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Price objective basis & risk
document IMAGES-003-HOUSE_OVERSIGHT_014939.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Price objective basis & risk Alphabet (GOOGL / GOOG) Our price objective is $1025/$1025, representing 17x our core 2018 Google non-GAAP EPS estimate (excluding non-Google losses), plus $118/share in cash, or 21x core Google GAAP EPS plus cash. Alphabet has traded at 12-24x forw...

she noticed, Epstein ate all the
document IMAGES-006-HOUSE_OVERSIGHT_022114.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

‘TERSON she noticed, Epstein ate all the t for both of them. She found it osedly brilliant man had left for he Marquis de Sade. And then a one of Epstein’s assistants —a ho told her, “Jeffrey wanted me tly. slish features and flowing blond : then, with a bad case of morn- , some...

What is Blockchain Technology? Division
document IMAGES-008-HOUSE_OVERSIGHT_025667.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Investment Management What is Blockchain Technology? Division Illustrative Schematic: Centralized Network versus Distributed Network Centralized Network Distributed Network = Blockchain is the critical and differentiating infrastructure that underlies cryptocurrencies. = Unl...

prosperity deal. He says American conservatives abandoned the middle ground
document IMAGES-010-HOUSE_OVERSIGHT_029676.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…en us one of the most flexible economies in the world - arguably the most flexible. But further structural changes are ahead of us." He lists them. It is a mix of the new and old Keating agenda: a shift in resources to the extractive industries; a lift in capital inflow driving...

Paul Keating explains as never before
document IMAGES-010-HOUSE_OVERSIGHT_029560.txt Oct 22, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Paul Keating explains as never before e BY:PAUL KELLY, EDITOR-AT-LARGE ° From:The Australian e October 22, 2011 12:00AM WITH his panoramic view of world affairs sharper than ever, Paul Keating blames the current global crisis on blunders by European and US leaders and warns tha...

Edge Question 2011 - An Invitation
email IMAGES-010-HOUSE_OVERSIGHT_029901.txt Dec 31, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: John Brockman Po Sent: 12/31/2010 6:23:47 PM To: Jeffrey Epstein [[email protected]] Subject: Edge Question 2011 - An Invitation Importance: — High “Deliciously creative...the variety astonishes...intellectual skyrockets of stunning brilliance. Nobody in the world is...

Re: Thank You from Lisa and Poetry in America
email TEXT-001-HOUSE_OVERSIGHT_019330.txt Dec 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…k State of Mind": Nas, Russell Simmons, Salamishah Tillet, Steve Stoute, and a chorus of hip HOUSE OVERSIGHT 019331 hop heads; On Galway Kinnell's "The Grey Heron": E.O. Wilson, Robert Hass, Laura McPhee; On Gwendolyn Brooks's "To Prisoners": Anna Deveare Smith, Reginald Dwayne B...

Overweight US Energy Infrastructure Master
document IMAGES-003-HOUSE_OVERSIGHT_014558.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Overweight US Energy Infrastructure Master Limited Partnerships (MLPs): We initiated a direct allocation to energy MLPs in late January 2016 and have maintained that tilt. Given our assumptions about oil prices, we believe that the cash distributions from MLPs are generally secur...

James Barty >> Ajay Singh Kapur, CFA >>
document IMAGES-002-HOUSE_OVERSIGHT_014459.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…k Capleton Rates Strategist MLI (UK) +44 20 7995 6118 [email protected] 28 Global Cross Asset Strategy - Year Ahead | 30 November 2016 Bankof America 2 Merrill Lynch HOUSE_OVERSIGHT_014459

Re: Press: AmLaw Litigation Daily on Emirates Bank win
email TEXT-001-HOUSE_OVERSIGHT_012037.txt Aug 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 8/15/2016 12:09:58 PM To: Kathy Ruemmler Subject: Re: Press: AmLaw Litigation Daily on Emirates Bank win Did you write this ?C) On Monday, August 15, 2016, Kathy Ruemmler < Begin forwarded message: From: < Date: August 15, 2016 at 6:...

see the most uplift in spending from any potentially large fiscal stimulus and
document IMAGES-003-HOUSE_OVERSIGHT_014635.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

see the most uplift in spending from any potentially large fiscal stimulus and infrastructure spending under the new US administration. Tax Policy: Unlike most semis, TXN reports its financials on a pure GAAP basis and its tax rate at 30% is one of the highest in the industry. W...

Chart 3: EM debt and equity have been hit Chart 4: While Banks versus Staples has gone ballistic
document IMAGES-002-HOUSE_OVERSIGHT_014436.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n we wanted to be defensive in bond markets. It would seem to us that inflation expectations are now up with events. US headline CPI at 2.5% is consistent with the Fed modestly overshooting Bankof America 2 Global Cross Asset Strategy - Year Ahead | 30 November 2016 5 Merrill Ly...

growth, and, in the event, the 10OY UST yield at 2.34% would not seem too
document IMAGES-009-HOUSE_OVERSIGHT_026641.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

growth, and, in the event, the 10OY UST yield at 2.34% would not seem too high. The dollar will continue to smile. Previously, we made the suggestion that the US dollar is on the right side of the Dollar Smile against the majors, but it is on the left side of the Dollar Smile ag...

Some Notable Observations
document IMAGES-009-HOUSE_OVERSIGHT_026903.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…kly estimates through August 30,2018. Flows exclude reinvested dividends. Source: Investment Strategy Group, ICI. Some Headwinds Facing the FANGMAN Stocks Will Persist The basket of FANGMAN (i.e. Facebook, Apple, Netflix, Google, Microsoft, Amazon and Nvidia) stocks have droppe...

parlor and quickly realize that the big boss’s methods duplicate effort. I do it my way, finish in o
document IMAGES-002-HOUSE_OVERSIGHT_013810.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ot good at reality. I major in neuroscience and then switch to East Asian studies to avoid putting printer jacks on cat heads. 1997 Millionaire time! I create an audiobook called How I Beat the Ivy League, use all my money from three summer jobs to manufacture 500 tapes, and pro...