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US - Multi-Industrials/Engineering and Construction Coverage Cluster
document IMAGES-003-HOUSE_OVERSIGHT_014643.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

US - Multi-Industrials/Engineering and Construction Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY 3M Company MMM MMM US Andrew Obin AECOM ACM ACM US Anna Kaminskaya, CFA Allegion ALLE ALLE US Andrew Obin AMETEK Inc AME AME US A...

ts 2 ap+e@(l—p). This equilibrium condition has a natural interpretation as well
document IMAGES-009-HOUSE_OVERSIGHT_026528.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ts 2 ap+e@(l—p). This equilibrium condition has a natural interpretation as well: in order to sustain CWOL, the long term gains to player 1 from the ongoing relationship must suffice for player 1 to cooperate when player 1 expects the temptation to sometimes be high. That is, not...

Re: my suggested type of edits. lets talk
email TEXT-001-HOUSE_OVERSIGHT_030402.txt Jun 13, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 6/13/2018 2:36:34 PM To: Karp, Brad S Subject: Re: my suggested type of edits. lets talk he is commited to not doing it - now , if any hint of trouble ill explain on the phone I had a long talk this morning. On Wed, Jun 13, 2018 at 1...

Source Entry: H\Macintosh HD\root\Users\jee\Library\Messages\Archive\2017-03-29\111
document TEXT-001-HOUSE_OVERSIGHT_027221.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Source Entry: H\Macintosh HD\root\Users\jee\Library\Messages\Archive\2017-03-29\111 on 2017-03-29 at 06.13.27.ichat Service: IMessage Start Time: 03/29/17 03:13:27 AM (512475207) End Time: 03/29/17 08:27:08 PM (512537228) Last Message ID: 2808 Chat Room: Participants: jee, Presen...

Fwd: (s) 7/11, Atlantic Council (Hof): Syria: Blackberry Diplomacy
email TEXT-001-HOUSE_OVERSIGHT_030211.txt Jul 11, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Jeffrey Epstein [[email protected]] Sent: 7/11/2013 3:22:21 PM To: Subject: Fwd: (s) 7/11, Atlantic Council (Hof): Syria: Blackberry Diplomacy ----------Forwarded message---------- From: Fabrice Aidan Date: Thursday, July 11, 2013 Subject: Fwd: (s) 7/11, Atlantic Counci...

As the President, by nature and design, tries to claim aggressive
document IMAGES-010-HOUSE_OVERSIGHT_030253.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

As the President, by nature and design, tries to claim aggressive new powers, the Mueller team, almost in equal proportion, is trying to limit the theory of Presidential power and, even, to criminalize an expansive exercise of those powers. People who know and have worked with M...

No alpha from repatriation and multiples actually compressed
document IMAGES-007-HOUSE_OVERSIGHT_023077.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…or the last several years, as investors have increasingly agitated for companies to use their excess cash on pro-growth investments (namely capex.) According to BofAML’s latest Global Fund Manager Survey, 60% of investors want companies to increase capex spending, vs. 17% who wan...

We may see some fireworks in US-China relations during the Trump administration
document IMAGES-003-HOUSE_OVERSIGHT_014567.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

We may see some fireworks in US-China relations during the Trump administration. With respect to trade, President-elect Trump can use any one of six US statutes, including the Trading with the Enemy Act of 1917 and the International Emergency Economic Powers Act of 1977, to shif...

invasion by striking targets in the Soviet Union and Eastern Europe, North
document IMAGES-010-HOUSE_OVERSIGHT_028669.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

invasion by striking targets in the Soviet Union and Eastern Europe, North Korea presumably plans to defend itself, should war erupt on the peninsula, by threatening U.S. regional allies and targets in the United States. North Korea's mission requires small, lightweight warheads...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026574.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 [email protected] 09 November 2012 necessarily. Last summer, as equity markets rebounded in June and July, Cyclical sectors actually underperformed. The thin grey line in the top chart shows that Cyclic...

A “Cascading GRAT” strategy enhances the benefits of a GRAT
document IMAGES-006-HOUSE_OVERSIGHT_022353.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… of a GRAT e The “Cascading GRAT” strategy uses a GRAT’s annuity stream to fund subsequent short-term GRATs — annual reinvestment of annuity stream enhances potential value for beneficiaries e Multiple short-term GRATs allow you to take advantage of market volatility — shorter...

The Special Counsel's office, nearly leak-proof since its inception
document IMAGES-010-HOUSE_OVERSIGHT_029165.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The Special Counsel's office, nearly leak-proof since its inception more than a year ago and seemingly immune to the President's constant taunts, might appear to be operating in some parallel universe unmoved by the every-day political turmoil. But in the course of conversations...