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The President responded by suggesting we go to the Pentagon and talk in
document IMAGES-009-HOUSE_OVERSIGHT_028086.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ur attack plan, the very fact of a military presence on the ground made a dramatic difference. The number, accuracy and impact of the Scuds dropped off steeply. A few missiles kept coming, however. Since we did not yet have a 238 HOUSE_OVERSIGHT_028086

e Uneven tariff rates and the banning of some US goods
document IMAGES-009-HOUSE_OVERSIGHT_026901.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ithout merit, as we believe that US-China relations are changing on a more structural basis and will have a longer-term impact. On a short-term basis, however, US exposure to China is limited with merchandise exports, corporate profits and foreign claims at about 1% of GDP. As se...

Time: 08/01/18 02:30:22 PM (554851822)
document IMAGES-009-HOUSE_OVERSIGHT_027376.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Time: 08/01/18 02:30:22 PM (554851822) Flags: 1085445 Ts Read: No Is Invitation: No I am looking to its impact in Europe GUID: 9DEC43CC-6315-4DB5-BDEF-A99B46084244 Message: You guys are the best at it. Again Sender: e:[email protected] Time: 08/01/18 02:31:09 PM (55485186...

I used to work at a large Silicon Valley law firm, but one day I woke up and decided that I wanted t
document IMAGES-002-HOUSE_OVERSIGHT_014021.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t! —GERRY M. TAKING FLIGHT WITH ORNITHREADS Tim— My mentor gave me your book this past July and it had a tremendous impact on my life, its arrival could not have had better timing. About the time I read it, I was a few weeks away from competing in my first Olympic distance tr...

Fwd: Announcing the 2019 Hillman Prize winners
email TEXT-001-HOUSE_OVERSIGHT_021113.txt Apr 23, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

… and the American Urban Tragedy, Metropolitan Books Reporting by this year's prize winners has had significant positive impact, including: • Reversal of the Trump administration's "Zero Tolerance" family separation policy • Three federal investigations, new legislation, widesprea...

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

…ent. 3 S&P 500 negative-return analysis calculated using Bloomberg closing prices for SPX Index. effects, which seem to impact other multi-manager funds in a greater way? Platform Beta Equity market performance is a large predictor of returns for many long/short equity hedge fund...

Looking more closely, I saw a wooden box, the kind we used in Mishmar
document IMAGES-001-HOUSE_OVERSIGHT_011518.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…to understand why the Palestinians were fighting us. Before the 1956 war, Dayan gave a brief speech that had a powerful impact on me. It was a eulogy, but it was for someone Dayan didn’t know personally. His intended audience was the rest of the country. He spoke in Nahal Oz, a k...

This is a little unorthodox, but here is the text of an internal note that I just sent to our integr
document TEXT-001-HOUSE_OVERSIGHT_025229.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…dequate bank capitalization; weak labor compensation as an Achilles heel of the US profits recovery, given its negative impact on spending; the political divide in Congress over how to deal with falling government revenue and rising entitlement spending; inflation risks in Asia a...

EBITDA, Adjusted EBITDA and Adjusted EBITDAR have limitations as analytical tools, and you should
document IMAGES-007-HOUSE_OVERSIGHT_024449.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…GAAP measures do not reflect cash requirements for such replacements or the related expense; @ they do not reflect the impact of earnings or charges resulting from the significant costs we have incurred in integrating KinderCare, and we are likely to incur significant integratio...

Our business and affairs are managed under the direction of our Board, which is composed of five dir
document IMAGES-007-HOUSE_OVERSIGHT_024313.txt Apr 23, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…dable performance, it should be composed of individuals with sophistication and experience in the many disciplines that impact our business. To best serve our stockholders, we seek to have a board that, as a whole, is competent in key corporate disciplines, including accounting a...

Financials: buy XLF call spreads
email IMAGES-001-HOUSE_OVERSIGHT_011281.txt Nov 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…n the aforementioned points. That said, given the velocity and magnitude of the recent move and uncertainty around the impact and timing of Trump’s policies, we believe options offer better risk-reward than being outright long financials stocks here. With flat call skew, “appear...

Fareed Zakaria GPS
document IMAGES-007-HOUSE_OVERSIGHT_023695.txt Oct 5, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…o look at. Chinese President Xi Jinping has a new book, entitled The Governance of China, and it’s aiming for worldwide impact. State media there reports that the book has been published in nine languages: Chinese, English, French, Russian, Arabic, Spanish, Portuguese, German and...

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

…ed marketing spending to drive traffic to Bankrate sites, resulting in lower margins, 6) Google changes have a negative impact on marketing margins and EPS, 7) competition with other consumer finance sites, and 8) a large acquisition. Care.com (CRCM) Our $9 price objective is b...

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

…in a short-term trading idea or recommendation, which highlights a specific near-term catalyst or even short-term price impact on the equity securities of the issuer. Short-term trading ideas and recommendations are different fi reflects both a longer term total return expectatio...

Citigroup Inc. (C)
document IMAGES-002-HOUSE_OVERSIGHT_014380.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nal growth rate of 5% and Tier 1 common of 8% at termination. Downside risks to our PO are a more severe than expected impact from lower energy prices, or a slower than expected rate of fed hikes. Upside risks are a better than expected rebound in energy prices and sooner recogn...