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10. FANGMAN Recent Performance and Contribution to S&P 500 Earnings
document IMAGES-009-HOUSE_OVERSIGHT_026919.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

10. FANGMAN Recent Performance and Contribution to S&P 500 Earnings and Market Cap YTD Return % Decline From | % of S&P 500 [% of S&P 500 (Through 10/12) 2018 Peak Earnings Market Cap 0 1 Netflix 76.9% -19.0% 0.0% 6% 2 Amazon 52.9% -12.3% 0.2% 3.6% 3 Apple 32.8% -4.3% 44% 44% 4...

Eye on the Market, June 14, 2011
email TEXT-001-HOUSE_OVERSIGHT_030006.txt Jun 14, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: [email protected] To: Undisclosed recipients:; Subject: Eye on the Market, June 14, 2011 Sent: 6/14/2011 11:54:12 AM Attachments: 06-14-11 - EOTM - The Stratford Inn.pdf Eye on the Market, June 14, 2011 (attached PDF is easier to read) Market update: for better or wors...

Recommended tactical asset allocation
document IMAGES-008-HOUSE_OVERSIGHT_025252.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Recommended tactical asset allocation Tactical asset allocation deviations from benchmark* Currency allocation underweight neutral overweight underweight neutral overweight TooToo ToT Cash USD | Equities total oi EUR US Eurozone | GBP g UK | JPY a = Japan | u P CHF Switzerland |...

Except as otherwise expressly noted, all performance information contained herein, including
document IMAGES-007-HOUSE_OVERSIGHT_024108.txt Mar 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

Appendix 5 ENDNOTES Except as otherwise expressly noted, all performance information contained herein, including rates of return, is as of March 31, 2014 and is unaudited. The performance information is based on the cumulative invested capital, cumulative cash dividends and rea...

3 risks — reality vs hope, higher yields, politics
document IMAGES-002-HOUSE_OVERSIGHT_014428.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

3 risks — reality vs hope, higher yields, politics The biggest risk to our view is that actual US fiscal easing turns out to be minimal. But we believe the USD/JPY’s move will be quicker than whatever reality emerges in coming months. China’s unexpected RMB devaluation or any ex...

The J.P. Morgan View: Local forces are dominating
email IMAGES-011-HOUSE_OVERSIGHT_031114.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: US GIO [[email protected]] Sent: 3/29/2013 8:48:11 PM To: Undisclosed recipients:; Subject: The J.P. Morgan View: Local forces are dominating Attachments: imagel.gif; image2.gif; JPM_The J.P. Morgan View_2013-03-28 1084792.pdf Global Asset Allocation The J.P. Morgan V...

11 questions for Mueller
email TEXT-001-HOUSE_OVERSIGHT_016203.txt Jul 13, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: [email protected] To: [email protected]; Subject: 11 questions for Mueller Sent: 7/13/2019 9:06:05 PM <https://ue.flipboard.com/usage?data=%7B%22event_action%22%3A%22open%22%2C%22properties%22%3A%7B%22lang%22%3A%22en%22%2C%22ab_tests%22%3A%22421_2%22%2C%22...

* Asset Allocation –– The Growth Gap Between East And West Is Widening
document * Asset allocation –– The growth gap between East and West is widening House Oversight Committee — Epstein Estate Records (Nov 2025)

and has allowed us to join the Obama Pivot towards Asia. We stay long Japan and EM Asia in equities on stronger signs of an economic rebound in the East

* Equities Are Up Again This Week
document * Equities are up again this week House Oversight Committee — Epstein Estate Records (Nov 2025)

helped by rapidly improving equity ETF inflows. Strong buying by retail investors is adding fuel to equity markets against a backdrop of rather subdued macro drivers

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...

Eight plus years into the market recovery, we see valuations extended as most
document IMAGES-001-HOUSE_OVERSIGHT_012080.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Cover Story Eight plus years into the market recovery, we see valuations extended as most of the gains since 2014 have been driven by multiple expansion rather than earnings growth. In this issue of Global Foresight, we highlight potential investment opportunities, as well as ch...

kevinbantz You're on your own SSPX FADE BREXIT and buy SVIX 23 Jun 2016, | Lake 0 | neutral
document IMAGES-001-HOUSE_OVERSIGHT_011238.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

kevinbantz You're on your own SSPX FADE BREXIT and buy SVIX 23 Jun 2016, | Lake 0 | neutral options https://t.co/iWNsAx3IqY 14:38 - CEST | Havasu City, AZ GlendaAhor | Buenos dAas!#BritAjnicos deciden su futuro y de la 23 Jun 2016, | Atlanta 1 | positive a UniA?n Europea referend...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026576.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View LE Morgan [email protected] 09 November 2012 Interest rates Current Dec-12 Mar-13 Jun-13 Sep-13 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.63 2.00 2.00 2.00 2...

William Cox Jr., 82. The patriarch of the Bancroft clan that for
document IMAGES-002-HOUSE_OVERSIGHT_013285.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

cancer. May William Cox Jr., 82. The patriarch of the Bancroft clan that for 105 years controlled New York-based Dow Jones & Co., publisher of the Wall Street Journal, who helped persuade the extended family to sell the company to Rupert Murdoch’s News Corp. in 2007. Died on Ma...

qz.com / Sarah Todd On July 8, Deutsche Bank began laying off
document IMAGES-003-HOUSE_OVERSIGHT_016207.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

qz.com / Sarah Todd On July 8, Deutsche Bank began laying off 18,000 workers across its international offices as it retreats from the equities business, reducing the size... These young scientists will shape the next 50 years of Moon research HOUSE_OVERSIGHT_016207