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* We Could Again Be Induced To Move Our Equity Overweight To An “Aggressive” Level
document * We could again be induced to move our equity overweight to an “aggressive” level House Oversight Committee — Epstein Estate Records (Nov 2025)

if there were to be reason to raise growth and earnings projections. All we have so far is improved forward looking indicators – largely PMIs and positive feedback from asset markets – that are signaling a pickup in growth this quarter. But so far