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Chart 50: Utilities relative PE close to the 2013 low Chart 51: Chemicals / Industrials — re-rated b
document IMAGES-003-HOUSE_OVERSIGHT_014484.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 50: Utilities relative PE close to the 2013 low Chart 51: Chemicals / Industrials — re-rated but PE-rel not excessive 1.20 -0.5 1.30 1.15 0.0 425 4 0.5 10 10 1.20 1.05 , 15 4.15 1.00 2.0 1.10 0.95 25 1.05 ai an — Chemicals / Industrials PE-rel _— ——PE-relative UTILITIES 1....

In other words, 2Q17 marks the low point in oil and gas production, with
document IMAGES-003-HOUSE_OVERSIGHT_014876.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

In other words, 2Q17 marks the low point in oil and gas production, with momentum accelerating in 2H17 to kick start a multi-year period of growth. Chart 1: Hess production outlook: inflection point from 2Q17 600 500 400 300 200 100 1Q16A 2016 4Q17E 3Q18E 2Q19F 1Q20E 2020...

Internet & Society: The Technologies and Politics of Control
document TEXT-001-HOUSE_OVERSIGHT_024256.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Internet & Society: The Technologies and Politics of Control Professor Jonathan Zittrain co-taught with Professor Joi Ito, Director of the MIT Media Lab Harvard Law School Winter 2017 Mon-Fri 10:30am-noon; 12:45pm-2pm Milstein West AB Syllabus I. Course Description This course of...

CAPITAL CHAPTER VI U.S. and International Cannabis Market Estimates
document IMAGES-008-HOUSE_OVERSIGHT_024751.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ACKRELL CAPITAL CHAPTER VI U.S. and International Cannabis Market Estimates illustrate the impact of varying these factors with the following sensitivity analysis, which shows the estimated market size at maturity using a range of penetration rates and monthly spending weighted...

BREAKING DOWN DEMOCRACY: Goals, Strategies, and Methods of Modern Authoritarians
document IMAGES-005-HOUSE_OVERSIGHT_019264.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

BREAKING DOWN DEMOCRACY: Goals, Strategies, and Methods of Modern Authoritarians up’ the agreement between British prime minister Neville Chamberlain and Adolf Hitler that resulted in Germany's seizure of parts and eventually all of Czecho- slovakia. This clearly falsified the h...

currencies. The fact that the Central Bank of Brazil will be looking to cut rates in the
document IMAGES-003-HOUSE_OVERSIGHT_014735.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

currencies. The fact that the Central Bank of Brazil will be looking to cut rates in the face of a Fed tightening cycle makes the BRL especially vulnerable in 2017. We would recommend buying MXN against BRL as a relative value trade. 5. The best hedge against escalation of trade...

modified will not likely change the outlook. LM feels its strong positioning in global
document IMAGES-002-HOUSE_OVERSIGHT_014354.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

modified will not likely change the outlook. LM feels its strong positioning in global distribution and product sets bodes well to perform in a new fiduciary world. ¢ Additionally, a lower potential U.S. corporate tax rate will not change its cash tax rate which is likely to be...

Global Cross Asset Strategy —- Year Ahead Bankof America
document IMAGES-002-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Cross Asset Strategy —- Year Ahead Bankof America The Trump inflection ape ce Investment Strategy 30 November 2016 Corrected Key takeaways ee « Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. Jam...

perspective. What particularly interests me about your point of view Steve, to talk
document IMAGES-010-HOUSE_OVERSIGHT_029069.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

perspective. What particularly interests me about your point of view Steve, to talk specifically about your work, Breitbart is very close to the tea party movement. So I’m just wondering whether you could tell me about if in the current flow of contemporary politics — first tell...

Text 001 House Oversight 028453
document TEXT-001-HOUSE_OVERSIGHT_028453.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

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Overall, we find it hard to argue that sectors haven’t moved a long way already from a
document IMAGES-003-HOUSE_OVERSIGHT_014483.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Overall, we find it hard to argue that sectors haven’t moved a long way already from a valuation perspective, even against the context of potentially important inflection points in bond yields and earnings. From here we suspect investors may need to more selective in how they pla...

84 4 Brief Survey of Cognitive Architectures
document IMAGES-002-HOUSE_OVERSIGHT_013000.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

84 4 Brief Survey of Cognitive Architectures Joshua Blue is not under active development and has not been for some time; however, the project may be reanimated in future. Joshua Blue’s core knowledge representation is a semantic network of nodes connected by links along which a...

February 16, 2017
document TEXT-001-HOUSE_OVERSIGHT_026668.txt Feb 16, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

February 16, 2017 In the fourth quarter of 2016, Boothbay Absolute Return Strategies, LP (the “Fund”) earned a net return of approximately +0.04%. 1,2 Since the Fund opened on July 1, 2014, it has returned 16.10%. 1,2 In that period, the Fund’s largest monthto-month drawdown has...

Article 1. The Washington Post
document TEXT-001-HOUSE_OVERSIGHT_030156.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

 22 June, 2011 Article 1. The Washington Post Avoiding a summer of blood David Ignatius Article 2. Project Syndicate The Middle East’s Slow-Motion Revolution Prince El Hassan bin Talal Article 3. Stratfor Turkey's Inevitable Problems With Neighbors Article 4. Agence Global A De...

UBS WM Global Chief Investment Officer
document IMAGES-008-HOUSE_OVERSIGHT_025289.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Contact list UBS WM Global Chief Investment Officer Alexander Friedman [email protected] UBS WM Head of Investment Mark Haefele [email protected] UBS WM Global Investment Office Themes / UHNW Asset Allocation Advisory Asset Allocation Discretionary Alternative Inv...