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1) Upturn in inventory cycle: Defensives—Cyclicals
document IMAGES-002-HOUSE_OVERSIGHT_014400.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…cyclical sectors are listed in Table 1. Shusuke Yamada, CFA FX/Equity Strategist Merrill ~ | Global Research Bankof America a Merrill Lynch HOUSE_OVERSIGHT_014400

Grant_Smith086178*eMailContent.htm
document IMAGES-011-HOUSE_OVERSIGHT_030949.txt Jan 6, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

Grant_Smith086178*eMailContent.htm , Rothstein Rosenfeldt Adler ‘Las Olas City Centre, Bank America Building 401 East Las Olas Boulevard Suite 1650 Fort Lauderdale, FL 33301 file:///C\/Documents%20and%20Settings/Trial/Desktop/E...uction/eDocs/eMail/Grant_Smith080178"*eMailCo...

“Obviously, neither a corpse nor a 4-year-old can provide consent
document IMAGES-003-HOUSE_OVERSIGHT_015357.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… t it mean their body belongs to you? It sounds gross, but isn’ t it an issue of private rights in the United States of America, that likes so much the idea of individualism and is ready to exploit people and the environment in the name of that ideal?” “| never understood why pe...

exclusion of any “member of the Nazi Party or an active supporter of Nazi
document IMAGES-003-HOUSE_OVERSIGHT_015431.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…uld be linked to the deaths of thousands of concentration camp prisoners. (Fun fact: He married his cousin.) He came to America in 1945 and became a citizen in 1955. He was called the “Father of the U.S. space program.” In June 1958, by the time those German importees had become...

Some people experience God speaking
document IMAGES-006-HOUSE_OVERSIGHT_021363.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d to over-estimate the importance placed on prayer and prayer experience in a church like this and indeed, in Christian America today. Many of the best-selling Christian books are books on prayer technique, and they sell in the millions. Such books often begin by presenting the c...

Chart 76: Biggest risks to investing in a tech-based lending companies
document IMAGES-002-HOUSE_OVERSIGHT_014366.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…lending and portfolio management decisions The Future of Payments: The Need for Speed Jonathan Lear, President — North America, Earthport and Bruce Parker, Founder of Modopayments spoke on The Future of Payments panel. In a wide ranging discussion, the panelists discussed the B2...

2017: a good year for domestic demand
document IMAGES-002-HOUSE_OVERSIGHT_014414.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…k to the research paper (in Japanese only): https://Awww.boj.or.jp/research/wps_rev/wps_201 6/data/wp1 6j09.pdf Bankof America <2 Merrill Lynch Japan Economics Viewpoint | 18 November 2016 5 HOUSE_OVERSIGHT_014414

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)

prosperity deal. He says American conservatives abandoned the middle ground represented by Republican presidents such as Dwight D. Eisenhower, Richard Nixon and Bush Sr and became radicals. The derailment, he argues, began under Ronald Reagan and reached its zenith under George W...

Director | Global Equities
document IMAGES-002-HOUSE_OVERSIGHT_014399.txt Nov 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Amanda Ens Director | Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated Japan Investment Strategy Nikkei to 20,000: Inventory cycle upturn — cyclicals; inflation — banks, insurance Investment Strategy 18 November 2016 Key tak...

Zillow (Buy, $42 PO)
document IMAGES-003-HOUSE_OVERSIGHT_014934.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…revenue. For rentals and other we estimate $32mn in revenue, up 75% y/y. 48 Internet/e-Commerce | 06 April 2017 Bankof America <2 Merrill Lynch HOUSE_OVERSIGHT_014934

“Except that it’s actually hard to give away this kind of dough, without causing more problems than
document TEXT-001-HOUSE_OVERSIGHT_022952.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…in, not immune to an amount of wonder, increased their wealth by $500 billion last year, meaning, in effect, that every American billionaire makes more than another billion every year. And, points out the 62-year-old Epstein, they will almost all be dead in 30 years, most well be...

then distributed copies by hand. Then he was slammed by his own community for doing
document IMAGES-005-HOUSE_OVERSIGHT_018564.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Positive tells the story of Richard Berkowitz -- and how he was one of the first to spread the word about safer sex in America. Berkowitz, a talented writer, started out as a hot-blooded participant in the promiscuous gay bathhouse culture; later, he became an S&M hustler (i.¢.,...

o22017 1 Jeffrey Epstein where -- where this seemed to be going
document IMAGES-001-HOUSE_OVERSIGHT_010838.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…y called to cancel 022123 4 the deposition and represented that Miss Maxwell was o2z2120 5 outside the United States of America and had no plans to o22133 § return back to the United States. o22i35 | 7 And $0, at that point, the deposition was -- o22140 8 was not able to go forw...

government) perspective. While she acknowledges that there is not much diversity in
document IMAGES-006-HOUSE_OVERSIGHT_020525.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tion, and private entrepreneurs from Hong Kong. This same think tank has a “China Council” of donors (including Chinese Americans, but no Chinese nationals) that supports the think tank’s activities. Some US institutions refuse to accept funds from China-based commercial entities...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_029344.txt Dec 27, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…arian anti-tax advocate, had various run-ins with the IRS, and called President Barack Obama "the most dangerous man in America"? Or that "In 2009, a Dallas County jury found NL Industries" -- one of the companies in Simmons's estate -- "liable for not honoring contractual agreem...