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next five years, namely Iran and the UAE. As for Libya, the current turmoil needs to
document IMAGES-003-HOUSE_OVERSIGHT_016148.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

next five years, namely Iran and the UAE. As for Libya, the current turmoil needs to come to an end, while the scale of any Iraqi long-term output increase remains the biggest uncertainty. Chart 38: We estimated that demand will grow by 5.9mn bpd in 2015- Chart 39: Other than Sa...

Chart 27: 3% Global GDP growth the tipping point for EPS
document IMAGES-002-HOUSE_OVERSIGHT_014471.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 27: 3% Global GDP growth the tipping point for EPS Europe trailing EPS growth vs World GDP Chart 28: Synchronised rise in leading indicators globally augurs well for earnings recovery — especially if PMs kick on to or above mid-50s 50% 7% 65 60 40% - ' 0 30% 504 20% : 56...

Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024200.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day Bottom line: China has a long history of economic, political and military co-operation with Iran. China has greater economic linkages...

The US trade war against China: The view from Beijing
document IMAGES-008-HOUSE_OVERSIGHT_026318.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The US trade war against China: The view from Beijing https://news.cgtn.com/news/3d3d5 14f355 1544f78457a6333566d54/share_p.html How should China handle the trade war? https://news.cgtn.com/news/3d3d774d3449544d79457a6333566d54/share_p.html Love to discuss stuff. Robert Radic...

Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes
email TEXT-001-HOUSE_OVERSIGHT_023717.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 11/14/2016 3:34:18 PM To: Thomas Jr., Landon Subject: Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes early for most of macro players, hedge funds. Absolute majority bet on HRC to w...

line with the rest of the world on this issue. Similarly, the accelerated depreciation of
document IMAGES-007-HOUSE_OVERSIGHT_023084.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

line with the rest of the world on this issue. Similarly, the accelerated depreciation of machinery & equipment would become irrelevant due to the move toward taxation based on business cash flow and the immediate write-off of capital expenditures. Once the depreciation from lega...

Chart 80: Stocks mostly trade above ex-pipeline value
document IMAGES-003-HOUSE_OVERSIGHT_014494.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 80: Stocks mostly trade above ex-pipeline value Pipelines are free for most stocks 20% 15% 5% -5% -15% -14% 16% — -16% 25% Boe -35% mPremium/(Discount) to ex pipeline DCF Source: BofA Merrill Lynch Global Research Overweight Utilities Chart 81: Growth from new p...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_029174.txt Aug 19, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sent: To: Subject: Attachments: Robert Kuhn 8/19/2018 3:53:57 AM jeffrey E. [[email protected]] Kuhn - Radical Breakthroughs CNN - Kuhn - US-China Tariffs, Trade War - CNN Today - 8.2.2018.pdf; Untitled attachment 200384.htm Importance: High Jeffrey: How's all in our cr...

recent price action for individual assets. However, the fact that we have had multiple
document IMAGES-003-HOUSE_OVERSIGHT_014481.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

recent price action for individual assets. However, the fact that we have had multiple signals across a range of sectors and macro prices is typically a warning that markets have moved too far too fast in a more general sense. The last comparable episode was in early July in the...

Re: an article you may both hate. or like
email TEXT-001-HOUSE_OVERSIGHT_025639.txt Sep 18, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Lawrence Krauss Sent: 9/18/2015 7:02:55 PM To: jeffrey E. [[email protected]] Subject: Re: an article you may both hate. or like. Attachments: DA866543-7401-4A5A-8E50-FD32E33A5OEC.png Importance: High will bring up that possibility. :) so glad we are aging to see you do...