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Exhibit 96: OPEC 2016 Production Cut Agreement
document IMAGES-003-HOUSE_OVERSIGHT_014608.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 96: OPEC 2016 Production Cut Agreement and Recent Changes If fully implemented, OPEC's proposed cut would reverse production growth from the prior 6 months. Million Barrels/Day 14 m Production Change in 6 Months Leading up to the November 2016 OPEC Meeting 12 m Novembe...

investment building skills. ] don’t see much avenue for investment in adult human
document IMAGES-001-HOUSE_OVERSIGHT_011053.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

investment building skills. ] don’t see much avenue for investment in adult human capital except through textbooks and tuition. Some happens. I went back to school at the Conservatory myself, and I buy lots of textbooks. But I just don’t see enough of it around me. Models must si...

input of nurture and schooling, and then depreciates gradually to zero just as
document IMAGES-001-HOUSE_OVERSIGHT_010952.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

input of nurture and schooling, and then depreciates gradually to zero just as buildings do. Yoram Ben-Porath combined these ideas and more in a masterly life- cycle model published in 1967. We'll get to it soon. Schultz called the part of consumption exhausted in taste satisfa...

But USA Inc. Has Steadily Scaled Back Investment in Technology R&D Since
document IMAGES-006-HOUSE_OVERSIGHT_021027.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

But USA Inc. Has Steadily Scaled Back Investment in Technology R&D Since the 1960s...the Good News is That Private Industry Has Picked Up Lots of Slack, So Far Total USA Technology Research & Development Spending as % of GDP by Funding Source, 1953 — 2008 = Other (Non-Profit /...

What other basic terms do we need? Cash flow at the collective scale, where
document IMAGES-001-HOUSE_OVERSIGHT_010980.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

What other basic terms do we need? Cash flow at the collective scale, where transfers cancel internally, and there is no source of investment from outside, simplifies to exhaust of value in taste satisfaction. There is no negative component because there is no external source of...

consensus rather than supports one school over another. | think it is the consensus
document IMAGES-001-HOUSE_OVERSIGHT_010997.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

consensus rather than supports one school over another. | think it is the consensus view, as well as Keynes’, that his “attempted saving” means gross saving (gross income less consumption) not invested in new productive assets. That can be written as Keynesian attempted saving...

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...

The J.P. Morgan View
document IMAGES-011-HOUSE_OVERSIGHT_030848.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

J.P Morgan The J.P. Morgan View Local forces are dominating e Asset allocation — Local risks and opportunities trump global forces in driving investment opportunities. Cross-market correlations to remain much lower than in recent years. e Economics — US activity data are comi...

Exhibit 91: EM Local Debt Currencies and
document IMAGES-003-HOUSE_OVERSIGHT_014606.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 91: EM Local Debt Currencies and Developed Market Interest Rates Rising global interest rates would be a headwind to EM local debt. % 1/1/2016 = 100 1.2 Average G3 10-Year Rate 34 EM Local Debt FX (Right, Inverted) 96 1.0 r 98 0.8 00 0.6 02 04 0.4 06 0.2 08 0.0 10 Jan-...

were two contradictory theories here: he had hidden these dealings because he didn’t want
document IMAGES-005-HOUSE_OVERSIGHT_019960.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

were two contradictory theories here: he had hidden these dealings because he didn’t want to admit their paucity, or he had hidden them to mask their disreputableness.) Because Trump is less than creditworthy, Foer was among many who concluded that Trump needed to turn to other s...

Conference tone bullish into 2017
document IMAGES-002-HOUSE_OVERSIGHT_014316.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Conference tone bullish into 2017 We recently hosted over 90 public and private companies and 700 attendees at our Future of Financials conference, where investor attendance was up an impressive 66% YoY. The tone from management and investors was uniformly bullish, with more gen...