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Saudi Arabia approves 100% foreign ownership rules
document IMAGES-003-HOUSE_OVERSIGHT_016171.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…es in the country. Earlier, the ownership ceiling for foreigners was set at 75%. This initiative is aimed at attracting more regional and international brands to Saudi Arabia, creating more jobs, and boosting non-oil revenue. This has raised concerns regarding the sustainability...

Characterizing carry
document IMAGES-003-HOUSE_OVERSIGHT_014767.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…actor, and offer attractive risk-rewards. Not surprisingly, purely based on carry considerations, EM currencies appear more attractive than DM ones, which are mostly candidates for funding currencies. However, carry trades returns are highly volatile, exhibit negative skewness a...

Unauthorized redistribution of this report is prohibited. This report is intended for amanda.ens@bam
document IMAGES-002-HOUSE_OVERSIGHT_014460.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…EPS to turn +ve but politics to remain a valuation overhang in H1. « Defensive vs Cyclical rotation at extreme levels. More balanced approach needed but look for another leg to cyclical trades. ¢ O/w Media as quality cyclical and Oil. Stay cautious on UK domestic (Retail, Trave...

This interlude instantly conferred on us the desert equivalent of street cred
document IMAGES-009-HOUSE_OVERSIGHT_027938.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ppeared, there was a concern that the Egyptians might reclaim the parts of the Sinai which we had captured. When the armored column got close to Gebel Libni, I pulled our Jeep aside and headed for the stretch of communications cable where we’d planted the intercept. For several...

before me, provoked more left-wing parties like Meretz to suggest that if I really
document IMAGES-001-HOUSE_OVERSIGHT_011777.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

/ BARAK / 20 before me, provoked more left-wing parties like Meretz to suggest that if I really wanted peace, I’d be ready to give away more, and more quickly. My position wasn’t helped by the way I had come over in the media during my first months as Labor leader. A number of...

experience, gravitas, substance. He also had what was probably the best line in the
document IMAGES-001-HOUSE_OVERSIGHT_011763.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…raeli voters were choosing a male model and not a Prime Minister, Bibi might indeed be their man. Yet Bibi was much the more polished performer, and the more focused. No matter what question Margalit asked him, he almost invariably answered with the driving message of his campaig...

Hicks had been elevated to White House communications director, with
document IMAGES-006-HOUSE_OVERSIGHT_021129.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e Trump Tower meeting, thus becoming part of the cover-up. Even though Raffel had been at the White House for a little more than nine months, the Axios report said that his departure had been under dis- cussion for several months. That was untrue. It was an abrupt exit. The nex...

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)

… bigger elephant in the room is Le Pen. If she wins in May, Europe as we know it may really shake.. But for now this is more in the radars of Euro & EBG traders. Core rates are driven by the speed of TY sell-off. And in G5 FX, the big driver is USD/JPY. The stronger "we should be...

have distorted Islam. I call this the “Peaceful Muslim Disclaimer” as virtually everyone in the pres
document IMAGES-007-HOUSE_OVERSIGHT_024424.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Islam is x” is itself problematic because Islam has expressed itself throughout history in a variety of fashions. It is more useful to talk in terms of how seriously engaged with Islam, the Koran and other texts, a Muslim is. What is significant is how Muslims today are using Isl...

Introduction: On the Promise and Peril of AI
document IMAGES-004-HOUSE_OVERSIGHT_016809.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ble of Contents Acknowledgments Introduction: On the Promise and Peril of AI by John Brockman Seth Lloyd: Wrong, but More Relevant Than Ever It is exactly in the extension of the cybernetic idea to human beings that Wiener’s conceptions missed their target. Judea Pearl: The L...

Then there’s Apple. The trade war combined with China’s slowing economy present a
document IMAGES-012-HOUSE_OVERSIGHT_032809.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s in China in August were reported at 32.6 million units, a decline of 20.9% year-over-year and 11.8% month-on- month. Moreover, no firm could suffer more if China decides to target tech supply chains in retaliation to Trump’s tariffs. Yet, the risks extend beyond Asia. On Wedn...

Ihave a feeling that revenue increases will be a material (e.g., 25% or more) part of the deal. The
document IMAGES-011-HOUSE_OVERSIGHT_031160.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Ihave a feeling that revenue increases will be a material (e.g., 25% or more) part of the deal. The Peterson Foundation’s sampling of 6 policy groups shown below indicate that 5 of 6 recommend revenue increases compared to where we are today; the Heritage Foundation’s “Woody Guth...

risk easily managed and far in the future, but also it’s extremely unlikely that
document IMAGES-004-HOUSE_OVERSIGHT_016835.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…. The analogy is a false one, however. We are already devoting huge scientific and technical resources to creating ever-more-capable AI systems. A more apt analogy would be a plan to move the human race to Mars with no consideration for what we might breathe, drink, or eat once w...