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

…aper 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 industry came into be...

We estimate that it is in 3yly, 2y2y and 2y1ly that the selloff would be largest (75-85bp
document IMAGES-003-HOUSE_OVERSIGHT_014759.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

We estimate that it is in 3yly, 2y2y and 2y1ly that the selloff would be largest (75-85bp — see Table 5) were the OIS curve to align with the median dots up to end of 2019. Options are attractive to position for a selloff in those forwards for two main reasons: 1. Volatilities...

Chart 16: SAN, BNP, ING, ISP and DBK average 6M ATMf implied vol is
document IMAGES-003-HOUSE_OVERSIGHT_014981.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 16: SAN, BNP, ING, ISP and DBK average 6M ATMf implied vol is Chart 17: Despite the recent drop in realized correlation, implied trading historically low (13" percentile since 2008) correlation is priced near the high end of the reaiised range for the basket of EU banks...

Patrick Bertagna, GTX Corp. - 10/26/2010 - Global Positioning System (GPS) is a
document IMAGES-004-HOUSE_OVERSIGHT_018166.txt Oct 21, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

… Bertagna, GTX Corp. - 10/26/2010 - Global Positioning System (GPS) is a worldwide radio-navigation system formed from the constellation of 24 satellites and their ground stations. The Global Positioning System is mainly funded and controlled by the U.S Department of Defense (DO...

Asian equities (ex-Japan)
document IMAGES-007-HOUSE_OVERSIGHT_024155.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ies (ex-Japan) MSCI Asia ex-Japan (27 June): 469 (last month: 466) UBS View MSCI Asia ex-Japan (6-month target): 515 ¢ The region continued to show high volatility last month, with its P/BV temporarily close to 2008 lows. ¢ Hong Kong and Singapore markets’ domestic fundamentals...

Financials: buy XLF Mar17 $22 call with $26 KO for $0.87 with full premium rebate on KO
email IMAGES-002-HOUSE_OVERSIGHT_014312.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…cials might pull back at some point after this run-up but we would be buyers on any pullbacks and we continue to see further upside from multiple expansion and earnings growth. Our analyst raised her price targets by ~11% across the board. The long term rotation from bonds and di...

Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026575.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 [email protected] that outcome. But avoiding the worst case requires a short-term bargain plus a long-term compromise on a scale not seen in Washington since the Clinton- Congressional...

when it would no longer be the number one power in the world. In his
document IMAGES-004-HOUSE_OVERSIGHT_018213.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

when it would no longer be the number one power in the world. In his 2003 Yale University address on “Global Challenges,” he said: If you believe that maintaining power and control and absolute freedom of movement and sovereignty is important to your country’s future, there’s no...

SPX put contingent on higher rates
email TEXT-001-HOUSE_OVERSIGHT_014310.txt Nov 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…in 2d [Chart 1] • While equities have shown less conviction over what a Trump win means (given strong sector rotation), the bond market has sold off with one of the largest moves in history [Chart 2 & 3] • Stabilizing rates volatility from here is key to markets remaining calm an...

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)

…inese President Xi calling for a heightened effort to reduce systemic financial risk, regulators have started to tackle the bloated shadow banking system. Since taking office in February, Guo Shuqing, China's top banking regulator—with the nickname “Whirlwind Guo” for his no-nons...

The Department of State's Bureau of International
document IMAGES-007-HOUSE_OVERSIGHT_022509.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The Department of State's Bureau of International Narcotics and Law Enforcement Affairs (INL) manages US. participation in many multilateral anti-corruption political and legal initiatives at the global and regional level. INL also funds and coordinates significant efforts to ass...

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...

next century. How might Huang Hua, with his nature-of-the-age consideration of
document IMAGES-004-HOUSE_OVERSIGHT_018410.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

next century. How might Huang Hua, with his nature-of-the-age consideration of strategy have regarded the matter? What does gatekeeping tell us? The dominant view of future relations between Americans and Chinese generally runs along a nervously familiar historical track: An est...