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Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025586.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ known to, professionals in other Morgan Stanley business areas, including investment banking personnel. Morgan Stanley Research personnel may participate in company events such as site visits and are generally prohibited from a...

How Come This Book?
document TEXT-001-HOUSE_OVERSIGHT_010912.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

FREE GROWTH AND OTHER SURPRISES Draft Gordon Getty FOREWORD BY THE AUTHOR How Come This Book? A few months ago, Robert Trivers was kind enough to send me his new book. The title is “Wild Life”. Perfect two ways. Bob is a world authority on wildlife, to wit evolutionary biology....

CAPITAL CHAPTER IV U.S. Legal Landscape
document IMAGES-008-HOUSE_OVERSIGHT_024717.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ACKRELL CAPITAL CHAPTER IV U.S. Legal Landscape as publicly traded companies, but ordinarily will market its securities using a private placement mem- orandum (PPM) that includes information similar to some of the information required to be disclosed by publicly traded companies...

Chart 13: Real labor income and private consumption Chart 14: Workers’ saving rate at all-time high
document IMAGES-002-HOUSE_OVERSIGHT_014415.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… saar (LHS) ; ; ‘ Private consumption, JPY trn saar (RHS) —— Saving rate of workers’ households, % 4qtr ma Source: BofA Merrill Lynch Global Research, CAO Source: BofA Merrill Lynch Global Research, MIA 2. Capex revival We also see a fundamental case for higher capital spending....

Internet sector trading multiples for EV/EBITDA and P/E are tracking up slightly YTD
document IMAGES-003-HOUSE_OVERSIGHT_014892.txt Apr 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…15x 10x 5X 5x Ox Ox Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Source: BofA Merrill Lynch Global Research, Bloomberg, as of 4/4/2017 Source: BofA Merrill Lynch Global Research, Bloomberg, as of 4/4/2017 Large cap receiving a premium; S...

n?eSesaz 1980 1984 1988 1992 1996 2000 2004 2008 2012 2016
document IMAGES-002-HOUSE_OVERSIGHT_014311.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…4 2008 2012 2016 ® Largest 4-day % changes in 10yr UST yields since 1962 @ Change measured in bps (nght) Source: BofA Merrill Lynch Global Research. Based on daily data since 1962. —— 4-day return of a 30yr UST futures investment ee 14-Nov-16 Source: BofA Merrill Lynch Global...

Fwd: White House exploring VAT (Washington Post)
email TEXT-001-HOUSE_OVERSIGHT_014857.txt Apr 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…owth. But the prospect of any new taxes has long drawn skepticism from Republicans. Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park, 5th Floor, New York, NY 10036 HOUSE OVERSIGHT 014858 <!--[if !vmI]--> Bank of...

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)

…ives - relative price vs 52wk average (SD) Cyclicals vs Defensives - relative price vs 52wk average (SD) Source: BofA Merrill Lynch Global Research, Bloomberg Source: Re BofA Merrill Lynch Global Research, Bloomberg place this text In fact your best guide to this year was to b...

Chart 27: 3% Global GDP growth the tipping point for EPS
document IMAGES-002-HOUSE_OVERSIGHT_014471.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…40 -40% 6 30 60 “50% “1% 01/98 01/01 01/04 01/07 O10 0113 01/16 Q496 Q499 Q402 Q405 Q408 Q411 Q414 Q417 Source: BofA Merrill Lynch Global Research, Datastream, IBES MSCI Europe 12m trail EPS (IBES) ———World GDP (right) =———|SM / Euro PMI manuf avg (advanced 9m) =———|MSCI Eur...

Chart 80: Stocks mostly trade above ex-pipeline value
document IMAGES-003-HOUSE_OVERSIGHT_014494.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t stocks 20% 15% 5% -5% -15% -14% 16% — -16% 25% Boe -35% mPremium/(Discount) to ex pipeline DCF Source: BofA Merrill Lynch Global Research Overweight Utilities Chart 81: Growth from new products - $138bn launching 16-20E Peak unrisk-adjusted sales potential (USDm) of...

Chart 7: Cumulative Japanese purchases of foreign bonds since 2010
document IMAGES-003-HOUSE_OVERSIGHT_014734.txt Jan 1, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ds since 2010 900 800 700 600 500 400 300 . 200 100 0 -100 1/1/2010 7/1/2011 1/1/2013 71112014 1/1/2016 Source: BofA Merrill Lynch Global Research Chart 8: USD/JPY 10y forward outright 100 95 90 85 80 75 70 65 60 55 50 1/1/2010 5/1/2011 8/4/2012 = 1/1/2014) 5/1/2015 = 9/1/2...