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J.P. Morgan Eye on the Market 2/27/2012: Dire Straits
email TEXT-001-HOUSE_OVERSIGHT_031146.txt Feb 27, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ven before the February spike, gasoline prices relative to earnings and income were starting to bite (2nd chart). The private sector can handle some gasoline price increases, but probably not much more than what we’ve seen already. The spread between retail and wholesale gasol...

Eye on the Market | March 15, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024134.txt Mar 15, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…n, China Economic Information Network, CLSA-Markit, Haver Analytics. J.P. Morgan Securities LLC, ISI Group, J.P. Morgan Private Bank. * PMI data areindexlevel. Housingprice toincome, cement production and steel productionare as of Dec. 2011. All the other data are as of Feb. 2012...

New Leaf’s investment strategy is differentiated in the venture capital industry in terms of its
document IMAGES-007-HOUSE_OVERSIGHT_024042.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…0% - 60% of the Fund. The Fund’s biopharmaceutical investments will be mostly in development stage and commercial stage private companies, and will also likely include some investments in small capitalization public companies through structured transactions. The Fund Managers int...

Table 1: Current cross asset trades
document IMAGES-002-HOUSE_OVERSIGHT_014433.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 1: Current cross asset trades Asset Trade idea Strategist Long European Quality Yield Screen (yield) James Barty Long SXDP Index Ronan Carr Equities Long Nikkei Shusuke Yamada Long European index dividend futures James Barty Long MSCI Asia ex-Japan Ajay Kapur Long RTY shor...

Comparison of U.S. Stock Markets
document IMAGES-008-HOUSE_OVERSIGHT_024762.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

A CKR L CAPI L EL TA Comparison of U.S. Stock Markets Cannabis Investment Report | December 2017 U.S. stock markets vary significantly in terms of their financial, liquidity and corporate governance requirements. Most U.S. publicly traded cannabis-related companies trade o...

The most influential global bond index is believed to be the Citibank World Government
document IMAGES-003-HOUSE_OVERSIGHT_014765.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The most influential global bond index is believed to be the Citibank World Government Bond Index (Citi WGBI), which is used as the benchmark for more than $2tn of AUM. The most influential EM bond index is the JPM Government Bond Index — Emerging markets Global/Diversified (JPM...

National Transformation Plan: many promises, few details
document IMAGES-003-HOUSE_OVERSIGHT_016123.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…re however still left nebulous. Implementation of growth-boosting initiatives will require a challenging crowding in of private sector investment, particularly from domestic sources. The NTP is likely to introduce a number of one-off supply-side shocks to inflation through its f...

Chart 53: Data as % of mobile service revenues Chart 54: Household Broadband penetration
document IMAGES-003-HOUSE_OVERSIGHT_016159.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…al Research, Telegeography and company data Source: BofA Merrill Lynch Global Research, Telegeography and company data Private sector participation and investment will be crucial... Whilst the government has earmarked cUS$2bn for the expansion of FTTH and wireless infrastructur...

The Fund Managers have a proactive approach to deal sourcing, which focuses on both private
document IMAGES-007-HOUSE_OVERSIGHT_024054.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…DEAL SOURCING & INVESTMENT PROCESS The Fund Managers have a proactive approach to deal sourcing, which focuses on both private and public opportunities. The established and proven sourcing activities seek to identify the most compelling healthcare technology investment opportuni...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025556.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…y relatively higher compensation payout on per- formance fee revenues, which in turn approach 80% in strategies such as private equity vs. peers typically in the 45-55% range. The company could benefit as a first mover and if the stock price reacts favorably, we could see other...

Re: Edmond de Rothschild Infrastructure Expertise
email IMAGES-008-HOUSE_OVERSIGHT_026064.txt Feb 8, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e issue will be returns on investment. . there is a HUGE amount of cash sitting on the sidelines. trump will want to do private public partnerships on most things. . donald loves the rothschild name. On Wed, Feb 8, 2017 at 7:23 AM, EL HACHEM Johnny Po wrote: Dear Jeff, As prev...

Troubled Asset Relief Program (TARP)
document IMAGES-006-HOUSE_OVERSIGHT_020936.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…P funding to buy out Federal Reserve’s investment. 3) Including banks and other financial institutions; done via Public-Private Investment Program (PPIP) under which Treasury provides equity and debt financing to newly formed public-private investment funds (PPIFs) established by...

Ristimaki Boulan PO:US$20 PO:US$21 PO:US$21
document IMAGES-007-HOUSE_OVERSIGHT_023607.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

DTEGY Price Chart 1-Jun N 4-Nov B 2-Mar 7-Dec 13-Dec Ristimaki Boulan PO:US$20 PO:US$21 PO:US$21 PO:US$15 PO:US$16 9-DB 23-Heb 12-JanN 1 Po:[Bs18 PO:US$20 PO:US$20 9-Jan VB 18 ba: (13817 Poss 15 | P9-dan 31-Aug 12 | HO-US$41 PO:US$22 ° | | ; | D tdan-15 4-Jan-16 tJan-17 DTEGY Rev...