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Chart 80: Stocks mostly trade above ex-pipeline value
document IMAGES-003-HOUSE_OVERSIGHT_014494.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 80: Stocks mostly trade above ex-pipeline value Pipelines are free for most stocks 20% 15% 5% -5% -15% -14% 16% — -16% 25% Boe -35% mPremium/(Discount) to ex pipeline DCF Source: BofA Merrill Lynch Global Research Overweight Utilities Chart 81: Growth from new p...

Our target market will range from individuals, political parties, well-known
document IMAGES-010-HOUSE_OVERSIGHT_028823.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

InsightsPod Target Market Our target market will range from individuals, political parties, well-known businesses e.g. McDonalds, Nike, Apple, and government institutions needing information on any particular areas of concern. Businesses, such as the aforementioned, have a hug...

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...

recent price action for individual assets. However, the fact that we have had multiple
document IMAGES-003-HOUSE_OVERSIGHT_014481.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

recent price action for individual assets. However, the fact that we have had multiple signals across a range of sectors and macro prices is typically a warning that markets have moved too far too fast in a more general sense. The last comparable episode was in early July in the...

Chart 1: USDJPY vs yield spread Chart 2: USDJPY carry* gradually inching up
document IMAGES-002-HOUSE_OVERSIGHT_014425.txt Feb 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 1: USDJPY vs yield spread Chart 2: USDJPY carry* gradually inching up ‘4 135.0 we 125.0 10 115.0 O84 105.0 us 95.0 0.4 85.0 0.2 15.0 Nov-14 Feb-15 May-15 Aug-15 Nov-15 Feb-16 May-16 Aug-16 Nov-16 se USDJPY(RHS) —_USDJPY carry / 3m implied vol (RHS) US-Japan 10yr real yie...

Preference: neutral
document IMAGES-008-HOUSE_OVERSIGHT_025263.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

UK equities Preference: neutral FTSE 100 (24 Oct): 5,805 (last publication: 5,768) UBS View FTSE 100 (6-month target): 5,850 ¢ We keep our neutral stance on UK equities. Earnings have continued to disappoint, showing one of the weakest dynamics within our market universe. Commo...

Prefer small-/mid-cap buyouts in US/emerging markets
document IMAGES-008-HOUSE_OVERSIGHT_025288.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Private equity Prefer small-/mid-cap buyouts in US/emerging markets; UBS View distressed debt in Europe ¢ Global M&A volume has continued its downward trend since Q4 2010, falling by -20% quarter-by-quarter in Q3 2012, with a drastic decline in Europe of -46%, the third lowest q...

Local, Global and Glocal Knowledge
document IMAGES-002-HOUSE_OVERSIGHT_013161.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chapter 13 Local, Global and Glocal Knowledge Representation Co-authored with Matthew Ikle, Joel Pitt and Rui Liu 13.1 Introduction One of the most powerful metaphors we’ve found for understanding minds is to view them as networks — i.e. collections of interrelated, interconn...

Invesco is a leading independent global investment
document IMAGES-009-HOUSE_OVERSIGHT_026727.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Invesco Invesco is a leading independent global investment management firm, dedicated to helping investors achieve their financial objectives. With offices globally, capabilities in virtually every asset class and investment style, a disciplined approach to investment management...

Important Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014496.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Disclosures FUNDAMENTAL EQUITY OPINION KEY: Opinions include a Volatility Risk Rating, an Investment Rating and an Income Rating. VOLATILITY RISK RATINGS, indicators of potential price fluctuation, are: A - Low, B - Medium and C - High. INVESTMENT RATINGS r...

Table 10: Tax impact from taxation of accumulated overseas profits at 10%/8.75% rates (assuming
document IMAGES-007-HOUSE_OVERSIGHT_023079.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 10: Tax impact from taxation of accumulated overseas profits at 10%/8.75% rates (assuming mandatory tax i.e. all overseas profits are taxed) Cash taximpact ($bn) | One-time tax hit to GAAP earnings Sector Trump (10%) Blueprint (8.75%) = Trump (10%) Blueprint (8.75%) Consum...