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With Chinese President Xi calling for a heightened effort to
document IMAGES-001-HOUSE_OVERSIGHT_012087.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…surance business by using shorter-term funding to finance corporate takeovers, as well as overseas acquisition sprees. Tomorrow Never Knows While we believe China’s economy should hold up well going into the 19th Party’s Congress this autumn, its growth is likely to decelerate,...

The below figure reflects the notable competition seen within vape as more companies
document IMAGES-008-HOUSE_OVERSIGHT_024868.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

COWEN COLLABORATIVE INSIGHTS February 25, 2019 The below figure reflects the notable competition seen within vape as more companies continue to enter the space. In addition to CBD only-focused companies, we are starting to see crossover from adult-use / medical focused companie...

Options Risk Statement
document IMAGES-007-HOUSE_OVERSIGHT_023603.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Options Risk Statement Potential Risk at Expiry & Options Limited Duration Risk Unlike owning or shorting a stock, employing any listed options strategy is by definition governed by a finite duration. The most severe risks associated with general options trading are total loss...

were underweight at the start of the year too and missed the lows. We recognized we
document IMAGES-002-HOUSE_OVERSIGHT_014464.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

were underweight at the start of the year too and missed the lows. We recognized we were wrong and closed our underweight and while it took us a while but we eventually managed to go overweight in September. The lesson of that is that themes are great, but when the facts change s...

Volatility in Asia
document IMAGES-003-HOUSE_OVERSIGHT_014987.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…icy and positioning, where the risk of quant funds selling record equity positions meets cashed-up investors still accustomed to buying- the-dip. The depressed implied China vs. US risks should reverse With the steep drop in global risk premium, the HSCEI-SPX 18-month variance...

rc errti—“(iCssssi‘CSCSOCO LUDO
document IMAGES-002-HOUSE_OVERSIGHT_014317.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

rc errti—“(iCssssi‘CSCSOCO LUDO Banks Takeaways With our conference coming a week following a historic US presidential election that helped boost bank stocks by 12%, bank management teams were generally optimistic with regards to the economic outlook heading into 2017. Greater f...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025587.txt Jan 29, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH INDUSTRY COVERAGE: Brokers & Asset Managers COMPANY (TICKER) Michael J. Cyprys, CFA, CPA Apollo Global Management LLC (APO.N) Ares Management, L.P. (ARES.N) BlackRock Inc. (BLK.N) Charles Schwab Corp (SCHW.N) E*Trade Financial Corp (ETFC.O) Franklin...

In December 2016, we entered into a lease agreement with Verde Investments Inc. (“Verde”), an affili
document IMAGES-007-HOUSE_OVERSIGHT_024353.txt Jan 1, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Table of Contents TOLLESON, AZ INSPECTION AND RECONDITIONING CENTER LEASE In December 2016, we entered into a lease agreement with Verde Investments Inc. (“Verde”), an affiliate of DriveTime, for an IRC in Tolleson, Arizona. The lease commenced in February, 2017. In August 2018...

The Promise of Governance
document IMAGES-001-HOUSE_OVERSIGHT_012092.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

14 MARIELA M. VARGOVA, PH.D. The Promise of Governance Reform—South Korea n his inauguration speech on May 10th, the newly elected South Korean President Moon Jae-In vowed to put chaebol reform at the forefront of his political and economic agenda. “Under the Moon Jae-In ad...

Financials: buy XLF call spreads
email IMAGES-001-HOUSE_OVERSIGHT_012045.txt Nov 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park | 5th Floor | New York, NY 10036 ho i Fl From: Ens, Amanda Sent: Tuesday, November 22, 2016 2:15 PM To: ‘jeffrey E.'; Rich Kahn Subject: Financials: buy XLF call spreads Underwei...

Department of Economics, Harvard University, v. November 9,2009
document TEXT-001-HOUSE_OVERSIGHT_019396.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… 2009 HOUSE OVERSIGHT 019403 2. The US has significant risk (30% or greater) of experiencing pronounced Japan- like symptoms over the next 5-10 years: especially much lower medium term growth than before the crisis, soaring budget deficits, more frequent than usual recessions. Gi...

Epstein, preternaturally responsive to both the price
document IMAGES-007-HOUSE_OVERSIGHT_022871.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Epstein, preternaturally responsive to both the price of oil and to the politics of the Middle East, entertained that evening a delegation from Qatar, including Sheikh Hamad Bin Jassim, the foreign minister. Hamad , indeed, lives across the street in a similarly furnished house—h...