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Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026576.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…5 2.00 2.15 2.25 2.25 3.9% United Kingdom Repo rate 0.50 0.50 0.50 0.50 0.50 0-year yields 1.74 2.20 2.30 2.35 2.35 29% Japan Overnight call rate 0.05 0.05 0.05 0.05 0.05 0-year yields 0.73 0.85 0.90 0.95 1.00 2.0% GBI-EM hedged in $ Yield - Global Diversified 5.64 6.00 13% Credi...

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

…rs are responding to higher taxes. e Fixed Income — Search for carry to trump Euro area jitters over time e Equities — Japan remains our main country overweight. e Credit — We OW covered bonds in the Euro periphery over senior bank bonds and subordinated vs senior bank bonds in...

Is France in decline?
email TEXT-001-HOUSE_OVERSIGHT_026980.txt Jun 23, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…aBiR4%7C1_1dXO6dY8JDP%7C1_jvMiyyezdfj%7C1_1nuMS3vMEnQ%7C1_8KxOQczUk1m&ty=1&ty_data=XBNXmVRAbZx&uid=aCOK0CLsX1Z&v=0> In Japan, is it rude to leave a shop or restaurant without saying anything if you do not speak Japanese? <https://www.quora.com/qemail/track_click?al_imp=eyJ0eXBlI...

The combination of these factors suggest Japanese equities have further to run. We also
document IMAGES-002-HOUSE_OVERSIGHT_014448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The combination of these factors suggest Japanese equities have further to run. We also see the position as being complementary to our EM position since whereas a stronger USD is a drag on EM performance, it is beneficial for the NKY position. Chart 31: Japan equities have outpe...

Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030849.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ocal issues must be monitored and understood, though, to decide how to allocate capital and risk. Just to review a few, Japanese policy makers continue to present a concerted plan to reflate their economy through monetary, fiscal and structural measures. The strong control of the...

Thank you for reviewing this publication
document IMAGES-003-HOUSE_OVERSIGHT_014617.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…mber FINRA/SIPC; in Hong Kong by Goldman Sachs (Asia} L.L.C.; in Korea by Goldman Sachs (Asia} L.L.C., Seoul Branch; in Japan by Goldman Sachs (Japan) Ltd; in Australia by Goldman Sachs Australia Pty Limited (ACN 092 589 770}: and in Singapore by Goldman Sachs (Singapore} Pte. (C...

—_ Profile: Michael Nobel, who visited Japan in March, 2010
document IMAGES-011-HOUSE_OVERSIGHT_031372.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

—_ Profile: Michael Nobel, who visited Japan in March, 2010 NOBEL CHARITABLE TRUST Michael Nobel Trustee, Nobel Family Society Former Chairman of the Nobel Charitable Trust in Switzerland Former Chairman of the Appeal of the Peace Prize Laureates Foundation. yN [Michael Nobe...

Re: World economy growth interesting reading
email TEXT-001-HOUSE_OVERSIGHT_021231.txt Jul 11, 2009 House Oversight Committee — Epstein Estate Records (Nov 2025)

… the world to have more severe economic contractions than the United State this year, including most of western Europe, Japan, Russia, and Mexico. Europe will still be stumbling along behind the United States next year, as well. Here are the IMF's projections for economic growth...

Tail risk 4: Bo) triggers curve steepening and vol rise
document IMAGES-003-HOUSE_OVERSIGHT_014776.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rve steepening and vol rise Bo) keeps yield curve anchored out to 10y: 1y10s20s conditional bear steepener The Bank of Japan (Bo)) has faced a tough 2016. Having switched its policy target from quantity to interest rates at its September Monetary Policy Meeting, it tacitly ackno...

assume $4.7/share in value for the core business based Verizon's pending acquisition
document IMAGES-003-HOUSE_OVERSIGHT_014945.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…gher than expected, 3) Verizon's pending acquisition of Yahoo core assets is delayed/challenged, 4} valuation of Yahoo! Japan falls, and 5) valuation of Excalibur patent portfolio falls. Yelp (YELP) Our $43 price objective is based on 14x 2018E EV/EBITDA, slightly above online...

What is typical jail food?
document IMAGES-009-HOUSE_OVERSIGHT_026982.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…pparently we feed our inmates very well compared to other counties. Morning: cereal with fruit or ... Read More » In Japan, is it rude to leave a shop or restaurant without saying anything if you do not speak Japanese? SS" Shahriar Kabir Saki, knows Japanese It’s funny how I...

306 | Acknowledgments
document IMAGES-005-HOUSE_OVERSIGHT_019794.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ld be written without the author visiting the crime scene and other pertinent ven- ues, I undertook research in Hawaii, Japan, Hong Kong, and Moscow. Where possible, I flew the same flights that Snowden did. I am grate- ful to Ena and Ines Talakic for their assistance on these re...

Japan's and China's is particularly ill-timed
document To compare the United States' performance and leadership to Mexico's House Oversight Committee — Epstein Estate Records (Nov 2025)

Japan's and China's is particularly ill-timed.