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Summary of Closed Trades (19-Jun-17)
document IMAGES-003-HOUSE_OVERSIGHT_014994.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Summary of Closed Trades (19-Jun-17) Table 10: Summary of closed trades as of 19-Jun-17 Trade Description Buy NKY Aug-16 105%-110% call spreads & sell 90% puts Replace FB long positions via Oct-16 ATM calls Replace AMZN long positions via Oct-16 ATM calls Buy AAPL Oct-16 ATM...

Summary of Closed Trades (5-Jun-1 7)
document IMAGES-007-HOUSE_OVERSIGHT_023599.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Summary of Closed Trades (5-Jun-1 7) Table 7: Summary of closed trades as of 5-Jun-17 Trade Description Buy NKY Aug-16 105%-110% call spreads & sell 90% puts Replace FB long positions via Oct-16 ATM calls Replace AMZN long positions via Oct-16 ATM calls Buy AAPL Oct-16 ATM p...

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...

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

Characterizing carry Efficient carry strategies involve buying and selling dynamic portfolios of currencies with certain risk characteristics. Carry strategies are supposed to work better over long investment horizons, so that the cushion provided by the carry compensates for th...

Reference portfolio
document IMAGES-007-HOUSE_OVERSIGHT_024140.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Reference portfolio Tactical asset allocation deviations from benchmark* Currency allocation underweight neutral overweight underweight neutral overweight a a a a a a aT Cash USD 7 | Equities total EUR — ae | UT”t”t~(‘(<(Cséi<‘i;*;é‘CSé@Y!COC;*d?#SC*CO*éirCSCS”~*dY US GBP Eur...

Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026575.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 [email protected] that outcome. But avoiding the worst case requires a short-term bargain plus a long-term compromise on a scale not seen in Washington since the Clinton- Congressional...

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

Disclaimer This document has been prepared by UBS AG, its subsidiary or affiliate ("UBS"). The information is intended as a general market commentary and provided solely for marketing and information purposes. Opinions expressed herein are those of UBS Wealth Management & Swiss...

were underweight at the start of the year too and missed the lows. We recognized we
document IMAGES-002-HOUSE_OVERSIGHT_014464.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

were underweight at the start of the year too and missed the lows. We recognized we were wrong and closed our underweight and while it took us a while but we eventually managed to go overweight in September. The lesson of that is that themes are great, but when the facts change s...

Ever Wondered Why Donald Denver: This Meal Service is
document IMAGES-003-HOUSE_OVERSIGHT_014833.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Lupe Horie CHEF et Ever Wondered Why Donald Denver: This Meal Service is Trump Doesn't Talk About His = Cheaper Than Your Local Store Daughter Tiffany? Here's Why = How : 21* Secrets About Air Force ne That Onty The President Knows. Never Use A Bad Realtor Agaln The Root Of...

The J.P. Morgan View: Local forces are dominating
email IMAGES-011-HOUSE_OVERSIGHT_030844.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 J.P Morgan Global Asset Allocation The J....

Growth of the US for both returns and protection
document IMAGES-009-HOUSE_OVERSIGHT_026696.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Growth of the US for both returns and protection The attractiveness of the US has been driven by interest rate rises (with expectations for further raises this year) and bond yields lagging in other developed markets (figure 8). There is also market confidence of a ‘pro-business’...