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Volatility in Europe
document IMAGES-003-HOUSE_OVERSIGHT_014980.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…storically low implied vols: The structure benefits from its long vol bias as average 6M implied vol on the basket of 5 European banks is historically low (13% %-ile since Jan-08, Chart 16). ¢ High implied correlation beneficial for structure’s short correlation bias: Chart 17 s...

Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024194.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

… of rising Chinese oil demand; and another rough year for the electric car. The political backdrop in the Middle East, European concerns about natural gas dependence on Russia, and lingering concerns about nuclear power after Fukushima are factors driving countries to seek great...

Buy hedges for May expiry
email TEXT-001-HOUSE_OVERSIGHT_014717.txt Mar 16, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…en only 3-4% • Where does this leave us? Only Trump can cut through the logjam. • Woo prefers Europe over US right now. European equities are climbing a wall of worry • Getting positive on energy • Buy the dip in May (-6 weeks). But own early-May or mid-May equity puts now. • Oth...

Trump additionally proposed capping itemized deductions
document IMAGES-006-HOUSE_OVERSIGHT_022386.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…mpels profit shifting to low-tax jurisdictions and erodes the US tax base. That phenomenon escalated this year with the European Commission’s latest state aid decision, which was seen as demonstrating a tension between the US and Europe over who should tax the foreign income of U...

Appendix 1: The Team and Our Process
document IMAGES-007-HOUSE_OVERSIGHT_024221.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…fits from his having lived 10 years abroad (5 years in Asia covering the Asian utilities and 5 years in Europe covering European utilities) and 11 years in the US. In addition, as Managing Partner, Jos controls all major decisions at Electron. e Track Record (7 years) Electron’...

Drilldown on USA Inc. Financials
document IMAGES-006-HOUSE_OVERSIGHT_021062.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…einhart and Rogoff’s observations are based on ‘gross debt’ data, in the U.S., debt held by the public is closer to the European KP countries’ definition of government gross debt. For more information, see Reinhart and Rogoff, “Growth in a Time of Debt,” 1/10. (@)E) www.kpcb.com...

ASW Travel Deals: London, NYC, Miami, Maui, Racing in Baja, Hiking Moab and More
email TEXT-001-HOUSE_OVERSIGHT_023971.txt Jul 27, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Bangkok manages to provide a tranquil getaway that feels miles from the city's chaos. Capitalizing on the hotel brand's European roots, the design is an artful blend of Art Deco accents and Thai flourishes. In 303 rooms, huge beds, baths and work/lounge areas provide ample space...

the business community about the challenge presented by China’s economy and
document IMAGES-006-HOUSE_OVERSIGHT_020624.txt Dec 1, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ope in general: Francois Godement and Abigael Vasselier, “China at the Gates: A New Power Audit of EU-China Relations,” European Council on Foreign Relations, December 1, 2017, accessed October 11, 2018, http://www.ecfr.eu /publications/summary/china_eu_power_audit7242; and Thors...

relinquishes occupied Lebanese and Syrian territories and dismantles
document IMAGES-010-HOUSE_OVERSIGHT_029946.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…eld. The Jewish population will, however, have to reject Zionism, a racist and apartheid ideology based on 19th century European colonialist thinking which preyed on the Jewish national feelings long before the Palestinians became its victims. The new state will bring fundamenta...

helping their own people, and they have continued to try to help their people
document IMAGES-004-HOUSE_OVERSIGHT_017486.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e highest compliment: “If there had been a few people like Alan Dershowitz during the 1930's and 1940's, the history of European Jewry might have been different.” Although I have always believed that these words were highly exaggerated—no one could have stopped Hitler’s maniacal...

Pressed on whether he thinks the Australian Labor Party is in permanent decline, Keating defends Lab
document IMAGES-010-HOUSE_OVERSIGHT_029561.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Merkel in the teeth of contemporary challenges. “There is nothing preordained about American decline any more than the European project is destined to fail," he writes. "But the portents are not good. Despite the rhetoric, President Obama conducts himself as an arbitrator or me...

Banks listed in the ITF document (the committee representing them) are under no binding legal obliga
document IMAGES-011-HOUSE_OVERSIGHT_031161.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… to recapitalize banks). If Italy or Belgium entered Europe’s Liquidity Hospital, a lot more money might be needed from European parliaments (in one worst-case scenario, Alliance Bernstein estimates that the EU lending facility would have to increase from 440 bn to 1.7 trillion E...

Overweight US Energy Infrastructure Master
document IMAGES-003-HOUSE_OVERSIGHT_014558.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ast several years. As far back as 2011, investors have worried about a hard landing in China. From the inception of the European sovereign debt crisis in 2010 through the Brexit vote in 2016, the potential breakup of the Eurozone has been a source of concern. As soon as the Feder...

Luciano E. Joublanc
document IMAGES-004-HOUSE_OVERSIGHT_017082.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…er, Korea Investment Corporation (KIC), Republic of Korea Editor-at-Large Vice-President and Commissioner, Transport, European Commission, Brussels Chief Executive Officer Managing Director Chairman and Managing Director Executive President and Chief Executive Officer Found...