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Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes
email TEXT-001-HOUSE_OVERSIGHT_023717.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 11/14/2016 3:34:18 PM To: Thomas Jr., Landon Subject: Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes early for most of macro players, hedge funds. Absolute majority bet on HRC to w...

US - Large Cap Oils Coverage Cluster
document IMAGES-003-HOUSE_OVERSIGHT_014645.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

US - Large Cap Oils Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY Anadarko Petroleum Corp. APC APC US Doug Leggate Cabot Oil & Gas Corp. COG COG US Doug Leggate ConocoPhillips COP COP US Doug Leggate Continental Resources Inc....

US - Electric Utilities Coverage Cluster
document IMAGES-003-HOUSE_OVERSIGHT_014641.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

US - Electric Utilities Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY American Electric Power AEP AEP US Brian Chin American Water Works AWK AWK US Brian Chin Black Hills Corporation BKH BKH US Brian Chin Dominion Resources D D...

or any other board or committee formed to assist or advise the
document IMAGES-007-HOUSE_OVERSIGHT_024066.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

or any other board or committee formed to assist or advise the General Partner, each Limited Partner that designated a member of the Advisory Board, and each partner, member, stockholder, director, officer, manager, trustee, employee, agent and affiliate of any of the foregoing s...

Ti v4 Expert Analysis
document IMAGES-010-HOUSE_OVERSIGHT_029308.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Ti v4 Expert Analysis income and have similar tax deductions (at least in amount) have generally been better off from a tax standpoint filing as However, that assessment tilts in favor of marriage and unmarried individuals. filing a joint return if one partner earns or deducts...

Mitch Daniels **1¢% President, Purdue University. Governor, State of
document IMAGES-004-HOUSE_OVERSIGHT_017576.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

*Mitch Daniels **1¢% President, Purdue University. Governor, State of Indiana (2005-2013). Fmr Director, Office of Management and Budget (2001-2003). * *Lanny Davis*-- FmrSpecial Counsel to the President Cunder Clinton).Author of Scandal and The Emerging Democratic Majority. *K...

where F, is human cash flow, z (pi) is pay, and C_ is invested consumption. The
document IMAGES-001-HOUSE_OVERSIGHT_011138.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

F.=2-C_, (A5.1) where F, is human cash flow, z (pi) is pay, and C_ is invested consumption. The subscript s, as usual, means saved or self-invested. Pay z can be defined as the worker’s literal or imputed revenue. Self-invested consumption C_ can be defined as any investment...

small-government, home-schooling, antiliberal, gold-standard, pro-death-penalty, anti
document IMAGES-005-HOUSE_OVERSIGHT_019928.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

small-government, home-schooling, antiliberal, gold-standard, pro-death-penalty, anti- Muslim, pro-Christian, monetarist, anti-civil-rights political movement in the United States. Bob Mercer is an ultimate quant, an engineer who designs investment algorithms and became a co-CEO...

Bitcoin’s Historical Risk Premium is Unexplainable Division
document IMAGES-008-HOUSE_OVERSIGHT_025681.txt Oct 28, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

Bitcoin’s Historical Risk Premium is Unexplainable Division Investment Management 1. Bitcoin Factor Exposures and Unexplained Premium 2. Tactical Hedge Funds’ Factor Exposures and Unexplained Premium 20.0% 15.0% Annual Risk Premium w wow 6 z | Annual Risk Premium BS Equity...

quite materialized yet (although the
document IMAGES-008-HOUSE_OVERSIGHT_025078.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

quite materialized yet (although the developers have a slight head start: between 200 and 300 call center-type jobs currently based in Ramallah are scheduled to move into Rawabi when the first phase of construction is complete). If the political or security situation seriously de...

Keating says: "China must shift the basis of growth from net exports and investment to
document IMAGES-010-HOUSE_OVERSIGHT_029677.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Keating says: "China must shift the basis of growth from net exports and investment to domestic consumption. Will they achieve this? Probably. Will there be strains along the way? There have to be." Unlike many Australian leaders, Keating is a Europhile. "I think the European pr...

Centre De Formation Technique Pour
document IMAGES-005-HOUSE_OVERSIGHT_019451.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ba sil Fa ell el a en ee, | NW LF AY TT AS Centre De Formation Technique Pour L’Avancement Des Jeunes Du Sud’Est Inc. Introduction Background Investment into another country or internalization is a very important and scrupulous decision that a business has to make. As a rule...

Robert Lawrence Kuhn
document IMAGES-007-HOUSE_OVERSIGHT_023666.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Robert Lawrence Kuhn Dr. Robert Lawrence Kuhn is a public intellectual, international corporate strategist and investment banker, and a renowned expert on China. He is a commentator on the BBC, CNN, CGTN, CCTV, CNBC, Fox Business, Bloomberg, and other media; senior political/eco...

Recommended tactical asset allocation
document IMAGES-008-HOUSE_OVERSIGHT_025252.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Recommended tactical asset allocation Tactical asset allocation deviations from benchmark* Currency allocation underweight neutral overweight underweight neutral overweight TooToo ToT Cash USD | Equities total oi EUR US Eurozone | GBP g UK | JPY a = Japan | u P CHF Switzerland |...

ClO WM Global Investment Office
document IMAGES-008-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

2 UBS ClO WM Global Investment Office El ClO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" 7 UBS CIO Monthly Extended November 2012 Published This report has been prepared by UBS AG. Please see important disclaimers and di...