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document IMAGES-007-HOUSE_OVERSIGHT_024178.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rein are those of UBS Wealth Management & Swiss Bank's Chief Investment Office. The information does not constitute UBS financial research. The statutory regulations regarding independence of financial research are not applicable to this publication. The document is not to be reg...

UMB Financial Corp, Wells Fargo, Zions
document IMAGES-002-HOUSE_OVERSIGHT_014394.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

UMB Financial Corp, Wells Fargo, Zions. BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from inv...

Important Disclosures
document IMAGES-007-HOUSE_OVERSIGHT_023094.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…er factors, the overall profitability of the Bank’s sales and trading businesses relating to the class of securities or financial instruments for which such analyst is responsible. Other Important Disclosures Prices are indicative and for information purposes only. Except as ot...

+ Joseph G. Carson, US Economist and Director—Global Economic Research, [email protected]
document TEXT-002-HOUSE_OVERSIGHT_033220.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ial member of the Republican congressional leadership. Today’s Economic Backdrop— Similar to the 1960s The economic and financial implications of a large, multiyear defense-spending plan must be weighed against the economic environment at the time of implementation. And from a hi...

Tax reform screens
document IMAGES-007-HOUSE_OVERSIGHT_023087.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ultiline Retail 0% 38.5 AN AutoNation, Inc. Consumer Discretionary Specialty Retail 0% 38.5 TROW __ T. Rowe Price Group Financials Capital Markets 0% 38.4 KMX CarMax, Inc. Consumer Discretionary Specialty Retail 0% 38.2 PEG Public Service Enterprise Group Inc Utilities Multi-Util...

General Investment Related Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014497.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… any opinion expressed herein constitutes an offer or a solicitation of an offer to transact in any securities or other financial instrument. No part of this report may be used or reproduced or quoted in any manner whatsoever in Taiwan by the press or any other person without the...

Other Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014422.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…er factors, the overall profitability of the Bank’s sales and trading businesses relating to the class of securities or financial instruments for which such analyst is responsible. Other Important Disclosures Prices are indicative and for information purposes only. Except as ot...

personal investment advice and it does not take into account the specific investment o!
document IMAGES-001-HOUSE_OVERSIGHT_010615.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…or any opinion expressed constitutes an offer or an invitation to make an offer, to buy or sell any securities or other financial instrument or any derivative related to such securities or instruments (e.g, options, futures, warrants, and contracts for differences). This report i...

National Pub date: February 19, 2019
document TEXT-001-HOUSE_OVERSIGHT_016804.txt Feb 19, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…t their own judgment over the “judgments” delivered by their tools. But then, if these tool users are going to benefit, financially or otherwise, from driving these tools through terra incognita, they need to make sure they know how to do this responsibly, with maximum control an...

Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…d, with Chinese economic data confirming that its economy is rebounding, while the ECB now creating a period a relative financial “peace”. The US, in contrast, is at the start of intense negotiations on how to avoid a fiscal-cliff induced recession next year. Neither side of the...

Article 1. Scientific American
document TEXT-001-HOUSE_OVERSIGHT_024592.txt Aug 23, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

 25 August, 2011 Article 1. Scientific American Is Muammar Qadhafi Clinically Psychotic? John Matson Article 2. The Financial Times Why Libya sceptics were proved badly wrong Anne-Marie Slaughter Article 3. Foreign Policy Sinai’s Bedouin run amok in post-Mubarak Egypt Mohamed...

November 21, 2011
document TEXT-001-HOUSE_OVERSIGHT_030814.txt Nov 21, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ical of breakthrough claims, given the complexity of the challenge. Let’s hope for the best. Here’s another look at the financial rewards to anyone who can figure this out. Note how demands on the Texas electricity grid (ERCOT) are almost 100% inversely correlated with when the w...

o account the specific investment o
document IMAGES-002-HOUSE_OVERSIGHT_014458.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…urchase or subscribe for securities in any o security or the information in the prospectus or ot! Securities and other financial instruments discussed in this report, or recommended, o any insured depository institution (including, Bank o deposits or other obligations o among o...

CEFOTAJ Business Proposal
document TEXT-001-HOUSE_OVERSIGHT_019448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…(US Department of State, 2010; CIA, 2010). The economic situation was largely dependent on the U.S. and entire world’s financial aid. For example, the U.S. contributed more than $850 million of financial aid from 1995 to 2003 to improve governance, security, the rule of law, eco...