moment — there seems to be a substantial sea change going on at the moment in Middle America. And the leader of the majority party, Eri...

Options Risk Statement
document IMAGES-007-HOUSE_OVERSIGHT_023603.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…. Each business is valued via DCF (except MtM for TMUS and OTE }) using a 7.0% WACC and 1.00% terminal growth rate for Domestic and Western Europe assets (and 8.0% WACC/1% term growth for Eastern Europe assets) and cross-checked using implied valuation multiple analysis. Our Do...

next five years, namely Iran and the UAE. As for Libya, the current turmoil needs to
document IMAGES-003-HOUSE_OVERSIGHT_016148.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… 12.2mn bpd If Saudi gas production gets off the ground, it could crowd out oil demand... The Saudi NTP plans to grow domestic gas production by 50% to 18 bcf/d by 2020, and to use most of this gas to meet a 30% rise in domestic power demand and moreover boost gas’ share in pow...

Economic Research: How Increasing Income Inequality Is Dampening U.S. Economic Growth, And Possible
document IMAGES-008-HOUSE_OVERSIGHT_025785.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ll as an increase in the consumption of imported goods. Theoretically, an increase in imported goods, at the expense of domestic goods produced by lower-skilled workers, could hold down wages of domestic workers, though research on the subject has been inconclusive. An increase i...