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e Roth conversions. It is generally better to convert traditional retirement funds to a Roth IRA in
document IMAGES-003-HOUSE_OVERSIGHT_014520.txt Oct 16, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX ALERT 2016-5: THE 2016 ELECTION: TAX CHANGES EXPECTED e Roth conversions. It is generally better to convert traditional retirement funds to a Roth IRA in a lower tax rate environment rather than a higher rate environment. For taxpayers who converted a traditional IRA to a Ro...

UMB Financial Corp, Wells Fargo, Zions
document IMAGES-002-HOUSE_OVERSIGHT_014394.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

UMB Financial Corp, Wells Fargo, Zions. BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from inv...

Concerns over stagflation return
document IMAGES-003-HOUSE_OVERSIGHT_014722.txt Oct 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Concerns over stagflation return On the surface, this has been an uneventful year for the US rates market so far. At the start of January, the market was pricing two Fed hikes for the year. Six weeks later, the market is still pricing only two Fed hikes for the year. The yield o...

Metaphors and the market
document IMAGES-006-HOUSE_OVERSIGHT_021346.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

16. 17. 18. 19. 20. EAP 22. Metaphors and the market: Consequences and preconditions of agent and object metaphors in stock market commentary. Organizational Behavior and Human Decision Processes, 102, 174-192. Berman, P. S. (1994). Rats, pigs, and statues on trial: The c...

Chart 1: USDJPY vs yield spread Chart 2: USDJPY carry* gradually inching up
document IMAGES-002-HOUSE_OVERSIGHT_014425.txt Feb 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 1: USDJPY vs yield spread Chart 2: USDJPY carry* gradually inching up ‘4 135.0 we 125.0 10 115.0 O84 105.0 us 95.0 0.4 85.0 0.2 15.0 Nov-14 Feb-15 May-15 Aug-15 Nov-15 Feb-16 May-16 Aug-16 Nov-16 se USDJPY(RHS) —_USDJPY carry / 3m implied vol (RHS) US-Japan 10yr real yie...

Foreign exchange overview
document IMAGES-008-HOUSE_OVERSIGHT_025277.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Foreign exchange overview Foreign exchange - Key points ¢ The ECB's announcement of Outright Monetary Transactions (OMT) has reduced tail risk in the Eurozone considerably, while the Federal Reserve announcing a new round of potentially unlimited asset purchases at their Septem...

Prefer small-/mid-cap buyouts in US/emerging markets
document IMAGES-008-HOUSE_OVERSIGHT_025288.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Private equity Prefer small-/mid-cap buyouts in US/emerging markets; UBS View distressed debt in Europe ¢ Global M&A volume has continued its downward trend since Q4 2010, falling by -20% quarter-by-quarter in Q3 2012, with a drastic decline in Europe of -46%, the third lowest q...

OGE Fonn 278e (March 2014)
document IMAGES-004-HOUSE_OVERSIGHT_016722.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Fonn 278e (March 2014) Instructions for Part 6 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for re iler's Name Donald J. Trump art 6: Other Assets and Income _ quired information. Page Number 24...

USDJPY testing 110. Buy Japan upside
email TEXT-001-HOUSE_OVERSIGHT_014397.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Ens, Amanda [ Sent: 11/17/2016 8:55:12 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: USDJPY testing 110. Buy Japan upside Attachments: image001.png; image002.png; image003.png; image004.jpg; image005.jpg; image006.jpg; image007.jpg; image008.png; image009...

Marina Market Analysis 29
document IMAGES-005-HOUSE_OVERSIGHT_018839.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Marina Market Analysis 29 The table that follows details whether or not marinas will post a gross profit for 2014, based on marina size. Marina Gross Profit - Will Report a Gross Profit No Do Not Know Yes Marina Size % of Respondents Small (1 - 99 Slips) 19.0% 17.0% 64.0% Medi...

BREAKING DOWN DEMOCRACY: Goals, Strategies, and Methods of Modern Authoritarians
document IMAGES-005-HOUSE_OVERSIGHT_019242.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…iscuss common regime-security strategies.> More disturbingly, modern authoritarians collaborate to prop up some of the world’s most reprehensible regimes, apparently reasoning that the toppling of one dictator thins the herd, inspires imitation, and endangers them all. This is m...

fracturing of ancient China during the Spring and Autumn era or in the Roman
document IMAGES-004-HOUSE_OVERSIGHT_018402.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ices in every nation differently. But I'd like here to discuss American foreign policy. America plays a central role in world order now. The country’s leading position makes her, to some degree, an unavoidable gatekeeper. In the Napoleonic era, nearly every revolution or war coul...

This is how nine films fell into the big picture
document TEXT-001-HOUSE_OVERSIGHT_013442.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…a piece of cake compared to understanding the nuances of the 2011 Oscar race for the most revered artistic honor in the world. This is how nine films fell into the big picture. Three premiered in Cannes mid-May, a distant nine months ago, creating an Oscar campaign as long as a...

DP: The U.S. has been the patron for democracy for a century, since
document IMAGES-009-HOUSE_OVERSIGHT_027124.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…r democracy for a century, since Wilson’s 14 Points, and a wonderful heritage it has been. When an American travels the world, he finds himself in country after country where his country played a monumentally positive role, especially in democratizing the system. We naturally wan...

Re: Mechanisms for learning
email TEXT-001-HOUSE_OVERSIGHT_026406.txt Jul 24, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…111> wrote: Average humans are probably not fully able to learn how to program etc. Fraction of people that reshape the world are at the right end of the Bell curves, so difference in variation means fewer women. We tend to be more interested in the outliers. Have people explicit...