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Inference: International Review of Science
document IMAGES-006-HOUSE_OVERSIGHT_022455.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Inference: International Review of Science Feedback & Comments Wolf-Ekkehard Lénnig Former research scientist at the Max Planck Institute for Plant Breeding Research in Cologne, Germany. “Thank you very much for your informative mail and the print version of Inference. I like...

Re: Kuhn - Radical Breakthroughs
email TEXT-001-HOUSE_OVERSIGHT_026317.txt Aug 22, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Robert Kuhn Sent: 8/23/2018 6:28:45 PM To: jeffrey E. [[email protected]] Subject: Re: Kuhn - Radical Breakthroughs Importance: High Two short commentaries on our favorite Trade War - CNBC yesterday, Fox Business today. CNBC - August 22, 2018 https://www.cnbc.com/video/...

Internet sector trading multiples for EV/EBITDA and P/E are tracking up slightly YTD
document IMAGES-003-HOUSE_OVERSIGHT_014892.txt Apr 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Sector Valuations Internet sector trading multiples for EV/EBITDA and P/E are tracking up slightly YTD, (excluding NFLX). Ona y/y basis, the group P/E is at 24x vs. 22x last year, while the group EV/EBITDA is at 14x vs. 13x a year ago. Chart 3: Internet Sector Historical 2-Yr F...

Re: for your reading pleasure.. though maybe not
email IMAGES-008-HOUSE_OVERSIGHT_026049.txt Dec 24, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Lawrence Krauss |S | Sent: 12/24/2016 7:37:57 PM To: jeffrey E. [[email protected]] cc: Lawrence Krauss x Subject: Re: for your reading pleasure.. though maybe not Attachments: DA866543-7401-4A5A-8E50-FD32E33A50EC.png Importance: — High I was in antarctica. The we...

Keith L. Black (born September 13, 1957) is an American
document IMAGES-004-HOUSE_OVERSIGHT_017530.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

KEITH BLACK Keith L. Black (born September 13, 1957) is an American neurosurgeon specialising in the treatment of brain tumors and a prolific campaigner for funding of cancer treatment. He is chairman of the neurosurgery department and director of the Maxine Dunitz Neurosurgical...

Re: Kuhn - Radical Breakthroughs
email TEXT-001-HOUSE_OVERSIGHT_029293.txt Aug 18, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 8/19/2018 11:46:04 AM To: Robert Kuhn Subject: Re: Kuhn - Radical Breakthroughs I might return , to ny this week not sure yet On Sat, Aug 18, 2018 at 11:53 PM, Robert Kuhn < > wrote: Jeffrey: How's all in our crazy world? I'm in NY u...

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 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...