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Summary of Open Trades (5-Jun-17)
document IMAGES-007-HOUSE_OVERSIGHT_023597.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…EWZ) upside potential following start of easing cycle Remain long equities and cheapen hedges by conditioning on rates China risk premium rising but A-shares vol still at all-time lows Equity-FX correlation is not priced for a spillover of populism into the EU, which could caus...

Kuhn
email IMAGES-012-HOUSE_OVERSIGHT_032554.txt Jul 22, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…re until August ~11 if your schedule changes. Timing for Breakthrough series? Appreciate for planning purposes. Latest China - Q&A on US-China, China risks - http://www.atimes.com/article/us-china-talks-no-trade-war-xi-trump- bromance-cools/ Beijing Meeting - http://www.scio.g...

BREAKING DOWN DEMOCRACY: Goals, Strategies, and Methods of Modern Authoritarians
document IMAGES-005-HOUSE_OVERSIGHT_019238.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tegra- tion. Other states that rely on energy exports have also experienced setbacks due to low oil and gas prices, and China faces rising debt and slower growth after years of misallocated invest- ment and other structural problems. But these regimes also face less international...

So we should say it coldly: We have, as of yet, no strategy. We have no shared
document IMAGES-004-HOUSE_OVERSIGHT_018282.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…old on. Great powers get one century to rule, the logic goes, and America’s is now up. It’s not merely that we lack a “China Strategy” or a “Middle East Strategy”, it’s that we've failed to discern an overall grand strategy that would produce a coherent answer to the question of...

From: jeffrey E. [[email protected]]
email IMAGES-008-HOUSE_OVERSIGHT_026422.txt Nov 27, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… there are no policies yet On Sun, Nov 27, 2016 at 11:11 PM, Robert Lawrence Kuhn = wrote: Fun (transient) with Trump-China: ‘What China Thinks of President-Elect Trump” broadcast on CCTV News, discussion with former Chinese ambassador to U.S. and head of Chinese Association o...

ethnic hatred, through identity politics. This happened in Taiwan, where I
document IMAGES-009-HOUSE_OVERSIGHT_026645.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s fluent in Mandarin and Taiwanese, as most of the children I was friends with were not recent immigrants from Mainland China like my family was. There were no social conflicts, as far as I recall, until the pro-independence movement riled up those who considered themselves ‘Taiw...

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document IMAGES-009-HOUSE_OVERSIGHT_028457.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… one historian, putting him in the same league as L Kuan Yew, Singaporeadé™s founding father, or even Deng Xiaoping of China.","type":"text"}, {"bannerType"™:"any","identifier":" anf-banner advertisement 3","layout":"ComponentLayout-— 10","role":"banner advertisement", "type":"...

8. US Stocks with High China Sales vs. S&P 500
document IMAGES-009-HOUSE_OVERSIGHT_026917.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

8. US Stocks with High China Sales vs. S&P 500 106 - - -— US Stocks with High China Sales vs. S&P 500 104 | 102 | “4 fy t as ‘ vey ' 4 1A, 4} ‘ fet 4 i} ww aA, o 100 LY i= Wwe t 4 BY = wpa U ! 6 ’ 17 ' E 98 | ! \ ° a i £ 4“ 2 96 | “OLA An o \ 1 eee » a en ed ss A \}’ an gv 94 4...

likely. Mr. Gray also thinks that concerns over the commercial real estate market
document IMAGES-002-HOUSE_OVERSIGHT_014356.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e U.K, though the bigger question is core Europe, where rates and inflation are likely to be lower for longer. In Asia, China is decelerating, particularly for manufacturing, infrastructure, and real estate which will likely continue though don’t expect a hard landing in China. A...

Fareed Zakaria: Trump sells America short
email IMAGES-010-HOUSE_OVERSIGHT_029849.txt Sep 17, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…d Zakaria: Trump sells America short Importance: — High Fareed Zakaria: Trump sells America short Dear Donald Trump: China, Japan and Mexico are not “killing us” By Fareed Zakaria, Thursday, September 17, 2015 Donald Trump’s presidential bid is centered on the promise of his...

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)

…uclear 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 leadership co...

41 Link, Perry. “China: The Anaconda in the Chandelier.” New York Review of Books. April 11, 2002
document IMAGES-006-HOUSE_OVERSIGHT_020515.txt Apr 11, 2002 House Oversight Committee — Epstein Estate Records (Nov 2025)

56 41 Link, Perry. “China: The Anaconda in the Chandelier.” New York Review of Books. April 11, 2002. http://www.nybooks.com/articles/2002/04/11/china-the-anaconda-in-the-chandelier. 42 See Tiffert, Glenn. “Peering Down the Memory Hole: History, Censorship and the Digital Turn....