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Global Sector Positioning
document IMAGES-007-HOUSE_OVERSIGHT_024207.txt Feb 12, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL Global Sector Positioning Tech Industrials Insurance Pharma Discretionary Materials Energy Banks Staples . Substantially Telecoms underweight Utlites -40 -35 -30 -25 -20 “15 “10 5 +0 +5 +10 +15 +20 225 +30 +35 <= underweight // overwei...

Brexit Statistics
email TEXT-001-HOUSE_OVERSIGHT_011170.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Brexit Statistics Data Retrieved: 23 rd June, 2016 Data Source: Twitter From: 12 AM CEST TO: 11 PM CEST Total No of Tweets: 302,1130 No of Tweets with Positive Sentiment: 157,075 No of Tweets with Negative Sentiment: 93,305 No of Tweets with Neutral Sentiment: 51,750 Brexit 1570...

Article 1. Wall Street Journal
document TEXT-001-HOUSE_OVERSIGHT_023458.txt Apr 16, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

 17 April, 2011 Article 1. Wall Street Journal The New Cold War Bill Spindle and Margaret Coker Article 2. The New York Post The storm in Syria Amir Taheri Article 3. The American Interest Political Order in Egypt Francis Fukuyama Article 4. NYT The Budget Debate, Revealed Rich...

In Israel, Time for Peace Offer May Run Out
document TEXT-001-HOUSE_OVERSIGHT_025610.txt Apr 2, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

 3 April, 2011 Article 1. NYT In Israel, Time for Peace Offer May Run Out Ethan Bronner Article 2. Le Monde diplomatique The Arab spring - Follow the money Samir Aita Article 3. Guardian Obama doctrine? If only Michael Boyle Article 4. The Economist American foreign policy - Wh...

CEFOTAJ Business Proposal
document TEXT-001-HOUSE_OVERSIGHT_019448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

 CEFOTAJ Business Proposal Jacmel, Haiti Table of Contents Executive Summary 3 Introduction 4 Background 4 Country Profile Background 5 General Geographical and Macroeconomic Situation 5 U.S. and Haiti Relationship 6 Haiti before th...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026576.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…0.3% -5.0% 3.5% Topix 731 4A% Industrials 12.6% 15.7% 1.2% 10.5% FTSE 100 5770 8.6% Discretionary 21.0% 23.9% 45% 10.8% MSCI Eurozone* 143 15.8% Staples 11.4% 13.1% 13.8% 19.5% MSCI Europe* 1104 13.2% Healthcare 18.4% 15.5% 15.0% 30.9% MSCI EM $* oo5 12.2% Financials 25.6% 24.2%...

Summary of Open Trades (5-Jun-17)
document IMAGES-007-HOUSE_OVERSIGHT_023597.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… conditional on the Syr CMS rate above 2.4% at maturity Buy QQQ Jun17 132 call , sell XLF Jun17 25 call Buy Buy-Rated MSCI A-shares stocks & hedge with puts Buy A-shares with highest MSCI impact & hedge with put Own Japan stock vol via gamma weighted vol dispersion Buy CNOOC...

November 21, 2011
document TEXT-001-HOUSE_OVERSIGHT_030814.txt Nov 21, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

November 21, 2011 Topic: The quixotic search for energy solutions Another Don Quixote Thanksgiving. Every year at Thanksgiving 1 , we look in-depth at an issue that affects markets and portfolios. Last year, we examined the unraveling situation in Europe. Unfortunately, most con...

162 9 General Intelligence in the Everyday Human World
document IMAGES-002-HOUSE_OVERSIGHT_013078.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

162 9 General Intelligence in the Everyday Human World 9.2 Some Broad Properties of the Everyday World That Help Structure Intelligence The properties of the everyday world that help structure intelligence are diverse and span multiple levels of abstraction. Most of this chapte...

CHINA DAILY Tuesday, January 23, 2018
document IMAGES-007-HOUSE_OVERSIGHT_023682.txt Jan 23, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

CHINA DAILY Tuesday, January 23, 2018 C VISION CHINA 7 Observers offer fresh insight for new era Intellectual hails progress made in past while warning of challenges that lie ahead By LIYANG [email protected] Robert Lawrence Kuhn has many titles, ranging from investm...

The J.P. Morgan View
document IMAGES-011-HOUSE_OVERSIGHT_030848.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…morgan.com J.P. Morgan Securities plc YTD returns through Mar 27 %, equities are in lighter color. * Topix S&P500 MSCI AC World* MSCI Europe* US High Yield GSCI TR Global Gov Bonds™* Europe Fixed Inc* EM $ Corp. US High Grade EM Local Bonds** US cash US Fixed Income EM F...

US Utilities PE/SPX PE
document IMAGES-007-HOUSE_OVERSIGHT_024209.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL US Utilities PE/SPX PE Close to record relative PE ot Fs) a JUTY tne (Ptladeighia Sock Euchre Uttity Ince) utes wn tread mare Source: Bloomberg While we will continue to see solid growth from the regulated names, and a total return arg...