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Top 10 US Ideas Quarterly
document IMAGES-003-HOUSE_OVERSIGHT_014623.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Top 10 US Ideas Quarterly Our Top 10 US Ideas are based on our view that these companies could have the most significant market and business related catalysts over the next three months. The list reflects primarily a bottoms-up approach, with calendar-specific events noted for m...

No interest tax shield
document IMAGES-007-HOUSE_OVERSIGHT_023085.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

No interest tax shield Another key offset to the lower corporate tax rate is the proposed ending of the deduction of net interest expense. We assume that this rule would apply to new debt and that existing debt would be grandfathered. This tax shield removal would increase the c...

Trump’s effect on MXN
document TEXT-001-HOUSE_OVERSIGHT_010609.txt Sep 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Liquid Insight Trump’s effect on MXN 22 September 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • We provide an empirical analysis of Donald Trump's potential effects on the Mexican peso • Our analysi...

Should hedge funds and private equity funds be
document IMAGES-009-HOUSE_OVERSIGHT_026799.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Should hedge funds and private equity funds be worried about Washington? No. - There continues to be chatter about dealing with carried interest. But chatter does not mean action and we see little actual movement toward raising the rates on carried interest through 2016. - The...

firms can be naturally slowed by internal directives. Bad outflow such falling CNY
document IMAGES-003-HOUSE_OVERSIGHT_014764.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ck of accessibility to onshore FX/rates hedging tools. Back from our 2016 China Conference, we believe allowing foreign private investors to access onshore repo, onshore FX swap and forwards would be the next steps to follow. " Our dependent variable is the weekly changes of SDR...

Eye on the Market July 25, 2011
document IMAGES-008-HOUSE_OVERSIGHT_025223.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e use of EU structural funds to boost growth in Greece What the EU gets: more austerity, Maastricht with teeth (?) and private sector involvement in Greek debt rollover * Legally binding national fiscal framework to be developed by end of 2012; fiscal deficits brought to 3% by...

User Name: DAVID SCHOEN
document TEXT-001-HOUSE_OVERSIGHT_017714.txt Feb 28, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…eth Smart case, for example, the school may have violated the Family Educational Rights and Privacy Act by turning over private information about Elizabeth. 186 Subpoenas served without notice to victims may also raise constitutional concerns. 187 It is well settled that a right...

Given robust consumer interest in CBD products, we estimate that over the next two
document IMAGES-008-HOUSE_OVERSIGHT_024844.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

COWEN COLLABORATIVE INSIGHTS February 25, 2019 Nutraceuticals Given robust consumer interest in CBD products, we estimate that over the next two years, the nutraceuticals category (which includes tinctures, capsules, gummy vitamins, etc.) can generate revenues of $2.4 bn. Unce...

Highest sentiment: FB, WIX, and TREE; Lowest: FIT, TRIP, and TWTR
document IMAGES-003-HOUSE_OVERSIGHT_014895.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Highest sentiment: FB, WIX, and TREE; Lowest: FIT, TRIP, and TWTR Based on our sentiment ranking index, Facebook, Wix, and LendingTree have top investor sentiment pre 1Q earnings. Facebook moved into first place from fourth due to the lowest short interest as % of float, second...

Korea’s nuclear program and missile launches go unchecked. There is rising risk of
document IMAGES-003-HOUSE_OVERSIGHT_014535.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Korea’s nuclear program and missile launches go unchecked. There is rising risk of military incidents—or accidents—in the South China Sea and across the Taiwan Strait. China is the most likely source of global economic shocks over the next two to three years. The country’s lead...

6. Interest Rate Risk —-A Common Misperception
document IMAGES-007-HOUSE_OVERSIGHT_024220.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL 6. Interest Rate Risk —-A Common Misperception We find a common misperception among investors to be the degree of interest rate risk in the global utility sector, as interest rate sensitivity has declined steadily since the modern utility...