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Characterizing carry
document IMAGES-003-HOUSE_OVERSIGHT_014767.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… commodity prices, global risk aversion and US yields (as a proxy of global yields}. We report the R2 of regressions of two years of weekly returns on the above mentioned global factors, for the last two years and the years 2013-2014 for the sake of comparison (Chart 64). We fin...

Fwd: My Thoughts on Currencies
email TEXT-001-HOUSE_OVERSIGHT_026637.txt Nov 29, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s on the various parts of Arrow 3, including both the content of the policies as well as their sequencing. (4) FWIW, my two policy recommendations to the reformers are (i) design an effective global taxation scheme to properly tax multi-national corporations and (ii) adopt indust...

under the Blueprint (over eight years). The Tax Foundation similarly estimates that a
document IMAGES-007-HOUSE_OVERSIGHT_023075.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…AML analyst estimates, and BofAML US Equity & Quant Strategy estimates using overseas sales as a guide where the former two were not available. For some companies, analyst estimates are for total accumulated overseas profits (which may not all bein cash). *S&P ex. Fins. & Real Es...

Leadership: NLV_ are leaders in biopharmaceutical investing across all stages and transaction
document IMAGES-007-HOUSE_OVERSIGHT_024045.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nsaction types The New Leaf team is well positioned to continue to play a leadership role in the sector. Over the last two decades, the Fund Managers have demonstrated an ability to access high quality biopharmaceutical investments at all stages, by sourcing opportunities throug...

Exhibit 28: Total Foreign Currency Holdings of
document IMAGES-003-HOUSE_OVERSIGHT_014566.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…dministration There is no doubt that US strategy toward China will shift; the only question is when and how. There are two channels by which the Trump administration could affect US-China relations: trade and foreign policy. Outlook | Investment Strategy Group 33 HOUSE_OVERSIG...

when China’s leadership intervened in the local
document IMAGES-003-HOUSE_OVERSIGHT_014565.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nsight report, Walled In: China’s Great Dilemma, we stated that we did not expect a hard landing in China over the next two years—2016 and 2017. We continue to assign a low probability to a hard landing in China in 2017. However, it is unlikely that China can avoid a financial cr...

Exhibit 23: Policy Rate Path Projections
document IMAGES-003-HOUSE_OVERSIGHT_014560.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…d housing bubbles in 2000 and 2008, respectively; or by external shocks such as the Arab oil embargo in 1973. The first two triggers are unlikely to occur in 2017, and the third, a shock, is not something that we can typically anticipate. However, we do think that China will be a...

Exhibit 19: US Equity Volatility
document IMAGES-003-HOUSE_OVERSIGHT_014553.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…act and, as we argued in our 2016 Outlook: The Last Innings, that this recovery and bull market have another inning or two left to run. The glass is still half-full. We now turn to our expected returns for the next one and five years. One- and Five-Year Expected Total Returns...

A foundation of law
document IMAGES-007-HOUSE_OVERSIGHT_023699.txt Oct 20, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…is regard. Beijing News October 17 n the last three months, the Political Bureau of the CPC Central Committee has held two conferences studying major issues related to comprehensively pushing for the rule of law. As the theme “Chinaruled by law” is set for the Fourth Plenary Ses...

The J.P. Morgan View
document IMAGES-011-HOUSE_OVERSIGHT_030848.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

J.P Morgan The J.P. Morgan View Local forces are dominating e Asset allocation — Local risks and opportunities trump global forces in driving investment opportunities. Cross-market correlations to remain much lower than in recent years. e Economics — US activity data are comi...

Plaintiffs have failed to state a RICO claim
document IMAGES-004-HOUSE_OVERSIGHT_017893.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…m v. Quranic Literacy Inst., 340 F.Supp.2d 885, 906-913 (N.D.III. 2004) (“Boum IIT”) (granting summary judgment against two entity defendants where record evidence demonstrated the charities’ concession that Hamas used ter- rorism in pursuit of its goals, the organiza- tions’ rep...

(CGE Foo 278s (larch 2614)
document IMAGES-004-HOUSE_OVERSIGHT_016758.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

(CGE Foo 278s (larch 2614) Instructions for Part 2 Reference # 212 TIGL IRELAND MANA IENT LIMITED “(assets & income alrea DOONBEG; operator of suites) Owned by: 213 TIHC RESERVATIONS LLE "(3) Owned by + 214 TIHH MEMBER CORP */1) Owned by: Has ownership Interest in: 215...

OGE Form 278¢ (March 2014)
document IMAGES-001-HOUSE_OVERSIGHT_010669.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Reference # | OGE Form 278¢ (March 2014) Instructions for Part 2 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. 9 809 NORTH CANON LLC Owned by: % Ownership a 99 10 809 NORTH...