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COLLABORATIVE INSIGHTS February 25, 2019
document IMAGES-008-HOUSE_OVERSIGHT_024879.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ucts, brands and services Q wa cannabidiol & CBD oil filter by: brand Showing 1-3 of 3 Sort by: Best match View 24 tte price 2. 9 0: * 0 0; a — Dragonfly CBD Cannabidiol Oil 300mg 3.3% - 10m! 3 for 2 on selected vitam... Dragonfly CBD Cannabidiol Oil 500mg 5.6% - 110ml 3 f...

Important Caveats on F2010 Medicare Liability Improvement
document IMAGES-006-HOUSE_OVERSIGHT_020949.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tain of these changes will not be viable in the long range...Without major changes in health care delivery systems, the prices paid by Medicare for health services [as scheduled by current law] are very likely to fall increasingly short of the costs of providing these services......

Asian equities (ex-Japan)
document IMAGES-007-HOUSE_OVERSIGHT_024155.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…hile Indonesia is least preferred in the region. We are more concerned about Indonesia's fiscal deficit, since the fuel price hike did not happen. Domestic problems for Indonesia include current account deficits, potential capital outflows, bottomed-out inflation and hiccups in e...

Chart 53: Data as % of mobile service revenues Chart 54: Household Broadband penetration
document IMAGES-003-HOUSE_OVERSIGHT_016159.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ination rates, which arguably afford an advantage to STC and prevent Zain or Mobily from competing more aggressively on price. For the realisation of the NTP, we believe it is important that all private sector players are realising sufficient rates of return and FCF generation t...

e High quality dividend yields (sourced from existing European ®
document IMAGES-007-HOUSE_OVERSIGHT_024141.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…alance sheets provide support to US high yield corporate bonds. Current yield spreads of roughly 660 basis points still price in a much more dire economic outcome than we expect. Historically, US high yield bonds have delivered similar returns to US equities with lower volatility...

defensive dividend stocks to take advantage of the improving cyclical backdrop and
document IMAGES-002-HOUSE_OVERSIGHT_014449.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…, we remain long SX5E 2018 index dividend futures (DEDZ8), a trade where we continue to see value even with the future price trading close to the high for the year. The 2018 contract implies a 4% decline in dividends paid from the 2016 level. In the absence of a recession, we th...

helped cushion portfolio returns when markets declined. We won’t know until the data comes in, but w
document IMAGES-008-HOUSE_OVERSIGHT_025227.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s more aggressively on our views on weak growth and easy monetary policy, and owned more gold. While we have had rising price forecasts for gold and owned it in portfolios, we did not have large enough allocations. Given the all-time high of US government transfers to households...

Emerging market equities
document IMAGES-007-HOUSE_OVERSIGHT_024154.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…bove, in our base case, we see scope for some multiple expansion for the MSCI EM Index, from the current 10.3x realized price-to-earnings ratio to closer to 11x over the next six months. We expect earnings growth of around 10% over the next 12 months. ¢ Within EM, we believe that...

Attachments
email TEXT-002-HOUSE_OVERSIGHT_033463.txt Jun 27, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s? Serial number? Sent from my iPhone On Jun 24, 2011, at 7:56 PM, Jeffrey Epstein <[email protected]> wrote: eric„ price for a re-rag , new seats , g-v , paint and interior, plus approx time after choosing fabrics etc. ********************************************************...

nanosatelites are getting hot
email IMAGES-010-HOUSE_OVERSIGHT_028508.txt Jun 6, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…thousands of times cheaper than today’s big satellites. Admittedly, there is much they cannot do, but with that sort of price differential, and some ingenious use of the abilities they do have, they could be surprisingly competitive players on a number of fronts. In the next five...

Re: AVGO
email IMAGES-011-HOUSE_OVERSIGHT_031809.txt Jul 13, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

[email protected]> wrote: Again?? How many puts ? What are the alternatives. The fact tgat you iwn thd stock at a higher price is affecting your decision. Sorry. This is judt ridiculous!!! Would you buy the stock here . ???? If you would would you also buy puts ??? My patience is...

Fwd: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes
email TEXT-001-HOUSE_OVERSIGHT_023635.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…arch are gone! For Rates & FX, it does feel like early days of Taper Tantrum trade of 3 years ago. Both dominated by US price action. In both, hedge funds have now caught the moves, play offense & ride the Trump narrative. Real Money is on the ropes, caught long Fixed Income/dura...

Donald Trump is widely expected to significantly depart
document IMAGES-006-HOUSE_OVERSIGHT_022391.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ncourage the use of natural gas and other American energy resources that will both reduce emissions but also reduce the price of energy and increase our economic output. » Rescind all job-destroying Obama executive actions. Mr. Trump willreduce and eliminateall barriers to respo...

in the White House for two years and then leave to run Trump’s reelection campaign. “If
document IMAGES-005-HOUSE_OVERSIGHT_020104.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ubhouse at Bedminster—amid Trumpish chandeliers, golf trophies, and tournament plaques—the president was flanked by Tom Price, the secretary of health and human services, and his wife, Melania. Kellyanne Conway was at the lunch; so were Kushner and several others. This was one of...