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Appendix 2: Global Utility Sector Background
document IMAGES-007-HOUSE_OVERSIGHT_024226.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL Appendix 2: Global Utility Sector Background e =History To gain a deeper appreciation of why the global utility sector is attractive for long/short investing, it is helpful to briefly survey the history of the sector and describe the uti...

year-olds and under as a percentage of the 3-to-4-year-old population has also increased from 51% in
document IMAGES-008-HOUSE_OVERSIGHT_024505.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

year-olds and under as a percentage of the 3-to-4-year-old population has also increased from 51% in 1998 to 77% in 2002. The U.K. government is focused on the ECE industry and expects to spend $18 billion on child care schemes in the near future through “Sure Start’, an initiat...

Re: Financials: buy XLF call spreads
email IMAGES-001-HOUSE_OVERSIGHT_012044.txt Dec 9, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 12/9/2016 3:56:27 PM To: Ens, Amanda Richard Kohn Subject: Re: Financials: buy XLF call spreads Attachments: image001.png Importance: — High lets try, 250k premium On Fri, Dec 9, 2016 at 11:46 AM, Ens, Amanda wrote: We continue...

Fw: EOD Commodities Note - 8 Jan [C]
email TEXT-001-HOUSE_OVERSIGHT_030856.txt Jan 9, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…per and thus make the economics of storage look good. The window was again weak with ekofisk and brent offered down a bit. In other news, RTRS cites GCC "sources" saying that there is no chance of OPEC cut even though oil has dipped to 50$...Stateside, we learned yesterday that t...

Re: Caroline Kennedy Selling 93 Acres on Martha’s Vineyard
email IMAGES-008-HOUSE_OVERSIGHT_025592.txt May 3, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…John F. Kennedy, listed for sale about 90 acres of land in Martha’s Vineyard, a resort island off the Massachusetts coast. Two waterfront parcels in the town of Aquinnah are on the market -- a 39.5-acre (16-hectare) property available for $20 million, and a 53.5-acre piece for $...

time, hold a trading position (long or short) in the securities and financial instruments discussed
document IMAGES-003-HOUSE_OVERSIGHT_014950.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…es is a regular issuer of traded financial instruments linked to securities that may have been recommended in this report. MLPF&S or one of its affiliates may, at any time, hold a trading position (long or short) in the securities and financial instruments discussed in this repor...

Best Technical Trades
document IMAGES-003-HOUSE_OVERSIGHT_014777.txt Nov 16, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Best Technical Trades Paul Ciana, CMT MLPF&S [email protected] Technical trends for Trump ¢ Bullish USD: Breadth and technicals favor USD. Overall they point to a stronger US dollar in 2017. We are bullish USD/JPY. ¢ Higher yields: US 10y and 30y yield made large wedge botto...

indicators of future results
document IMAGES-007-HOUSE_OVERSIGHT_024178.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…pecific investment objectives, financial situation or particular needs of a recipient are not considered in this document. Tax treatment depends on the individual recipient's circumstances and may be subject to change in the future. UBS does not provide legal or tax advice. Recip...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025578.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ Appendix B: Valuation of Alternative Managers - What@in the Price? Exhibit 48: Exhibit 49: Covered Alternative Asset managers NTM Relative P/E Covered Alternative Asset managers NTM Absolute P/E Alts NTM P/E Ratios Relative to...

Key financial market driver 3 - China growth outlook
document IMAGES-007-HOUSE_OVERSIGHT_024145.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…012. For this we would probably need to see stronger-than-expected fiscal and monetary policy support from the government. A speedy improvement in the Eurozone debt crisis could also lead to this positive scenario. & Negative scenario (Probability: 10%*) Hard landing ¢ Chinese G...

As | wrote in mid-July: “Microsoft had a bad fourth quarter, mostly because many people are not usin
document IMAGES-005-HOUSE_OVERSIGHT_019421.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… August 30 to notify Microsoft if it plans a proxy battle, and sources said it still wants more that Ballmer’s retirement. In talks, said sources, it has asked for an aggressive stock buyback and also a dividend increase, which might assuage its efforts to garner a board seat. B...

FTSE 100 (27 June): 5,524 (last month: 5,266)
document IMAGES-007-HOUSE_OVERSIGHT_024151.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ers should support UK companies as 70% of revenues are generated abroad. ¢ Energy is the largest sector of the UK market. While the oil price eased sharply over the past months, we expect it to stabilize in the second half of 2012. An attractive valuation of the energy sector at...

Re: World economy growth interesting reading
email TEXT-001-HOUSE_OVERSIGHT_021231.txt Jul 11, 2009 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ow housing recovery, and another year or two likely to feel like a recession, whether its technically labeled that or not. We should count ourselves lucky, though. The IMF expects at least 11 major parts of the world to have more severe economic contractions than the United State...

By Keith Larsen | October 11, 2018 06:15PM
document IMAGES-009-HOUSE_OVERSIGHT_027068.txt Oct 11, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…n New York and is led by Related Companies Managing Principal Justin Metz, according to a filing in U.S. Bankruptcy Court. The company is offering $32 million for the property, which will set the floor price for a bankruptcy auction scheduled for next month. Bids at the auction...